sales management crm

Immigration and Visa Process Management – 5 ways to make it quicker, error free and effective

Posted on by Philip George
Maple CRM, CRM for immigration, immigration software, software for leads management, Canada immigration, migration process, immigration and relocation, work permit, business visa, PR visa

Thousands of Immigration Consultants and multiples of thousands of applicants everyday flood the systems of Immigration businesses with their enquiries, applications and visa submissions.

While this is just one of the daily chores of Immigration Consultants, there can be many tight spots where it’s cumbersome to seamlessly transfer tasks internally within the team with ZERO LOSS of information and documents, or and the most important of all- LEAD LEAKS!

Lead leaks can happen due to several reasons- like missing the communication, losing track of lead progress, missing out on high priority leads, no quick communication and most important of all- no reminders for all this!

Check out these 5 ways in which an Immigration Consultants can be at the TOP OF THEIR GAME by effective management and great customer experience:

1. Get it automated – Use a CRM software!

  • CRM software reduces more than 80% of efforts, which is equivalent to 80% productivity boost! Click here to know how exactly it works.
  • With automatic reminders, no follow ups are missed and all the details are ready available for reference.
  • Maple CRM is the one among the top ones in Immigration and Oveseas Education niche, with features and functionalities customized to suit the requirements. Get a demo scheduled today!

2. Encourage executives to make it a practice of recording every single thing!

  • Old school method- of jotting down every single detail works the best even today!
  • Backed by modern technology and sophisticated softwares, keeping note of all progresses, communication and updates is made quite easy to follow.
  • Scheduled reminders and update notifications play an important role in Work process management. Maple CRM has the most user-friendly platform for customization and configuration of the system and user-wise reminder settings.

3. Periodic trainings to new users

  • Cycle of employees leaving the organization and hiring their replacements is another part and parcel in any business. Especially, for Immgration consultants, this business is vastly employee-oriented and technology can be made to work only with proper handlers.
  • It’s imperative that every one is adapted and is adept in using the software or any other technical tool used to daily work process management.
  • Dedicated trainers should be instructed to ensure proper training to new users and keeping all of them up to date on any new additions / updates

4. Easier to maintain soft copies- don’t pile up the papers!

  • Documentation is the most important phase in Immigration Process.
  • The reason for emphasizing software for management automation is not just for a great customer experience, but for a great user experience, too!
  • It’s a thing of the past, where printouts brim the edges of the executives’ table and drawers. It’s difficult, least effective and time eater method of keeping and retrieving records.
  • CRM software now a days are very well designed and easy to use, so that data addition and retrieval is easy and matter of just a couple of seconds!

5. Get technology working for you!

  • Before going ahead with any form of software or tool for your business, it’s useability must be measured stringently and only if it’s flexible enough to fit in your requirements, should it be accepted.
  • Technology here to work for you, not to make you work for it!
  • Contact Maple CRM today to learn how this software can be moulded into your requirements, so that it fits like a glove in your business model and business can reach new heights with productivity boost!

For more information, drop a WhatsApp message with ‘Hi, I would like to know more’ to the below mentioned number, or just give a call.

We believe we can connect better if we have a chat!

www.maplecrm.com | www.maplecrm.ae | info@maplecrm.com
+91 861 864 6767

How does a CRM boost the productivity of a business?

Posted on by Philip George

CRM is Customer Relationship Management software. As the name suggests, this software is meant to MANAGE, or in better words, improve and maintain the relationship between you and your customers.

Shhot the bull’s eye with these 3 great functionalities with a CRM software:

  1. Data organized = No Customers missed!

CRM enables a proper and aligned data in a easily retrievable format along with time stamp. This makes the user get access to the customer data at any point of time and present it with all the details as required. This data may include the discussions happened in the past, purchase history, business given by the customer (to decide the priority) and a host of other factors.

All the details, alongwith documents, generated quotations, invoices, reports, etc. can be quickly accessed with CRM.

2. Follow ups and Reminders- It’s a small thing but works big miracles!

Major reason of lead leaks is missing of the leads. Huge throughput of leads every day makes it impossible for any individua to manually keep a track of all the follow ups, call logs and details discussed. This results in missing of attending the leads, sending vital  information to the leads and most important- taking follow ups from customers.

Count on CRM for this! Set timely reminders, notes and follow up for each contact forget it! CRM does the rest. It will pop up notifications even in your mobile, so that it’s just impossible to miss even the minutest of any detail.

3. CRM Automation- Make the CRM work the way you want it to!

A CRM must work in such a way that it moulds with your business. Maple CRM has the unique feature of customization to such levels that the whole business structure can be configured and tasks to the users, along with timelines can be defined.

Automations supported enable the users to have system generated mails, notifications and other actions which make everyday processes smoother, more precise and thus error free.

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Maple CRM is rapidly rising to be the best choice among businesses globally due to it’s meticulously designed, user-friendly interface, quick and easily adaptable functionalities, customization in workflow, reports, views, dashboard and multitude of other features.

If you are among any of the below mentioned business types-

  • B2B Product
  • B2B Service
  • B2C Product/Service
  • Immigration Consultancy
  • Overseas Consultancy
  • CA/CS firm

            Contact us right away and take a step forward to the ‘Smart’ way of managing sales and process workflow.

www.maplecrm.com    |    www.maplecrm.ae | info@maplecrm.com

+91 861 864 6767 (Call / Whatsapp)

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5 Elements that can improve your Leads Conversions

Posted on by maplespeaker

Promoting websites through multiple ways? Do you have a streamlined and efficient process to capture your leads?

We may not always think of channelising the leads coming through website. The old or rather the traditional method is getting it through emails. Here are few simple yet the best ways to improve your conversions through website enquiries.

1. Build an effective web form:

Help your viewers submit the form easily which can consist of only the required fields and which is not too much complicated with questions where he has to invest more time.

2. Filter the Enquiries:

Enable easy filtering to ensure not every leads falls in your inbox. For e.g. if the enquiry is for sales, route it to the staff who takes care of business sales, likewise, depending on the location or region you can route it to your various staff.

3. Design matters:

Ensure that your form looks good. You can get your Website designer to build professional yet simple forms which can attract visitors to post their enquiries.

4. Integrate with CRM

If you have not yet subscribed for one, then it high time to start  using CRM and experience the results of managing leads efficiently. Already using CRM? Get your CRM integrated with website. Leads can automatically  get assigned to your staff based on location or department and you have someone to work on these enquiries instantly.

5. Create Landing Pages

Depending on the products and services you offer, you can build multiple landing pages which can be used for publishing in many social media and route it to your CRM. This will help greatly to focus more on your Sales objective and increase your conversion ratio.

 Maple CRM Website Integration

Sales is quite a tricky process. You need to keep evolving with the latest market methods to increase your sales. We have found the above elements to help in conversion rates. Would you like to share your thoughts on this article, you can write to us at info@maplecrm.com

We believe in making business process simpler! 

Better Employee Management through CRM

Posted on by maple-crm

Employees are the significant assets and the primary promoters of profitable business for an organization. Hence, apart from managing clients and customers for business purpose, it is a decisive responsibility of an organization to manage and fulfill all needs of its own employees.

It would be improper to say that a CRM system is only used to manage clients and customer; most of the HR heads or managers are using CRM technologies for managing company’s human resource. CRM not only resolves a company’s customer side but also it helps in empowering employees. Senior Managers can monitor the way employee deals with any customer and can make decisions based on their findings.

• Better Training Opportunity

Using a CRM software not only helps in customer Management but also to track the performance of employees. Depending on the way executives’ deals with customers, management can rank the performance of employees and also identify any rectifications or modifications needed. This paves way for effective training opportunities to employees.

• Systematic Performance

Unlike maintaining a spread sheet to record the day to day activities, CRM software helps an employee to perform a job in a systematic and professional way. CRM software also helps employees to manage their day to day tasks and activities without fail.

• Good Bye to Sticky Notes and Note Pads

Effective usage of CRM Software in any organization reflects real time communication with customer without flaw. You will be reminded about task for the day through email and SMS giving no chance for cut outs.
It is time to say adieu to sticky notes and note pads.

• Better Time Management

Customer Relationship Management software helps employees to save time by scheduling mails and SMS to respective customers. Create attractive email templates and send bulk email and SMS, when you would like to communicate about any special offer, seasonal discounts etc to your customer segments on a go. CRM software allows you to differentiate between prospects amongst leads letting you to decide how to manage your valuable time and which customer is to be focused more.

• Avert Chaos

We understand it is strenuous to manage multiple customers simultaneously. It can create pressure and chaos within your executives. Managing every information of a customer in one place can solve this problem. There may be numerous documents like invoices, quotes, proposal, brochure, bills etc. for a single customer. It is always better to attach it along with your customer details in your CRM system enabling more easiness to locate it when you need it. Also sending Mails and SMS, updating remarks and reminders, for a particular customer can be done without switching screen.

Transforming Sales Productivity using CRM

Posted on by maplespeaker

A lot of sales time can be spent on leads that aren’t going to buy. While leads are never going to convert one to one, filtering out the poor quality ones ensures that sales effort is focused on the more promising opportunities. This requires close co-operation between sales and marketing. CRM Software helps here to collaborate the various teams to reach one goal – to convert leads into sales.

Generation of sales quotation can be repetitive work for your sales people which only eats up their time by doing administrative tasks. Having quote generation tool with pre-defined templates can speed up their quotation process and improve the quality of the quotes that are sent out.

Often your track records may contain duplicate records, repeated customer entries which not only eats up your data space but may also give wrong calculations on the no of leads which are in your sales bucket. This poor lead management results in nothing but a bad way of recording which is of no help. CRM system can help in keeping up-to-date information with no duplicate entries but only quality information that is going to be of great help to sales team. Your business process can be streamlined and an effective strategy can be put forward for increasing sales opportunity.

It is not only with sales but also with post-sales functions which can be well organized so that customer never faces any issues throughout his business time with your company. Improving the quality of post-sales fulfillment can therefore have a big impact on making a sales person more productive.

Not to forget the sales reports for which your team spend a lot of time creating those for managers review. Sales Management Software is of great help here to quickly run reports as needed.

In the world of sales a shift in the balance of time spent with customers as opposed to administration can have a big positive impact on profitability.

Smarter way to manage Sales Leads

Posted on by maplespeaker

Are you having trouble in keeping track of your leads? Are you able to make best use of the leads? Are you sure that your executives are following up with leads regularly?

Maple CRM ensures to have an organized and simple lead management system that not only lets you track your leads but also enables an efficient system for making the sales process easier and fruitful.

With Maple CRM, all your lead information is available anytime when required so that you can tap the prospect as needed. Maple CRM with Zipdial Integration provides an easy way to get leads instantly. Read more about Zipdial Integration.

Your Zipdial leads are created in Maple automatically within seconds. You can set automated rules to forward the leads to sales people based on customer location or phone number (existing leads/customers)

Your sales executive gets a reminder when Zipdial lead is created. Thus, enabling your executives to get a reminder to follow up back at the earliest.

Maple enables you to work on your prospects faster and more professionally than your competitors.

Maple also supports Website Integration and SMS integration. Read more about the various integration options from the Maple website .

The CRM solution enables you to keep a complete track of all the leads. It offers features that can help in adding schedules & reminders under various tasks and activities. You can easily monitor the unattended leads, converted leads and much more on a day to day basis, or monthly as per your need.

There are much more features.. contact us or visit our website to know more.

 

Effective Sales Management and Sales Follow-up

Posted on by maplespeaker

Sales Management is one of the most important process of business functions. Businesses always try to keep themselves on top of the sales leads. There is always a huge investment of time and money generating leads and following up with it.

But are you able to keep a track of your sales leads and the follow ups? How many times have you lost a sale because you forgot to make a follow-up call in a timely manner?

Maple CRM here enables you to effectively manage all your sales leads at one place. It also helps to keeping tracking of all your follow-ups of the day. This will give you a greater control over the sales process and ensure that all leads get the attention as needed. This way you will never miss out any lead.

Here is snapshot of the Maple dashboard that displays all the follow-ups of the day.

Sales Management and Follow up

 (Click on the image to enlarge it)

If you would like to find out more information on how Maple can help your business in Sales Management, then contact us.

Maple CRM is a simple and powerful CRM tool that enables you to effectively manage your sales and customer enquiries. The solution provides features which can automate your sales process and manage your marketing process. It empowers organizations to manage the entire customer relationship cycle – from lead, opportunity to client.

CRM solution for your business

Posted on by maplespeaker

Sales is about people. Manage leads and track sales with Maple CRM in a more efficient and collaborative way. Streamline your sales process and keep your team involved in the sales process.

Maple CRM enables easy work process and helps in capturing leads through various channels, thus letting you to save your time and focus on your core business work.

The solution offers number of features that eases your day to day business operations and increases profits. Maple CRM enables:

  • Better connection between various departments
  • Builds collective information of the business
  • Easy usability and ensures higher productivity
  • Customizable functions to suit all types of businesses
  • Convenience of recording customer interactions.

Maple CRM is an essential tool that can turn leads into customers easily. The solution is especially valuable to small businesses, giving them a competitive edge over businesses.

Request for a free trial today.

Do you use CRM for your business?

Posted on by maplespeaker

The most critical aspect of the business is to administrate all your sales leads. It starts from generating leads, having it stored and storted, moving the qualified ones into a different bucket, following up with the leads regularly, handling email marketing for these leads etc. Tracking, sorting and nurturing the leads is a tremendous job for your sales representative. How best can you help them out to efficiently manage this process?

If you are thinking of excel sheets, sticky notes and a huge storage device then let me tell you that you infact increasing their work load than decreasing. These are not the better way to keep track of the prospects. There is a better way – thankfully. It is called a CRM.

A CRM is a customer relationship management system that helps you to keep a track of important information about your customers, prospects etc. It is a way to centralize your business communications and resources. If you haven’t still realized the need or importance of CRM, have a look at this CRM article.

It would be too difficult to handle all those paperwork at your desk, clients contact info and follow up details on sticky notes. It may just lead to missing of the very important details of clients and may even endup in not following up with your client for the payments due. No business would definitely think of messing up with the business process.

So here are some of the benefits of using CRM that may help you to really understand the need for such a system:
1. Organizes your business records.
2. Manages all your key contacts.
3. Can create schedules and let the system remind you.
4. Lets you easily monitor your business process.

These are just few of the simple things that CRM can do for your business. There are many more such benefits that can ease your day to day business operations, improves the efficiency of work and bring more profits.

Need a few ideas on what kind of solution would best suit your business? Here is a recommendation to get connected to: Clientfisher – Business Cloud Solutions.

 

Sales and Lead Management with CRM Software Solution

Posted on by maplespeaker

Its very clear that many companies use technology to manage and nurture their sales leads. Salesforce.com, Zoho, InfusionSoft and services like such are in the business market to help you to manage your leads. However, it is also true that most of the companies still use pencil, paper and excel sheets to do this. Definitely these companies are not being productive as they can be and more likely may be loosing potential customers. I would to title it as a big mistake as none of these methods work well for better sales management.

An automated system can qualify and create the leads and further the sales system for tracking and processing will help tremendously. Sales Management Software ensures that your sales leads are followed up, pipelines are being managed and goals are being met. Regardless of the size of your sales team, a good CRM tool will pay of the results in profits.

Firstly, it is a wise idea to understand that CRM is an important tool for the business and not just an application that should be used by your executives when they find time. It must become a part of the day to day business process. CRM software should be used as a mandatory process as it offers flexibility and is very informative and resourceful.

With Maple CRM, we continuosly look ways to provide an efficient tool that eases the work process. In fact, we do a lot of customization based on the real time analysis of our customer requirements. Effective functional features would defintely increase the usage benefits.

Your sales people should be provided with the right tools for their operations. Email marketing, to-do lists, contacts manager etc. are all the tools that sales team find very useful. This way, by giving more useful tools they are likely to use the CRM tool on a necessity basis thus enabling them let CRM be the part of their business life.

Make a note that speed is one of the important strategy when dealing with sales leads. Research shows that calling new leads in less than one minute can increase conversion rates.

If all the business functions and activities are recorded, assigned and managed at one place then your CRM Software will be a valuable resource. You will also have to make sure everything comes in and goes out through the CRM system only. The better you plan and execute the CRM process flow, the greater your chance of success.

 

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