sales management software

4 Reasons why Immigration Consultants should have a CRM for lead and operations management

Posted on by Philip George

CRM is Customer Relationship Management software- aimed at automating the lead management, process management and performance monitoring of an organization.

Immigration consultancies- which is one of the ever-in-demand niches, have a huge amount of data, processes and updates which have to be aptly managed to ensure smooth running of the business. On top of that, with several executives working simultaneously, it’s mandatory that all the cogs are set to rotate in tandem and nothing, not a single goes astray.

What is the role played by a CRM software:

CRM software enables and enhances the workflow right from the lead capturing stage to deal closing, and also beyond sales- like providing services, after sales support, etc.

  • Auto-Capturing leads from online ads and websites
  • Assigning work processes to concerned authorities
  • Reminders and Notifications for follow ups and updates
  • Documentation- Generation and Storage
  • Operations workflow management
  • System performance monitoring

Now let’s have a look at the 4 major reasons an immigration consultancy MUST have a CRM software:

  1. Lead Management:

The throughput of leads and inquiries for immigration consultancies is too high for anyone to maintain it manually. Follow ups are missed, notes are not updated and obviously the calls and related comments are never noted down. CRM is the quickest and the surest way of having all these records in one place, reminders scheduled and automatic notifications for the tasks.

This way, the sales person doesn’t have to get burdened with brain-storing all the details, and can completely rely on the CRM software to do the work.

2.Customer Support and Service

Customer data, history and records- all are collected under one single roof- the CRM software. Smart search, priority-based organization and quick re-collection of data smoothen the process of customer service.

Any customer, for any reason drops the plan but tries to re-connect in say, after 3 months, the concerned executive can get all the details of the related account history in a matter of a couple of seconds and give a pleasant customer experience, since customers feel privileged with the priority service.

3. Record Keeping and Documentation

Conversation remarks and documents can be stored in the CRM. This functionality is more shot into focus when there’s a multitude of database, thousands of customers and huge amounts of data to be maintained.

It may need super-human brain to process all this and keep it at hand at any instant as required. Since we cannot expect Super-Man to come and do it, let’s leave it to our CRM software!
Organization of the data, storage of the documents under specific headings and transfer to the concerned authorities- all supported with CRM and with the assurance of no data loss.

4. Team Performance and productivity

Now here’s where eyes of the managers and owners can seek relevance- Monitoring how’s their team performing.

And if a software does that for them- more even- it gives analytics, notifications on any delays, plus prominent reports get deposited in their inbox regularly!

All these can be configured in CRM and can be used for the advantage of the organization.

Maple CRM : 12+ years of enhancing immigration process management, making it simpler and error free with specialised software for Immigration Consultants.

Schedule a live demo TODAY! Get a glimpse of Maple CRM with our expert.

Click Here to quickly connect with our executive!

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

Call / WhatsApp: +91 8618646767

Optimize and Measure your Lead Source

Posted on by maplespeaker

Can you quantify how many leads your business receives from each marketing channel? More importantly, do you know which channels bring your most qualified prospects? As a business owner, it is vital that you are able to measure your lead source time to time to make strategic decisions and make profitable business.

Lead source is a critical piece of data you need in order to assess the value of your marketing campaigns and to take it forward with you lead management.

Maple CRM Solution

If you are using any Marketing or Sales tool to manage your lead process, you would have noticed the lead source or account source as one of the field to capture. By putting in place the best practices, you will be sure you can measure the value of your sales process efforts.

Define lead sources

Tracking lead sources can get confusing when leads encounter multiple touch points at a later stage. Ensure to have the lead sources defined which can be allocated whenever a new lead flows in. Most common applicable sources could be social media, advertisements, website, phone call, etc which can be followed with multiple others sources applicable to your business.

Avoid cluttering of lead source

During the initial stages you might have identified a set of lead sources and over a period of time that may keep growing. However, try to keep the number of lead sources to a minimum when customizing. Many tools provide charts and graphs based on sources which can be very informative with a good set of valuable sources.

Keep the lead source constant

Lead source should never change. The lead source is to identify where the lead is oginating from and that must not be changed once captured.

Analyze lead source

The value of a lead from each source varies from company to company. As important is the defining of your lead sources is, accurately tracking them is just as vital. If you are using Sales Management software or any Marketing Automation tool, you will be able to keep a good tracking process in place with different levels of metrics. Many tools offer various types of charts and reporting to have an indepth annalysis on the lead sourcing which you can make use of.

Accurately tracking lead sources is certainly a major value proposition for most of the businesses. Doing this step correctly is crucial to maximize your sales profits.

 

Enhance your Lead Generation process

Posted on by maplespeaker

Lead Generation being the most important start of the Sales Process for any Business life cycle, can be effectively organized and tracked and thus help the marketers or sales team to increase the sales profits.

The marketing process has changed and evolved in different ways. There was a time when you had to find the customers, do mass advertising, finding different ways to reach the buyers, etc. But now, the process has changed. Marketers must now focus on being found, target the right set of customers and build continuous relationships.

Thanks to internet that buyers can now search what they want to buy within seconds. There are millions of people over there on the internet who are offering thousands of products and services. The competency is high and everyone offers best of best products and services.

There are different marketing strategies and numerous ways for you to pull your business to the top and make it visible. And then when you have buyers reaching out to you, understanding your business, evaluating your products, how effectively are you able to keep a track & work with these enquiries?

Are you still juggling with all the customer data stored in your software and just using this data to see the customer contact details?
Do you have a process in place to ensure your Website enquiries are receiving immediate follow-up? Well, why not explore what other options you can have and improve the way your business can perform?

Lets figure out what all options you can include:
1. Convert your website enquiries into leads and assign them to the right executive to work on these.
2. Identify and analyse what is the interest of the buyer and categorize them so that you can target them accordingly.
3. Include SMS integration facility where your buyers can show interest to your product by just sending an SMS. You can promote the SMS option through various advertisements, your website or on social media.
4. Use of status pipeline charts to analyse the current status of your leads.
5. Automate many of your business functions so that your sales team can concentrate on what they are best at – selling.

These are just the few out of many more possibilities. There are so many such options that can ease your sales & marketing process and help your business to improve sales & profits.

If you are interested to learn more on Lead Generation & Sales Automation solution that can fit your business, then drop in an email to info@maplecrm.com or request for a Demo.

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.

 

Cloud computing for Small Business

Posted on by maplespeaker

A cloud based CRM for small business owners is something that can offer number of benefits. The software can help you share information, delegate tasks and gather information about various customers and projects.

Turn on ‘Sales’ with speed

Maple CRM solution provides the right tools and capabilities for sales executives to make the most of every interaction with the customers. From planning to rich reporting features, sales rep can spend more time effectively on turning leads to business.

Building customer relationship

Being a cloud based solution, Maple CRM enables real time access to each information helping you to manage customer relationships every step of the way. Because it’s in the cloud, all customers get the benefit of the same high reliability and performance without the upfront investment. So even the smallest of companies can finally afford a great product.

CRM enables small businesses to optimize relationships throughout the product life cycle. To quickly add users as they grow, to enhance customer interactions and to eliminate the burden on IT.

The key benefits of using Maple CRM solution are increased sales and lower costs for marketing, sales support, and customer service.

Maple CRM also offers SMS integration, Website integration etc helping your business to be equipped with range of business operation tools to perform business functions as needed.

 

Simple Sales Tracking Software

Posted on by maplespeaker

A sales tracking software can make a positive difference to your business. The solution helps you to know how many leads are in your sales pipeline, lets you track your sales team, easily feed data and important notes. It can automate many of your daily process and lets you effectively track information and use it to your advantage.

Sales tracking can do a lot for your business. Whether you’re a small business or an individual professional, it can be integrated into your daily activities so that you can use the information to your advantage.

Once you populate the Sales Tracking software with some data, you’ll start to see the benefits, which can increase over time. You can track each deal as it goes on (from lead stage, through quote, to progress, etc), you can also analyze patterns of specific customers and look at historical data to help you with business development and marketing initiatives, too.

A simple but effective Sales Tracking Tool is highly effective as it helps you with Customer Relationship Management which contains reporting capabilities as well. A sales tracking tool can also help you track the status of a deal, which means that at any given time you can see where things are at and use that info to help you report to others or determine whether or not you should act to help move things along in the right direction.

You can use the sales tracking tool to plan your activities, to make strategy, and to ensure that you retain customers through actively and proactively working to strengthen relationships. A simple sales tracking tool can help you better manage your workload and ensure that you’re giving your clients and prospects above average attention.

If you are a sales manager or company owner who wants to see what is in pipeline and analyze performance of individual team members, sales tracking software is the right tool that can help you do that.

 

 

Maple CRM includes Sales Tracking Software tool which is simple and useful for managing your entire sales process and to keep track of the sales pipeline.  With Maple, You will see a considerable difference in managing your sales pipeline, tracking and forecasting ongoing and upcoming deals, and in analyzing your results so that you can continually improve them.