CRM

A lead is the first step in any big deal or project. It takes a lot of work for an organisation to turn a lead into a sale. We can help you keep track of all of your leads and give excellent customer service.

Benefits Capabilities Pain Points Why CRM?
 

Capabilities

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Lead Dashboard

Summarizes all of your leads and their status. It informs you of all forthcoming lead-related activities. In addition, it displays Lead Progress and sales team's performance data.

 

Leads

Manage below operations related with lead

  • Creation of lead for client
  • Manage lead stages
  • Assign/Remove team member from lead
  • Manage documents related to lead
  • Manage client follow up
  • Manage client meetings
  • Communicate with client by Email/SMS/WhatsApp
  • Manage additional information for lead
  • Manage lead chat history
  • Define actions for lead and track it
 

Prospects

An individual who could potentially do business with you in the future is known as a prospect. You may meet a lot of individuals in the business world by attending conferences, expos, and fairs. If we save this information, we will be able to transmit it to our customers in accordance with our marketing strategies.

Portfolio Management

Does your worker understand what you have in your portfolio? Keeping a current portfolio under management is absolutely required in order to acquire additional clients. Keeping your sales team informed about the various projects you've completed can be accomplished through the use of a portfolio. You can also simply share your portfolio with potential clients with the touch of a button.

 
 

Communication

The expansion of any organisation cannot occur without effective communication. You may keep in touch with your customers by contacting them via e-mail, text message, or even WhatsApp. In addition, automation rules can be defined to allow for the sending of automated emails to customers and sales teams.

Pain Points

Don't able to differentiate Leads and Prospects
Know Key Performer from Sales team
Not able to keep track of chat done on freelancer portals
Communication is time consuming
Follow-up reminders
Effectively Serve client is time consuming
All Communication with client is not centralize
Ability to define and track Key Actions for lead
Other CRM are expensive

Why CRM?

CRM stands for Customer Relationship Management, and it refers to the practices, strategies, and technologies that organizations use to manage and analyze customer interactions and data throughout the customer life cycle, with the goal of improving customer relationships and business performance.

CRM systems typically include a suite of applications designed to manage interactions with customers, such as sales, marketing, customer service, and support. The goal of these systems is to provide a centralized view of customer interactions, data, and history, allowing organizations to better understand and respond to customer needs, preferences, and behaviors.

CRM systems can help organizations to:

  • Improve Customer Satisfaction: By providing a centralized view of customer interactions and history, CRM systems help organizations to better understand and respond to customer needs, preferences, and behaviors.

  • Increase Sales: By providing sales teams with the tools and information they need to effectively manage their sales pipeline and close more deals, CRM systems can help organizations to increase sales.

  • Enhance Marketing Efforts: By providing marketing teams with the tools and data they need to develop targeted marketing campaigns and track the results of their efforts, CRM systems can help organizations to enhance their marketing efforts.

  • Improve Customer Service: By providing customer service teams with a centralized view of customer interactions and history, CRM systems can help organizations to provide more efficient and effective customer service.

  • Boost Efficiency: By automating many of the manual and repetitive tasks involved in managing customer relationships, CRM systems can help organizations to streamline their operations and boost efficiency.

Overall, CRM is a critical tool for organizations looking to manage and improve their customer relationships and business performance.

How Semsto CRM Helps

Semsto CRM (Customer Relationship Management) is a cloud-based software that helps organizations manage their customer interactions and relationships. Some of the benefits of using Semsto CRM include:

  • Improved Customer Engagement: Semsto CRM provides a centralized platform for managing customer interactions, enabling organizations to engage with their customers more effectively. This leads to improved customer satisfaction and loyalty.

  • Increased Sales and Revenue: Semsto CRM provides a range of sales management tools, including lead and opportunity tracking, forecasting, and reporting. This helps sales teams to prioritize and manage their sales pipeline, resulting in increased sales and revenue.

  • Better Customer Service: Semsto CRM provides a range of customer service and support tools, including a customer service portal, case management, and knowledge management. This helps organizations to provide fast and effective support to their customers, leading to improved customer satisfaction and loyalty.

  • Increased Customer Insights: Semsto CRM provides robust analytics and reporting capabilities, enabling organizations to gain deeper insights into their customers and their behavior. This information can be used to improve customer engagement and satisfaction, increase sales and revenue, and drive business growth.

  • Improved Data Management: Semsto CRM provides a centralized platform for managing customer data, enabling organizations to maintain a single source of truth for customer information. This reduces the risk of errors and improves the accuracy of customer data.

Overall, Semsto CRM provides a comprehensive and effective solution for managing customer relationships, resulting in improved customer engagement, increased sales and revenue, better customer service, and improved data management.