CRM For Tech Support is a comprehensive module to handle complete Technical Support CRM process. The module covers all major feature from lead capture to assignment to closure
Forward your Technical to CRM Inbox and the software creates leads, assigns to user and send Email/SMS to customer.
Capture website contact forms as emails, forward your leads to CRM Inbox and the software creates Technical Support .
Forward your portal Technical to CRM, it will automatically map the lead information with CRM Technical screen
Assign CRM to sales team automatically based on CRM source. The sales user will get Email/SMS on Technical assignment
View lead history with status and updates along with timeline.The timeline shows Technical ageing issues
CRM supports location & product based sales territories. User security based on territory rules can be applied to CRM.
Attach documents related to lead or customer. Store all relevant marketing material in centralized location.
Import, Export CRM data in excel sheets. Configure Excel headers to suit your existing excel templates.
Send Automatic Email alerts to Customers, Sales Team. Configurable automatic & manual Email Communications.
Send Automatic SMS alerts to Customers, Sales Team. Configurable automatic & manual SMS Communications
Enable Cloud Telephony Integration to call customers directly from CRM. The software captures all call logs & recordings.
Plan Sales follow up calls, Visits. Update activity updates & generate automatic sales reports.
Sales team will get email & SMS reminders for the planned activities 30 minutes before the due date time.
Use activity planner with daily, weekly calendar for planning sales activities to your sales team.
Get your sales team daily visit reports in email. View the sales team GPS locations visits in map.
Daily, Weekly calls/visit count. Reports on CRMS, opportunities, orders and sales team performance.
View the CRM history with sales team's calls/visits against the CRM along with timestamp.
Source wise CRM count along with status. Filter data based on dates, source, status, etc.
User wise CRM count along with status. Filter data based on dates, source, status, etc.
CRM that are not updated for the last 3 days & beyond are shown with ageing details.
CRM are assigned to user, but the user has not called or created any activity on the CRM for the last 3 days.
Sales team's calls, visits against a particular CRM along with status, date & time.
Sales Funnel report based on CRM status. The sales funnel shows the details of sales conversion ratio.