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Showing posts with the label sales force automation

Best Email management tool that isn’t bloated to CRM System

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      When your customer records are in a CRM, and emails are stored in a mail client, what your sales reps eventually get is a messy and fragmented system that gives absolutely no context about a customer’s needs at all. The email management system in Sales Mantra gives you one place to access all your sales interactions, eliminating the need to switch between applications. By connecting your mailbox, the CRM filters out only your relevant customer emails and associates it with the lead or contact along with attachments, if any. You can also send e mails either from your mail client or from Sales Mantra and find the e mails in the Sent folder of both apps. The email management tool also has email tracking that tells you who has opened and clicked the  link on your email, when and how many times. Swiftly shoot out emails, receive emails and send emails in bulk to a larger group of customers, all from Sales Mantra. Types of Email Management Software Ther...

Importance of Sales Force Automation in 2018

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      Sales force automation is a technology solution which helps and manages your sales force, making loads of manual function redundant, thus saving big on the  productive time of your sales force. It is basically a technique to automate the business tasks like order processing, contact management, information sharing, inventory monitoring and control, order tracking, customer management, sales forecast analysis and employee performance evaluation sales, that leads to sales. But, to automate the process, you have to take the support of a software that is known as Sales Force Management Software . A brief look at the features of a sales force automation solution would make the functional understanding clear. Just have a look at mobile-based sales force automation software Sales Mantra specially made for the FMCG industry. It’s a mobile-based application accompanied by dashboard which can be viewed from office screen as well. Geo tagging : It...

Field Force Automation

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Field Automation:      Essentially, field force automation software involves taking in sales or service data in real time, and transmitting it to a mobile interface. Through the interface, field workers can communicate in real-time with the home office. One of the first things to understand about field force automation is that there are two distinct types of software and interfaces — some related to sales data, and some directed toward customer service. While there might be some tools that combine the two, other stand-alone solutions focus exclusively on either a sales process or mobile customer service functions. Tracking is a must for a FIELD-FORCE intensive company. The tracking can be for personal , vehicle or any value. There are two always to faces of the tracking. ·          The input of data  which is from the field person’s mobile/GPS device? Here the field person can have shift times, allocated rout...

Service Automation

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     Service Automation is the process that works as a supporting system for the service staff and managers to achieve their work-related objectives. Infrastructure, Data, Devices, and Software are the key components of service automation. The automation of everyday life is not an unusual occurrence: from grocery shopping to the management of our very social life, we smoothly automate a great many tasks. Customer service automation is no exception. There are 5 major domains of Service Automation − Contact Centres − they are the main basis of the customer relationship. They address customer queries via Email, telephone, instant messaging, SMS, or fax. They have databases, Automatic Call Diversion (ACD) system, and voice recording system. The staffs respond to Emails and chats with customers regarding problem and solution. Call Centres − they are a part of contact centres which majorly handle inbound and outbound calls. They perform typically more ge...

Complaint Automation

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     Complaint Management is a management technique for assessing, analyzing and responding to customer complaints. Complaints management software is used to record resolve and respond to customer complaints, requests as well as facilitate any other feedback. These software solutions are utilized to handle complaints through three main business protocols when implemented: ·          Establishing and agreeing on the complaint ·          Quality management during the process ·          Compensation or reimbursement Smart companies are serious about successful complaint management and realize the benefits of consistently providing superior customer service as it costs five times more to acquire new customers than to retain existing ones. In today's ever-changing business environment, customer service requests are more complex and, at the sam...

SalesMantra Understanding of the Requirements & Proposed Solution to the Company for CRM Solution

Requirements: 1. The company has its presence across varied locations so it becomes difficult to track the activities of different sales personnel as well as agents across these different locations without the aid of a centralized solution. (as different sales persons have a set of agents as a team and they work to close the deals). A set of 20 sales persons who handle 2000 agents(mostly individuals) and further those agents deal with around 2,00,000 customers.   2. The line of Business requires multiple dealings with the customers as there are different policies/products being offered to the customers. The complete history of all Communications / Discussions must be immediately available whenever required, policy details, 3. A proper format for the sales agents to enter the data for the sale made or new leads generated. 4. Different sales personnel often spend their time on the same sales call as there is no toll to check the duplicity of the sales call. 5. Generation of leads th...