CRM System
Our Solutions
Our CRM and back office solutions are designed to resolve the challenges of companies operating in a highly diversified and competitive stream. The tools and knowledge we bring to the table promise efficiency and monetization to our customers, ensuring their businesses can stand apart in the market.
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Functions of Our CRM | How does CRM work?
1. Identifying and classifying the leads
Sales is one of the major functions of forex CRM. The leads can be generated using variety of methods such as referrals, advertising, organic presence, etc. It becomes a herculean task for the team if they are supposed to categorise each one of them individually. A CRM is a comprehensive software which integrates all the sales functions and allows the teams to manage multiple leads at the same time.
2. Managing relationship with IBs
Independent Brokers (IB) are very important stakeholders in forex trading. An IB can ensure a great chunk of business for any forex broking company. So, just like relationships with independent traders on your platform, the relationships with independent brokers are important too. Forex CRM software is the best option for making it big in the forex broking industry. Our CRM is the one software you need!
3. Offering customer support
Gone are the days when you had to set up a call centre to manage the customer relationships. Today, with the help of software, the need for human interaction has been minimized. Who knew there would be thousands of Chatbots active in 2019? Forex CRM software can manage most of the customer support functions itself and even resolve the customers’ issues in realtime. This allows your team to focus more on important tasks and improve productivity.
4. Analysing the huge amount of data
In the digital age we are living, there is abundance of data. You need a CRM software that can go through all the leads and relationships automatically and suggest the best possible outcome.
5. Reducing the cost of operations
Yes, the traditional – decades old – way of doing forex broking is still available. The question is, are you ready to assign all the tasks to resources that you are paying for? If a business needs to make a choice between paying for a software and paying salaries to multiple employees, I’d choose a software. Because, it allows you to manage the operations with a smaller and more efficient team. Also, CRM bypasses all the needs for personal interactions and calls, eliminating the need of humongous teams.
1. Identifying and classifying the leads
Sales is one of the major functions of forex CRM. The leads can be generated using variety of methods such as referrals, advertising, organic presence, etc. It becomes a herculean task for the team if they are supposed to categorise each one of them individually. A CRM is a comprehensive software which integrates all the sales functions and allows the teams to manage multiple leads at the same time.
2. Managing relationship with IBs
Independent Brokers (IB) are very important stakeholders in forex trading. An IB can ensure a great chunk of business for any forex broking company. So, just like relationships with independent traders on your platform, the relationships with independent brokers are important too. Forex CRM software is the best option for making it big in the forex broking industry. Our CRM is the one software you need!
3. Offering customer support
Gone are the days when you had to set up a call centre to manage the customer relationships. Today, with the help of software, the need for human interaction has been minimized. Who knew there would be thousands of Chatbots active in 2019? Forex CRM software can manage most of the customer support functions itself and even resolve the customers’ issues in realtime. This allows your team to focus more on important tasks and improve productivity.
4. Analysing the huge amount of data
In the digital age we are living, there is abundance of data. You need a CRM software that can go through all the leads and relationships automatically and suggest the best possible outcome.
5. Reducing the cost of operations
Yes, the traditional – decades old – way of doing forex broking is still available. The question is, are you ready to assign all the tasks to resources that you are paying for? If a business needs to make a choice between paying for a software and paying salaries to multiple employees, I’d choose a software. Because, it allows you to manage the operations with a smaller and more efficient team. Also, CRM bypasses all the needs for personal interactions and calls, eliminating the need of humongous teams.
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