Customer management solution with CRMLead Card

• • ALL “ALL-IN-ONE” ON ONE SCREEN
  • CUSTOMER DATA STANDARDIZATION – GOOD DATA
  • EASY OPERATION, SIMPLE TO USE ANYTIME, ANYWHERE

Issues you are facing:

1. Managing customers manually using Excel files

Each employee has a different file and storage method

2. Duplicate customer data

Overlapping customer care by employees

3. Customer data is easily lost or misplaced

Data is lost due to unfortunate incidents such as corrupted Excel files, damaged computers, employee turnover, etc.

4. Unable to track where employees go or what they do

Wasting time handling, receiving, and transferring customer information when employees leave

5. Difficulty in compiling customer data and sales figures when needed

It takes a lot of time because we have to wait for the staff to gather and make the report

Our Solution

Manage and care for customers “ALL IN ONE” on a single screen. Use 24/24 anytime, anywhere.

1. LEADCARD – CUSTOMER MANAGEMENT AND CARE “ALL IN ONE”

• The sales process consists of 4 steps: Lead, In Process, Converted, and Transaction.
• Capture duplicate phone numbers, Tax IDs, and Citizen IDs to standardize input data.
• Quickly and easily search for customers based on multiple criteria.
• Classify customer status by employee.
  ……

2. MANAGE ACTIVITIES AND FUNCTIONS QUICKLY

• Record calls, meetings, and customer notes.
• Send quotation emails and interaction emails between employees and customers.
• Create quotations and contracts.
• Store documents and contacts.
• Create sales opportunities, and track customer receipts and payments.
• Automatically convert customers when dragging and dropping.
• Automatically create opportunities and receipts when closing a deal.
• Automatically alert customers who complain about the service.

3. INTEGRATE VOIP PHONE FUNCTIONALITY WITH LEAD CARD

• Popup customer information when a call comes in.
• Calling phone numbers are not yet in the CRM.
• Click to call customers directly from Leadcard.
• Listen to and record the history of calls between employees and customers.
• Report and statistics on employee calls.

4. SET UP KPIs AND COMPREHENSIVE REPORTING FOR CUSTOMERS AND SALES STAFF

• Set up activity and sales KPIs for employees within a specified period.
• Set parameters: Meetings, calls, quotation emails, interaction emails, call center calls, new potential customers, potential customers in contact, converted customers, new buyers, returning customers, sales, and commission percentage.
• Sales reports, commission, and activity reports for sales staff.
• Comprehensive reports on customers and employees.

5. STATISTICAL MANAGEMENT REPORTS IN CHART FORM

• Customer statistics.
• Sales statistics.
• Activity statistics.
• Comprehensive data statistics (potential customers, customers, calls, meetings, sales opportunities).
• Export data to PDF and Excel.

Why Choose CRMLead Solution?

Which Target Audience Is This Solution Suitable For?