Robosme CRM

CRM to Win: One app for sales, marketing, customer service and more.

To Win Customer: The customer-centered business model will place the customer at the center of life. Companies with increasing potential & active customers and turnover will win.

To Win Insight: Witness the meaning of data. Gain insight into the state of the company and customers. Make it easier for you to take a step towards the future

To Win Time: With your automated business processes, your lost time will decrease and you will gain speed in your business.

Features :

• Manage the entire process from the moment the opportunity arises to the detailed description of the job, bidding and closing the sale. Taking orders or tracking contracts is now very easy.

• Schedule visits for your sales teams, do your email correspondence and phone calls with customers, always remember and follow up with your customers.

• Define your sales opportunity with all the details. Follow the customer's needs, the products and services you can offer, your competitors on the opportunity. Monitor your probability of winning the opportunity and take action.

• Create annual quotas for your sales teams and define their goals to keep them motivated. Follow your targets for increasing current sales, cross selling products and services, and providing sustainable income at any period of time.

• Easily convey your products and services to your customers using ready-made proposal templates. Save your offers as PDF and store them on CRM. Explore different proposal formats featuring your company logo.

• Create an Order record for your positive closed sales and sign a Contract if you wish. Track your contract renewals and related payments.

Marketing:

• Collect leads from your web page and social media accounts and get GDPR approval to process the data.

• Score leads, run an evaluation process based on the score they get. Use your sales teams more efficiently by checking for a real sales opportunity.

• Identify your target audience with campaign management and deliver your promotional messages via e-mail and SMS. Also schedule visits for your sales teams.

• Schedule and manage seminars, trade shows or online meetings. Invite your leads and active customers. Measure the costs and sales opportunities of these activities.

Customer Service:

• Manage requests and complaints from your website, social media accounts and directly from your field sales teams in CRM. Report incoming feedback on a channel basis.

• Identify the root problem for the resolution of the complaints, classify the requests and complaints correctly, and prioritize the feedback according to the customer's segment.

• Manage the job lists of your customer representatives, integrate with the online and offline channels, and resolve incoming requests and complaints in the fastest way.

• Create a categorized problem & solution pool based on your past experiences, keep your information center active for Frequently Asked Questions (FAQ), and quickly apply the right solution to your customers for problems.

Tools:

• Get visual reports with live charts and gather different charts in one place with smart boards. Download report outputs in the format you want. Take advantage of the Sales, Marketing, Customer Service and Executive Summary dashboard.

• Edit existing forms to suit your business and design new forms according to your needs. Add tabular lists for all your data. Create workflows for automated processes.

• Query the data with the parameters you want and sort the resulting list as you wish. Save and reuse your searches and export their results to Excel. You can batch edit result records.

• List sales opportunities and customer complaints by process steps. Easily manage process stages with drag-and-drop method. Help your teams monitor their work visually.

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