CRM Customer Relationship Management In the Expert System
The CRM CRM module in the Expert system not only records your customer's journey, but also helps you follow up on him, anticipate his actions and know his needs; which increases the chances of completing your deals and achieving your sales goals, the CRM module also provides you with managing your employees and assigning tasks to them and following them accurately, through the expert Portable program, which provides You have a mobile application to follow the marketing and sales teams at the level of employees and supervisors, as well as the CRM module includes detailed reports, enhance the building of your relationships with customers, and evaluate through it the performance of sales and marketing staff.
With the CRM CRM module in the Expert system, your customer journey will be easier and faster, with multiple possibilities in automation and customization, suitable for all commercial, industrial, service, real estate and other fields, through which you can assign employees to manage tasks, organize appointments for their meetings with your clients, monitor the progress of their performance and completion of tasks, with the ability to limit a specific group of Customized promotions for them, as well as multiple templates in quotations are ready to print and can be easily sent via email or WhatsApp, automatically sending alerts of bill payment due dates.
The CRM CRM module in the Expert System enables you to create a record for each individual customer, including the national address associated with the electronic invoice, contact information and others, such as the name in Arabic and English, contact numbers such as phone, mobile and fax numbers, email information and websites, as well as the commercial registration number, Tax Number, opening balances and payment information, as The record includes payments, invoices, paid and accrued installments, account statement, subscriptions and memberships, as well as attaching an unlimited number of files, records and notes to the same client record, with comprehensive reports for all stages of the client's journey، Help you gain his trust and gain his satisfaction.
The CRM module in the Expert System allows you to automatically follow your customer step by step, starting from being a potential sales opportunity, until he turns into an actual customer when the purchase decision is approved, including the inclusion of his data with multiple options, both at the level of the business unit or individuals in it, and tracking all the notes and decisions of meetings, discussions and visits By the members of the marketing and sales team of your company with him, also providing quotations, orders, invoices, as well as recording after-sales services, maintenance, customer service conversations and many others, all this makes you able to know his needs, facilitate communication with him and target him with promotions suitable for him And the right time to send them, which entails gaining new customers and maintaining the loyalty and trust of existing customers.
Although the CRM module is more focused on the client, the Expert System enables you to effectively manage the admins and supervisors, because you will be familiar with all the steps they take, from assigning tasks, the first interview with clients, recording data in the van sales program, and then the discussions and presentations they make to them, until reaching the completion stage Through the detailed reports, you will learn about the number of sales operations carried out by the employee and the extent to which he achieved the goals (targets).
The CRM Customer Relationship Management Unit works in the Expert system, through the portable portable smart program, which includes multiple applications running on various mobile or tablet devices, such as an application for members of sales and marketing teams of marketers, sales representatives, collection staff and after-sales service staff, where tasks are assigned to them through it, including appointments and quotations They also enter all the details of work on it, such as customer visits and cases, and another application for supervisors who monitor the work of employees in the field, in order to guide them in proportion to marketing plans and goals, and the application helps them to know all the results and reports on the performance of employees.
The CRM module provides, for your other department, especially the sales and marketing units, reports and data about potential and existing customers, such as contact information, email and recent invoices, as well as interests, needs and goals, which helps facilitate the work of marketers, accurately determine their goals and specifically direct their advertising campaigns, which entails increasing sales and profit growth, as well as increasing Productivity through high conversion rates from potential deals (leads) to actual deals (customers).
Through the CRM module, The Expert System allows you to create targeted plans to target your customers accurately, by counting, studying and getting to know potential customers closely, predicting their purchasing decisions and arranging their priorities, and then working on directing promotional campaigns at a certain time, by knowing the appropriate seasons to sell each product, and the optimal marketing means to reach potential customers, all This helps your sales team to complete a lot of deals easily and increase sales.
The unit provides you with a system to automatically show alerts with each specific appointment or event, which helps you effectively communicate with your customers and remind your employees of all appointments, through automated messages and ready-made and customizable templates, such as notifications of meetings with potential customers, sending promotions and discounts, following up on sent quotations, billing and payment, in addition to booking appointments Interviews and many others.
You can easily organize all your appointments, your employees ' appointments and their meetings with your clients, in automated schedules, including the date, time, duration and goal of the meeting, as well as the names of participants, notes and all the details, and send them to customers and employees, also the CRM module in the Expert System enables you to automatically repeat meetings and events related to the Change their statuses or modify and reschedule any of them.
The Expert System contains a huge set of reports, including customer service management reports, which tells you how satisfied your customers are with your organization, informs you about the performance of your employees and provides you with accurate assessments about them, and also sets for you the main lines of your marketing plans and sales strategies, such as reports (visits-interviews-quotations-customer requests-sales-memberships and subscriptions- Installments - payments - account statement - debts-achievement of goals) and many others, as well as a dashboard that provides you with a quick overview of marketing and information via graphs, with the possibility of creating custom customer service management reports as per your request.
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