Axa Assurance Maroc - Insurer Innovation Award 2024
CRM Software Development
1.
2. CRM is nowadays a single interface to establish contact with your
customers and various departments within and outside your
organization. With high technology based software, we could manage
right from the organizing customer data to improving sales efficiency
and finally converting leads to closure of deals.
All these activities play a fundamental role in our regular regime of day-
to-day activities to manage the overwhelming volume of data and
customers in corporate organizations today. CRM promises on taking
over the trivial task and organizing major data providing adequate time
for you to plan on Brand and Marketing Strategies.
This feature is especially advantageous to the small business
organizations as they have limited resources and would like to get
maximum profitability with existing resources.
3. In today’s complex and competitive business environments; there is a
constant need for sales force and their efforts to be organized on the same
page. This enhances the organization to collate customer data and queries,
Address prospects, Share information and strategies and provide World class
personalized service to their Customers.
CRM (Customer Relationship Management) software provides with an array
of services to contact, coordinate and provide world class services both for your
customers and employees within the organization. It would also avoid
duplication of data and Eliminates manual processes that can bog down sales
cycle.
The Sales professionals not only need to connect to the Sales Heads but also
need to coordinate their efforts with the Marketing, Accounting, Purchase and
Production departments. Making their role more complex and involving them in
routine work. The Sales professionals lack time for the vital activity of promoting
Sales of the organization’s products and services. CRM renders a helping hand
in providing the following services:
4. a) Organizing and Analyze Customer data:
The customer data is invaluable to any organization to pursue its
interest in maximizing the profits. CRM provides an interface to collect
data as well as to establish relationship by sending quotation, following
prospects, reminders and newsletters to customers and keeping sales
force well informed on updates of the products and customer status.
b) Improving and Performance tracking of Sales
Professional
The question on how to improve one's sales efficiency in every
organization is the biggest challenge of today's managers. CRM
provides with an interface to centrally track sales opportunities, share
Excel Spreadsheets and customer contacts.
Latest information on products and brand strategies are
communicated in an easier fashion to the Sales force. This includes
reporting and analyzing data to take quick business related decisions.
5. Marketing and Campaign management have been taken to a new
dimension of providing strategies and information to sales force on their
mobiles through mobile applications. Accounting Services are provided
to track the expenditure on marketing and campaign programs.
Coordination of marketing campaigns from direct mailings to web
downloads with an eye on moving leads to closed sales. We could
measure the effectiveness of campaigns through robust metrics
including number of leads that are contacted versus those that have
responded and those that are closed.
Tracking sales leads, quotes and signing renewals and contracts
have been recorded in a central repository. This enables us to predict
the Sales forecast and accurately provision resources with the
Production department.
6. c) Lead Management Services to generate more Business
The prospective customers in any business need to be converted into customers
to maximize the profits of the organization. Lead Management Services provides
with information on communications and quotes sent to prospects, contact details
and follow-up timings for sales professionals to keep a track of the prospects. The
hot and warm leads are given preference while the cold leads are stored in central
repository for promoting future marketing programs. An application to Manage
Emails and Calendar Activities are also available.
d) World class Customer service to encourage customer
satisfaction and loyalty
Addressing customer queries and grievances in a personalized manner help in
providing World class customer service. Tracking all customer support issues
originating from a phone call or a web portal in a central repository to improve
customer service and inform sales associates of potential hiccups before and
during the renewal process. The process allows Analyzing of incidents, escalating
issues and tracking the responses.
The case history of the customer would provide details to the executive to
provide the best fit solution over the desk at the least possible downtime. Thereby,
providing suitable solutions to each customer and ensuring repeat business from
7. e) Design Targeted Marketing to promote Brand Recognition and Brand
Loyalty
The various Marketing and campaign programs are targeted at a Niche
segment of consumers for example Mercedes targets at the Wealthy Business
Class Clientele; likewise Lamborghini and Ferrari attract Sportive Business
Class Clientele. The designing of targeted marketing programs by these
organizations could promote Brand recognition and Brand loyalty among
Clients.
f) Project Management
Most companies take on various assignments or Projects on a regular basis.
The execution of these projects require intricate details from organizing to
implementation client fulfillment project, internal projects or the series of tasks
required to get a new client into production. Host project-related documentation,
tasks and communications--all in a central repository that is accessed by your
teams no matter where they are working from.
The host of possibilities rendered by CRM, make it a Versatile Software in
managing Customer Relations and in directing Sales force in achieving
Business Deal closures. CRM also provides coordination between departments
and automates workflow through its business cycles. CRM may in the future