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Collaborative CRM Ticket Management Software is an essential aspect of a productive work environment that helps in establishing better communication with the customer. It is a vital ingredient of help desk management. It also helps in streamlining internal communications,such as addressing queries, and provides an innovative way of managing diverse customer issues. It holds crucial information about the customers who play a key role in finding solutions to their problems.

Helps you to centralize information

The CRM Ticket Management Softwareallows easier and quicker ways of tracking and monitoring the data. It spares your efforts of checking through tons of emails and allows you to access and retrieve the required information right away.

Integratesmultiple channels for effective customer communication

TheCRM Ticket Management Softwarehelps you to integrate multiple channels on the same platform for effective client communications. The channels include e-mail, Facebook chat, Twitter, multiple other chat clients, telephone, etc. Multiple channel integration lets you focus on the actual client issues, rather than dividing your attention between the various platforms.

Built-in tracking and reporting boosts productivity and customer satisfaction

The CRM Ticket Management Softwarehelps you in keeping tabs on the issues of the customers –how efficientlythe issue has been tackled by the employee and the number of tickets that an employee has worked on in a certain month.

Helps your organization prioritize its workflow

The CRM Ticket Management Softwarehelps you to prioritize the workflow with ease. You would be quickly able to analyze which of the issues needs the utmost priority. The software also allows you to assign tickets over an integrated mobile app. The mobile ticket management gives you instant access to every available resource or talent. The assigned individual can prioritize the issued ticket when he checks-in, or can even find a remote resolution for the same.

Improvesclient satisfaction and rate of customer retention

A competitive marketplace always poses high risk to keep the client waiting. According to a recent research, it is 10 times more costly for an organization to retain a customer as opposed to gaining a new one. The CRM Ticket Management Softwareis a great addition for any business,whether it is sales or customer support. It enables the team leader to prioritize and allocate each incoming ticket. It also ensures that every ticket receives a prompt and appropriate response, and that noclient is left waiting for too long. With client patience thinning down, quick response improves client satisfaction and rate of customer retention. Moreover, with social media presenting effortless means for communication, satisfied customers are more likely to voice their positive views and the chances of your business gaining a viral tweet or Facebook mention is significantly higher.

Adds transparency

A ticket management system gives you a better picture on which department in your company has the highest number of support requests. This allows you to wisely allocateyour support resources.Through effective delegation of tasks, the issues could be addressed better and the time taken could be incrementally decreased.

Collaboration benefits

The collaboration in a ticket tracking system allows accessibility to multiple people who can work on issues and find better solutions quickly.

Ensures continuity

A collaborative CRM Ticket Management System allows an easy takeover of tasks in case a team member leaves. It minimizes turnover issues regarding the tasks and duties. As the information is centralized, a replacement or a new employee can easily be trained to take over the tasks or assignments without affecting the outcome of the business.

A productive work environment needs clear flagsto function effectively. The use of a collaborative ticket management software helps inaddressing and responding to any customer requests or concerns raised by the own employees of the company.The software allows accessibility of data to all departments,which makes any customer query easy to address and also works in fine tuning the performance of the all the core departments of the business.

Most sales teams are mentally constricted about the means and methods of their sales approach. Being the lifeline of business, most companies aren’t eager to disturb the existing sales processes and activities. At the same time, most sales team also faces the demands of adapting to technology-enabled operation and process augmentation.

Lead Management CRM lets you coordinate and collaborate between different marketing channels that maximize your conversion. This also allows you to scale-up your operations to be more efficient and extensive within a competitive marketplace.

In-short, it delivers a new way of doing business-as-usual for your sales team. But promises are nothing without achieving actual accountable results within a realistic timescale. In this article, we deliver clear insights about integrating CRM lead system into your sales processes for achieving measurable improvements.

Live Collaboration between different marketing channels

Most sales teams end-up channeling your entire sales team resources and talent on a single channel. In hindsight, this could end-up receiving your entire quota or majority of your leads from a single marketing stream or direct calling. In this scenario, your entire business could be made dependent on a single marketing operation, making them increasingly vulnerable to marketing fluctuations or performance.

CRM-based lead management combines all lead sources to a single dashboard. This ensures that you are handling each lead at its earliest (increasing the possibility of garnering a positive response). It also ensures that your lead list don’t go wasted due to lengthy processing time.

Collect and Encourage Self Service of Lead Data

Lead Management Software encourages your prospects towards voluntarily filling-up their own prospect data through different forms. In-turn all these data could be retrieved and stored on a private cloud database.

Having prospect self-filled data gives you a better perspective on understanding audience need and requirements. This in-turn gives you better information to work with individual prospects. Also, you can also initiate your prospect pitching with more information when compared to a competitor, helping you generate more interest and chance of conversion.

More Efficient Customer Contact Management

Most sales people are known to complain about the time spent on a customer unlikely to convert which could have diverted to a list of better prospects. But it’s very hard to discern your chances with each individual prospect at the time. Instead, you could be smart at choosing the time and suitability of choosing a contact to prospect.

CRM-based contact management lets you store and retrieve previous progress with a prospect. This also allows you to establish a future contact timeline for every single lead profile. By using the versatility of Cloud platform, you can start filter a list of prospects for any given time period.

This enables you to be more efficient and knowledgeable about contacting each prospect. As a result, it also increases your chances with each individual prospect.

Collect and Utilize Self-Entered Data

CRM integrated forms encourages your prospect to fill-up his own prospect information. Concurrently, this data gets saved on remote cloud servers. Here, the prospect filling the form gives a sharp perspective of audience requirement.

This in-turn gives you more information into work with the upcoming prospect communication. This also allows you to initiate your conversation at a higher point of scale that could proportionally increase your sales.

Coordinate and Streamline Marketing and Sales team

In some organizations, marketing and sales team suffers from a sharp conflict of interest. Marketing team is always trying to exaggerate the lead count, whereas the sales team is constantly trying to acquire only high value leads. In practical situation, it’s common to see that either team fails to work out a middle ground or reach a common consensus about what constitutes a legit lead.

CRM software lets you record each incoming lead on a single consolidated platform. This allows you to systematically follow the progress of each lead, along with concerned end-conversion.

This stream of lead processing allows you to increase the conversion and optimize lead conversion. It also systematically brings down the processing time for each lead.

Conclusion:-

By integrating new tools and functionalities, lead management System can augment and improve your current business processes.

Learn more about Implementing Lead management to power your business. @ +91-7899887755 or sales@kapturecrm.com

Presently, precision has become the difference-maker between success and failure in business operations. When you ingrain precision into your daily operations, it enables you to reach and sell to your desired customer in the shortest and easiest way.

Customer profiling methods enable you to reach, influence and build your customer base.  It also enables you to detail your audience, further helping you develop the right understanding of your target audience.

Customer profiling to make sense of your audience

Customer Profiling lets you filter and segregate your audience based on easily accessible parameters. By accessing the entire customer list on a single interface, you can retrieve list of similar customers based on a single user parameter. Like Age, buying decision, location etc…

This helps you to progressively create a specific image of customers regarding each segment.

Having no preconception of customer profiling means that your entire audience list could seem alike… It leaves you no option but to segregate your users based on parameters such as recent purchases or current demands. It doesn’t leave you room for you to derive precise customer response or formulate the right approach to influence your target users.

In simple words, it leaves you alone with the task of figuring out each prospect as they come.

Customer profiling includes various audience parameters into your user profile, allowing you to identify and focus on specific audience features. It also lets you collect the right attributes to address your audience.

By profiling your past and current customers into specific segments, you can also tailor the best approach to reach and influence your future prospects. In turn, this helps you increase your audience penetration.

Customer profiling lets you showcase that you are no longer looking at generic buying habits of the audience, but rather influencing special factors that are reflective of your real audience preferences.

By integrating CRM into your overall business operations, you can start profiling your customers to be later filtered into specific audience profiles. It also gives a better idea of suitability that is specific to your audience functions.

Reaching better part of your desired customer base

Whether it’s the organic traffic or paid campaigns, reaching a specific audience segment can dramatically increase your total turnover. In-order to achieve this, you need to first understand your acquired customer list. This acts as a specimen for acquiring future prospects.

First, you need to identify the customer segment that acquires the highest number visitors on each month. Afterwards, you can start adding particular customer segments.

By focusing on the right marketing channels or marketing streams, you could maximize the opportunities attached to each prospect segment.

It allows you to focus your marketing resources on the right platforms or channels. It maximizes your audience reach, consequentially enabling you to add quality prospects to your potential customer list.

Creating Impactful Customer-oriented Marketing

Is your marketing activity too much diversified? Are you packing enough punch to impact your audience appeal? Is your marketing message immediately understandable and appealing?

You could potentially find the right answers to these challenging questions with customer profiling. It helps you reach your target audience through selectively targeting the right platform.

In the start, you can choose the right marketing medium such as trade magazines, niche user websites etc…It also enables you to reach your audience through the shortest way.

As you start receiving more visitors and income, you could start having a wider marketing appeal that attracts more audience. It lets you have an approach that incrementally improves your marketing effectiveness in the target audience.

Increasing Product Desirability among Users

All successful businessmen know that in-order to increase the desirability of your product, you should start adding additional value to your products. For this, you need to understand your consumer demand. By understanding customer needs, you can tailor advertising and content messages to the right needs. Within the same process, you can also start adding the right USP (unique selling point) for each audience segment.

With segmenting audience via customer zones, you can create specific segment that applies specific messages to suit particular audience profiles. It also enables you to increase the penetration among your target audience.

Conclusion:-

CRM-based Customer profiling help you realize the shortest and most effective path of reaching and acquiring your customers. Otherwise, having to appeal to your customers may become a circumventing process that fails to realize the true potential of your business. It also enables you to reach and engage with your audience in significantly better ways.

Sales Tracking System For Sales Team – Kapture CRM 

Even under the onslaught of online sales, the face-to-face sales activities are alive and well in place. According to reputed studies, direct sales interactions still account for as much as one quarter of the total revenue.

But still, most of the on field sales teams continue to rely on their traditional means of managing outdoor field activities such as mobile and meeting arrangement on a first-on basis.

This puts the concerned sales managers at the risk of losing sight of the sales activities. At the end of the day, the role of managers could be just limited to extracting finance and order statements. Finally, you are liable to just have a partially complete picture that excludes store visits, store performance etc.

This partial picture can have an incriminating effect on your overall sales performances.

The Kapture Sales Tracking System is useful for this purpose

Challenges in creating an effective Workflow for the on Field team

First of all, let’s look into the challenges faced by field teams at managing a standard workflow.

Consider that a concerned field person gives his or her best on the occasion of every customer visit. By the simple law of mathematics, this requires the concerned sales teams to realize the maximum number of customer visits within a day. One should also mark enough time to be spent with every prospect. In addition, there are demands of punctuality and transit difficulties that restrict every meeting.

It’s practically really hard to arrange consecutive prospect meetings. If you are random at setting meetings, it’s inevitable that you will face conflicts of intersection between field members at realizing the requisite meetings.

You also need to ensure that each prospect is getting attended in a timely fashion, without being too frequent or few on the calendar. In other words, it’s a big challenge to arrange these desired meetings within the restrictions.

How to Create and Manage a Spot-on Beat Plan

As obvious it is, the traditional ways of managing field outings are limiting and inefficient. With the number of retail stores continually increasing or fluctuating, you can easily end-up under utilizing or over-pressurizing your field team. It may often end-up with unfulfilled meetings or unplanned store visits.

This situation could be resolved through setting-up and managing definite beat plans. This gets you closer to the most optimal way of managing field visits within a given set of enumerated store locations.

In the creation of field beat plans, you are combining the adjoining stores within a specific locality. This allows you to string together a number of meetings that leverage maximum number of store visits.

Plan and streamline visitation Flow

A beat plan consists of an all-inclusive trip that includes paying visit to a pre-defined set of customer spots. As the individual beat plans are constructed with due consideration, it helps you manage your transit plans in the most optimal fashion.

For example, consider the image below.

Kapture CRM lets you create an individual beat plan stringing together a number of stores or customer points.

For each beat plan, you can include various parameters such as visit frequency, date of visits, assign responsible sales person, specific responsibilities, accompanies etc.

By addressing the different factors, you can create an all inclusive plan of managing customer visits. By this process, you can combine several adjoining meetings and visitations to produce maximum store visibility.

Series of Beat plans to manage all the Customers

One of the biggest benefits of a beat plan is that it lets you build a routine for customer visits. It allows you to visit each customer the exact number of times that will maximize your revenue.

You need to visit your retailers in a periodic fashion to achieve maximum retail exposure.

By maintaining a beat plan approach, you can create separate beat plans according to customer geography or stock orders. As a follow-up process, you can assign each beat plan to the concerned employee.

This ensures that each selling point gets visited on a consistent basis within a given time scale. In short time, you can create a systematic routine for managing complete customer visitation plan.

By maintaining a beat plan approach, you can reach and communicate with maximum number of retail users.

Integrated CRM Communications to save time

As you may be aware, the on field teams usually need to go from one place to another. This means frequent mobile tower transfers that reduces the clarity and reliability. Also, telephonic conversation takes much more time to furnish a simple message. These will turn Mobile into an unfavorable platform for business communication.

A Mobile CRM provides you a healthy and time conscious way of managing your operations. By means of ticket, you can assign tasks, allocate meetings or send the requisite information concerning a client meeting.

This also allows you to maintain lengthy threads for each client meetings. It will help you save valuable time on the field and avoid possible mistakes.

Conclusion:-

You should be able to meet maximum number of customers and increase your order volume to expand your business. A CRM-based beat plan lets you iterate and strategize customer visits to its better fulfillment.

Learn more about implementing a beat plan for your field team with us @ +91-7899887755 or sales@kapturecrm.com

Learn more about customer profiling with us @ @ +91-7899887755 or sales@kapturecrm.com