Posts by asim.

Social Integration With CRM – Track Tweets In melssCRM

Customer Relationship does not end inside the office, it extends to the real world, on-line world and recently a new addition to this is – the social space. Customers, prospects, partners, vendors, etc – all talk about your products or services almost everywhere and you have to listen to them to find out whether they are happy with what you offer.

As a first step towards listening to them from the social space, we have now provided integration with Twitter. Now you can follow tweets of people or organizations using their Twitter ID. Sticking on to our simplistic approach, to follow tweets – all you have to do is enter their twitter ID inside our CRM and we will show the latest five tweets for you.

crm twitter integration 1

Once you have entered the twitter ID and saved the record, you will be able to follow tweets of the person or organization.

crm twitter integration 2

Good customer relationship is not only about solving their queries when they ask you for, it is about taking pro-active action on the problems that customers face with your products or services. You may also congratulate your customers on their achievements or milestones, if you listen to them.

crm twitter integration 3

Now that melssCRM has gone social, you can now think of innovative ways to listen to people or organizations from the social space.

Check out our previous blog on Boost Follow-Up With Leads.

If you would like to keep yourself informed on the latest features and updates, you can subscribe to melssCRM blog through email or Get Social With melssCRM Team.

Boost Follow-Up With Leads

One of the most important aspects of marketing is the way you follow-up with leads. It reflects the commitment you have towards winning the deal and converting the prospect into a customer. The better you follow-up with all your leads, the greater are the chances that you end up doing more business with them.

Marketing and sales people find it difficult to remember all the follow-ups that they have to do during a particular time period; and that leads to lower productivity. SMS Reminders are a great way to keep oneself informed, however Email reminders may also do.

To solve this simple problem and give marketing & sales people an efficient tool that will help them remember how many leads they have to follow-up during a particular time period, we have added a widget – Last Activity On Leads.

last-activity-on-lead

This widget allows you configure time period ranges. Based on your business requirement and working style, you can configure duration.

last-activity-on-lead-settings

Also it identifies leads on which no activity has been performed and displays the cumulative count for an individual user.

Now you can keep yourself informed on how many leads have you followed-up with; during a particular time period and based on that, boost the follow-up with leads.

Check out our previous blog on Keep Yourself Updated With CRM Notifications.

If you would like to keep yourself informed on the latest features and updates, you can subscribe to melssCRM blog through email or Get Social With melssCRM Team.

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Keep Yourself Updated With CRM Notifications

crm notifications icon

Image Source: Techmaish.com

Notifications Are Important

In business, you have to keep pace with time, people and technology to deliver the best customer experience. Updated information at times can help you win  great opportunities.

The key to keeping yourself updated is to have a automated mechanism that will help you remind and notify about the latest updates. melssCRM offers automated notifications through E-mail (by default) and SMS.

How It Works

We have analyzed various aspects of how – the customer relationship management process takes place at different organizations; in various industry verticals. Based on the analysis, we have designed a robust notification system that will intimate you with latest updates through Email and/or SMS.

crm notifications

You have the flexibility to decide which set of notifications are relevant to your business and enable them. Also, according your preferences you can set the periodicity of the notifications.

To make the CRM more dynamic, we have alerts that will keep you informed, as and when the changes happen to the information within the CRM.

crm notifications setting

Try It Out

Explore the various notifications settings that are available to you and energize your business with updated information.

Check out our previous blog on Ensure Prompt Service To Your Customers.

If you would like to keep yourself informed on the latest features and updates, you can subscribe to melssCRM blog through email or Get Social With melssCRM Team.

Note:

SMS notifications are available to customers who have SMS Add-On pack and are geographically located within India.

Ensure Prompt Service To Your Customers

As an organization, you may have thousands of customers and say if you serve a few hundred customers a month – How do you ensure prompt service to all customers?

Maintaining data in traditional ways like spreadsheet (excel) is one way you can do it, however it has its own disadvantages such as redundancy in data, prone to human errors and more. It also does not give you an automatic prompt as to which customers need to be serviced in the forthcoming days.

Analyzing these pain points, we had developed a Service Contract module and incorporated an Upcoming Preventive Maintenance widget. This widget helps you keep track of preventive maintenances that are scheduled in the forthcoming days.

upcoming preventive maintenance

For instance if you want to find out preventive maintenances that are scheduled this week, you can choose “One week” from the drop down available in the widget and you will get a list of preventive maintenances that are scheduled this week. Similarly you can find the scheduled preventive maintenances for two weeks and a month.

Now you can ensure prompt service to all your customers without having to worry about how you are going to remember them all.

Check out our previous blog on Shortcut To Generate Your Frequently Accessed Reports.

If you would like to keep yourself informed on the latest features and updates, you can subscribe to melssCRM blog through email or Get Social With melssCRM Team.

Related Article:

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Shortcut To Generate Your Frequently Accessed Reports

Reporting is a basic necessity in any organization. Depending on a person’s job function, there may be more than one report that has to be generated on a regular frequency like daily, weekly, monthly and more.

The more accessible the reports are, the easier it is to take them. As time has progressed, a lot of users have started generating reports from melssCRM. We believe in making the system more usable and to further enhance the user-friendliness we have added a new widget – Reports Shortcuts.

reports shortcuts dashboard

reports shortcuts select

Reports Shortcuts widget allows you to store quick links to any number of reports. This will help you save time. By clicking on the quick links from the dashboard you can generate reports instantly.

reports shortcuts display

Personalize your dashboard to add the reports shortcuts widget and take reports quickly.

Check out our previous blog on New Ways To Analyze How You Perform Day-To-Day Activities.

If you would like to keep yourself informed on the latest features and updates, you can subscribe to melssCRM blog through email or Get Social With melssCRM Team.

Related Article:

I don’t know how to add a “Widget”!