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Customer Relationship Management Module & their Functionality


SMS/E-mail Marketing :

If you get SMS-email marketing right, it can be one of the most powerful marketing tools in your arsenal. If you’re not communicating with your customers right now by email, you are missing out on potential sales or orders. But we know you’re strapped for time most days and have a million other things to do. Well we’re here to help with fast marketing CRM systems.

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Tour & Visit Management :

Server based CRM system for tour & visit management to manage customer information, tour information, and back office activities. This type of software helps to keep track of organizational aspects of tours such as scheduling, itinerary, meals, and more. Additionally, it tracks employee tasks and activities.Tour operators are able to leverage this type of software to manage costs, expenses, and revenues.

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Telecalling :

To start telecalling we should have enough number of data. It is very difficult refer an excel sheet or refer a website while calling and update the status. So customer management software provides an option to import the data whatever contacts you have. Also you can make group of contacts and import through excel or csv file format. For example you would like to promote your product to CCTV industry. You can get the list of CCTV suppliers and distributors from the market in excel sheet format.In Customer management system software you can create those contacts in a group called CCTV contacts and import to Fast customer management system. So that you can able to distribute the call list by indutry group to telecallers.

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Lead management :

Best Lead management software is about creating a complete process to track and manage your sales leads (your potential customers) from their initial contact with your business through to their “conversion” into a sale, and so into being a customer. But it doesn’t stop there. Lead management software also creates a process for how you maintain your relationship with the customer. Hence, the customer becomes a repeat customer, a loyal customer, and in time an advocate of your product or service.

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Quotation management :

Quotation software will help you to automate the Quotation generation process effectively.Quotation Management System (QMS) Software includes designing and automating the client’s Quotation.Quotation Management system aims to improve client’s business efficiency in creating and generating quotations, emailing quotations, maintain billing and shipping information and providing enhanced QMS reporting features. The quotations generated from QMS would serve as an input to the deals.

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Sales Order Management :

Every business is the sale and distribution of its products. At the heart of this process is the sales order system. Fast CRM Sales orders management is a CRM module in our Fast sales CRM solutions software provides a fully integrated online environment for entering and processing sales orders as well as managing the physical distribution of goods and consigned inventory. Once quotation is created, sales order interface will have all information mapped in respective fields. Our sales intelligence CRM also offers sales order approval feature to keep check on orders generated. Once order is approved, it can be emailed to customer from the system.

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Invoice/billing Management :

Our fast business CRM solutions ,invoice management tool will help you to manage your actual invoice which will be generated as per quotation only if it is finalized.Organizations can be quickly automate the entire invoice process while collecting all the relevant data & approvals along the way.

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Payment Management :

Do you struggle to keep track of multiple customer payment threads? Are you afraid of forgetting the right time to raise customer invoices? Fast CRM payment management software lets you connect and manage the different aspects of customer interactions. By effectively marshalling customer interactions, you can significantly raise your chances of consistently improving the payment cycle.

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Task Management Software :

Fast & Best task management software is more than a to-do list. It means tracking tasks from beginning to end, delegating subtasks to teammates, and setting deadlines to make sure projects get done on time. Task management software, empowers teams to work more productively and efficiently.

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Sales Target Management :

In Sales target management is setting of sales goals & targets. As most sales managers know, goal setting can take a considerable amount of time and setting effective sales goals is one of the most important sales motivation tools in their management.

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Follow-up Dashboard :

Follow-up customer service management software offers customer sales tracking software for the construction industry, and is suitable for companies of all sizes. Follow-up CRM offers features such as the ability to track, set goals for team members, view reports and coordinate workflow within the organization. Using the fast CRM systems marketing automation tools and sales leads lists you can then create automated marketing follow-up programs that ensure that valuable information is continually sent out to the sales leads and existing customer base on a pre-determined schedule. Fast cloud CRM software program is perfect for sales follow-up as well as for marketing automation.

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Post-sales Services :

Our experts will guide you through your CRM implementation to ensure your goals and timelines are met and your business processes are properly defined and captured in Fast CRM software. Your core team will receive training and advice in each step of the process.Fast CRM lets you select the fast CRM software option that’s right for you. Choose between hosted CRM or On-Premise solutions, and have the freedom to switch if your business requirements or preferences change.

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