Customer Relationship Management

Know the customer's mind. Beat the competition. Achieve a quantum jump in sales.

Ramco CRM on Cloud helps you have a 360-degree view of customers, prospects, competitors and your salesforce. The solution enables you to have invaluable insights into customer preferences, and strengths and weaknesses of your competitors. This empowers you to develop customer-centric business strategies to serve and retain them better.

You can boost sales by recording, integrating and analyzing information across pre-sales, sales and marketing segments and increase the rate of lead conversion into sales. The intelligence generated in the forms of dashboards and reports enables you to gauge market trends make pro-active strategies to stay ahead of the pack. You can manage and mentor your sales force, effectively, and do a lot more.

There are many features in Ramco CRM on Cloud software that help in achieving greater sales opportunities to boost your organizational revenue, as given below.

Hierarchy Management

Monitor, Manage and Mentor Your Sales force.

Your sales people are your windows to reach your customers. A thorough monitoring and support is required to improve their efficiency. This feature of the CRM module helps you to effectively manage your sales brigade and hone their skills so that they shine, and also make the organization grow by leaps and bounds.

  • Define sales organization structure and hierarchy and gain visibility across the team.
  • Monitor the performance and review the strategies made by your sales team.
  • Guide your team to improve its efficiency in obtaining business.

Event Management

Gauge Effectiveness of Every Penny Spent on Events.

This feature of the CRM solution helps you gain vital information about the effectiveness of your ATL (Above the Line) and BTL (Below the Line) events by tracking event-related data and do a precise cost-benefit analysis to determine their effectiveness.

  • Slice and dice event-related data and zero-in on quality leads, scientifically.
  • Follow up leads generated during events till closure.
  • Perform cost-benefit analysis on the recorded leads.

Lead Management

Track Leads to Closure.

This feature provides you with necessary tools to register leads generated through your marketing efforts along with details such as source of lead, critical contact and address details, current setup and usage, type of lead, industry and geography information, and determine the potential of the lead. You can add remarks based on your analysis and pass the lead to the sales team for follow-ups.

  • Assess the quality of created leads and record remarks.
  • Convert the lead as a sales opportunity, and assign it to sales persons.
  • Reduce lead-to-closure cycle time.

Account Management

Never Lose Sight of the Prospect.

Every prospective customer is classified as an account for the sales person. This feature of the Ramco CRM on Cloud software helps you manage and maintain number of accounts from progress to closure, and ensure that you deliver the best of services to your customers. The feature also supports tracking of opportunities where more than one sales person or team is involved. Each and every team member can view the opportunity details and provide their feedback and comments.

  • Convert a lead into an opportunity and assign it systematically.
  • Track salesperson-wise progress.
  • Analyze the probability of sales closures.

Opportunity Management

Assess Opportunities, Closely & Thoroughly.

Each sales opportunity has different phases, right from the start, till they get converted as sales. With Ramco CRM on Cloud, you can capture, analyze crucial data generated during these phases, and improve the chances of each lead getting converted as perfect sales.

  • Track and analyze opportunities with ease.
  • Increase the rate of opportunity-to-lead conversion, and lead-to-sales conversion.

Milestone Tracking

Set Milestones and Track Effectiveness of Strategies & Team.

This unique feature in Ramco CRM on Cloud helps you set goals for your sales team in the form of milestones and efficiently track efforts, timeline, and manpower involved in closing different milestones, during the process of an opportunity conversion into an order.

  • Set clearly defined goals/milestones as project challenges for your team.
  • Manage and track performance against goals/milestones.
  • Enhance the rate of opportunity conversion into sales.

Task Booking

Have an Organized Sales Brigade.

The CRM software enables your sales professionals to efficiently plan their field activities, including meetings with prospects, proposal handovers, follow-ups, and demonstrations, if any, and book actual tasks performed.

  • Track and monitor your sales team's daily activity plan, end-to-end.
  • Guide your team and add value to their plans.

Sales Person Tracking

Generate Individual Report Cards of Your Sales Team.

Ramco CRM on Cloud comes with the facility to monitor and track tasks performed by the sales persons, which includes records such as the planned and actual hours spent on different sales-related activities.

  • Ascertain performance of your sales team at an individual level.
  • Recommend incentives or suggest corrective actions, based on performance reports.
  • Plan focused mentoring or training sessions based on system generated insights.

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