Strategy of TreeOne Stock Brokers CRM Software will help you to identify which campaign generate more leads.
From Lead assignment to the sales quote everything has tracked for analytics. This cloud based CRM Software will provide access data as much easier.
Our brilliant CRM Software helps you transform your sales team and increase sales rate to unprecedented new heights.
TreeOne Stock Brokers Sales CRM Software essentially provides a central place where businesses can store customer and prospect data,
track customer interactions, and share this information with colleagues. It allows businesses to
manage relationships with customers, helping the business to grow.
Campaign management delivers the capability to link marketing campaigns directly to CRM Software by automating the marketing efforts
Capturing leads from multiple sources Helps to manage, track & and follow-ups for appointments with Automatic Notifications & Reminder
Mapping an opportunity with customers will track & filters potential customers. Tracks the total Opportunity in hand.
Stock Brokers CRM Software enables users to store & access the customer's information which gives fully access to track all information
Stock Brokers CRM Software Helps Each time when a new lead comes, it can be assigned to the particular sales person using Round Robin Lead Assignment Rule.
Track the Status of the KYC & KYC regarding Document status, Upload Activated list from Back office, Segment wise activation list with CRM Software
Track the daily activities done by every employee.Stock Brokers CRM Software also helps to add reminders to the team.also tracks effort spent on every customer.
Connects leads to Lead owners, sales person, without revealing their phone numbers.This CRM Software prevents from misuse of sensitive information
With the Masks the email id feature in Stock Brokers CRM Software ensure the privacy of the customer’s data and keeps the email id hidden.
Tracks the time interval between lead to sales. Know the amount of effort , activities,time invested in every customer. Compare your effort vs results
Stock brokers CRM Software allows CTI (Computer Telephony Integration), all the data can be stored in a secured, centralized database and accessible at single click
With this feature, Depending upon the language of the sales person, sales leads can be assigned to the particular sales person upon a rule.
Seamlessly interact with customers by SMS/ E-Mail integration.communication with the customers through status notification & updates
Employee gets daily reminder via Email,helps the team to plan their day effectively. CRM software allows Automatic call that can be Triggered for the Calling Reminders
Especially for the businesses with multiple branch with this city based access lead assignment, specific leads can be assigned to the particular branch upon rule.
362-degree customer view can get a complete history of customers by aggregating data from the various touch points that a customer from lead to purchase