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info@qwetzal.com

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How it Works ?

CRM stands for Customer Relationship Management. It is an acronym you may see before words like “software,” “platform,” or “solution.”

Customer Relationship Management (CRM) systems work by centralizing and organizing customer data to facilitate interactions, improve relationships, and drive sales and marketing efforts.

Features

Customer Interaction Tracking

 CRM tracks and records all customer interactions across various channels, including phone calls, emails, social media, and in-person meetings. It captures details such as communication history, inquiries, complaints, and follow-up actions.

Data Collection

CRM systems gather data from various sources such as customer interactions, sales transactions, website visits, social media engagement, and marketing campaigns. This data includes contact information, purchase history, preferences, communication history, and other relevant details.

Sales Pipeline Management

CRM facilitates sales pipeline management by tracking opportunities, deals, and sales stages. It provides visibility into the sales process, forecasts revenue projections, and identifies bottlenecks or areas for improvement in the sales cycle.

Data Organization

The collected data is organized and stored in a centralized database within the CRM system. It’s structured in a way that allows easy retrieval, analysis, and management of customer information

Benefits

Customer Data Management
It involves gathering and organizing customer data across various touchpoints — such as emails, social media, phone calls, live chats, and more . It allows you to segment this data based on various criteria, like demographic information, purchase history, or previous interactions, to personalize your communications and strategies.
Manages Communication and Interactions
 It can manage all types of communication such as internal (rep to rep) and external (rep to prospect).  It improves internal communication and collaboration by ensuring that everyone in your organization has access to the same customer data.
Improved Customer Experience
A CRM helps you understand requirements of your customer better by providing a comprehensive view of their interactions,  and needs. This understanding enables you to custom tailor your products, services, and communications, providing a personalized and satisfying customer experience. 
Provides Data security
 Another one of the major benefits of CRM software is that it offers greater security for your data. There are hackers, bots, and malware out which can threat your company data, and you want to make sure your information is protected. So, CRMs are the solutions of this problem as they usually guarded against such threats.