Customer Relationship Management

Customer Relationship Management

Any business that has sales, marketing, and billing teams, creates quotes and sends invoices like Amazon, Netflix, eBay, etc. Require the customer relationship management services, that help you engage with leads and customers, get insights about your business, build a scalable sales process, and grow your business faster.

We are the CRM service providers that help you to connect with your customers through multiple channels like Email, phone, chat conversation, and social media for immediate follow-up and remedy of an imminent issue. The main objective of CRM is to integrate and automate sales, marketing, and customer support. The system provides useful information to the front-end staff about the customers’ purchasing history, concerns, and preferences.

Dedicated programmers of YES IT Labs (CRM service providers) are capable of providing a wide range of new and innovative CRM solutions and can also help in implementing customer relationship management services like Zoho, Vtiger, Odoo, Salesforce, etc. for their clients with all business backgrounds. The solution helps to automate your business by giving you the best results including more sales revenue, higher customer satisfaction, better marketing ROI.

Benefits of Customer Relationship Management

● Connects your entire team from any device.
● Intelligently captures customer emails.
● Simplifies repetitive tasks so you can concentrate on leads.
● Delivers instant insights and recommendations.
● Extends and customizes as your business grow.
● Actively tracks and manages customer information.

 

Customer Relationship Management
1. Home
1.1. Logo
2. Sign up/Login
2.1. Email
2.2. Phone
2.3. Social Media like Fb, LinkedIn, Google
3. Customers management
4. Account management
5. Sales forecasting
6. Sales force automation
7. Sales Analytics
8. Problem management
9. Lead/opportunity management
10. Production management
11. Sales performance management
12. Reports/surveys
13. Email client integration
14. Footer
i. Terms of service
ii. Privacy policy
iii. Chat integration
iv. Web analytics integration
v. Social media integration
Admin features:
1. User management
2. Maintain customer relationships
3. Maintain the accounts
4. Sales report generation and analysis
5. Performance analysis
 

FUNCTIONAL AREA OF CRM SYSTEM

Production Management

Streamlines planning, scheduling, and monitoring of production processes to improve efficiency, reduce delays, and ensure consistent output quality.

Lead/Opportunity Management

Captures, tracks, and nurtures leads through the sales pipeline, helping teams convert opportunities into customers with better visibility.

Problem Management

Identifies, tracks, and resolves issues efficiently while maintaining records to prevent recurring problems and improve overall system reliability.

Quotes & Proposal Management

Simplifies creation, customization, and tracking of quotes and proposals to accelerate approvals and improve client engagement.

Account Management

Centralizes customer data, interactions, and history to strengthen relationships, enhance communication, and support long-term business growth.

Modular Integration

Enables seamless integration of multiple modules and third-party tools, ensuring flexibility, scalability, and smooth data flow across systems.

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What Makes Us Different

With our approach to Web Design, our methods continue to be proven in a continuous challenging marketplace with delivering what we promise.

We Offer CRM Services in the Following

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Over the years, YES IT Labs has not just partnered with a wide spectrum of clients, we’ve also earned respect and trust.