CRM stands for “Customer Relationship Management”, and this is a software that helps businesses to store the customers data on a single platform with a ease of usage so that the employees can manage their leads effectively by strengthening relations with customers. CRM systems not only store the customers information, it also helps to use this information for business advantage. An effective CRM platform let’s the employees to store the lead information at each stage accurately and helps to report all the necessary KPI’s (Key Performance Indicators) to increase efficiency of the business.
Sales executives can create leads on the move through the RocketFlow CRM Software Mobile app. The Sales Executives can capture the point of contact, the potential size of the lead, client comments, and much more. Sales executives can keep updating the lead based on discussions and update other parameters.
Sales executives can schedule meetings, and update comments by setting Follow Up Time against a lead through the RocketFlow CRM Software Mobile app. Update leads to indicate that the meetings are scheduled for demo or walkthrough.
Sales executives can capture feedback/comments and important pointers from a meeting while updating the leads through RocketFlow CRM Software Mobile App. Managers and Supervisors get a real-time view of the lead statuses and traction the sales executives are generating with the clients to provide timely assistance.
Sales team can update leads for follow-up time through the RocketFlow CRM Software mobile app. The platform allows to search leads based on the follow-up time to indicate to the Sales team which leads they have to chase on a day/week to plan better. Never again miss a follow-up with RocketFlow CRM Software.
Managers can use RocketFlow CRM Software mobile app to track the progress of a sales lead by going through the interactive timelines of Sales executives with clients. Managers can further see details of each sale step to track the progress better.