Customer Relationship Management
Build and maintain relationships with your customers with XScribe CRM
Let your sales team easily manage pre-sales and post-sales activities through the XScribe CRM.
Maintain your customer profiles through an extensive database that keeps track of essential information of potential and existing clients.
Keep track of your client engagements through the leads and opportunities tracking and map the next activities to win the account.
Streamline your sales activities and quickly generate a revenue forecast of your pipeline. XScribe CRM also allows you to keep track of your customer's concerns and monitor the activities done in resolving such concerns.
The XScribe CRM can be integrated with a web portal where your customers can file inquiries, create concerns, and monitor the status of their concerns, making it easier for you to easily coordinate with your clients.
Key Features
Customer Database
Opportunities Tracker
Concerns Tracker
Customer Web Portal
Online Inquiry Form
Email Notifications
Features
Centralize your sales team's Customer database
Improve your team's collaboration and allow easy access to customer information by maintaining a centralized database. Instead of maintaining individual files, XScribe CRM allows you to keep a record of all your leads' and existing customers' information. It has an extended database to store information about all of the transactions a customer has done with the company, to improve the collaboration among your sales team. It also allows you to group customers together and take note of customer source to provide you analytical data at the end of the year.
Track your interaction with potential customers
The Touch Point feature allows you to make sure that you have contacted all your leads in the database. This gives insights on how many times you emailed, texted, or met your leads and you can plan when you will contact them again until you get their schedule for a courtesy meeting to discuss their requirement.
Monitor your sales pipeline progress and revenues
The Opportunities Tracking feature is your guide in mapping the next steps in winning the account and forecasting expected sales after closure. Assign sales team to manage your accounts and monitor their activities through this.
Increase your net promoter score by automating your concern resolution process
The Concerns Tracker feature lets you take into account all the concerns filed by the customers without missing anything. Many concerns are left forgotten without being resolved. Your customer's satisfaction will most likely increase if you make sure that their concerns are heard and addressed properly.
Map next steps to resolve your concerns
Through the Concerns Activity feature, right after a concern is filed, you can easily assign a person to start working on the said concern. You can easily track who are responsible for the concern resolution and check the action items required in order to resolve a concern.
Get notified through email for created and pending concerns
To make sure that assigned employees are notified, the Email Notification feature sends an email for easier access to information instead of logging in the system. The users can set a Concern Escalation template indicating the people to whom the concern would be escalated once the concern is past resolution date. An email would be sent to notify them. This is to ensure that all concerns are properly handled and resolved.