Features

Sales Automation

Efficiently manage your sales force, enabling you to access information anywhere anytime, quickly recap last conversations just before that important meeting and close deals faster. For Sales Managers, there’s a wealth of charts and reports. With in-depth insights, now you can make better decisions in managing business to seal more deals. Set and monitor effective sales targets across your team, manage multi-channel retailing and integrate with your telemarketing call centre for a unified reporting.

Marketing Automation

Create highly engaging email & SMS marketing campaigns by tapping the right segment from your database and generates quality leads, nurture them and pass them over to the sales team for follow up. Enhance your customer communication with easy to design templates and document them easily within the system.

Billing Automation

Track quotation, invoices, billing, subscription and statuses of daily payment collections without even getting into the transactional level details and let Second CRM manage the backend work for you by automating the entire billing cycle. Loyalty and membership management can be incorporated with ease and churn a myriad of reports on the go that would give you the needed edge to make meaningful decisions.

Service Automation

Customers are the core of every business and it is important to keep them happy. With Second CRM, you could automate many of the processes and provide state of the art helpdesk management and customer self-service portals to your customers. All interactions are recorded, escalations and work flows kick in and your customers are never left out to dry. Contracts management keeps track of all contract’s expiry dates and field service management improves productivity and cost efficiency of your servicemen.

Office Automation

With Second CRM, you can now apply, track and approve all leave and expense applications online. Employees are able to check the statuses of their applications along with the remaining leaves for the year. Managers can manage their departments more efficiently by accurately knowing the exact number of headcount at any point in time. With calendaring & tasks management, managers can easily assign tasks to their teams and managing office meetings has never been easier with our online meetings management.

Operation Automation

Whether you’re managing your resources for a particular project or your daily resource planning, Second CRM takes care of all these. Right from planning, communication, tasks management, escalations for approvals, project dashboards and up to reporting, all of these are rightfully addressed. Efficiently manage your product warranties, diligently manage your deliveries & inventory and effectively manage your extended sales agents by empowering them with technology.

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