Veefin CRM
Sales teams that adopt CRM meet their targets 65% of the time as against the average of meeting their targets 22% of the time.
It is well established that a CRM system generates excellent returns on investment as they empower collation, communication, and reporting on the daily efforts undertaken by sales and marketing channels onto a single platform.
However, the biggest challenge in reaping the benefits of a CRM system is the lack of adoption by the sales team. Sales teams view CRM systems as an additional cumbersome non-yielding activity imposed by the management team, which deter them from using it and capturing data in them. Thereby, leading to failure of CRM systems as the data obtained is either limited, incomplete, or unusable for further analytics.
Veefin CRM is conceptualized to address the problem of adoption with an objective of gaining acceptance from sales teams and to encourage inculcation of CRM by habit. Designed on the principles of social media, the module provides sales teams a platform to express and develop their identity in the CRM, be in touch with their friends' circle, share achievements within their networks, and follow and be motivated by colleagues’ achievements, making Veefin the World's first social platform offering CRM.
A mobile-first CRM, Veefin CRM automates every step from Lead Generation to Conversion so that your sales force spends more time selling rather than being buried under administrative work.
Modules
Industry Application
- Banking
- Real Estate
- Education
Upload, Allocate and Book inventory on a real-time basis.
Manage leads from and payouts to multiple channel partners smoothly.
Advanced Document Management Systems to process contracts, completion certificates.
Go-Live in 48 Hours with ready to use Veefin CRM solutions.
Design your own process from lead capture to conversion or choose an existing workflow.
Manage leads from multiple channels and qualify to prioritize hot leads.
Create standardized templates for customer communication across mediums.
Customize rule engines to predict value of business expected from the lead funnel.
Advantages
Adoption
Enhance adoption within sales teams using world’s first social platform with AI-driven CRM
Accelerate
Implement and Go-Live instantly with ready-to-use industry specific platforms
Integration
Never miss a lead with automated lead creation integrated from all lead sources
Engage
AI-backed prompts to periodically engage customers along the life-cycle
Productivity
Monitor the team's activities and motivate non-performing members towards goals.
Measure
Observe and monitor real-time ROI on campaigns and improve hit rate.
Need more details?
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