A CRM software is a business strategy for banks to help create brand value and identify and

understand their customers’ needs by providing targeted, timely and relevant information that can
add value to their customers. CRM software provide tools that can segment, and deliver the right
service, at the right time, by acting on dynamic customer information. This allows the ability to track
and build strong relationships with profitable customers and identify specific products and services
that can benefit customers. Outcomes of all activities can be tracked and measured; CRM system
dashboards acting as business decision support systems are the perfect place to present
measurements and outcomes.

KaptureCRM.com
Annually Monthly

Professional
Streamline your sales processes and track progress real time as you go along the sales funnel.

1499 user/month/annually*

Try For Free

Enterprise
Track leads, optimize sales activities, predict customer behavior, automate sales processes, and
close deals faster.

2499 user/month/annually*

Try For Free

Professional
 LEAD MANAGEMENT
o Rule based lead assignment
o Lead Sourcing from multiple channels
o Lead scoring & distribution
o Sales follow up & Tracking
o Auto reminders & emails to prospects
 CUSTOMER CONTACT MANAGEMENT
o Company details with location
o Customer data and hierarchy flow
o Past customer interaction details & engagement
o Rates / Quotes offered accountwise
 o Remember their birthdays , Anniversaries
o Send custom mailers
 MOBILE SALES CRM
o Lead notification & assignment
o Sales Opportunity Tracker
o Meeting check in / check out with geo tagging
o Send reports & Minutes of meeting
o Customer location tagging
o Expense Management
o Product / Brochure details in app
o Call management
 API's & INTEGRATION
o Web integration
o Google apps
o Cloud Telephony
o Shopify
o Wordpress
o Third party chat integration
o Email Integration
 CHAT
o Chat widget
o Plug n use
o Chat reporting & analytics
 SALES REPORTING
o Automated reports
o Custom Dahsboard for reporting
o Send reports from Mobile app too
o Get reports in any graphical or excel format
 SALES TICKET WORKFLOW
o Raise tickets from existing customers
o Upsell/Cross Sell
o Address any feedback & concerns
o Get repeat business
 QUOTATION & PAYMENT
o Quotation templates
o Configure Discounts & offers
o Send from mobile / Desktop both
o Send Payment advice
o Schedule Payment follow ups
o Credit / Debit notes
o Partial payment , Cheque payments
o Send Payment gateway link
 SUPPORT
o 24/7 email, call support
o Dedicated implementation team
 CAMPAIGN MANAGEMENT
o Targetted Emailers
o 10000 credits
o View, Edit , Send emailers from templates
o Landing page integration
o Online leads mapping
 Enterprise

Everything in
Professional Plus...
 KNOWLEDGE MANAGEMENT SYSTEM
o Internal team collaboration
o Training and Assignment module
o Instant notifications
o Workflow based Q & A
 INDUSTRY SPECIFIC WORLFLOW MANAGEMENT
o Customizable workflow
o Manage team wise configurations
o Task Management for large teams
 ORDER MANAGEMENT
o Manage order, stock updates
o Manage Distributor, stockist, Retailer , wholesaler
o Manage third party channel sales
o Inventory Management
 DIFFERENTIAL RATE MANAGEMENT
o Manage pricing and offers for each customer
o Apply Discounts instantly from system
 DEDICATED ACCOUNT MANAGER
 SALES FORECASTING
o Predictive analysis
o Sales projection based on pipeline
o Business Intelligence driven forecasting
 LEARNING MANAGEMENT SYSTEM
o Sales training modules
o Tools for assessment
o Rating and feedback mechanism
 CHAT SDK
 ADVANCED API INTEGRATIONS
o Custom Integrations based on API's
o Development Support for integrations
 REPORT ENGINE
o Inbuilt tool to automate 500+ reports

One of the features of a lead management system as soon as a lead signs up through online or
offline channels – the lead gets auto assigned onto the Lead management dashboard – from where
you can either initiate an email automation or have an agent get in touch with the lead immediately
Currently the DSA in the market would require Lead management System, Contact Management,
Marketing Automation

The Sales CRM is a cloud Based Saas solution that helps companies manage and automate
their key operations and sales activities.

What are the uses of a Sales CRM?

What are the uses of a Sales CRM? A Sales CRM can help you automate all round operations
related to sales. Some of the uses of the Sales CRM include;

 The Sales CRM is a software that has been designed to carefully give you analytics on
each of your sales operations.
 Using the Sales CRM you can delegate daily plans and schedules for your sales team by
sending them updates on the Mobile CRM.
 The Mobile CRM lets you closely track the movements of your sales team – so you can
get instant updates on their location.
 The Mobile CRM also lets Salespeople immediately update the outbound team on the
results of their meetings.
 The Sales reporting feature gives you the reports that you need to analyzed your sales
goal and see if they are matching your projections.
 The mobile CRM acts like an office in a smartphone allowing your salespeople to easily
update you on EOD’S and MOM’S after their meeting.

Imagine a scenario where you just generated 10090 new leads and your outbound team begins
selling. Each time they update the spreadsheet – it gets progressively more messy and
disorganized. Your follow up appointments get lost in a series of rows and columns effectively
sabotaging your sales process.

A Sales CRM brings much needed order to this chaos. As soon as a lead is generated it gets
auto allocated to your sales person. All you leads are neatly organized on a single dashboard,
what’s more you can tag these leads based on their interest and even set up follow up reminders
within the CRM itself.

The Mobile CRM brings a level of accountability o your sales team. They fact that they need to
mark their attendance and add all the necessary information on their mobile CRM after the
meeting helps you analyze the effectiveness of your sales team.

CONCLUSION
Peter Drucker Author of the bestselling book on “ The Effective Manager” has a great quote
which says that “ If you can’t measure it, you can’t manage it”.
To effectively hit your revenue targets – you need a system to measure your progress. Sticky
notes, excel sheets and notepads are great, but you need something that gives you cold
numbers – because it is easy to trick oneself into believing that progress is being made. But
when you have cold hard numbers staring at you – it gives you a sense of responsibility. The
Sales CRM is the system that you can use to organize your revenue goals into hard numbers for
your sales team to chase
To give you an idea of What is A Sales CRM Software, The Sales CRM brings accountability and
effectiveness to both your sales process and your sales team along with this it also helps you;
 Better search, sort and qualification of the acquired leads

Makes it easy to follow up on sales opportunities systematically and saves time

Sales CRM can prioritize follow up activities

Increases the rate of reaching your targets

The Sales CRM helps you manage multiple sales activities from a unified dashboard, you can
also get a complete visibility of your customer history, orders and important data.

What’s a cloud GPS sales Tracking System?

Even in the digital age, most organizations still depend on direct sales to hit their revenue targets.
At the same time, the direct sales process have also progressively evolved to become more
competitive and demanding on a daily basis.
Today, an average sales rep needs to meet more prospects, travel more distance and
handle more negotiations than ever before...In this situation, most sales reps can easily get
overwhelmed at the task of managing multiple responsibilities and streams of information.
A GPS-based sales tracking system enables the sales team to resolve this dilemma by improving
the overall sales process management. Now, let's see what’s a GPS-enabled sales system and
why its indispensable for a modern sales team.

What’s a GPS-sales tracking system?

As explained, both the sales manager and rep are expected to juggle between multiple
responsibilities on a moments notice. When the individual sales tasks takes-up so much attention,
it'll actually slow-down your actual sales prospecting.
This time lapse could be enough for your competitors to steal away your valuable prospects.
As time remains the essence of closing sales deals, you need better sales tools to leverage the
right opportunities.
Enter a GPS-based sales tracking system.
A GPS-based sales CRM system combines the multiple tools required to manage a better sales
process. These include omnichannel lead management, lead nourishment, route mapping, and
sales operations management etc.
Within a GPS sales tracker, you can streamline and optimize your entire sales process. This allows
you to manage different responsibilities to achieve the optimal results.
In this article, we’ll try to give an overall picture of your sales tools and their impact on your
business.

Daily sales planning and organization

As said, most closures happen as a result of direct meetings. With this logic, it’s possible
to increase your number sales closures by proportionally arranging more meetings.
This could be achieved through a unified sales management platform. In a unified platform, you
can assign meetings within a particular geographical location. This will enable you to
maximize the number of meetings under minimum transit.
The sales manager can also locate each sales rep through GPS-based location tracking.
This will help you add additional meetings to the route map of each sales rep.
In this way, you’ll be able to increase the number of attended meetings that’ll consequently improve
your sales revenue.

Since the service are delivered over the internet – there is an element of location mobility, where
a developer can work from anywhere and still access the PaaS solution.

your CRM needs Technology, People and Process to stay ahead of your
competitors.

Likewise, the only way to transfer information effectively is by the tight

integration of your marketing platform/website with your CRM system.

• Reduces time spent in the office on sales administration (more time on sales calls)

Sage CRM provides the sales team with the ability to work from a mobile device regardless of where
they are located.