Introduction
Customer Relationship Management (CRM) is a system used to manage the relationship between prospects and customers. Qiscus has a QCRM feature that will make it easier for you to manage customers and sales processes in one dashboard.
Qiscus Customer Relationship Management (QCRM) assists you in effectively managing your customers throughout the sales process on a single dashboard. With Qiscus, you can seamlessly integrate your customer contacts from the Omnichannel Chat with the CRM, resulting in a faster and more convenient sales process. These are the things you can do by using the QCRM:
Increase revenue by maximizing conversions from potential leads to actual customers.
Enhance decision-making by tracking the entire sales process, including opportunities and accounts, at every stage of the sales journey.
Improve productivity by organizing all customer data in one central location for team members.
QCRM consists of eight main menus: Dashboard, Analytics, Leads, Contacts, Accounts, Opportunities, Tasks, and Campaigns. Each menu will be explained in detail in the next section of the documentation.
- Dashboard: View the summary of your ongoing organization’s sales activities.
- Analytics: View account summary and agents loads.
- Leads: Manage the list of potential customers and convert it to real customers in Contacts.
- Contacts: Manage customer contacts with whom we have potential business opportunities.
- Accounts: Manage the customer companies with whom we have potential business opportunities.
- Opportunities: Manage deal opportunities to the next stage until it closed.
- Tasks: Manage the tasks for each available agent to manage the leads and customers.
- Campaigns: Manage the list of campaigns for certain accounts/contacts/leads.