Customer Relationship Management

CRM manages all relationships and interactions with customers

  • Detailed analytics

  • More accurate sales forecasting

  • Improved customer retention

What is CRM ?

The Jesper Apps CRM is a cloud-based, integrated customer relationship management platform that caters to the needs of businesses and industries of all sizes and types. This product comes with Lead Management, Quote Management, Sales Management, Workflow Automation, Campaign management, Real time chat functionalities and with ready-made dashboards.

This product can be used as stand-alone product in Private could as well. This product also comes with inventory management and HRMS with payroll functions. This product developed in Oracle Database and it is easily integrate with Oracle EBS and SAP.

Benefits of CRM

Enhance team coordination

Coordinating different actions for different sets of leads among various different people can get complicated — a CRM allows you to monitor and collaborate with your entire team from one place, creating less room for miscommunication.

Set goals and track their progress

Set high-level goals with easily implemented analytical tools. Track agent progress, and stay informed the moment anyone falls behind or goes off course. Having the big picture at hand lets you see who’s handling what and where your efforts are most needed in keeping everyone on track to hit quarterly targets.

Sales forecasting

Generate predictions for future sales figures or projected revenue based on past and present data/trends.

Workflow automation

Automate repetitive tasks by creating workflows that trigger actions or send follow-up reminders for next actions.automating repetitive tasks within the sales funnel would free up team members to complete more nuanced tasks

Features of CRM

  • Email integration

  • Document management

  • Reporting and analytics

  • Lead nurturing

  • Sales forecasting

  • Performance metrics

  • Ticketing system