CRM Solutions
Custom CRM Solutions
Customer Relationship Management Built Around Your Sales Process
JBMatrix develops custom CRM solutions that help businesses manage leads, customers, sales activities, follow-ups and customer relationships from a centralized platform.
A CRM system provides sales and management teams with better visibility into the customer lifecycle—from the first enquiry to conversion and ongoing relationship management.
What Can a CRM Manage?
Depending on your requirements, our CRM solutions can include:
Our CRM solutions help businesses organize customer data, streamline
sales activities, improve follow-ups and manage customer relationships
from one centralized platform.
Lead Management
Customer Management
Enquiry Tracking
Sales Pipeline
Follow-up Management
Sales Activities
Task Management
Quotations
Orders
Customer Communication
Sales-Team Management
Field-Force Tracking
Distributor Management
Customer Service
Complaint Tracking
Reports & Dashboards
Mobile CRM
CRM for Field Sales Teams
For organizations with sales representatives working in the field, CRM can be combined with:
- GPS/location tracking
- Beat planning
- Customer visits
- Visit reports
- Attendance
- Order collection
- Product information
- Expense management
- Follow-up reminders
This helps management understand not only how much the team sold, but also what activities are generating those sales.
Who Can Benefit?
CRM solutions are useful for:-
Manufacturing
-
FMCG
-
Distribution
-
Professional
-
Real Estate
-
Trading
-
B2B Sales
-
Field Sales
Why Choose a Custom CRM?
Your sales process may include unique approval workflows, sales territories, distributors, pricing structures or field operations. JBMatrix can design CRM workflows around your actual business process.
Leads
Opportunities
Follow-ups
Sales
Customer Service
Retention
Frequently Asked Questions
CRM SOLUTIONS — FAQCustomer Relationship Management (CRM) software helps businesses organize leads, customers, sales activities, follow-ups, communications and business opportunities within a centralized system.
Does JBMatrix develop customized CRM systems?
Yes. CRM applications can be customized according to the organization's sales process, user hierarchy, lead stages, follow-up process, customer categories and reporting requirements.
Can CRM software manage sales leads?
Yes. CRM systems can capture and assign leads, record interactions, schedule follow-ups, track opportunities and provide visibility into the sales pipeline.
Can field sales employees use the CRM from mobile devices?
Yes. Mobile applications can be developed for field employees to manage leads, visits, follow-ups, activities and other authorized information while working remotely.
Can CRM integrate with other business applications?
Depending on technical availability, CRM solutions can integrate with ERP systems, websites, mobile applications, email services, communication platforms and other third-party systems.
Can management monitor sales performance through CRM?
Yes. Dashboards and reports can provide information about lead sources, follow-up activities, sales pipelines, employee performance, conversions and other relevant sales metrics.