EngineerCX helps you have a 360-degree view of customers, leads, opportunities and your salesforce. The solution enables you to have invaluable insights into customer preferences. This empowers you to develop business strategies to acquire and retain them..
You can boost sales by recording, integrating and analyzing information across pre-sales, sales and marketing segments and increase the rate of lead conversion into sales.
The CRM module integrates seamlessly with marketing, HR and finance. So, you can get complete visibility across the order-to-cash processes, identify cross-sell/ up-sell opportunities, sell and deliver services effectively.
This feature provides you with necessary tools to register leads generated through your marketing efforts along with details such as source of lead, critical contact and address details, current setup and usage, type of lead, industry and geography information, and determine the potential of the lead. You can add remarks based on your analysis and pass the lead to the sales team for follow-ups.
Every prospective customer is classified as an account for the sales person. This feature of the EngineerCX software helps you manage and maintain number of accounts from progress to closure, and ensure that you deliver the best of services to your customers. The feature also supports tracking of opportunities where more than one sales person or team is involved. Each and every team member can view the opportunity details and provide their feedback and comments.
Each sales opportunity has different phases, right from the start, till they get converted as sales. With EngineerCX, you can capture, analyze crucial data generated during these phases, and improve the chances of each lead getting converted as perfect sales.
View and manage comprehensive campaign details like the campaign’s objective, status, type, expected responses, cost of campaign, campaign start date and end date.
The CRM software enables your sales professionals to efficiently plan their field activities, including meetings with prospects, proposal handovers, follow-ups, and demonstrations, if any, and book actual tasks performed.