Effective and Main Features of CRM Software in Kenya

CRM software in Kenya is simplified as a program for maintaining good relations with customers. The program organizes customer data in a structured manner for quick recognition and easy accessibility of important data. This well-organized info proves to be a big help for decision-making in the long run.

CRM software in Kenya can streamline customer management of a business by bringing speed and transparency to the process. But the quality of sales CRM software services in Kenya of a software depends on its features.

Let’s have a quick look over the most important features of CRM Software in Kenya :

Customer and Contact Person Management

Store complete customer information in our CRM system in Kenya and also store their contact details, PAN/GST, their contact persons’ details, etc.

Sales Enquiry Management/Sales Enquiry Follow-up Update and Reminder

The process starts with Sales Enquiry. Once a Sales executive receives a Sales lead, he/she stores it into the system and starts the follow-ups. In our CRM Software in Kenya, we have a reminder system also, through which sales persons know their daily to-do list. Inquiry follow-ups end with either quotation issue or inquiry lost.

Sales Quotation With Multiple Versions

Sales proposal / Quotation will be made through the CRM Software in Kenya Itself. Once we make a quotation, the project status will be changed from Enquiry to Quotation issued.  In quotation along with the product/service, we specify Terms and conditions also. This entire process is database driven. The system is capable to store multiple versions of quotations.

Lead Generation and Follow-up management

After issuing the quotation, the sales executive will do the follow-ups till the time either we receive the order or we lose it. The entire process of follow-up will be stored in the system.

Samples and Demonstration

Various times we have to arrange a demonstration at customers place or we have to send them samples of the product. All these activities will also be stored and processed in our CRM Software in Kenya.

Forecasting for Purchase Order

Once sales person generates a quotation and does the follow-ups, they have to specify the probability of success also. Based on the probability of sales orders, our systems do forecasting business purchase orders.

Product Campaigning

Product campaigning is also one of the main modules of our CRM Software in Kenya.

Multiple Currencies Supporting

Our CRM Software in Kenya supports multiple currencies. You can make quotations in USD, INR, etc.

Product Management and Excel support

Through this module product information can be imported through Excel into the system or we can feed them also. Here product details, pictures, taxes, etc come.

Product Principal Management

Our CRM Software in Kenya is capable to manage multiple principles.

Competitor Tracking

Competitor tracking is also a main Module of our CRM software.

Targets for Sales Engineer, Business Owner, Branches, and Principal:

Every year, a sales target is given to sales executives to achieve. Our system check, how many orders are being received through sales persons and how much is the variance.

Multi-User and Cloud Based

Multi-user and cloud-based are also the main modules of our CRM.

Sales Reporting

Business reporting is a key process in customer relationship management and if the E-sales CRM software isn’t helping in report generation, it would be of little help. Also, it should make the reports accessible on the dashboard. Reports including the weekly sales, team performance, sample consumption, and tour execution are some of the important reports helpful in decision-making at the top level.

CRM software in Kenya is more an investment than a necessity. A good CRM solution company bridges the gap between businesses and targeted audiences. It takes companies closer to customers for a better customer experience.