Import Export CRM Featurelist

by Dquip Team · Published September 16, 2016 · Updated September 16, 2016

Scenario of the Import Export industry & CRM for Import Export business

Issues of customs & banking have been considered in the Foreign Trade Policy that will help Import Export businesses till 2020 to trade with countries like Australia, UK, U.S.A, Singapore and countries from Africa as well. It has definitely boosted the competitiveness for trade businesses. India is expected to have a two fold growth till 2020 considering the FTP 2015-2020.

Initiatives like ‘Make In India’ and schemes like Export Promotion Capital Goods (EPCG) will enable Import export businesses in India to improve their performance & productivity. Import Export CRM is proving to be a complete kit for Import Export businesses to make the most of their sales force. It is evident that the next 3-7 years have crm usage on the radar to manage existing business & attract new deals by using sales target management, lead servicing tools & in-depth sales insights that a crm provides.

Know the 100+ things that an Import Export CRM can help you do in this comprehensive feature list.

Download Booklet on 100 plus features of Import Export CRM

Modules of Import Export CRM:

1. Sales Target Module
This module helps you:
– Set, trace and observe sales targets for your import export business and sales people respectively.
– Monitor your financial growth.
– Monitor & manage the sales performance of your business and sales teams.

2. Lead Management Module
This module lets you:
– Add multiple leads.
– See the status of each lead follow-up and prioritize prospects to win more orders.
– Club and allocate leads as per your desire.
– Foresee your business scope of growth with sales forecasts.

3. Follow-up Modules: Call, Email, SMS & Meeting Module
These modules let you:
– Execute lead follow-ups via calls, emails, sms and meetings.
– Automate follow-up calls, emails, sms and meetings with leads.
– Set prompts for sales follow-ups, calls and meetings.

4. Quotation Management Module
This module lets you:
– Prepare and send numerous winning quotations.
– Stay updated about the quotation status, fix closing dates & save versions.
– Sales people can share quotations with other users in the CRM.
– Set-up approval flows for quotations by higher authorities.

5. Client Module
This module lets you:
– Add contact information of clients.
– Allocate, group and communicate from a single console with your clients.

6. Products / Services Module:
This module lets you:
– Add, organize & handle multiple products.
– Specify their dimensions, selling price range & taxes.
– Monitor their sales in real time.

7. Calendar Module
This module helps you:
– Acts as a calendar.
– Organize tasks.
– Highlight important dates relevant to your business, employees, leads and clients.

8. Contacts Module
This module lets you:
– Store, change and remove client contact details.
– Save crucial dates regarding products and services purchased.
– Set payment reminders, etc.

9. Import Data Module
This module lets you:
– Import your existing client, contact, product / service data.
– Know data importing details.
– Helps you avoid data duplication.

10. Announcement Module
This module lets you:
Device and schedule announcements internally to the people within your organization and CRM system.

11. Company Module
This module lets you:
– Add and handle your company and branch details, save and know basic contact details.
– Add, modify and delete contact information & designations of employees as per their departments.

12. Tags Module
This module lets you:
– Make & customize tags

13. Tasks Module
This module lets you:
– Type-in many tasks with their descriptions.
– Know the completion status, priority & end date of every task.

14. Pending Data Module
This module lets you:
– Spot the exact data loopholes throughout your leads, clients and contacts in the CRM system.

15. Newsletter Greeting Module
This module lets you:
– Dispatch mass emails to customers and leads.
– Relay email marketing campaigns.

16. Birthday & Anniversary Module
This module lets you:
– Wish Clients through sms & emails
– Get reminders for the same

17. Reports Module
This module lets you:
– Get detailed insights into the finest details of your business sales.

18. User Module
This module lets you:
– Introduce new users into the CRM system.
– Specify and stay updated about their roles & titles.
– Control access permissions to different modules.
– Categorize users as per their departments, branches and designations.

Conclusion:

We hope our humble effort to provide Import Export businesses with the maximum information for selecting a Import Export crm has been helpful.

Try an Import Export CRM here.

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