BPO CRM Featurelist

Scenario of the BPO industry & CRM for BPO business

BPO businesses extend their services across various industries on both a B2B as well as B2C level. Its closely knitted relation with the IT industry has exponentially increased its demand for high performance, meticulous management and at par sales & services. Businesses from countries like Australia, U.S.A, UK, Africa, Singapore, etc. outsource business processes to India considering a low cost. Now given the fact that there is an increased revenue inflow of foreign currency, the profit margins would relatively increase provided there is a prudent utilization of resources and manpower.

A BPO CRM contributes on this front and helps BPOs streamline sales processes like sales target management, follow-up automation & also provides a perfectly crafted space to sandbox client, lead and sales data in a secure manner. This would reflect in an increased client retention ratio and higher lead conversion rates. The current business scope for CRM in the BPO industry indicates a rising usage pattern for the next 3-7 years or at least till 2020.  

Know the 100+ things that you can do with a BPO CRM in this detailed feature list.

Download Booklet on 100 Features of BPO CRM

Modules of BPO CRM:

1. Sales target Module

This module helps you:
– Place, chase and trace sales targets for your BPO and sales people respectively.

– Monitor your financial ballooning.

– Scan & manage the sales progress of your BPO and sales teams.

2. Lead Management Module

This module lets you:

– Add multiple leads.

– See the condition of each lead follow-up & prioritize accordingly to sell more, faster.

– Club and assign leads as per your desire.

– Foresee your BPO’s possible progress with sales forecasts.

3. Follow-up Modules: Call, Email & SMS Module
These modules let you:

– Exercise follow-up calls, emails & sms for lead communications.

– Schedule follow-up calls, emails & sms to leads.

– Set reminders for follow-ups, calls and messages.

4. Clients Module

This module lets you:

– You can add the contact information of clients.

– Allot, segregate and communicate seamlessly with your clients via calls, emails and sms.

5. Products / Services Module

This modules lets you:

– Add multiple products / services.

– Mention their details and specifications.

– Know the sales in real time.

6. Calendar Module

This module:

– Serves as your task-oriented calendar.

– Let’s you mark prime dates relevant to your BPO, employees, leads and clients.

7. Contacts Module

– This module lets you:

– Accumulate, alter and trash contact details of clients.

– Save important dates regarding product / service purchases.

– Set payment reminders, etc.

8. Import Data Module

This module lets you:

– Import your existing data about your clients, contacts & products / services details, etc.

– Know who imported the data.

– Prevent data replication.

9. Announcements Module

This module lets you:

– Prepare and schedule announcements internally to the people within your organization and CRM system.

10. BPO Module

This module lets you:

– Add and handle your BPO and branch details; save and know all the basic contact information.

– Add, modify and remove contact details & designations of employees according to departments.

11. Tags Module

This module lets you:

– Create & modify tags

12. Tasks Module

This module lets you:

– Punch-in multiple sales activities with descriptions.

– See the completion update, priority and cut-off date of every task.

13. Pending Data Module

This module lets you:

– Identify all the incomplete data across your leads, clients, contacts, products / services, etc.

14. Newsletter Greeting Module

This module helps you:

– Shoot mass emails to clients and prospective customers.

– Relay email marketing campaigns.

15. Birthday & Anniversary Module

This module lets you:

– Wish Clients on special dates via emails & sms.

– Set alerts for the same.

16. Reports Module

This module lets you:

– Get highly intelligent updates into the finest details of your business sales.

17. User Module

This module lets you:

– Add new users in the BPO CRM system.

– Precisely feed-in roles & titles.

– Grant access to various modules of the BPO CRM.

– Categorize users according to departments, branches and designations.

Conclusion:

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

Eager to see these modules in action? Get registered for a demo of our BPO CRM.

Get more quick reads on BPO CRM here.

Resources & sign-up:

5 Key CRM Reports for BPO Business

Checklist for Buying BPO CRM

8 Ways BPO CRM is a Sales Boost

Booklet on 100 Features of BPO CRM

Booklet on BPO CRM for Lead Management

Buyers Guide for BPO Business CRM Software

Booklet on BPO CRM for Sales Target Management

Factsheet on CRM for BPO Business

Infographic on Features & Functionalities of BPO CRM

Top Features on BPO CRM software