Data can be confusing, but it doesn’t have to be. With a Customer Relationship Management system (CRM) like aNinja, all your analytics and insights are presented on an easy to digest dashboard. You can track the aspects of your business that you want to see with customizable widgets, making it easy to conceptualize how your team is progressing toward your goals. Organize your CRM dashboard in a way that benefits and supports your targets, utilizing the incoming leads tracker, task lists, workflow summaries, opportunity reporting, and more.
Incoming Leads Tracker
Manage all of your incoming leads in an easy to use widget. Track who is reaching out and when. Using CRM to organize your lead management efforts is essential to ensure that you are following up with leads to better improve your conversion rate.
Task Lists
Utilize task lists to assign team members to leads and assignments. Having concrete due dates allows your team to prioritize their tasks and if something is not getting done you can check in to see what’s going on. Task lists ensure that no lead is going without proper recognition and attention.
Workflow Summaries
After choosing a workflow or creating custom workflows that are specific to your goals and targets, monitor the sequence of processes and tasks. Easily view your progress and reach goals quicker through automated sequences and triggers.
Opportunity Reporting
CRM enables easy reporting of useful information about your opportunities, including value, status, confidence, and more. Reports can be filtered by sales representatives to create individualized feedback.
Text, Calls and Mail
All communication from leads and clients are streamlined with a CRM platform, making it easy to see who is contacting you, when, and about what. Click on the preview to expand the history of your communications and quickly respond.
CRM Managed Chatbot
Chatbots are an effective way to communicate with your customers and offer them 24/7 support, saving you and your customers time. Customizable chatbots can schedule appointments, take names, numbers and messages, send follow-up texts and emails, and answer basic questions, all while exemplifying your company’s brand and personality.
As a business owner, time is always something to be cognisant of. No one has hours to sort through complicated and hard to understand data. Using a CRM that is manageable, user-friendly, and adaptable helps you make sense of your data, boost productivity, and reach your goals quicker. Start your free trial of aNinja CRM today to see how your business can benefit from a CRM platform!
