Account Management and Security Features of Alpha CRM


Account Management and Security Features of Alpha CRM

May 10, 2016 Features of CRM Software 1
Mobile CRM

How Can You Manage Your Office Better with Alpha CRM

Account Management Module

While a sales team works to close deals, it is necessary to maintain individual accounts and keep track of contacts organized for them. This account management system helps maintaining harmony and makes the process of sales to businesses with multiple contacts easy and effective. In simple words, account management is the process of managing the communications and transactions with businesses having many contacts and divisions. The success of a B2B sales operation relies heavily on account management. Apart from basic information fields, the history section at the bottom helps in monitoring potentials, contacts, notes, activities and products categorized by account. Mobile CRM application enable sales representatives and service technicians who work in the field to use marketing and sales.

Role Based Security in Mobile CRM

Alpha CRM offers you an Enterprise-grade role-based security to control the access rights of users while working with CRM data and modules such as leads, accounts, contacts, potentials etc. With the ‘Roles and Data Sharing’ rules, you can set up multi-level organizational hierarchy and control the data-level access rights as per user’s role within the organization.

Calendars and Task Management

With Tasks and Calendar Events in Alpha CRM, you don’t have to stay logged in to get reminded to stay on track. The calendar shows all your events dates, milestones, and public events. You can also sync your calendar with Google and Outlook Calendars.

Mobile Optimized CRM

Alpha CRM is mobile optimized and focuses on working convenience of delivery sales professionals with the essential information they rely on without weighing them down with unnecessary clutter or slow software. Pipeline deals include unlimited mobile access as part of our simple monthly pricing. That includes our free iPhone and Android app as well as optimized mobile browser access. CRM for mobile & tablet is designed to deliver a unified experience across devices to identify, track, optimize and manage sales leads and opportunities.

Text Message Reminders

Each user in pipeline deals has the option to add a mobile number and activate SMS reminders. When this feature is active, you will receive a text message 15 minutes before any event on your “Pipeline Deals Calendar”.

For more details and a free demo, call us at +971 4 3518503 or submit an enquiry.

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