Account Management and Security Features of Alpha CRM
MAY 10, 2016 Category: CRM Software
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 to maintain harmony and makes the process of sales to businesses with multiple contacts easy and effective. In other 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. Furthermore, a mobile CRM application enables 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 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. Similarly, with the ‘roles and data sharing’ rules, you can set up a multi-level Organizational hierarchy. Hence, control the data-level access rights as per the 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. Also, the calendar shows all your events dates, milestones, and public events. Also, you can sync your calendar with Google and Outlook calendars.
Mobile optimized CRM
Alpha CRM is mobile optimized and focuses on the working convenience of delivery sales professionals. Above all, with the essential information, they rely on without weighing them down with unnecessary clutter or slow software. Similarly, pipeline deals include unlimited mobile access as part of our simple monthly pricing. Also, that includes our free iPhone and android app as well as optimized mobile browser access.
Hence, 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 the pipeline deals has the option to add a mobile number and activate SMS reminders. Furthermore, when this feature is active; you will receive a text message 15 minutes before any event on your “pipeline deals calendar”.
In conclusion, for more details and a free demo, call us at +971 4 3518503 or submit an inquiry.