Odoo CRM Implementation for Investment Portfolio Management Firm

About our Customer:

Our client is a well-known financial sector firm that provides the best plan to reach financial goals as per the need and comfort levels. They have a global presence and provide advisory approach, portfolio solutions, financial goals, and milestones. Also, deliver quality work and services.

Business Needs / Challenges:

• Needed a system to manage customer relationships efficiently and effectively.
• Needed a system where they can manage and schedule the team activities and meetings.
• Needed a way to quickly create leads based on customers' responses.
• Needed a solution to handle customer queries and follow-ups smoothly and systematically.
• Needed a way to manage sales targets and commissions of the employees.
• Needed a way to get report analysis of overall activities, targets, meetings, etc.
• Needed a way to manage the access rights as per the different roles and responsibilities.
• Needed a system to keep every workflow and task under observation and in full control at a single place.

Solution:

• Surekha Technologies' team was involved in requirement gathering, providing a platform to keep customer relationships maintained and run the business smoothly.
• Provided a customized and integrated efficient solution to maintain the relationship with customers and address them quickly and systematically.
• Provided a system to easily manage customer's queries as per different priorities levels, their follow-ups, and call summaries in order to avoid customer disappointment.
• Added a feature that sends queries status to the customer.
• Provided a system to manage sales targets and commission of the employees as per their involvement in the selling of various products/services.
• Helped the client to quickly connect with customers and keep their involvement by several scheduled meetings, calls, and email notifications in a timely manner.
• Provided a system to keep track of all the roles and responsibilities, employee activities, and tasks through the user-friendly graphical interactions.
• Helped the client to get overall analysis reports of tasks, meetings, activities and their status, sales, etc using BI reports without any complications.
• Helped the client to manage all the tasks such as teamwork, customer's queries and communications, sales management, work reports, etc under observation at a single place.

Key Features:

• Authentication and authorization for all the users.
• Efficient management of customer's activities and their queries.
• Efficient management of roles and responsibilities and their access privileges.
• Effective and well organized scheduling of meetings, calls, and email notifications.
• Graphical and tabular representation of overall work reports and activities status.
• Effective management of sales targets and commission for the employees.