What is the proof of a successful business? Well, everything lies in the hand of ROI. Return on your investment is one of the crucial factors when someone purchases or deploys a CRM system. According to the current research conducted by Nucleus Research Case Studies, on every dollar spent, on average, the company earns dollar 8.71 as ROI. In general cases, you will profit this much from your specific Forex CRM is not guaranteed.
Our clients at Trade Soft know that FXOD CRM is known for segregating databases based on any criteria and how informative the CRM is for organizing all kinds of upcoming events. A full-fledged functional CRM can divide the clients based on their locations, their trading activity, their lead source, or the instrument they are trading on. Overall, we have understood from our studies that you can generate more ROI from the Forex CRM simply by personalizing the data as much as possible, and categorize it in a required format as per the demands. Some of the pointers prove that how a Forex CRM can amplify ROI are as follows:
- Based on the Activities of a Trader
- Filter Data from Your CRM
- Sending Personalized Messages on Client’s Portal
- Brokers Sales Team and Other Agents Should Make Most of It
Thus, to take our discussion deeper, let us discuss these pointers in much more detail.
- Based on the Activities of a Trader:
For example, if you like to run a campaign related to gold trading, you can generate a custom report with a list of traders who have traded in gold in recent days. According to the following stats, one can run the campaign from their emailing platform to these traders and inform them about the upcoming trading activities.
- Filter Data from Your CRM:
If you have a database with various customer profiles, you can prepare endless lists based on the new clients or based on the communications you have done with a particular customer. Then successfully run an email campaign. One can check the performance of the campaign by sending emails to the same targets. Thus, enhance the benefits of the trading activities.
- Sending Personalized Messages on Client’s Portal:
Thus, to improve the ROI, personalization of the client portal is beneficial for boosting the traders. The trader is on a client’s portal and checking his deposits and trades. One can send personalized messages to notify him about some new actions they can take or show them some relevant information that helps them enhance their trading experience as a whole. You can show your client instrument-specific promotions, analyze reports, economic calendars based on their region, etc. The Client Cabinet Mobile App can notify the client regarding offers and personalized messages.
- Brokers Sales Team and Other Agents Should Make Most of It:
While using the Forex CRM, the broker’s sales team should be aware and informed about their trading activities. It will help to reach the sales targets and also manage the potentials leads. By studying the profile of the existing client’s, the salespeople can track a particular trader. Thus, create a personalized relationship. At times, the sales team can extract daily reports to know all the IBs and sub-IBs activities. This way, you can check the performance on an individual level. One can notify the IB to reward him for good performance as well.
In conclusion, one can say that if you think that boosting ROI from your CRM is the thing you are looking for, you must have a Powerful Forex CRM which can help you reach your target clients and existing clients. One should get the benefits from the email campaign module, ticketing module, Advanced IB Module. Also, take advantage of successful campaigns as a whole. Thus, FXOD CRM and Client Cabinet with its Mobile Application is the one-stop solution for you.