- April 12, 2021
- by TradeSoft
- CRM Solution
- 0 Comments
Customer Relationship Management is the most important factor upon which the growth of your business depends. Some consider our FXOD CRM system as the ultimate Forex solution for a particular brokerage business. Through this, you can track trader’s data like their basic information, transactions, deposits, and their details. Our CRM software simplifies your forex brokerage work, so you earn more sales and leads.
Our Forex CRM software tries to fulfill the needs and demands of Forex brokerage agencies. The CRM comes with all the latest trading strategies, analytical reporting, multiple payment gateways, two-way integration with various trading platforms, and many more. Through our, Forex CRM we tend to create an easy user interface for data collection. It can help scale the steps taken to communicate with the traders. As we know, that brand loyalty along with revenue generation is a crucial aspect of it.
We are the leading Forex CRM solution providers for all online and offline activities for Forex brokers. It helps to improve the businesses all over the world. We provide a one-stop solution for Forex products like CRM for Forex Brokers, Platform integration, API integration, Tool integration, Lead generation, an Email database, and many more. The crucial advantages of using our customer relationship management are to keep you focused, analyzing and reporting, improve efficiency, increased accountability, and more. Some of the processes that followed to set up a CRM are as follows:
- Understanding Customer Requirements
- Implementation of Your CRM
- Recommendation of Best Practices
- Integration of Systems
- Quality Assurance, Testing and Training
To dig our discussion deeper, let us discuss these pointers in much more detail.
- Understanding Customer Requirements
As a Forex CRM software solution provider, we will try to understand your requirements in detail and which pain points you would like to eliminate with the implementation of the CRM system. The experts analyze the existing processes from your website to your member’s area.
- Implementation of Your CRM
The Forex CRM is build using the latest advancement in technology and software architecture. It’s finished at once without compromise in the quality of your system.
- Recommendation of Best Practices
While developing our FXOD CRM, we follow all the best industrial practices. We will map out the most effective way to implement your CRM system by following a suitable procedure.
Integration of Systems
One can integrate trading platforms, live chat, payment gateways, as well as your back office and ERP system with a Forex CRM.
- Quality Assurance, Testing and Training
Before releasing the CRM software, we test every step of the way and as often as possible. It avoids disruptions at the end of any project and ensures the quality of the systems. We provide both technical, administrative, and user training to your brokerage business. Thus, ensuring successful rollout of the system.By using our FXOD CRM, one can earn commissions and profits at once.
