Choosing an appropriate Forex CRM for your brokerage business becomes a tough call. Not only are there so many software presents on the market right now, but they all seem to offer similar features. Going from presentation to presentation, all forex CRMs and trader’s rooms seem to blend. We know that more than anyone, having worked many years in the forex industries.
Throughout your search for the perfect CRM provider, you’ve probably identified the key players and chosen your top three or four, us being one of them. Because you probably don’t want to ask for another presentation, and you’ve already seen enough forex CRM software for one lifetime. This article reminds you of the best features of our forex CRM before you make up your mind. Here are some of the reasons why you should choose our Forex CRM.
- Sales Features
- Marketing Features
- IB/Affiliate Systems
- Reporting System
- Customer Service
To dig deeper in our conversation, let us discuss these points in detail.
- Sales Features
The sales team is a vital part of your operation. Good salespeople are not only hard to find but are hard to keep. One needs to provide them with automation technology and streamlined procedures. As a result, they do not waste time and exceptional organizational methods are required to work fast and efficiently with clients. Our sales service comes with the best VOIP providers in the industry. It means that your sales team’s communication is recorded and stored in the client’s profiles. Your sales staff can remember what they’ve discussed with a client before the next call or can listen to all the previous communication that a client had assigned to them.
The click-to-call buttons make the sales people’s life easier. We have created instant notifications for more than 15 different actions (such as a new client being assigned/margin-call/new deposit) to keep your team in the loop with their clients on every level. Notes can be made on client profiles individually or mass, and client statuses and groups you can create can help your team prioritize their daily calls and emails. Sales executives can search for their clients in any way imaginable, and if needed, can go into the client area of a particular client to resolve any issues at the click of a button. On the management front, reporting isn’t easier. Choose what data you need to show & your reports get created within seconds. You can see (or provide to your senior management) overall sales statistics, statistics by the manager, statistics by country, FTD statistics, etc.
All reporting data can be exported to CSV or displayed within the CRM, a report you carry out regularly, you can save it as a template for next time. Mass-actions performed about clients and sales representatives. One can auto-assign clients to new managers, assign clients based on country or area, language or status, and there are no limits. Permissions are by far the most crucial part of managing a sales team successfully.
We understand your need to protect your data and indeed your company. Therefore, we have put strict permissions in place for every action within the CRM. Your team won’t see c/c info, sensitive documents, addresses, or be able to export data to CSV? No problem! Set your permissions for your sales executives and save the template to apply to new team members later, or do it on an individual basis – the choice is yours.
- Marketing Features
In the marketing section of our product, you’ll find an entire range of features to help you attract, retain and work more efficiently with clients. We have over 40 automatic emails with pre-set parameters, and emails you can personally edit during set-up. These emails go out based on your client’s actions, when they initially register with your company, and when they perform actions within their client’s area. Your clients will also receive emails when their documents are expiring, on their birthdays, and for other client-related issues. You can add different pictures to emails, save templates, and add your custom auto-emails if needed upon request. From the marketing section, you can mass mail your clients and choose to contact them by country, language, status, or even by groups you’ve set up in the client profile area (big depositors, for example).
You can send mass messages to your clients via their trader’s room or client areas, and you also can send mass SMS messages. The outsourced marketing team sets up internal marketing campaigns within our marketing section or uses google UTM parameters and adds banners associated with your marketing campaigns in all languages. The links from each campaign you launch will show you statistics and a summary of how each campaign is going and tracking data such as how many clicks you’ve had, how many people registered, and how many people deposited via each link. You’ll be able to tell exactly where your clients are coming from, whether they’ve registered manually, have transferred from being a lead to a client, or have come across you through a marketing campaign or API.
- IB/Affiliate System
Our forex IB/Affiliate system is the best on the market, and we don’t make that statement lightly. We’ve spent years developing, and due to our extensive background in forex and continual research in this area, we’ve managed to create something that every IB or Affiliate will love. First things first, you can either enable or disable your clients from becoming IB. You can do this for specific groups or individuals if necessary. If the IB feature for your clients gets enabled, then clients can avail the dashboard. Upon successful set-up, you’ll choose the IB Program you wish them to have for your system. Once you’ve confirmed the client as an IB, their dashboard will be visible.
Some of the features that you’re able to show to your IB’s/Affiliates include a fully transparent multi-level tree depicting exactly where your IB/Affiliate’s clients came from, their sub (or direct) IB’s performance, and each client’s deposits and trading volumes. Your IB/Affiliates can see a quick view of their commission at the top of their dashboard or a detailed commission breakdown if you give them access. Your IB/Affiliates can manage and see the performance of the campaign links they create. They can take all company banners directly from their IB area, so your sales or marketing teams no longer need to worry about sending banners and links for existing clients.
The commissions get calculated automatically and all history relating to your IB’s get stored in a client profile under the IB section. You can run numerous reports in seconds and work with this data on a large scale. Thus, providing information to management has never been easier.
- Reporting System:
The report is one of the biggest headaches an employee faces every month. If you don’t have the right system, you could face problems with data reporting accuracy. Therefore, unable to pull all the data you need from one place. At the same time, you may need to produce reports manually. Thankfully, our forex CRM system has everything you need and more to run reports for external purposes. Internally you can run reports such as number of FTDs by the manager, FTD’s by country, daily/weekly/monthly deposit and withdrawal amounts, newly registered clients for periods, scalpers report, and so forth. Our external results will come in handy for a start-up brokerage agency. We offer custom reporting, and it enables you to pull any data available within our CRM. Always organize it at your will. We are constantly on hand and can create specialized report templates for you if needed at your request.
- Customer Service
Trade Soft is regarded as the best forex CRM provider worldwide. Without the appropriate support and customer care in place, you’ll fail every time. That’s we’ve created multiple channels for you to connect and contact us, proving we’re always by your side. Our emergency contact numbers are given to you during the set-up process and operate all day long. We assist through video chat for quick questionnaires, clarifications, or training with mobile numbers and emails. We have created a ticketing system where you can raise questions regarding custom developments. One can also use our ticketing system to report potential emergencies to our tech team. They are 24/5 present to fix any issue you may face.