CUSTOMER

RELATIONSHIP
MANAGEMENT
GROUP NO. 5
Vaishnavi Shreya
Hridyanshi Dave
Akshay Krishna P
Sahil Vadhwa
Praveen Thankasala
Samrath Singh
Ashutosh Patkar
 Customer relationship management

Client management platforms like CRMs connect all the

data from your sales leads and customers, all in one place

Your entire team can access those details at the right time–
to close a sale or deliver outstanding service

The best CRM software shows – at a glance – how hot or

cold a lead really is with lead scoring.

The objective is to strengthen interactions with customers

in order to promote client retention and increase sales.
CLICK HERE
 CRM SYSTEMS
LEADSQUARED
LeadSquared is a new-age SaaS platform that
provides end-to-end sales, marketing, and
onboarding automation solutions. The company
specializes in solving sales challenges for high
lead-volume, high-velocity businesses that have
multiple sales channels and teams.
Zoho
From managing an account's contact
information to staying up to date with
business deals, payments, and reports,
Zoho CRM enables B2B companies stay
on top of their sales operations.
 CRM SYSTEMS

ZOHO

LEADSQUARE
 Determining Factors • LeadSquared is a complete marketing automation and CRM
Industry Saturation
software that helps to capture leads via the web and then
User Flow
tracks, manages, and engages them till they convert.

• It was developed specifically for small to medium-sized

businesses but now boasts of top clients like Practo,
CloudNine Hospitals, Deltin Group, and MaxBhupa
Customization Cost
among many others.

• Its USP is that it bridges the divide between sales and

Functions marketing teams by offering marketing automation and
CRM solutions via a single platform, that too at a much
Manage User Ticketing
more affordable rate.
Database (In Future)

Manage Subscription
Logs
 LeadSquared : Use Case
Byju uses LeadSquared CRM System to streamline its daily operations

Byju’s uses a third-party Information The executive will be able to update the
01 Software, LeadSquared for its sales 03 lead's status, mark activities, and schedule
executive CRM and Marketing tasks according to the conversation he/she
automation had with the client

. Once a sales executive opens their The lead details would also show, an in-
02 Leadsquared portal, they will be able 04 depth analysis of the student’s journey
to see all the leads allocated to them. device on with the app is functioning.

Once a sale is made, the order punching also takes place on LeadSquared.
• As of now ,more than 35 million subscribers use Zoho’s
business software to run either different aspects of their
businesses or even entirely on it. (Zoho has plenty of
solopreneur users)

• There are over 40 business software products that Zoho

offers across different verticals - team collaboration
software, sales and marketing automation, HR software, etc
- and across platforms - Web, mobile (iOS and Android) and
desktop (a few Mac and Windows Apps)

• It allows businesses to manage all their key tasks in a single

place be it Social Media handles of business. Or maintaining
a Customer database & even allowing businesses to manage
their books of accounts
 Zoho : Use Case

Fermat Education uses Zoho CRM System to give it’s salesmen that set of
“X” numbers to call everyday to convert the most sales

Fermat Education created a simple Zoho allowed automation of emails and sms
01 Sales funnel which started from Lead 03 messages based on prompts by the customer;
identification & ended at a dead end Ex: If completed 5 classes, send an email
or a converted sale. showing reviews of other students.

Pre-purchase course consumption Result of CRM: Sales folks knew what about
02 data is combined with website scroll 04 of pushing and convincing they would have to
data to arrive at customers with high do for every call they make – This led to
engagement. doubling conversion numbers.
Thank You