CRM stands for Customer Relationship Management. The goal of this system is simple: to improve your business cooperation and let you control all business in one program. A forex CRM system helps brokers to stay connected to clients and to streamline business processes and improve profitability.
Forex CRM software includes a number of applications that can help you manage numerous business processes. It enables you to:
The list may go on, but these are the most demanded business solutions you can manage with the Popcorn Technology CRM for brokers.
One of the important tasks you will solve with an effective forex CRM is leads management. CRM for brokers offers several methods to input leads effectively. You can:
CRM for forex brokers envisages functions that will help while working with lead cards. All the personal data on your traders, comments of your sales agents, and information on trading accounts will be gathered in one place.
After implementation, CRM analytics offers insights to help you understand your business activity. It provides you with all the details about:
Since any CRM for brokers is meant to streamline the company workflow, its analytical capabilities will surely help your business to close the gaps in your work. It also boosts cooperation between marketing, sales, and customer service departments.
Forex CRM developed by Popcorn Technology helps you better understand your clients, their needs, and what can be done to improve your collaboration. It also helps you with:
Our CRM platform can also connect to other business apps that help you to improve customer relationship management. Forex CRM solutions can integrate with any of your favorite business tools, such as document signing, accounting and billing, and surveys, so that information flows both ways to give you all-round information about your customer.
Join your efforts with Popcorn Technology.
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