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Client Relation Management System


A customer relationship management system (CRMS) is a technology for managing all your company’s relationships and interactions with customers and potential customers. A CRM system helps companies stay connected to customers, streamline processes, and improve profitability. When people talk about CRM, they are usually referring to a CRM system, a tool that helps with contact management, sales management, agent productivity, and more. CRM tools can now be used to manage customer relationships across the entire customer lifecycle, spanning marketing, sales, digital commerce, and customer service interactions.

Triangle CRMS is a cloud-based client relation management system offers a wide variety of CRM categories and systems to meet your needs, including sales, marketing, data analytics. You’ll be up and running and positively impacting your business in no time.

Why Use a CRMS?

Every call, question, negotiation, and touchpoint from prospects and clients is recorded and accessible to the entire team with a centralised contact management system. This gives both sales, marketing, and customer service teams a boost in terms of tracking, pipe progression and client history.

Build on the expertise of individuals — a CRM system enables people from different parts of a business to work together. A sales team can collaborate with a product team to produce bespoke quotes, while a marketing campaign that generates a lead can equip a salesperson to have a more informed, tailored conversation with the prospect.

Cut out administrative tasks like follow-up emails and "catch up" meetings with management. With a CRM, follow-up emails can be auto-generated and tested for effectiveness, management can easily access the most recent details of a customer meeting, and customer service administrators can learn the background of a customer without leaving the call.

Get an at-a-glance view of sales pipeline so it's simple to spot potential issues and nip them in the bud. As well as making data digestible, reports improve team productivity by saving on time that would once have been spent pulling data manually or laboriously creating pivot tables in spreadsheets.

In general, CRM software is used by businesses to combine several necessary CRM functions, all of these benefits lead to improved CRM function and the ability to act more strategically instead of being bogged down in details.

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Here are a few features of our CRM system:

Triangle CRM standardize workflows and processes associated with marketing, customer support and sales, and thus improve coordination.

Triangle CRM allows users to segment clients contacts into groups to organize and better cater to them. With this capability, you’ll be able to gather crucial customer data and bolster your marketing strategies when introducing new products. It also improves the personalization of all contacts with customers, making them feel important and catered to.

Triangle CRM allow users to view statistics in a highly visual, engaging perspective using customized reports and dashboards. They offer real-time data updates and a platform that can be accessed from various portals, improving ease of access for a variety of personnel.

Triangle CRM system help you acquire and retain customers by providing excellent customer service.

Triangle CRM lead management will help you to identify your leads and the actions they've taken along the sales cycle. Through the lead management process, you'll be able to score your leads and, if needed, filter them off to a different member of your team to turn select leads into customers.