CRM Customization

Cradle CRM is an easy-to-use interface to manage interactions and customer information. It is easily customizable as per different business processes such as customer support, telemarketing and sales, market research, collections, directory services and financial advisory. The comprehensive CRM allows businesses to manage interactions, customers and processes more effectively.

Financial Advisories
For financial advisories, the CRM can be customized so as to incorporate the following functions in the user interface –

Set Callback on alternative number
Specify Same agent Callback
Lead generated passed on to the verifier
Customized and automated Calculator for relevant campaigns (for calculating premiums etc.)

Market Research
Cradle CRM allows you to create comprehensive campaigns for market surveys. The CRM can be customized as per the survey requirements. It can also be integrated with the market survey logic (e.g CATI) as well.

Sales CRM
The customized Sales CRM allows sales people to –

Capture customer Information
Access to complete account information – credit card / cheque details; verification
Spend less time on administration and more time on closing more deals.

Online Digital Ticketing System (DTS)
DTS a system wherein customers can submit online requests for issues faced and trouble shooting. It allows both the customers and Support Helpdesk to holistically view and easily manage the submitted requests. We can customize the CRM to integrate the DTS with telephony.

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