In the 21 st Century, CRM has become the keyword in every business including Forex Brokerage. This customer-centric software looks at every customer with loyalty and every transaction with a feel of customer satisfaction. Now whether you own a company of 10 employees or 100, you have to understand that CRM builds a closer contact with customers and provides high-level customer service with better growth in business. For improving the ROI of your company, Forex CRM is a must.
What means Cloud-based CRM?
Traditionally CRMs were hosted on organizations’ own servers but nowadays as newer systems and technologies have come up, the concept of hosting has changed. Now you can host both your data and application server on your service provider’s server in a data center and you get access using your browser. This concept involves a lot of advantages for the broker in terms of technology and financial management.
Let us look at some of the main advantages of having your Forex CRM on the Cloud:
Keeps the hosting/installation hassle-free
The biggest concern of the brokers is the installation process which is believed to be very complicated. But with this modern cloud-based CRM there is no need for any hardware or software or no need for a dedicated tech person. The whole process of installation, migration, and up-gradation can be done remotely.
Minimal upfront investment
Once you buy the Forex CRM software, you get login access. If you have a powerful internet connection, you can perform your tasks from anywhere. As it comes with pay-as-you use subscription model, you do not need a local server to run CRM. Also, there is no capital cost, no server cost, and no maintenance.
Round the clock availability
When you host your Forex CRM on the cloud, you get seamless interaction with the CRM tool. Even if you are out of the office, with internet connection and a device you can contact the lead, make a sales call, or send emails without hassles.
Organization insight Dashboard and Advanced AI capabilities
The cloud-hosted CRM can offer the latest AI apps for customer service and sales which is not available on in-house hosting. Apart from that, the dynamic dashboard is a visual representation of your overall business performance in the market. Also, you can inspect your team member’s performances directly through the dashboard.
Fully functional CRM and workforce management even in global pandemics
The Covid-19 has shown us a big-time uncertainty and adaptation of new ways of working. The Cloud CRM offers scaled-up functionalities and personalized capabilities. In response to the pandemic, our cloud-hosted CRM offers a 360-degree view of clients and allows us to handle critical issues with ease.