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What is CRM?
A working Customer Relationship Management System, aka CRM, is on the list of must-haves for success in the retail brokerage business.
Given the high degree of uncertainty in all market segments, from forex and stocks to cryptocurrencies, trading firms are more dependent than ever on customer relations or CRM. In this context, a functional and well-functioning CRM system can be the catalyst that will ensure movement toward the goals set.
CRM allows the company to receive notifications about potential clients and assign sales agents to them. After registration, only minor interactions with clients are required from company employees: deposits, withdrawal requests, and technical issues. The system will track and record the history of clients' actions and notify selected employees if the task requires their attention.
The system interface allows you to send emails directly from the system and track all communications. Privileged users can always see how their subordinates perform and analyze any customer-related situation.
What is the value of a good CRM system?
CRM has long been actively used in the financial services industry, and in particular in the currency trading segment. Regardless of your position and market share in retail trading, a working CRM system is a must.
The brokerage business is full of opportunities, but on the other hand, companies have to constantly adapt to a changing environment and survive in a highly competitive environment. That's why choosing the right CRM is important for brokers. The right CRM will improve the chances of attracting and retaining clients.
Brokers need specific metrics to automate customer service at the time they sell a service and beyond.
One of the most important or sought-after elements of CRM in the forex space is deposit processing control. It includes the integration of various payment systems, payment card services, and the ability to obtain a detailed report on all transactions, including unsuccessful ones.
In addition, CRM must satisfy all customer data management needs. The best CRMs on the market create detailed reports that include personal, trade, compliance, marketing, and other customer information in real-time.
Optimal CRM also comes with a wide range of integration options. Flawless interoperability with major trading platforms, such as MetaTrader 4, is a must. Ideally, you can call customers, send group and individual emails and SMS through the CRM.
1. What is CRM System?
A working Customer Relationship Management System, aka CRM, is on the list of must-haves for success in the retail brokerage business.
CRM allows the company to receive notifications about potential clients and assign sales agents to them. After registration, only minor interactions with clients are required from company employees: deposits, withdrawal requests, and technical issues. The system will track and record the history of clients' actions and notify selected employees if the task requires their attention.
2. What are the benefits of CRM System?
CRM has long been actively used in the financial services industry, and in particular in the currency trading segment. Regardless of your position and market share in retail trading, a working CRM system is a must.
The brokerage business is full of opportunities, but on the other hand, companies have to constantly adapt to a changing environment and survive in a highly competitive environment. That's why choosing the right CRM is important for brokers. The right CRM will improve the chances of attracting and retaining clients.
3. How does CRM work?
CRM allows the company to receive notifications about potential clients and assign sales agents to them. After registration, only minor interactions with clients are required from company employees: deposits, withdrawal requests, and technical issues. The system will track and record the history of clients' actions and notify selected employees if the task requires their attention.
The system interface allows you to send emails directly from the system and track all communications. Privileged users can always see how their subordinates perform and analyze any customer-related situation.
4. How do I get my data into the CRM system?
Besides the possibility to enter and edit contacts by yourself, existing files can also be imported into the CRM system.
5. Is CRM complicated to use?
No, most CRMs have a completely user-friendly interface and understandable logic of interaction with the system.
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