TeleCRM Questions & Answers

Provide access by creating a new user account for the team member in TeleCRM. Assign appropriate roles and permissions to ensure they have access to the necessary features and data.

Use TeleCRM’s analytics and reports to track sales performance, identify trends, and measure the effectiveness of your sales strategies. Customize reports to focus on key metrics and provide actionable insights for your sales team.

Integrate marketing tools and social media by using TeleCRMs built-in connectors or APIs. This allows you to sync data, track campaigns, and engage with customers across multiple channels.

To record calls in TeleCRM, enable the call recording feature, ensure compliance with legal requirements, and configure the settings to automatically record calls. Access the recordings from the customer profile for future reference.

Import data by uploading CSV files and mapping the fields to TeleCRMs database. Export data by selecting the desired records and downloading them in a CSV format. This ensures data consistency and easy migration.

Use the custom field option to add specific data fields that are relevant to your startup. This allows you to capture and track unique information that is critical to your business operations.

Yes, you can customize workflows and dashboards in TeleCRM to match your business processes and key performance indicators. This helps in streamlining operations and gaining insights into your sales and marketing efforts.

Track the customer journey by mapping out each touchpoint, from initial contact to post-purchase interactions. Use TeleCRM’s tracking tools to monitor customer behavior, engagement, and feedback at each stage.

Use the automated campaign feature by setting up triggers based on customer actions, defining the campaign workflow, and creating personalized messages. This helps in nurturing leads and engaging customers effectively.

To create customer profiles in TeleCRM, you need to gather customer data, input it into the CRM, and categorize it based on relevant criteria such as demographics, purchase history, and interaction records.