OUR FEATURES

Marketing Campaign Management

The first step in the marketing campaign management is to define and categorize the audience segment. In marketing campaign we have to plan, execute, track and analyze all marketing campaigns with the inbuilt ROI calculator. These tasks span to the complete lifecycle of the marketing activities from the inception to launch and evaluation of the result.

• You can make and define the campaign.
• Campaign can be assigned and categorized to various marketing teams.
• Powerful campaign analytics dashboard for deep insight.
• Get details of leads generated by various campaigns and the ROI of each lead.
• You can do e-mail campaigns, by the mail chimp solution which is directly integrated with GrowthFactor CRM.

Opportunity Management

Once a lead is qualified and moved up the ladder, it is converted into a business opportunity. This is the utmost priority section where you can see the whole business funnel and have a business forecast and future projection.

• Manage various stages of your business opportunities
• Manage revenue funnel with respect to various products & services.
• Send commercial proposal and quotations from the same system.
• It gives full clarity to your team to focus on closures and growth.
• Complete repository of various versions of proposals, communications and task of all opportunities.

Document Repository & Management

A document management is a system used to track, manage and store documents and reduce paper works. This module is capable of keeping a record of the various versions created and modified by different users (history tracking).

• History and version tracking.
• Easy search option to find related file from the huge list.
• You can upload documents here related to the lead and opportunity.
• Authorized person can download the document on the system when needed.
• Role based document access reduces the risk of mishandling of important documents.

Tasks & Appointment Management

Task management is the process of managing a task through its life cycle. Task management can help either individuals achieve goals or groups of individuals collaborate and share knowledge for the accomplishment. Tasks are also differentiated by complexity, from low to high.

Effective task management requires managing all aspects of a task, including its status, priority, time, human, alerts, notification and so on. These can be lumped together broadly into the basic activities of task management. Managing multiple individual or team tasks may require specialized module.

• Manage tasks as per their priority levels.
• Get early morning task alerts & e-mail notifications to individual team member.
• Here you can define tasks to be completed for each lead & opportunity.
• Detailed task completed and pending reports to both manager and individual.

Expense Management

Expense management refers to the systems deployed by a business to process, pay, and audit employee-initiated expenses. These costs include, but are not limited to, expenses incurred for travel and entertainment.

Expense management includes the policies and procedures that govern such spending, as well as the technologies and services utilized to process and analyze the data associated with it.

Cloud Telephony

This feature is additional, optional & payable (3rd party API integration) where the Growth Factor CRM has direct integration with leading cloud telephony solution provider.

• Toll Free Number
• IVR solution
• Virtual Number
• Inbound & Outbound Calling Service
• Call Recording & Play for quality purpose
• Text Marketing Solution
• Analytics

GF Office

This mobile application is to manage and monitor the sales team members through their mobile device, with below listed features:

• Sales team Attendance Punching (Check-in & Check-Out time)
• Visit Records
• Upload Documents
• Geo-Tracking on the map