ToolsonCloud CRM - New feature updates for Mar 2021

Dear Customers,

Ever since we launched ToolsOnCloud CRM, our team is committed to enhance the product features and functionalities in order to give you best possible customer experience. We are continuously working on a solid product development roadmap for 2021 and would like to introduce you some of the features released in March 2021 upgrade. 

Our team has thoughtfully planned the product roadmap in order to help solve your challenging Business Problems. Our CRM roadmap shall be focused on:

  1. Enhancing your CRM experience to drive smoother CRM adoption within your organization.
  2. Organize your sales processes in order to free up your Sales reps to do the real sales work.
  3. AI and Data driven insights to help your Sales leaders take right decisions at right time.
Here are the features being released as part of our March 2021 production release.

  • Lead Management System:
You tend to get multiple sales leads who are unqualified and you receive them in huge quantity day after day. You cannot add it to your usual deal tracker because deal tracker's primary purpose is to help your Sales Executives to focus on qualified leads or prospects who are interested in buying and are having the required budget to buy from you. Introducing Lead Management System module within Toolsoncloud CRM which shall help you add and track all your leads in a separate dashboard so that you can track them as they move through the lead qualification stages such as Cold Leads, Warm Leads, Hot Leads, Qualified, Disqualified or Un-subscribed leads. In this dashboard, you can add comments from your lead background study and conversation history notes so that the Sales Executive can take a look at all of them from a single dashboard. Once your sales development representatives qualify the leads, you may add them to Deal Tracker pipeline so that your sales executive can take it forward.

  • Activity and Task Management system 
For every lead or deal, sales reps and executives would be having multiple planned activities and tasks like having a meeting, having a follow up call, lunch with the prospect, a site visit, etc. You would tend to forget those if you keep maintaining them in your emails or in your mind. You should free up your mind to focus on your upcoming deal meeting instead of trying to memorize or recall a list of tasks you need to do. If you keep trying to use brain for noting down tasks, then you would end up being exhausted. Now you can use Toolsoncloud CRM's Activity & Task Management module to create your tasks. You can view all the upcoming and overdue tasks within a single dashboard without the need to juggle between mails, your diary, your instant messenger history, etc.  

These features shall be available for general use starting 1st March 2021.

Hope the feature releases shall help support your business challenges in a more effective way so that you can now focus more on sales than on sales documentations and operational tracking.

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