Mumbai based ABC Financial services is a forex brokerage company. It offers access to fair, competitive and transport pricing across the varied currency pairs by offering help to the traders with the best-in-class trading technology and client service.
ABC Financial services were looking for a solution to lower the data entry process, automate email marketing and effective lead tracking. Their present solutions were capturing client details and manually entering it into the CRM. With ABC Financial services witnessing strong growth, data integration or data capturing became more like a full time task for the users.
With the ambitious growth plans, ABC Financial Services came to the conclusion that they require a new CRM tool urgently. Despite using a CRM and with no easy way to adapt the system, ABC Financial Services started their search for a CRM that could help them to grow.
ABC Financial Services' looked at various CRM solutions comprising the top names of the industry. But, they chose sales CRM [Lead]Prime hands down for its extensive features, ample scope for customization and pricing.
Due to the nature of ABC Financial Services' business, the company wanted a CRM system that has the capability to manage every single part of their business, from the sales team to marketing team. It required the full spectrum of CRM functionality so that it has the ability to manage a complete database of people and organisations, review the relationships between those records; monitor and manage prospecting.
[Lead]Prime implementation has bought major improvement in traction, processes, customer awareness and also ABC Financial Services' ability to cross-sell and up-sell. The company is in a position to manage its clients effectively, monitor their performance apart from easily training them. The company's efficiency and productivity levels have touched all time high after [Lead]Prime implementation.
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