CRM - Customer, Task and Call Management Center

Overview

In GTG CRM, CRM (Customer Relationship Management) is a system that helps businesses store, manage, and track all customer information from various channels, all centrally on a single platform.

Why do we need CRM?

Current state of businesses

In business, customer data is often scattered:

- Facebook: Customers send messages via Messenger

- Zalo: Customers can chat via Zalo Official Account (OA).

- Email: Customers send emails inquiring about information.

- Landing Page: Customers fill out the registration form.

Problems when using Excel

Many businesses use Excel to manage their customers, but:

- Requires a lot of time for manual data entry.

- Difficult to track and easy to miss customers.

- Lack of a holistic perspective

- Data is not synchronized between employees.

- Difficulty in dividing tasks

GTG CRM's CRM solution

CRM in GTG CRM helps businesses:

- Centralized management: All customers in one dashboard

- Automatically save information: From Facebook, Zalo, Email, and Landing Page.

- Easy to search: Advanced filters based on multiple criteria

- Flexible assignment: Assign customers to responsible staff members.

- Track history: View all interactions with customers.

Customer data source

CRM automatically collects customer data from:

1. Social media

- Facebook Messenger: Customers send messages via the Fanpage.

2. Email

- Gmail: Customers send emails to the business mailbox.

3. Landing Page

- Registration form: Customers fill in their information on the Landing Page.

- Live Chat: Customers leave their information via Live Chat

4. Manual input

- Create contacts: Add customers directly

- Import CSV - Import data in bulk from files

Main features

1. Manage your Contact List

View and manage all customers in one table:

- Name, Email, Phone number

- Country, Address

- Status (New, In Progress, Converted...)

- Customer source

- Person in charge

2. Customize the Display Columns

Add/remove information columns as needed:

- Add custom columns (Products Purchased, Notes, etc.)

- Hide unnecessary columns

- Rearrange the column order

3. Advanced Filters

Find customers based on multiple criteria:

- Filter by date: Today, This week, This month

- Filter by status: New, In Progress, Converted

- Advanced filters: Address, Product, Source...

4. Contact Details

View and edit complete customer information:

- Personal information

- Interaction history

- Note

- Person in charge

5. Assigning Staff

Assign customers to the appropriate staff member:

- Assign a person to be responsible for each contact.

- Change the person in charge when necessary.

- Monitor the performance of each employee.

6. Business Classification

Automatically categorize B2B contacts:

- Email address with company domain (@fpt.com.vn, @gtgcrm.com...)

- Separate it into the "Businesses" list.

Main benefits

CRM may be suitable for

• Sales Team - Managing the list of potential customers
• Marketing Team - Customer Segmentation by Source
• Customer Service - Tracking interaction history
• Employee Performance Management and Monitoring
• Business owners - Gaining an overview of the customer

Integrated into GTG CRM

CRM connects with other modules:

• Social Hub - Synchronize customer data from social media
• Landing Page - Get leads from registration forms
• Email Marketing - Sending emails to your customer list
• Product Order - Track customer orders
• AI Assistant - Asking for customer information

Conclude

CRM in GTG CRM helps businesses:

• Automated customer acquisition from all channels.

• Centralized management within a single system.

• Easy searching and categorization

• Clearly define job assignments.

• Don't miss any customers.

"Wherever the customer is - CRM knows it all!"