{"id":801,"date":"2020-06-29T04:38:20","date_gmt":"2020-06-29T04:38:20","guid":{"rendered":"https:\/\/wordpress-1232914-4402914.cloudwaysapps.com\/?page_id=801"},"modified":"2021-06-10T20:34:56","modified_gmt":"2021-06-10T15:04:56","slug":"crm-for-stockbrokers","status":"publish","type":"page","link":"https:\/\/wordpress-1232914-4402914.cloudwaysapps.com\/crm-for-stockbrokers\/","title":{"rendered":"Stock Brokers CRM+"},"content":{"rendered":"\t\t
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Stock Brokers CRM+ <\/span><\/h1><\/div>

Increase Revenue, More Lead conversion rate by 300% Marketing and Sales Automation <\/h3><\/div><\/div><\/div><\/div><\/div><\/div>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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A Bridge between Traders and Brokers <\/span><\/h2><\/div><\/div><\/div>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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It is software that helps your business in acquiring, tracking and monitoring the existing customer and potential traders. You can manage all your interactions form this one software i.e. CRM. It is a unit of the total package, where you need to create an awesome trading platform for your business. More importantly, Stock Brokers CRM is the place where you can set all your traders together and it becomes easier to do broking with good CRM.\u00a0<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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TreeOne Stock Brokers CRM+ helps to <\/span><\/h2><\/div><\/div><\/div>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\"stocb-brokers-crm-grow-business\"<\/div><\/div>
Grows Your Business Relationship <\/div><\/div><\/div>
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\"stock-brokers-crm-streamline-business\"<\/div><\/div>

A streamlined record of business communications<\/p> <\/div><\/div><\/div>

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\"stock-brokers-crm-access-anywhere\"<\/div><\/div>
Instantaneous Access from anywhere & anytime <\/div><\/div><\/div>
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362\u00b0 view of customer data at one place. <\/div><\/div><\/div>
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Never Missout Your Golden Leads ! <\/span><\/h2><\/div><\/div><\/div>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Campaign Management <\/span><\/h3><\/div><\/div><\/div>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Automation in CRM\u00a0 helps to capture leads from multiple offline and online Leads.<\/p>

Stock Brokers CRM capture leads from campaign such as,Campaign, Missed call Leads,Trading Leads, Mutual Funds Leads and Cross Selling allows to Manage and Track the leads easily.<\/p><\/div><\/div><\/div><\/div>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Lead Assignment and Notification <\/span><\/h3><\/div><\/div><\/div>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\u00a0Make strong customer relationship with 3 second Lead Assignment.\u00a0<\/p>

Manual and Automatic Lead assignment can be done.<\/p>

Irrespective of Agent absence Lead can be assigned automatically based on the rule you configured.<\/p>

Unprocessed Lead\u00a0will be notified and escalated to Higher Authority<\/p><\/div><\/div><\/div><\/div>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Activity Tracking <\/span><\/h3><\/div><\/div><\/div>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Classify\u00a0Hot, Warm and Cold Leads.<\/p>

Stock Broker CRM Make Customer relationship better with CTI integration.<\/p>

Easy to track the whole Lead Process and Make it to the Opportunity.<\/p>

Reminders to followup the Leads\u00a0with Notifications<\/p><\/div><\/div><\/div><\/div>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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Features of TreeOne Stockbrokers CRM+ <\/span><\/h2><\/div><\/div><\/div>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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API Integration <\/div>

Automatically enriches your data and keeps records up-to-date by syncing with a database of business<\/p> <\/div><\/div><\/div>

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Lead Management <\/div>
CRM+ helps to identify the qualified Leads and make the brief record of communication between the customer and Business <\/div><\/div><\/div>
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CTI Integration <\/div>

\u00a0Telecommunication with leads are directly integrated from the application portal with Call recorder option available<\/p> <\/div><\/div><\/div>

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Role Based Access <\/div>

TreeOne Stock Brokers CRM Provides access on Hierarchical basis by Restricting\u00a0 read-only or read \/ write access for records<\/p><\/div><\/div><\/div> <\/div><\/div><\/div>

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Automatic Notification <\/div>

Reminder for Scheduled followups, appointments, Approvals & preplanned activities to make communication better<\/p> <\/div><\/div><\/div>

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EKYC & KYC Approvals <\/div>
Trading account opening, EKYC & KYC document submission, approvals & PAYIN processes done with Stock Broker CRM+ <\/div><\/div><\/div>
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Campaign Analytics <\/div>
\u00a0Analyse and Find out the Best Return on investment(ROI)\u00a0 campaign .Target the Profitable campaign & kill the rest <\/div><\/div><\/div>
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Login Activities <\/div>

With TreeOne Stock Brokers CRM+, Track all the User based login activities and Branch wise login activities<\/p> <\/div><\/div><\/div>

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Report & Analytics <\/div>
Analyse your leads, quotes,tasks, Product, Branch wise analytics and complete process with single Stock Brokers CRM+ dashboard <\/div><\/div><\/div>
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Our Stock Brokers CRM Integrates <\/span><\/h2><\/div><\/div><\/div>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\"\"<\/div>
Email<\/h5><\/div><\/div>
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Eupraxia<\/h5><\/div><\/div>
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Servetel<\/h5><\/div><\/div>
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Trading Terminal<\/h5><\/div><\/div>
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Google<\/h5><\/div><\/div>
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Trading People Thought ! <\/span><\/h2><\/div><\/div><\/div>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\" TreeOne CRM is specialized in Tracking customer interaction and activities. So we ever miss out a lead from different marketing campaign whether online or offline \"<\/div>\n\t\t\t\n\t\t\t\t\t\t
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Goodwill Comtraders Pvt Ltd<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t
Share Traders & Brokers<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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Dynamic Dashboard <\/span><\/h3><\/div><\/div><\/div>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Dynamic Dashboard A Powerful dashboard to give you full control <\/span><\/h3><\/div><\/div><\/div>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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Take me to demo<\/span><\/a><\/div><\/div>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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\"treeone-stock-broker-crm-dashboard-demo\"<\/div><\/div><\/div>
\"treeone-stock-broker-mobile-crm\"<\/div><\/div><\/div><\/div><\/div>