BurkiBPO Develops a Highly Customized CRM App

BurkiBPO has developed a fully functional customer relationship management (CRM) system that can be customized to meet the specific requirements of the business. Start-ups or existing businesses can take full advantage of the CRM for increasing marketing efforts and sales, as well as customer support services.

For business to business use, the BurkiBPO CRM can manage account information up to projects, reports, invoices, payments, and deals. B2B companies can leverage this common platform to keep partners, stakeholders, and vendors in sync with each other.

For business to consumer use, the BurkiBPO CRM can address shorter transaction cycles that are more direct and time relevant. This CRM is a multi-channel tool that can handle transaction monitoring and history, communication between employees and clients, and generate reports.

Key Features of the BurkiBPO CRM

CONTACT MANAGEMENT

This feature helps in organizing contacts in one central location. The CRM can show details of the customer, products they are interested in, and other information needs. The CRM can be fine-tuned to other information that the business may need.

Fields available for this section:

• Company
• Primary Contact
• Primary E-mail
• Phone
• Status – Active or Inactive Customer
• Group or Customer Category
• Detailed Contact Details
• Relation to Project
• Notes

LEAD MANAGEMENT

Tracking and managing leads is a challenge to most businesses. The CRM is able to provide what you need to know about leads in order to convert them into customers. Tags and lead values can be assigned to each lead based on priority. Sales personnel can be assigned per lead and the progress of each can be monitored through the CRM.

Management can easily know what is happening with the leads and can set up courses of action.

Fields for this section include:

• Name
• Contact Details
• Lead Value
• Tags
• Assigned to
• Status
• Source
• Last Contact Date

PROJECT MANAGEMENT

Projects or activities can be set up to indicate all stakeholders. Project status and other information can be readily seen. A report and the status of the project, per customer, can be generated.

Fields for this section include:

• Project Name
• Customer
• Tags
• Project Start
• Deadline
• Project Team Members
• Status

TASKS MANAGEMENT

The tracking of employee tasks is a key feature of this CRM. Management can assign tasks per project to an employee, with corresponding deadlines. The system will send out notifications for delayed tasks to the stakeholder.

Should the company require, a timestamp showing when the task was started and finished is available. This is an advantage if work is based on hourly rates. This section can be synchronized with the payroll or other systems that need info.

Fields for the Tasks Section are:

• Task Name
• Status
• Start Date
• Due Date
• Assigned to
• Tags
• Priority

INVOICES AND PAYMENTS

One significant feature of the BurkiBPO CRM is the feature on invoices and payments. Based on work hours and other parameters, the system can generate invoices and track payments from customers. This is an effective way to place project information including costs in one location for access both by the management and the client.

REPORTS

Throughout the system, filters can be made and reports or summaries can be generated. These reports can help management know more about what is happening on the ground in real-time. There is no more need for the submission of progress reports and other documents.

CHAT FACILITY

The BurkiBPO CRM has a built-in chat facility that allows everyone on the system to send messages to others. This is a great way to communicate because it is faster and more efficient.

FILE SHARING

Sharing documents and images is important especially for a sales and marketing business. This system can handle file sharing as well.

THE DASHBOARD

Once logged in to the customer relationship management app, the user Dashboard is the gateway to all its features:

CUSTOMIZATION

There is never a one-size fits-all when it comes to implementing a CRM for a business. Different requirements are set. The BurkiBPO CRM can be customized to what the business needs. Functions, buttons, sections, modules, fields, and others can be changed to what you want. All you have to do is to describe what you need and we will provide for you.

Call or contact BurkiBPO for any CRM implementation.