Client Task and Activity Management
mez eSoft CRM enables effective tracking of business processes and tasks. Top users can define business processes while creating and assigning tasks. In this way, the defined processes are followed step by step, ensuring that the work is done correctly and on time. In addition, the progress of tasks and processes can be monitored regularly to make necessary interventions and make the workflow more efficient. These features provide significant advantages in managing the company’s business processes and increasing its efficiency.
in mezeSoft CRM
Forms Received with Integrations and Storage
With mez eSoft integrations, form data from advertising platforms such as Meta Facebook and Google Adwords is easily stored and retained. This form data contains information about potential customers and is stored on the CRM system. This creates a comprehensive database of customers’ interests, preferences and needs. Storing this data is an important step in strengthening customer relationships and optimizing marketing strategies.
Analyzing Form Data and Creating Graphs
Stored form data is analyzed and evaluated using analytics tools in our CRM platform. The analytical insights derived from this data are visualized in the form of graphs and reports.
These graphs provide in-depth insight into the behavior, preferences and trends of potential customers. This enables the effectiveness of marketing campaigns to be evaluated, customer segmentation to be performed and better focus on the target audience. Charts and reports play an important role in business decision-making and strategic guidance.
Client Management and Creating Tasks:
Form data and analytical information obtained through integrations are used to support customer follow-up processes. Based on this data, specific tasks related to potential customers can be created. For example, when a potential customer fills out a form, a follow-up task can be created based on this information.
This task can be assigned to people who are assigned a specific date and time, and the customer can be contacted. In this way, customer relationship management becomes more systematized and the process of providing customized service is improved.
with mez eSoft CRM
Take Advantage of the Advantageous
Features We Offer to Our Customers
mez eSoft CRM system has the most useful panel serving the entire industry.
Form Management
Ensuring that the lead data received through form management is transferred and displayed at the client management.
Client Management
In client management, incoming client information is verified, distributed to roles and gets organised.
Customer Management
Managing interactions with potential customers and maintaining one-to-one contact with them
Role Management
With role management, selecting the fields that each user can view and providing role-specific task definitions.
Task Management
With task management, defining user-specific tasks, determining and tracking their duration and task priority given.
Reporting and Analysis
Follow-up of campaigns, follow-up of financial income and expenses, company analysis.
