Marketing & Sales

Extend your marketing to start bulk email and bulk SMS marketing, Connect people to drive business in new ways, like live events, coupons, online surveys, and more.

Quickmas manage your sales team with the following three ways:-
A. In Marketing
B. In Sales
C. In Service

A. In Marketing

1. 1. Leads
2. 2. Contacts
3. 3. Accounts/Company (Customers)
4. 4. Assignment
5. 5. Event
6. 6. Campaign
7. 7. Email
8. 8. SMS
9. 9. Price Quote

1. What is CRM Lead in Quickmas

Lead is an individual who might become your customer, but currently isn't. The lead need to follow a process by entails gathering information about the prospect, such as level of interest. In Quickmas you can score the lead as ‘New’ or ’Working’ or ‘Qualified’. Qualified lead will be shifted to a Contact.

How to become a customer from a lead?

1. Leads: Insert leads in the CRM then convert them in to contact after working.
2. Contacts: Gather information about the level of interest of the contact.
3. Accounts/Customers: Create accounts/customers communicating with the contacts.

2. What is CRM Contact in Quickmas

The term contact designates an individual who is your customer's company representative responsible for purchasing your products and services. The difference between a contact and a lead is that leads are POTENTAL might be a clients, whereas contacts are usually contacts of your customers.

3. What is CRM Accounts in Quickmas

The term account is used instead of the company. Typically, an account or a company has one or more contacts associated with it. These contacts are individuals inside the company.

The accounts or a companies is the customers of your company.

How to become a customer from a lead?

1. Leads: Insert leads in the CRM then convert them in to contact after working.
2. Contacts: Gather information about the level of interest of the contact.
3. Accounts/Customers: Create accounts/customers communicating with the contacts.

4. What is Assignment in Quickmas

The term assignment a daily task for employees which create by channel managers.

Assign task for communication:

1. Assign employee(s) for daily/periodical task for selected customers group.
2. Employee-wise follow-up assignments.
3. See the communication history of customers.

Assign to Given Gift Item:

1. Assignment for gift or promotional product given to selected customers group.
2. Employee-wise follow-up assignments.
3. See the relationship history of customers.

5. What is Event in Quickmas

The term event is organize an event for a group of customers in selected area or route.

1. Assign employee(s) to organize an event for selected customers group.
2. Employee-wise follow-up assignments.
3. See the relationship history of customers.

6. What is Campaign in Quickmas

The term campaign is specific offers and facilities of the sales process.

1. Create a campaigns with offers and facilities.
2. Add campaign for selected customers group and open it for all employees to communicate customers about the campaign.
3. Employee-wise follow-up assignments.
4. See the relationship history of customers.

7. What is Email in Quickmas

The term CRM email is a bulk email to selected customers group with a click.

1. Write an email to send selected customers group with a click.
2. customer-wise follow-up email.
3. See the email history of customers.

8. What is SMS in Quickmas

The term SMS is a bulk SMS to selected customers group with a click.

1. Write an SMS to send selected customers group with a click.
2. customer-wise follow-up SMS.
3. See the SMS history of customers.

9. What is Price Quote in Quickmas

The term Price Quote is a bulk Price Quote to selected customers group with a click.

1. Write an Price Quote to send selected customers group with a click.
2. customer-wise follow-up Price Quote.
3. See the Price Quote history of customers.

B. In Sales

1. 1. Communications
2. 2. Opportunity
3. 3. Price Quote
4. 4. Invoice/Sales Order
5. 5. Payment Receive

1. Communications

Communicates customers with the following tools which describe above:

1. 1. Assignment
2. 2. Event
3. 3. Campaign
4. 4. Email
5. 5. SMS

2. What is Opportunity in Quickmas

Opportunity management is one of the integral part of Quickmas and this allows you to control the sales process. Add opportunities for customers as their interest. multiple opportunities make up your sales pipeline, which contributes to your sales forecast.

Key process of opportunity management

1. Create: Create opportunities for customers from their interest.
2. Work: Needs analysis and do sales process of the opportunities of relevant customers.
3. Close: Close opportunities as won or lost.

3. What is Sales Quote in Quickmas

The term Sales Quote is a bulk Sales Quote to selected customers group with a click.

1. Write an Sales Quote to send selected customers group with a click.
2. customer-wise follow-up Sales Quote.
3. See the Sales Quote history of customers.

4. What is CRM Invoice in Quickmas

1. Create and send professional invoices for customers.
2. Follow-up invoices.
3. Follow-up overdue invoices.
4. See invoices history of customers.

5. Payment Receive

1. Communicate customers from the unpaid invoices list.
2. Payment receive from the unpaid invoices.

C. In Service

What is Services in Quickmas

The Services module of Quickmas is designed to focus, manage, and track the customer service operations of an organization such as supporting the incident-based services, supporting the customers using service scheduling.

1. 1. Customer Support
2. 2. Schedule Service

Customer Support

1. Inbound: Generate support ticket from inbound call, email or other. And assign an employee accordingly for this ticket.
2. From Website: Customer generate a support ticket from your ownDomain website. It will automatically assigned to a specific support person.
3. From Mobile App: Customer generate a support ticket from your personalize mobile app. It will automatically assigned to a specific support person.
4. Work: Do support as per ticket instructions. And record accordingly.
5. Close: Close tickets as completed.
6. History: See the customer list with support status. See history from the comment link.

Schedule Services

1. Scheduling: Scheduling: Service schedule already designed when you create products.
2. Ticket generate from server: As per schedule every period automatically generate tickets with assign related support persons.
3. Work: Do support as per ticket instructions. And record accordingly.
4. Close: Close tickets as completed. Next schedule service period will automatically set for next support.
5. History: See the customer list with support status. See history from the comment link.