Sales Module

You have access to detailed analytics on sales department activities, presented through informative charts and dashboards.
These insights include planned deposits to gauge expected versus actual business achievements, and the implementation of individual motivational programs based on sales percentages to inspire your team.
The module also prioritizes logging all client interactions, maintaining a comprehensive archive of deposit and trade histories, communication with support teams, and any updates to personal information.

Tags allow you to categorize your clients for easy sorting and finding. The ability to set filters based on parameters such as the trader’s country, language, partners code. Particularly important is the new functionality for affiliate programs.
Other good example of using new filter is individual conditions based on countries. For instance, filters allow for the automatic offering of swap-free accounts to Muslim traders, taking into account their religious beliefs and cultural features.

Task management features such as reassigning tasks and planning future interactions ensure that managers can prioritize their workload efficiently. Ultimately, the Forex CRM’s Sales module is an invaluable tool for brokers aiming to enhance their sales operations without the unnecessary expenditure of time and money.
Its wide-ranging functionalities cater to every aspect of sales management, ensuring your team can perform to the best of its ability and your brokerage can achieve its business goals.