Monogold CRM

Monogold CRM is a Monogold Apps solution that provides a range of generic and specific capabilities in support of organizations’ CRM and marketing operations, including features and capabilities to:

• maintain a centralized database of prospective and existing customers, including their associated contact persons
• classify clients and prospects into sales/distribution channels and geographical markets
• define sales force organization and hierarchy
• plan, record, and analyze sales calls
• record customer interaction such as notes, email, phone calls, voice recordings; mail-in such content from any email-enabled device
• assign and carry out tasks and actions
• capture sales orders through PCs, tablets, and mobile phones
• record and monitor sales targets/budgets by employee, customer, and product/service
• monitor global dashboard of key performance metrics relevant to the business
• manage and monitor customer sales and marketing agreements/contracts in terms of targeted sales volumes/revenue, marketing investment obligations, and documentation
• maintain a centralized database of the products/services offered to customers
• maintain a centralized database of pipeline deals/projects (opportunities)
• maintain notes and documents relating to clients, contacts, and opportunities
• manage and follow-through on cases of issues/complaints raised by customers
• visualize upcoming campaigns, events, sales calls, and appointments in the calendar
• sync calendar items and tasks between the application and personal devices
• manage customer loyalty programs, with program tiers, redemption items, and tracking of points awards and redemptions
• design and deliver marketing campaign content to customers, prospects, and consumers via email, PDF, corporate/brand websites, SMS, and social media
• plan and manage corporate, brand, and consumer events with online RSVP and notifications
• assess and monitor employee performance based on quantitative and qualitative objectives
• upload soft and scanned copies, or record references to physical documents, in the digital assets library and associate such documents to contracts, opportunities, and customers
• collaborate through online project sites
• use journals (blogs), online forums, and polls to engage your customers and consumers
• content manage corporate and/or brand public website(s)
• enable access for customers and partners to private company/brand web portal for information on products, campaigns, orders and agreements