Small and Medium Businesses worldwide face a unique problem when it comes to CRMs. Sales teams don’t update information in a CRM regularly. This leads to a lack of information, which in turn leads to poor decision making and missed opportunities.
The root cause for this lack of updates is a complicated software environment where a salesperson has to keep jumping between multiple apps to update or retrieve information.
Salespersons, spend a lot of time calling and SMSing their clients. In order to update their CRM, they have to juggle between their dialer/SMS and their CRM app (which could be very complex). This is made worse by the fact that sales persons never get value out of the information that they enter in CRMs. This leads to the problems described above.
The core functionality of RoloCRM is to solve this problem. RoloCRM’s solution rests on three pillars
1. Familiar and easy UI which leads to easy updates - RoloCRM looks like a call log and SMS log. Employees can focus on their interactions without having to learn a new tool. If after a call or SMS, the employee wants to add a note or an SMS, it is just a swipe away.
2. Automatic Update of Call Log and SMS Logs. All CLIENT calls and SMS messages are automatically logged. This reduces effort for the sales force.
3. Show client history and updates before and during calls. When an employee calls a client, RoloCRM displays a floating button called the Roloscope. Tapping on the Roloscope pulls up the entire client history from the CRM. This helps sales teams realise the value of updating information, setting off a virtuous cycle.
For those businesses that don’t already use a CRM, RoloCRM also offers a stand-alone miniCRM that lets them centralise business contacts and manage customer conversations. RoloCRM also includes a web interface in which business owners can view customer details, calls, and SMSes in addition to sending SMSes to customers.
With RoloCRM you can -
Automatically log customer calls and SMS on CRM
Instant access to CRM info during calls using an enhanced callerID
SMS Scheduler
Notes with attachments and Reminders
A separate call log for customer calls
A separate SMS log for customer SMS
A unique swipe menu under every call and SMS log for easy access to notes and reminders
You can use RoloCRM with your carrier plan. If you need VoIP integrations, contact us.
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Location: access this device"s location
Contacts: access your contacts
Storage: access photos, media, and files on your device