Chính Forex CRM Sales Module

Sales Module

What is Sales Module?

This is the sixth UpTrader's Forex CRM module, specifically designed for the sales departments of brokerage firms. The module was developed based on extensive customer development and with the participation of brokers.
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 extensive functionalities cover all aspects of sales management, ensuring your team can perform at its best and your brokerage can achieve its business goals.

Want your business to achieve more?

Skyrocket your sales with 6th Sales Module:

Forecast Sales

Assign the deal value and determine the likelihood of closing, then utilize reports to compare projected sales against actual results. Analyze forecasts in detail by month, by sales representative, and other criteria.

Set up a sales funnel

Plan the work of the sales department in stages, customize the work by regions, individual conditions, number of touches, and more.

Get insights

Unlock enhanced CRM software capabilities that improve transparency, including customizable dashboards that provide immediate updates on your sales progress, sales statistics, and team performance.

Track activity

Consolidate all your team's activities, including calls and meetings, within a single platform to monitor performance, assess their workload, and strategize for the future.

Set Team Goals

Oversee your team's progress toward their quotas, keep tabs on successful deals, and set objectives for individual members or the whole team.

Understand your clients

Detailed client logs and feeds will help you better understand who your clients are and enable you to develop effective strategies.

Main Features for Sales Managers

The Sales Module is a professional space for your sales team to effectively conduct their sales activities. It features an easy-to-learn interface with numerous tools that assist in planning work, closing large contracts, making follow-up contacts, and more. Here are some tools for the sales department:
To request a demo, please contact us at [email protected].

.
Lead Status
Lead Status

Sales representatives can use colors to flag promising or poor leads, enhancing efficiency by saving time and reducing efforts on non-viable contacts. The colors and statuses can be fully customized in the Admin module. Also, you can add favorite clients to the left menu marking them by star.

Quick Calls
Quick Calls

Sales representatives can directly make calls from the client list, eliminating the need to open a separate window for each client, thus streamlining the workflow.

Manually Allocated Bonuses
Manually Allocated Bonuses

To expedite a sale, managers have the flexibility to offer individual bonuses to specific clients.

Task Postponing
Task Postponing

Our interface allows managers to postpone tasks if they cannot complete them immediately, or they can schedule future calls with clients.

Logs and Feed
Logs and Feed

You can access the entire client's history of actions, providing valuable insights for effective client communication and expectation management.

Marketing Metrics
Marketing Metrics

Managers can access key marketing metrics like UTM, special offers, and registration page details in the client profile, which are crucial for understanding client motivations and identifying sales opportunities.

Main Features for Head of Sales

For a Head of Sales it's crucial to be objective in decision-making and rely on facts and figures, which is why having accessible sales analytics tools and a convenient team management tool is so important. Here are some features that can be utilized:

Organize all your data like a pro

Seamlessly connect all your business insights in one place.
In addition to Sales Analytics, add the powerful tool Power BI, which is able to show you all the details of your money flow.

.
Client Quality Analysis
Manager hierarchy and client distribution
Sales Analytics
Tags / filters
Task management

Client Quality Analysis

Heads of Sales benefit from detailed client profiles that include all client information and a history of communications with them, such as feeds, notes, account information, and logs.

Manager hierarchy and client distribution

The module offers extensive manager access settings, enabling you to determine the extent of each manager's permissions, from issuing personal bonuses and approving withdrawals to accessing partners' reports.
With the ability to distribute clients based on geographic location and deposit amounts to appropriate managers or partners, the system ensures that high-value clients receive the exceptional service they deserve.

Sales Analytics

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 / filters

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

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.

Learn How to Transform Your Sales Approach with Analytics Tools in UpTrader Forex CRM.

With UpTrader Forex CRM's simple analytics interface, you can easily see which managers are most successful, who completes tasks efficiently, and track the highs and lows of in and out metrics.

Add Transparency in Sales team management in your Brokerage.

Increase your efficiency in sales by creating a managerial hierarchy, assigning team leaders and members, customizing information visibility, and segmenting departments geographically and more.

Check other Modules

Phòng của trader
Affiliate Program
Forex Back Office
Admin Module
Nền tảng giao dịch xã hội

Phòng của trader

The easier it is for clients to manage their trading accounts and personal data, the shorter will be their way from registration to deposit. The trader's room is designed in a manner that allows clients to quickly learn their way around and start trading.

Affiliate Program

Develop your IB network across the world: everyone will be happy to do business with you because generated IB reports transparently show data for each client, all calculations are automated, and all data is fully available in the partners' section of the website.

Forex Back Office

Take a look at all your clients and their trading activity. Take control of the deposits and withdrawals, monitor KYC procedures, and launch your marketing activities.Forex back office is designed for quick management of the company's business processes. Your employees will be able to closely follow your clients' activity.

Admin Module

This is the upper level of business management. Through the Forex admin back office, a broker can customize all aspects of UpTrader Forex CRM: enable Payment System APIs, set up account types and trading platform integrations, manage their staff, and implement Introducing Broker rewards, among other things.
Our aim at UpTrader is to support all the best practices on the market so you can quickly build your own business processes by selecting the best options for you.

PAMM

UpTrader social trading platform MT5/MT4 combines the principles of PAMM, MAM, and Social Trading. It guarantees precise execution and reporting. The results of each transaction are split between investors up to a cent. It is possible to check different traders' performance through aggregated ratings.

.