Shikho
CRM Training
Agenda:
❏ Introduction of CRM
❏ From LSQ to CRM launching Date: 2024
❏ CRM Overview
❏ Features of the New CRM
➔ Login to CRM and update profile
➔ Shikho Lead update
➔ Find and manage leads in CRM platform
➔ Completing Student Profile
➔ Lead Journey Check
➔ Generate a call
➔ IHelpBD Overview
➔ Adding Notes to Leads Profile in CRM
➔ Schedule and complete a call task in CRM platform
➔ Find All Pending Tasks in CRM Platform
➔ Find a lead by searching a number
➔ Adding Notes to Lead's Profile in CRM
➔ Change status of a lead
➔ Schedule and complete a call task in CRM platform
➔ Change status of a lead to qualified
➔ Logout process
➔ Updated CRM Stages and Definition:
Introduction of CRM:
CRM: Customer Relationship Management, or CRM, is a strategy and technology that companies use to manage and analyze customer
interactions throughout the customer lifecycle. It helps businesses improve relationships with existing customers, attract new ones, and
streamline processes.
CRM: িস আর এম হেচ্ছে একটা টকেনালিজক্যাল এবং স্ট্রেেটিজক্যালু টলস যা িবিভন্ন কাম্পািন তােদর কাস্টমার ড্যাটা ম্যােনজ করার জন্য ব্যাবহার
কের থােক। িস আর এম এর ম্যাধ্যেম একটা কাস্টমােরর লাইফ সাইেকল িলিপবদ্ধ করা হয় যা থেক কাস্টমাের তথ্য িবেশ্লেষণ করা হয়। এটা ব্যাবসােয়
নত
ু ন এবং প
ু রাতন কাস্টমােরর সােথ সম্পকর্ক উন্নয়েন সহয়তা কের এবং কাস্টমােরর তথ্য িবেশ্লেষেণর মাধ্যেম ব্যাবসােয়র িসধান্ত িনেত সহেযািগতা কের
Full Meaning of CRM : Customer Relationship Management (CRM)
Key Points:
● Centralized Customer Data
● Improved Customer Interactions
● Sales and Marketing Alignment
● Insightful Analytics
● Scalability and Flexibility
From LSQ to CRM launching Date: 2024
CRM Overview :
CRM LInk: https://crm.shikho.dev/signin
Login to CRM and update profile
Shikho Lead update:
Find and manage leads in CRM platform:
Find and manage leads in CRM platform:
Completing Student Profile:
Completing Student Profile:
Completing Student Profile:
Completing Student Profile:
Completing Student Profile:
Lead Journey Check:
Generate a call:
IHelpBD Overview:
Dhaka Link: https://shikho.ihelpbd.com/
Jashore Link: https://163.47.145.108/
IHelpBD Overview:
IHelpBD Overview:
IHelpBD Overview: (Call Disposition and CQC)
Adding Notes to Lead's Profile in CRM:
Adding Notes to Lead's Profile in CRM:
Adding Notes to Lead's Profile in CRM:
Schedule and complete a call task in CRM platform:
Schedule and complete a call task in CRM platform:
Find all pending task in CRM platform:
Find Today’s pending task in CRM platform:
Find a lead by Searching a number:
Find a lead by Searching a number:
Find a lead by Searching a number:
Change a status of a lead:
Change a status of a lead:
Logout Process:
Updated CRM Stages and Definition:
Stage Definition
Lead The stage before assigning lead to an agent
Prospect The stage when a lead is assigned to an agent for generate a call.
Qualified When a conversion happened with a student more than 1 min talk time and is relevant for the product. Pitched about the product
but didn’t show any interest to purchase it yet. Or wants to see demo classes first. Has to reschedule the call.
Interested When the student has finished demo classes and is interested to buy. But hasnt given a date yet for purchase..
Did not pick (DNP) Did not received the call.
Not Reachable When the phone is switched off, out of network, temporarily blocked.
Future Prospect Not eligible for the product now, but by the next years or near future the lead is going to be eligible.
Disqualified Not eligible for the product.
Not Interested When the customer does not show interest or decline course purchase.
Do Not Disturb (DND) When Customer mentions do not call anymore.
Enrolled Sales When the student has purchased
Any Questions?
Thank You!
