فوركس CRM
تشمل غرفة المضارب إدارة علاقات العملاء (نظام إدارة علاقات العملاء) الذي يسمح لسماسرة أو وسطاء الفوركس في الحصول على الطريق يؤدي إلى وكلاء المبيعات والدعم لتلبية أ حتياجاتهم. بمجرد التوقيع ,المضاربين و الوسطاء و مستخدمين أخرين من المستخدمين من التفاعل مع وكلاء الوساطة: و حضور لطلبات الانسحاب والقضايا التقنية. لدينا منطق مخصص بتتبع جميع تاريخ الحساب من داخل الغرفة المضارب وبإعلام الوكلاء في حالة إجراء أي مهمة معينة
Pick a CRM Function:
Leads
Live Registrations
Demo Registrations
IB Registrations
MAM Registrations
Investor Registrations
Account Updates
MT4 Accounts
Withdrawal Requests
Funds Transfer
Payments
قضايا الدعم
Bill fills out the contact form on your website
He is requesting some details about your offers.
Jake is receiving website Leads per Admin settings
He is going to respond to Bill right from Trader's Room.
Bill decides to register a Live Account
He fills out the registration form with required personal information.
Jake receives an email notification from the CRM
He will review Bill's information and approve his application.
Bill wants a practice demo account
He fills out the demo registration form and receives demo credentials instantly.
Jake can see Bill’s application information
He can now reach out to Bill to see if he would potentially be interested in a live account later.
Bill wants to become an IB
He sends IB account request through Trader’s Room.
David is responsible for Partnerships
He will be attending to Bills' IB registration request.
Bill fills out the MAM registration form on your website
He is an experienced Money Manager.
Jacob is responsible for MAM requests
He is going to review and approve Bill's application, publishing his account statistics on the brokerage website.
Bill decides to invest with another Money Manager
He finds one on the Brokerage website on the MAM rating page.
Since Jacob is responsible for investing requests
He received email notification from the CRM and approved the engagement.
Bill has recently moved and needs to update his home address
He has uploaded new documents to the Trader's Room.
Jake has received the documents
He will now update Bill’s profile on Trader’s Room. Trader’s Room will push the update to all Bill’s MT4 accounts.
Bill decided to open another MT4 account
He wants to practice trading in a different currency base.
David gets a notification
However, he doesn’t have to do anything, it’s just for his records.
Bill made a profit
He now submits a withdrawal request.
Jacob is responsible for this type of requests
He approves the withdrawal request and proceeds to make a wire transfer to Bill.
Bill transfers funds from one of his MT4 account to another
Since his accounts have different currency bases, the currency conversion is performed on the spot.
Jake has access to the history of funds transfers
He can later refer to this type of activity on Bill's account.
Bill has just made an electronic deposit to his trading account
The funds are instantly available on his MT4.
Jake can monitor payments history
He received email notification about deposits from the CRM for his records.
Bill is concerned
He submits the issue right in the Trader's Room.
Jake receives a notification and attends to the issue
He will respond to Bill and close the issue once resolved right in the Trader's Room.
آراء العملاء
…تصميم كنمور قادر على تطوير أنظمة الأمن وتكامل بالفعل في استخدام الموردين فضلا عن تخصيص المكتب الخلفي كله يوفر لعملائنا سهولة الاستخدام بنظام الأندرويد. ساعد CRMمن فريق إدارتنا للتحقق من أن كل عضو من أعضاء فريق العمل لدينا تفعل ما يتعين عليهم القيام به، وكذلك لضمان الأهتمام بالعملاء و عدم نسيانهم. ونتيجة لذلك كنا قادرين على زيادة قاعدة عملائنا مع الحفاظ فريق دعمنا الصغير.و حاليا لدينا المكتب الجديد الخاص بنا و الذي سننتهي من تحضيراته في غضون 4 أشهر.
و الدعم كان رائع ، والفريق بأكمله …اقرأ بقية