Summary of CRM Product Demo Video | Cratio CRM Demo & Overview | CRM Demo

00:00:00 - 00:30:00

In the CRM Product Demo Video for Cratio CRM, the presenter discusses how businesses can boost sales performance using the CRM software. He introduces the "4 C formula" for sales success, which includes capturing leads, call tracking, connecting to customers via WhatsApp, and core reports. The presenter then focuses on the lead capture feature, demonstrating how to set up automatic lead capture, connect marketing sources, and track leads. He also discusses call tracking using a simple Android mobile phone and WhatsApp marketing automation for engaging with customers. The CRM system offers real-time reporting and analysis, including essential reports for business owners to understand and improve their operations. The software is flexible and can accommodate an unlimited number of sales employees with customized payment structures. Cratio CRM offers industry-specific editions and a simple pricing structure with annual or quarterly payment options and discounts for online subscriptions.

• 00:00:00 In this section of the CRM software demo video, the presenter explains how businesses can boost sales performance using CRatio CRM. He outlines three essential criteria for automating sales in an organization: the core essential features of the CRM, the right implementation approach, and pricing details. The presenter then focuses on the top four features of the CRM system, starting with lead automation, which automatically captures leads without manual entry and assigns them to sales teams for tracking. The second feature is call tracking using a simple Android mobile phone, allowing businesses to monitor sales team interactions and improve sales conversions. The third feature is WhatsApp marketing automation for engaging with customers, and the fourth is core reports for gaining insights into business and sales growth. The presenter refers to this as the "4 C formula" for sales success: capturing leads, call tracking, connecting to customers via WhatsApp, and core reports. The presenter plans to provide a live demo of these features in the following sections of the video.
• 00:05:00 In this section of the CRM Product Demo Video by Gratio CRM, the speaker discusses their company's focus on smart work and sales automation, emphasizing the importance of addressing key problems rather than implementing all features. Gratio CRM is a Chennai-based CRM company with over 15 years of experience and thousands of customers across various industries. The speaker then introduces the "4 C formula" and begins with the first C, "Capturing Leads." In the software demo, the speaker shows how to set up automatic lead capture, connect marketing sources, and track leads. The CRM system's dashboard displays lead summaries, sales team follow-ups, and sales data. The lead part of the software includes lead segmentation, customized forms, and call analytics. Whenever a lead inquiry comes in, it is fully automated into the CRM system, and lead assignment rules can be set up to distribute leads accordingly.
• 00:10:00 In this section of the CRM Product Demo Video for Cratio CRM, the presenter discusses lead capture and call tracking features. Leads can be automatically assigned to sales team members in a round-robin fashion or manually. Once a salesperson engages with a client, call data is synchronized with the CRM system. The presenter demonstrates how a salesperson can use the mobile application to call clients, update lead status, and add call feedback. Call analytics provide insights into sales team productivity, including the number of calls made, missed, and connected, as well as employee-wise call data.
• 00:15:00 In this section of the CRM Product Demo Video, the speaker discusses call recording and telephone call tracking features in the Cratio CRM system. Call recording is supported on certain Android phones, and the recordings are synchronized to the web application for access within the lead. There are two ways to implement call tracking: using a simple Android phone with the CIO CRM application for mobile-based call management or integrating with a cloud telephone system for inbound call center tracking. The speaker also introduces WhatsApp marketing automation, emphasizing the importance of using the official WhatsApp business API for automating sales follow-ups and engaging with customers. With the CRM system, businesses can set up lead notifications, automated follow-ups, chatbots, and campaigns for WhatsApp communication. The advantage of using a single business number for WhatsApp communication is that it provides a consistent customer experience while allowing businesses to access related lead information and analytics.
• 00:20:00 In this section of the CRM Product Demo Video, the presenter discusses follow-ups and response times using the Cratio CRM system. The software allows users to send personalized messages and track their delivery and read status. Additionally, it includes a chatbot and comprehensive analytics for WhatsApp marketing automation. The presenter then introduces five essential reports for business owners to understand and improve their operations. The first report, the First Response Delay Report, shows the time delay in responding to inquiries and helps identify sales leads that have been addressed within specific time frames. The second report focuses on the Quality of Talking communication, providing insights into the number of calls made, connected calls, and call recordings to evaluate the effectiveness of sales team interactions. The third report, Monthly Sales Performance and User Performance, measures the business generated from various marketing channels and provides details on potential business and lost opportunities.
• 00:25:00 In this section of the CRM Product Demo Video, the speaker discusses the importance of reporting and analysis in the CRM system. He explains that users can access reports in real-time, including pipeline reports, lead count and percentage of winning or losing, and a lost lead analysis report. The speaker emphasizes the value of monitoring losing leads and the reasons behind them. He also mentions that there are over 100 features available in the CRM software, and they offer industry-specific editions for real estate, education, financial services, travel, and more. The speaker then introduces the concept of right implementation, which includes consulting with customers, customization for their business, and personalized one-to-one assistance for the first month to ensure success. The pricing for the CRM is simple and straightforward, with annual or quarterly payment options and discounts for online subscriptions.
• 00:30:00 In this section of the Cratio CRM demo video, the presenter highlights the flexibility of the CRM system in managing sales operations. The platform can accommodate an unlimited number of sales employees and allows for customized payment structures based on sales needs. The presenter concludes the demo by encouraging viewers to contact the sales team or take advantage of a success offer using the provided button.