CRM Software with TallyPrime

When a customer contacts you via phone or in person, CRM Software for TallyPrime will instantly open your customer's record, extract the most pertinent data regarding the customer's preferences and likes, and get you ready to close the deal. This is just one of the many benefits using CRM Software integration with TallyPrime has to offer your business. This incredible sales advantage is not available with any other program. Using Peniel Computer's Elate CRM as an example, CRM Software with TallyPrime gets you ready to target and shoot (extremely personalized, sales-ready communications) each time a customer contacts you, according to their unique preferences. 

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If it were any other software, your customer would have left by the time you opened the record and read the first line.

CRM software with TallyPrime creates a comprehensive perspective of each customer by combining data from most operational sources, including transactional and customer interaction data, with sales analytics utilizing pre-existing customer data, such as contact, demographic, and personal information. Real-time extraction of pertinent client attributes is essential for effective customer analytics and response. This is made possible by TallyPrime-CRM software, which offers segmentation, color coding, customer insights, interaction data, dialogue modeling, and other features.

Benefits of CRM and TallyPrime Integration

Every single piece of information on every single customer is readily available at the moment of contact. This results in a consistent and compliant client experience as well as increased efficiency and customer service. Both at the corporate level (Customer and Supplier Accounts) and for individual customers and suppliers (Contacts), you can keep comprehensive records of information. With a thorough record of all conversations with customers, you can enable your personnel to deliver excellent customer service. Review forthcoming events and sales prospects with ease.

• With pop-up reminders and to-do lists, CRM software for TallyPrime offers fully integrated scheduling and task management to track internal and customer activities, involving numerous participants and resources. 
• History of customer contacts TallyPrime CRM software records and keeps track of every interaction a client has with them at every point of contact. Making decisions in real-time becomes easy.
• Real-time CRM software for TallyPrime enables precise and speedy decisions to be made regarding pricing and applications. It reduces needless labor from your employees, which can raise conversion rates dramatically.

Usability

The user-friendly interface of Tally Prime software facilitates rapid access to and evaluation of extensive data on every client. Call scripting and expedient processes guarantee that employees will resolve client inquiries and advance sales in the most effective way possible.

Sales Automation

Handle client accounts, import leads, send them out, and program reminders for follow-up. Keep track of comprehensive opportunity data, including rivalry details, and develop specialized sales phases according to product or service lines. Utilize the capabilities for segmenting customers and products to project future revenue and identify the most lucrative accounts.

Lead generation, sales workflow automation, opportunity management, and team selling and management are the key features of this module.

Customer support

Give your help desk, support, and customer care employees more tools with an integrated system that keeps track of all conversations and gives them the comprehensive picture they need to increase customer satisfaction.

How Elate CRM integrates with TallyPrime

Many Middle Eastern industries use the software solutions provided by Tally Accounting Software in the United Arab Emirates. Tally Accounting Software is used by UAE citizens to conveniently manage their accounts. It computes VAT, handles numerous currencies, and does other tax-related tasks by accounting and tax regulations. Thus, it guarantees that everything is exclusive to the UAE.

An integrated approach to implementing corporate strategies and managing the relationships with customers or prospects is Elate CRM and TallyPrime integration. Integrate Elate Sales CRM to record and archive every customer interaction at every point of contact. It becomes easier to make accurate decisions about pricing and applications. Consumers can use secure online payment methods around the clock. It is no longer required to repeatedly enter transactions or product items on several platforms.

With only one data entry, you can access them on both platforms. Take information from CRM and observe every piece of accounting information. Update the invoice and payment information for the sales team.

Sync all of your ledgers, stock items, and sales vouchers in Tally to improve inventory management. Data synchronization between Tally and Elate CRM is simple.

Eliminate disparate accounting, sales, and customer data in the database and accounting apps.

Invoicing along with CRM features

This integration will automatically divert you into TallyPrime for invoicing. 

It automatically maintains your saved invoice and your accounts payable and receivable. TallyPrime supports multiple billing formats to meet your business's needs. For quicker billing, you can select an appropriate invoice format for either products or services. TallyPrime's design is entirely adaptable to the various sales and purchasing procedures that businesses employ. Whether it's sales or purchase orders, debit or credit notes, TallyPrime can help you keep your records up to date. Both Arabic and English bilingual tax and point-of-sale invoices are generated. Depending on your company's needs, you can also decide to generate invoices only in Arabic or in English.

Peniel Computer helps you get all your CRM tasks and invoicing together without hovering over different software solutions. Contact us today for a free demo and a free consultation.