erxes Review

Sales Funnel Management

erxes gives you complete visibility and control over your entire sales pipeline. This way, the platform helps you track the journey taken by each sales prospect and evaluate how your sales teams are performing. With erxes, you’ll be able to easily create a visualization of your entire sales pipeline and access all important data from a single dashboard.

You can even build sales pipelines for various products, services, brands, and companies. You and all members of your sales teams can access these sales pipelines to track important information, such as deadlines, tasks, assignments, updates on sales processes, and communications with prospects and customers. erxes also lets you gain insights into the performance of your sales pipelines. You can track sales records and filter them by pipeline, product, date, and salesperson. You can access reports regarding won and lost deals as well. 

Marketing Campaigns

The marketing platform permits you to launch marketing campaigns in which your team members can communicate with prospective customers through multiple channels, including email, live chat, text, and in-app messaging. erxes consolidates all these communication channels into a single shared inbox. 

As a result, prospects and customers get the convenience of interacting and engaging with your team members using any channel they are most comfortable with. At the same time, this improves the productivity of your marketing teams, as they are able to quickly respond to inquiries and concerns from prospects and customers regardless of what channels they are using. 

To personalize engagements with prospects and customers, erxes comes with a CRM tool that enables you to set up contacts and segment them appropriately. Your team members can even tag contacts while they are currently interacting with them. erxes, moreover, enables them to automatically send out emails and chat messages to contacts. This way, they can efficiently engage or respond to prospects and customers even if they are taking a vacation or traveling somewhere. 

Knowledge Base

erxes lets you create a knowledge base containing help articles and content that prospects and customers may find useful. They can access this knowledge base when they want to look for answers to common questions related to your products or services or obtain solutions for any relevant issues they are encountering. 

Moreover, you’ll be able to integrate this knowledge base with your own website. When you update the articles and contents found in your knowledge base from erxes, all the changes you made will automatically reflect on your website. This helps you reduce the burden on your customer service staff while being able to improve customer satisfaction effortlessly.