Trader’s Room includes a CRM (Customer Relationship Management System) that allows forex brokers to receive leads to sales and support agents to attend to their needs. Once signed up, traders, IBs, and other types of users interact with brokerage agents: attending to withdrawal requests and technical issues. Our custom logic keeps track of all lead or account history from inside the Trader’s Room and notifies agents in case any action needs to be taken on a certain task.
Why proper CRM usage is critical for your Forex Brokerage
For Forex Retail Brokers, CRM technology is crucial for the success of a Forex brokerage, both small and large, and will help to grow the business, reduce costs and retain existing customers.
In the past few years there has been a change in the CRM methodology concept and more and more Forex CRM vendors, integrators and technology suppliers have started to create and customize CRM solutions for the Forex industry that can be integrated to other systems in the organization.
Intech, part of the Intech suite solution and is based on Microsoft Dynamics CRM, and is one such solution. Intech’s main focus is on Forex Brokers. It’s built to support every day activities such as opening a Trading Account, Monetary Transactions Integration with Mt4 Trading Platform. Intech CRM is also integrated with Mass Mailing, Affiliate Management and Lead Screening Systems. We’re currently in the process of migration to CRM 2011 and enhancing the product integration with the Trading Platform, Phone & SMS Integration.
In the Forex industry, this customization of CRM solutions, such as Intech CRM, immediately spells ‘Trading Platform Integration’. This concept is also referred to as Intech CRM – Extended Relationship Management: Adapting CRM systems to manage more than just customers.
Why we choose Microsoft Dynamics as the base for our Forex CRM
Microsoft Dynamics is the best solution in the market today for Intech CRM solution and Integration tool since it’s based on the Microsoft .Net Framework.
Using Microsoft Dynamics as your Forex Brokerage CRM solution gives your Forex brokerage significant advantages:
Using the built in Work Flow Engine of Microsoft Dynamics we can customize business logic rules according to a client’s business model (i.e. Send email to Conversion Owner when the lead hasn’t been contacted for more than x Days).
When CRM is a part of a package solution, the deployment process is quick and clean. Using the Microsoft Dynamics plug-ins functionality allows us to develop and/or acquire already developed out-of-the-box solutions for CRM 2011.
Connecting to other systems using API is easier and faster than ever.
Using Microsoft Dynamics Security Roles for users, Field Level Security (View/Edit Permissions) and field audit history out-of-the-box keeps your data safe.
User interface of Microsoft Dynamics CRM 2011 is familiar and easy to anyone who has used Microsoft Office applications.
Using your Forex brokerage CRM to improve retention
The main and most important benefit of a Forex Brokerage CRM solution is an efficient Customer Retention process. The sole purpose of a Forex CRM solution will be to enable and empower the Broker CRM users to retain more traders. The combination of a strong CRM core system along with Trading Platform Integration will make the difference. Combining Trading Platform Integration and customizing Business Logic Rules (using the Microsoft Dynamics Work Flow Engine) of can make a pretty powerful retention tool for Forex Brokers.