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Master CRM System
Our CRM system is dedicated to improving customer experience and making it easier for customers to manage their accounts. The CRM system we provide can match various business strategies and business models, and its flexibility is higher than any other CRM system. In addition, its high compatibility with MT4/5 also makes the customer experience reach new heights. The customized CRM customer management system provides the most suitable supporting solutions for different platform systems. Powerful and flexible system configuration and business role authority control, multi-level and diverse rebate standards and intuitive transaction analysis reports greatly improve customer work efficiency and meet customers' personalized needs.
FT-TS provides customers with a professional and flexible master level CRM system.
The MT4 CRM system of FT-TS is a customer background management system tailored for foreign exchange, precious metals and other trading products. It is a one-stop online business platform to support the three systems of dealers, channels and customers. All business activities of dealers are carried out around the expansion and service of CRM system, which can better understand customer dynamics, master customer data, improve service efficiency, and make it easier to manage customers and their MT4/5 platform accounts.
The MT4 CRM system of FT-TS, by analyzing the unique business processes of foreign exchange, precious metals and other trading products, provides dealers with the strategic needs of taking customers first, helps dealers to deeply understand customers and their trading behavior, and establishes a more solid and lasting business relationship with customers. The MT4 CRM system of FT-TS helps brokers optimize and automate business processes. The dealers' salesmen and agents can obtain a complete customer view of their business through the system, deeply analyze and view sales indicators and customer reports, and enable them to focus on developing new customers while maintaining existing customers.
In addition, the MT4 CRM is a specific development product through the API provided by the MT4/5 platform, so this system has perfect compatibility with the MT4/5 trading platform, and thus the customer experience has reached a new height. And we can customize the MT4 CRM system with its own proprietary characteristics for dealers according to their different needs.
The MT4 CRM of FT-TS has powerful and flexible system configuration and business role permission control. Traders can assign different CRM management permissions to them through different roles, and different permission owners have different management functions, such as account management permissions, access permissions, commission setting permissions, report viewing permissions, etc. We can also set multi-level and diversified commission rebate standards according to the needs of traders (different commission rebate settings can be made for different levels, different customers, different transaction varieties, and different groups). MT5 CRM provides customers with intuitive transaction analysis reports, which greatly improves the working efficiency of customers, so as to meet their personalized needs.
Business process of MT4 CRM system:
1. User registration: users register through specific websites, and some personal information is required for registration (the platform can set what information is required according to its own needs). Register and generate the inherent account of the MT5 CRM system, as well as the transaction account and password of the MT4/5 platform (the customer conducts foreign exchange, precious metal, CFD, energy, and virtual currency transactions by logging into the transaction platform).
2. User audit: The dealer uses the management account of the CRM system (after opening the CRM system, the administrator account will be assigned to the dealer) to approve and audit the customer registration in the CRM system background. At the same time, the authority of the applied account is allocated (agent or direct customer), and the customer's leverage, group, commission return, etc. are set.
3. User deposit and withdrawal: the customer logs in to the CRM system through the above assigned CRM account to improve their information, and conducts deposit and withdrawal operations through a specific link. The system will automatically review and decide whether to remit funds to the MT4/5 account bound to the CRM account. After success, the customer logs in to the dealer's MT4/5 platform through the bound MT5 CRM for trading.
4. Account management: CRM managers can view the applied accounts through the general background. Select Customer Management in the navigation and click Account Management. The administrator can query the basic information of all direct customers/agents of the platform (agents can query their subordinate agents and customers by logging in their CRM accounts). Modify or reset the basic information of the account (email, lever, login password, ownership, authority, commission, security).
5. Report Center: fund reports include cash in, cash out, credit and transfer; The commission report includes agency commission return summary, sales commission return summary, agency commission return not processed, and sales category statistics; Transaction statements include orders, positions, closing positions and pending orders; The above report can well enable the manager to summarize and analyze the risk control of the current customer's capital flow and order situation.
In a word, a complete CRM system can provide a perfect operating environment for dealers and enable dealers to better manage customers. It is a customer relationship management system containing advanced management ideas and information technology. The excellent CRM system not only solves the three management problems of customer, sales and after-sales, but also provides the contract, product, finance, human resources, office and other functions related to customer management, which plays an obvious role in enterprises.
1. What customers are targeted by MT4 CRM system?
A: The company's management, background operation management personnel, customer service personnel, financial personnel, sales department managers, sales personnel, agents, direct customers of the platform, etc.
2. What benefits can MT4 CRM system bring to enterprises?
Answer: Enterprises can improve their sales process by using CRM system, which provides basic guarantee for the success of sales activities; CRM system can help enterprises improve customer satisfaction, create more loyal customers, and strengthen their competitive advantage; The enterprise can manage all customers and agents of the current enterprise through the CRM system, and manage them by category according to different needs of customers, which makes the hierarchical relationship of customers more intuitive and makes the customer experience better.
3. How to customize your own MT5 CRM system?
Answer: You just need to send your requirements to us, and our developers will conduct targeted development according to your needs. The development cycle will be analyzed and confirmed according to your needs and the degree of difficulty.
4. How does the MT5 CRM system interact with the MT4/5 platform?
A: Before setting up the CRM system, you need to have your own MT4/5 main logo or white logo platform, and open your own exclusive manager account and group on the platform. The MT5 CRM system links the MT5 CRM system with the MT4/5 platform database by using the manager account and password opened above and the specific server IP address through the provided manager API or Web API. So as to achieve the purpose of interaction between system data and platform data.
5. Why should MT4/5 platform have its own CRM system?
Answer: The MT5 CRM system can better manage the MT4/5 platform account, set its basic information, group and classify it according to the needs of different customers, and set different commission return mechanisms. The setting of the commission return mechanism is a function that the original MT4/5 platform does not have. Customers need to set different rebate settings for different currency pairs, precious metals, crude oil, CFD and digital currencies, and CRM system can be perfectly implemented. And it can perfectly connect different third-party deposit systems and markets in different regions. Therefore, it is necessary for MT4/5 platform to have its own MT5 CRM system.
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