Thu, 10/22/2020 - 09:57
Second lockdown? How to stay on top of your game using FX BACK OFFICE CRM
Wherever
you work, chances are you passed the first lockdown with flying colors. You
managed to organize your work from home, connect with your colleagues, hold or
be party to video conferences, and keep the kids busy without losing your
sanity!
However,
with local lockdowns occurring throughout a number of countries and COVID-19
numbers going up again, it seems like a second lockdown is imminent - but
surviving a second lockdown will be very different from surviving the first
one. There will be no room for error or complacency- companies will tighten
their purse strings, and what each and every employee brings to the table will
be evaluated carefully. Technically, we should all be ready for a second
lockdown- Laptop (check), internet connection (check), online lessons (check).
However, surviving a second lockdown and thriving during one are two completely
different things. You need to help your company thrive if you want to see them
on the other side.
Here are a
few tips on how you can make the most out of working from home as an employee
or in a managerial role, by using Fx Back Offices Forex CRM.
Stay
connected.
There are a
number of ways to keep in close contact with other employees and management
within our CRM. If you have teams based in different countries or time zones -
Skype/zoom or conference calls to keep on top of things might not work. We
created ‘Tasks’ for this reason. You can create a task, add the employees and
management personnel needed there, and discuss your ideas in written form. Every
time a comment is added, your task will appear in bold until you open it. You
can set priority levels so the most important tasks are pinned to the top, and
set reminders for yourself to prepare something on longer-term tasks. Tasks are
a great way to visually show your team that you’re active, interested, and
participating in discussion. During a call, you may not get that opportunity.
Tasks are also a great way to go back and recall what was said and needs to be
done or delegated, allowing you to be more organized. As we learnt from the
first lockdown, being organized at home has its challenges and if a second
lockdown occurs, staying on top of things is crucial. We created the
‘Reminders’ section with delegation in mind. You can set reminders for yourself,
for a colleague, for senior management, or for an entire department in a few
seconds, without having to get hold of them on the phone or explain things in
detail. Setting reminders shows initiative and attention to detail. If in the
case a second lockdown emerges, these are definitely some of the finer
qualities you want to be adhering to or demonstrating to management.
Improve
your sales performance.
If you’re
in sales, now is the time to really focus on your game. Use our Forex CRM solution
to identify your big depositors, to find out how often your clients are
depositing (and take action based on that), identify whether clients have
become dormant, and to track and trace your most active IBs. There are so many
reports available to you and so many different ways to filter information
within our CRM solution. Take this time to delve deeper into our CRM and use
the help desk available on each page to assist you. Remember that if your
company uses VOIP services, your calls are recorded and stored within the CRM.
Make sure you are giving your best on every call, and try to end your call on a
positive note. Traders are anxious right now and with the prospect of a second
lockdown, everyone’s mental health is affected. Your managers will notice how
you conduct yourself on a call, and, if you’re having a positive effect, it
might very well save your career.
Market
yourself.
‘Marketing
yourself’ has a double meaning here. Your company will need to market itself
more and more in the coming months and may need to change strategies or focus.
But you, as an employee, should also focus your efforts on getting noticed
more. Whichever department you’re in - your ideas matter.
We worked
in Fx companies for over ten years before setting up Fx back office, and we saw
that sometimes, some of the best marketing ideas came from compliance/HR, or
even the accounting department! Now is a great time to really think about what
your clients want and voice your ideas. You’ve got numerous ways to market your
company within the CRM. You can mass e mail clients and target different
regions, languages or account types with different ideas. You can send out
internal messages based on different criteria. You can target people when they
are online or using the client area. You can create new banners for IBs and
overhaul your current IB campaigns. You can track every click, every
registration, and every IBs activity and give new incentives based on
performance. You can set up and customize new automated emails, the list is
endless. If you haven’t paid attention to the marketing section of our CRM solution
before, it’s the best time to learn.
Get into
Reporting.
You
might’ve noticed that your management team is paying attention to the numbers
now more than ever. Reports might be requested from you more frequently, which
is only natural given the situation worldwide. There are multiple reports
available for you in our CRM system. Regulatory reports are made easier due to
the templates we provide, and with our custom reporting tool you can create a
report using any data you have within the CRM. You can save reports as
templates to use for later, and if you need a specific report which you don’t
know how to generate - our team is here to help. Reports can also be shown in
graph form if you’re looking for something more visual. Familiarize yourself
with our reporting system and become your company’s go-to person for vital
information.
If you’re
in management, tough decisions always need to be made, and again, our reporting
system can assist you with that. You can see your employees’ performance
statistics, working hours, and activity levels. You can also check logs to
confirm mistakes or negligence. There’s a lot of data available to assist you
with decisions regarding performance or promotions.
With a
second lockdown on the horizon, now is the time to really out-do yourself and
show your Forex company what you’re made of. Employees will need to work faster
and harder than ever, but with our Forex CRM system we’ve made it easier for
you to thrive. If you need extra training, or want to be shown other areas of
our system, as your Forex CRM provider we are here to help!
Contact us
today for re-training or to learn something new.