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Second Lockdown? Tips for Success in Remote Work and Sales

Helpful advices | 22 October 2020

No matter where you work, it's likely that you successfully navigated the first lockdown with remarkable ease. You adeptly arranged your work-from-home setup, maintained connections with colleagues, participated in video conferences, and expertly managed to keep the kids occupied without losing your sanity.

With local lockdowns being implemented in various countries and COVID-19 cases on the rise once again, it appears that a second lockdown is imminent. However, it's important to recognize that surviving a second lockdown will present unique challenges compared to the first one. There will be little room for error or complacency, as companies will tighten their financial belts and carefully evaluate the contributions of each employee. Technically, we should all be prepared for a second lockdown with our laptops, internet connections, and online lessons in place. Yet, it's crucial to understand that merely surviving a second lockdown and truly thriving during it are two distinct endeavors. If we aspire to see our companies emerge successfully on the other side, we must actively contribute to their growth and prosperity.

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 Office Forex CRM.

1- Stay Connected

There are various ways to stay connected with colleagues and management within our CRM. When dealing with teams in different countries or time zones, relying solely on Skype, Zoom, or conference calls may not suffice. That's why we introduced 'Tasks.' 

Use the FXBO CRM 'Tasks' feature to:

  • Create tasks and engage in clear, written discussions.

  • Highlight important comments until they're reviewed.

  • Set priorities and reminders for long-term assignments.

Tasks clearly show your active involvement, something that can get lost in voice calls. They're also great for tracking important information.

We've also created the 'Reminders' feature to simplify delegation:

  • Easily set reminders for yourself, colleagues, or entire departments.

  • Showcase your initiative and attention to detail.

2- Improve Your Sales Performance

If you work in sales, now is the perfect time to focus on improving your performance. Utilize our Forex CRM solution to identify high-value depositors, track client deposit frequency, take action accordingly, identify dormant clients, and monitor your top-performing IBs. 

With our CRM you can:

  • Identify high-value depositors and client activity trends.

  • Take proactive steps to engage dormant clients.

  • Monitor top-performing IBs closely.

  • Access comprehensive reports and customizable filters.

Keep in mind:

  • All your VOIP calls are recorded within the CRM. Ensure each call is professional, positive, and empathetic.

  • Your handling of anxious clients during uncertain times reflects directly on your professional value.

3- Market Yourself

Marketing yourself has a dual meaning in this context. Your company will require increased marketing efforts and may need to adapt strategies or focus areas. As an employee, it is also important for you to concentrate on gaining more visibility. Regardless of the department you belong to, your ideas hold significance.

Consider:

  • Sharing your ideas—great marketing concepts often come from unexpected departments like compliance or accounting.

  • Using the CRM’s mass email feature to target clients by region, language, or account type.

  • Tailoring internal communications and automated messages.

  • Revamping IB banners and campaigns, tracking clicks and activities effectively.

If you haven’t explored our CRM's marketing tools yet, now is the perfect opportunity.

 

4- Get into Reporting

Are you noticing an increased focus on numbers from your management team? It's only natural given the global situation. Our CRM system offers multiple reports, making regulatory reporting easier with provided templates and a custom reporting tool.

Management's focus on numbers will intensify in challenging times. Our CRM offers robust reporting to help you stand out:

  • Use ready-made templates or create custom reports.

  • Save and reuse your reports easily.

  • Visualize data clearly with intuitive graphs.

For managers, our reporting provides valuable insights:

  • Quickly access performance statistics and employee activity logs.

  • Base your tough decisions on concrete data.

Become the expert your team relies on for critical insights.

Ready to Excel with FXBO?

With an impending second lockdown, it's time to showcase your skills and excel at your Forex company. Our Forex CRM system makes it easier for you to thrive, even in challenging times. Reach out to us for extra training or to explore other areas of our system. We are here to support you as your trusted Forex CRM provider! 

Contact us today for re-training or to learn something new.