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在涉足外汇经纪业务的同时，新玩家需要考虑很多方面， 外汇经纪商 CRM 是最重要的标准之一。该系统推动您的公司向前发展，在销售和与交易者互动的过程中发挥着至关重要的作用。
此类软件的关键任务是什么？
为外汇公司实施的 CRM 旨在处理以下任务：
潜在客户的识别和聚类。高端系统将您的潜在客户聚集在一起，并使您的经理能够为每个类别制定有效的策略。因此，经纪人有更多机会满足潜在客户的所有期望。
多层次合作管理。成功的经纪商与数百个第三方（独立经纪商 IB、邀请新会员的交易员等）打交道，CRM 负责处理奖励、付款和发票。
费用减少。世界正站在大规模自动化的门槛上，经纪人随时掌握最新趋势的脉搏。该软件可自动执行以前手动操作的众多流程，从而减少您的开支。
最高级别的客户支持。交易者需要立即处理他们的投诉和问题。高端 外汇 CRM 系统 加快了这一过程，将请求定向到支持代理。
下一代数据分析。不要低估报告和快速访问分析的意义。外汇经纪行业竞争异常激烈；这就是为什么您需要控制您的开发策略是否有效或需要进行一些更改的原因。
因此， 外汇 CRM 软件 提供了一组重要的功能，负责不同的流程。在寻找可靠的供应商时，企业主需要准确了解他们正在寻找什么。
选择最匹配的客户关系系统的阶段
为什么这些步骤是强制性的？当然，您可能会找到值得信赖的提供商并实施功能最强大的软件。更重要的是：该系统将推动您的业务取得成功。问题在于大量不必要的功能，因为许多企业主为薄弱的功能付费，从不购买使用最完整功能的系统。
严格遵循以下步骤：
概述您的经纪公司的目标（当前和未来）。
企业主需要了解他们正在寻找什么。例如，即将整合哪些支付提供商和交易平台。考虑 SaaS 解决方案、移动应用程序等的必要性，以选择最匹配的 CRM。
查看必备功能列表。
无论软件多么不同，都有一个必备功能列表。例如，您的系统应该将潜在客户和活跃交易者聚集在一起，符合 KYC 规范，自动化绝大多数流程，使企业主能够获得可变的实时报告并维护尽可能多的交易平台。
与可靠、受人尊敬的供应商打交道。
当您打算 购买专为经纪商的外汇 CRM 时，品牌很重要。可靠的供应商保证为您提供一系列高级功能、全天候支持，并与先进的市场解决方案一起实施最新的创新。
获取一站式客户管理系统 CRM 解决方案。
值得信赖的公司为企业主提供集成这样的系统。合格的专家将所选软件与您的交易平台和支付提供商集成，以确保一切正常运行。
B2Core 作为初学者和经验丰富的经纪人的领先解决方案
截至今天，B2Core 产品是最引人注目的解决方案之一，因为该产品由三个要素组成：CRM 后台、交易室和客户门户。产品中实施的优势和创新的数量非常多。 B2Broker 是外汇 CRM 供应商，永远不会止步于一个好的解决方案——该公司总是在寻找优秀的东西。经纪业务获得了推动他们前进并使经纪人更有利可图的软件。
此外，B2Core 是一个基于包的产品 - 查看功能列表以了解哪个包满足您公司的需求。
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B2B FINTECH SOFTWARE SYSTEMS GROUP LIMITED
© 2025 B2CORE is a registered trademark. All rights reserved.
Other than B2CORE, all third-party company names, logos, brands, and trademarks displayed are the property of the respective brand owners. We are not affiliated with or endorse such companies. Unauthorized use, reproduction, distribution, or modification of this trademark and other trademarks mentioned on this website or its content is strictly prohibited without the prior written consent of B2B FINTECH SOFTWARE SYSTEMS GROUP LIMITED.
Legal Information:
This website is published by B2B FINTECH SOFTWARE SYSTEMS GROUP LIMITED (“the Company”), registered in the Republic of Cyprus (Registration No: HE 384930), with its principal place of business at Georgiou Kaningos 1, PAMELVA COURT, Flat/Office 105, 3105 Limassol, Cyprus.
“B2Core” software, including all its modules, components, codebase, and associated intellectual property, is the exclusive property of B2B FINTECH SOFTWARE SYSTEMS GROUP LIMITED.
Disclaimers:
No Financial Advice: The content of this website is provided for informational purposes only and does not constitute financial, legal, or investment advice. Users should seek independent professional advice tailored to their individual circumstances before making any financial decisions.
No Financial Services: The Company provides IT solutions only and does not offer any financial, investment, or trading services. Any financial activities conducted by users through third-party integrations or platforms are entirely independent of the Company.
No Public Offering: The information and materials on this website are not intended to constitute an offer or solicitation for the sale or purchase of any securities, financial instruments, or services in any jurisdiction where such activities are prohibited.
No Liability: The Company accepts no responsibility or liability for any direct, indirect, or consequential losses arising from the use of this website or its content.
Content Disclaimer: This website is provided “as is” and may contain errors, inaccuracies, or outdated information. The Company does not warrant the completeness, reliability, or suitability of the information provided.
Compliance Statements:
GDPR Compliance: The Company complies with the General Data Protection Regulation (GDPR). For details on data handling, please refer to our Privacy Policy.
Cookies: By using this website, you agree to our use of cookies as outlined in our Cookie Policy.
Jurisdiction: All disputes arising from the use of this website shall be governed by the laws of the Republic of Cyprus.
B2B FINTECH SOFTWARE SYSTEMS GROUP LIMITED
© 2025 B2CORE is a registered trademark. All rights reserved.
Other than B2CORE, all third-party company names, logos, brands, and trademarks displayed are the property of the respective brand owners. We are not affiliated with or endorse such companies. Unauthorized use, reproduction, distribution, or modification of this trademark and other trademarks mentioned on this website or its content is strictly prohibited without the prior written consent of B2B FINTECH SOFTWARE SYSTEMS GROUP LIMITED.
Legal Information:
This website is published by B2B FINTECH SOFTWARE SYSTEMS GROUP LIMITED (“the Company”), registered in the Republic of Cyprus (Registration No: HE 384930), with its principal place of business at Georgiou Kaningos 1, PAMELVA COURT, Flat/Office 105, 3105 Limassol, Cyprus.
“B2Core” software, including all its modules, components, codebase, and associated intellectual property, is the exclusive property of B2B FINTECH SOFTWARE SYSTEMS GROUP LIMITED.
Disclaimers:
No Financial Advice: The content of this website is provided for informational purposes only and does not constitute financial, legal, or investment advice. Users should seek independent professional advice tailored to their individual circumstances before making any financial decisions.
No Financial Services: The Company provides IT solutions only and does not offer any financial, investment, or trading services. Any financial activities conducted by users through third-party integrations or platforms are entirely independent of the Company.
No Public Offering: The information and materials on this website are not intended to constitute an offer or solicitation for the sale or purchase of any securities, financial instruments, or services in any jurisdiction where such activities are prohibited.
No Liability: The Company accepts no responsibility or liability for any direct, indirect, or consequential losses arising from the use of this website or its content.
Content Disclaimer: This website is provided “as is” and may contain errors, inaccuracies, or outdated information. The Company does not warrant the completeness, reliability, or suitability of the information provided.
Compliance Statements:
GDPR Compliance: The Company complies with the General Data Protection Regulation (GDPR). For details on data handling, please refer to our Privacy Policy.
Cookies: By using this website, you agree to our use of cookies as outlined in our Cookie Policy.
Jurisdiction: All disputes arising from the use of this website shall be governed by the laws of the Republic of Cyprus.
B2B FINTECH SOFTWARE SYSTEMS GROUP LIMITED
© 2025 B2CORE is a registered trademark. All rights reserved.
Other than B2CORE, all third-party company names, logos, brands, and trademarks displayed are the property of the respective brand owners. We are not affiliated with or endorse such companies. Unauthorized use, reproduction, distribution, or modification of this trademark and other trademarks mentioned on this website or its content is strictly prohibited without the prior written consent of B2B FINTECH SOFTWARE SYSTEMS GROUP LIMITED.
Legal Information:
This website is published by B2B FINTECH SOFTWARE SYSTEMS GROUP LIMITED (“the Company”), registered in the Republic of Cyprus (Registration No: HE 384930), with its principal place of business at Georgiou Kaningos 1, PAMELVA COURT, Flat/Office 105, 3105 Limassol, Cyprus.
“B2Core” software, including all its modules, components, codebase, and associated intellectual property, is the exclusive property of B2B FINTECH SOFTWARE SYSTEMS GROUP LIMITED.
Disclaimers:
No Financial Advice: The content of this website is provided for informational purposes only and does not constitute financial, legal, or investment advice. Users should seek independent professional advice tailored to their individual circumstances before making any financial decisions.
No Financial Services: The Company provides IT solutions only and does not offer any financial, investment, or trading services. Any financial activities conducted by users through third-party integrations or platforms are entirely independent of the Company.
No Public Offering: The information and materials on this website are not intended to constitute an offer or solicitation for the sale or purchase of any securities, financial instruments, or services in any jurisdiction where such activities are prohibited.
No Liability: The Company accepts no responsibility or liability for any direct, indirect, or consequential losses arising from the use of this website or its content.
Content Disclaimer: This website is provided “as is” and may contain errors, inaccuracies, or outdated information. The Company does not warrant the completeness, reliability, or suitability of the information provided.
Compliance Statements:
GDPR Compliance: The Company complies with the General Data Protection Regulation (GDPR). For details on data handling, please refer to our Privacy Policy.
Cookies: By using this website, you agree to our use of cookies as outlined in our Cookie Policy.
Jurisdiction: All disputes arising from the use of this website shall be governed by the laws of the Republic of Cyprus.
B2B FINTECH SOFTWARE SYSTEMS GROUP LIMITED
© 2025 B2CORE is a registered trademark. All rights reserved.
Other than B2CORE, all third-party company names, logos, brands, and trademarks displayed are the property of the respective brand owners. We are not affiliated with or endorse such companies. Unauthorized use, reproduction, distribution, or modification of this trademark and other trademarks mentioned on this website or its content is strictly prohibited without the prior written consent of B2B FINTECH SOFTWARE SYSTEMS GROUP LIMITED.
Legal Information:
This website is published by B2B FINTECH SOFTWARE SYSTEMS GROUP LIMITED (“the Company”), registered in the Republic of Cyprus (Registration No: HE 384930), with its principal place of business at Georgiou Kaningos 1, PAMELVA COURT, Flat/Office 105, 3105 Limassol, Cyprus.
“B2Core” software, including all its modules, components, codebase, and associated intellectual property, is the exclusive property of B2B FINTECH SOFTWARE SYSTEMS GROUP LIMITED.
Disclaimers:
No Financial Advice: The content of this website is provided for informational purposes only and does not constitute financial, legal, or investment advice. Users should seek independent professional advice tailored to their individual circumstances before making any financial decisions.
No Financial Services: The Company provides IT solutions only and does not offer any financial, investment, or trading services. Any financial activities conducted by users through third-party integrations or platforms are entirely independent of the Company.
No Public Offering: The information and materials on this website are not intended to constitute an offer or solicitation for the sale or purchase of any securities, financial instruments, or services in any jurisdiction where such activities are prohibited.
No Liability: The Company accepts no responsibility or liability for any direct, indirect, or consequential losses arising from the use of this website or its content.
Content Disclaimer: This website is provided “as is” and may contain errors, inaccuracies, or outdated information. The Company does not warrant the completeness, reliability, or suitability of the information provided.
Compliance Statements:
GDPR Compliance: The Company complies with the General Data Protection Regulation (GDPR). For details on data handling, please refer to our Privacy Policy.
Cookies: By using this website, you agree to our use of cookies as outlined in our Cookie Policy.
Jurisdiction: All disputes arising from the use of this website shall be governed by the laws of the Republic of Cyprus.