在本文中
分享
由
Tamta Suladze
由
Tamta Suladze
由
Tamta Suladze
由
Tamta Suladze
由
Tamta Suladze
0
/5
(
0
)
此外,交易者的要求越来越高。许多新来者在进入市场之前潜入术语和教育视频。这就是为什么经纪商可以通过为注册交易者提供的终极功能赢得竞争。外汇经纪平台 CRM 客户管理系统是您业务中最重要且被低估的因素之一。这样的系统越方便和有效,您的业务方式就会出现更多的视野。
客户管理系统:这是什么意思?
CRM 客户管理系统是任何与销售相关的行业的必备功能。想象一个带有您的客户群的 Excel 表格,但是当您单击客户的姓名时,系统会显示整个信息,包括与某个客户的互动 — 从第一次通话到他(她)成为您的客户的那一刻。
当客户与您联系时,CRM 系统会打开他(她)的历史记录,使您提供的服务更加个性化和成功。在这个系统的帮助下,经理们总是了解他们的客户需要什么。最终,您既节省了时间,也节省了客户的时间。在谈论外汇市场应用的 CRM 客户管理系统时,目标和收益是否相同?
外汇 CRM 解决方案:主要特点和优势
这种系统专为外汇经纪平台设计,以增强和自动化与潜在客户和活跃客户的交互过程。经纪商概述了 外汇 CRM 系统:
潜在客户的识别和群集化
有效的销售仍然是系统的关键目标,而这一目标在外汇市场中的重要性飙升。经纪公司正在争取新客户,而高端解决方案可以预测哪些功能符合客户的期望。经纪商采用一套方法在他们的平台上欢迎新客户,专门设计的软件按照不同的原则对潜在客户进行分类,并确定最有效的营销方案。因此,企业主管可能会将注意力转向对潜在客户影响最大的广告选项。
更重要的是,企业主管或经理也可以深入了解与由外汇 CRM 客户管理系统聚集的潜在客户和活跃客户的交互过程。经纪商了解他们的客户正在寻找哪些功能,并提供确切的功能和优势来说服活跃的交易者留在您的平台上。
与 IB 的关系(独立经纪代理)
当新经纪商进入市场时,与独立经纪代理的合作并不是关键目标。同时,当您的业务增长时,所有额外的收入来源都会被激活。这就是为什么要提前考虑这些可能性。
高级 CRM 软件管理您与 IB 的关系、控制奖励和其他重要的合作方面。
成本优化
当一个新的经纪商准备进入市场时,费用是很重要的。初学者经纪公司希望尽可能地削减开支,一些企业主管节省了有效的 CRM 解决方案,将这个系统理解为无关紧要的东西。事实上,一个完善的系统使您的业务具有成本效益,从根本上削减开支。该解决方案负责绝大多数流程的自动化。因此,当大量员工手动执行不同的流程时,企业主管可以避免员工超员问题。自动化对工作流程产生积极影响。
快速访问高端客户支持
客户支持对于新交易者来说非常重要,他们希望他们的问题能在弹指之间得到解决。一些经纪商浪费了很多钱来建立一个拥有大量客服支持经理的呼叫中心,而最近的技术提供了一个更简单的解决方案。自动聊天机器人是经纪业务的完美决定。外汇经纪商 CRM 最大限度地减少了人工帮助的必要性。该软件负责处理交易者的请求并将其传输给聊天机器人或人工支持经理。因此,用户可以访问高端的 24/7 客户支持,立即消除他们的麻烦和头痛。
处理海量数据
最新的企业面临着处理海量数据的必要性,许多新加入的企业主管通过雇佣大量员工来解决这个问题。结果,出现了额外的费用。 CRM 软件取代了员工,使收集、集群和处理大量传入信息成为可能。
管理客户关系的高端系统是每一个要超越竞争对手的新兴经纪业务的必备功能。
B2Core 作为将您的外汇经纪业务推高的复杂解决方案
B2Broker 公司很高兴让企业主管了解 B2Core,这是一个包含 CRM 系统、交易员工作室和客户专区的一揽子解决方案,可满足您的目标。经纪商可以在三种可能的套餐中自由选择:基本、高级和企业。比较这些软件包以了解哪些功能对您的业务最重要。
此外,B2Core 是一种满足外汇经纪商、加密货币交易所、网络钱包和其他业务需求的解决方案。客户数量不断增加。由于符合不同的交易平台和支付提供商,经纪公司获得了一套工具来单独设置所选的套餐。
永远不要低估外汇 CRM 系统对您的经纪业务的意义。 B2Broker 希望您的业务增长并达到新的高度;这就是为什么要获得首选的 B2Core 包以共同进步。创新与经验的结合是推动成功的优质动力来源!
另请阅读
在本文中
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.