FinnSys Software | ARM Fintech Consultants Pvt Ltd - Blog #AMFIFinnSys Software | ARM Fintech Consultants Pvt Ltd - Blog #AMFIhttps://www.armfintech.in/blogs/tag/amfiFri, 03 Apr 2026 20:34:37 -0700http://zoho.com/sites/<![CDATA[Getting Started with your ZOHO Set Up ]]>https://www.armfintech.in/blogs/post/getting-started-withStep 1 : Think about the modules in your Business Leads Clients Associates Vendors( AMC , RTA etc) Task Deals/ Transactions Meetings/ Appointments All Staff ]]>

Step 1 : Think about the modules in your Business


Leads

Clients

Associates

Vendors( AMC , RTA etc)

Task

Deals/ Transactions

Meetings/ Appointments

All Staff E mails / Desk

Proposals

Marketing : Survey, Feedback, Campaign - Whatsapp or E mail or Social Media, Blogs, Videos


Step 2 : Create your Pain Area and Automation requirement in each of these modules

Leads :

  • You will import all bulk leads and then keep adding to your references or any prospect in the lead section
  • Must have an automation of sending an introductory whatsapp or E mail or both at the time of addition
  • Automatic task should be created to follow up on the lead - 5 days, 15 days and then 3 months and then 6 months and then 1 year etc till when it gets converted or gets into junk
  • As a staff you want to see the leads mapped to you
  • As an admin you need to see the report of total lead vs converted leads, junk leads, pending leads etc
  • You have to decide at which stage you will move a lead to client section

Clients

  • You will import all existing clients from your MF Software or you can fetch through API
  • You will choose an unique identifier to know that these are converted clients
  • You will choose the unique identifier to know that these are yet to be converted clients ( under progress)
  • Must have an automation of sending a welcome message/mail on 5th day then training message on 30th day, then review reminder on 90 days etc
  • Automatic task should be created to follow up on 3 months, 1 year , birthday etc
  • As a staff you want to see the customers mapped to you
  • As an admin you need to see the report of total customers vs active customers, dormant customers etc

Task

  • You should get into a habit of assigning task to any of your staff through ZOHIO task management
  • You should get into habit of creating task for yourself also
  • You should check total task status - pending, completed etc

Deals/ Transactions

  • You should create Deal for every thing - unit sell or Unit repurchase
  • You should record the discussion on every deal

Meetings/ Appointments

  • You should create meeting link for every online discussion with customer for a recorded discussions
  • You may share the recording links with your customer

All Staff E mails / Desk

  • Create a single E mail ID and map in ZOHO
  • Manage all your E mails at one place
  • Assign auto or manually the tickets to each RMs or support executives

Marketing : Survey, Feedback, Campaign - Whatsapp or E mail or Social Media, Blogs, Videos

  • Create Zoho Campaign page
  • Create Zoho Sites
  • Create Zoho Blogs

Step 3 : Fill up our survey Questions and send us to get your Set up ready !

Marketing : Survey, Feedback, Campaign - Whatsapp or E mail or Social Media, Blogs, Videos



]]>Sun, 14 Jul 2024 07:58:43 +0530<![CDATA[How to complete AMFi DDQ process ?]]>https://www.armfintech.in/blogs/post/AMFI-DDQ-ProcessAMFI has set a Due Diligence Questions for every MF Distributor. If you answer and adopt this DDQ in your business model then you can certainly achieve a very high success.]]>
]]>Thu, 29 Jun 2023 05:46:32 +0530<![CDATA[MF Industry data - May 23]]>https://www.armfintech.in/blogs/post/mf-industry-data-may-23This is a monthly report of MF industry as sourced from AMFIINDIA.com The report will help you to understand the ongoing trend in the MF Industry]]>

Solution Oriented Funds were trending this month

Retirement Fund and Children Funds have garnered more than 300 crs in the month of May 23. On the other hand Midcap and Small Cap funds saw positive inflows and were the attraction for most of the investors. Largecap funds and focussed funds were in net negative during the month. On the Debt side, Short duration and Ultra Short duration schemes did well as compared to other schemes

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