{"id":102209,"date":"2022-12-19T09:35:00","date_gmt":"2022-12-19T09:35:00","guid":{"rendered":"https:\/\/leverate.com\/blog-tr\/makale\/doviz-brokerleri-icin-ozel-olarak-tasarlanmis-bir-crm\/"},"modified":"2026-11-03T09:26:27","modified_gmt":"2026-11-03T09:26:27","slug":"doviz-brokerleri-icin-ozel-olarak-tasarlanmis-bir-crm","status":"publish","type":"post","link":"https:\/\/leverate.com\/tr\/blog-tr\/fintech-tr\/doviz-brokerleri-icin-ozel-olarak-tasarlanmis-bir-crm\/","title":{"rendered":"D\u00f6viz brokerleri i\u00e7in \u00f6zel olarak tasarlanm\u0131\u015f bir CRM"},"content":{"rendered":"<p class=\"wp-block-paragraph\">Forex brokerlar\u0131 i\u00e7in uygun bir CRM se\u00e7imi son derece \u00f6nemlidir. \u00d6zel olarak tasarlanm\u0131\u015f bir CRM yaz\u0131l\u0131m\u0131, forex brokerlar\u0131n\u0131n m\u00fc\u015fterilerine \u00fcst\u00fcn hizmet sunmalar\u0131na yard\u0131mc\u0131 olurken, ayn\u0131 zamanda ba\u011fl\u0131 brokerlar\u0131n\u0131 (IB) ve di\u011fer i\u015f ortaklar\u0131n\u0131 da y\u00f6netmelerini sa\u011flar.<\/p>\n\n<h2 class=\"wp-block-heading\" id=\"doviz-ticareti-crm-nedir\">D\u00f6viz Ticareti CRM Nedir?<\/h2>\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/cn.leverate.com\/lxcrm\/\">D\u00f6viz CRM, m\u00fc\u015fteri ili\u015fkileri y\u00f6netimine y\u00f6nelik bir yaz\u0131l\u0131md\u0131r<\/a> ve amac\u0131, i\u015fletme ile m\u00fc\u015fteri aras\u0131ndaki ili\u015fkileri iyile\u015ftirmek ve i\u015f d\u00f6n\u00fc\u015f\u00fcm verimlili\u011fini art\u0131rmakt\u0131r. Kaliteli bir CRM, daha \u00e7ok eksiksiz bir broker y\u00f6netim sistemi gibidir ve \u015funlar\u0131 i\u00e7erir:<\/p>\n\n<ul class=\"wp-block-list\"><li>\u00d6n U\u00e7 M\u00fc\u015fteri Sistemi: M\u00fc\u015fterinin hesap kayd\u0131, demo ve ger\u00e7ek hesap a\u00e7ma, banka kart\u0131 bilgilerinin y\u00f6netimi, kimlik do\u011frulama, \u015fifre g\u00fcncelleme y\u00f6netimi, kald\u0131ra\u00e7 ayarlamas\u0131, para yat\u0131rma ve \u00e7ekme, havale ve para transferi gibi t\u00fcm m\u00fc\u015fteri kullan\u0131m s\u00fcre\u00e7lerini i\u00e7erir;<\/li><li>Ortakl\u0131k Y\u00f6netim Sistemi (IB Sistemi): IB ba\u015fvurusu, IB bilgi y\u00f6netimi, IB seviyeleri vb. i\u00e7erir; M\u00fc\u015fteri ve m\u00fc\u015fteri sipari\u015fleri, komisyon y\u00f6netimi (a\u015f\u0131r\u0131 y\u00fck ayarlar\u0131, komisyon istatistikleri vb. dahil);<\/li><li> Arka Plan Y\u00f6netim Sistemi: Broker\u0131n m\u00fc\u015fterileri ve IB\u2019leri y\u00f6netmesini i\u00e7erir; hesap a\u00e7ma, para yat\u0131rma ve \u00e7ekme, havale, kimlik do\u011frulama, kald\u0131ra\u00e7 ayarlamas\u0131, komisyon ayarlar\u0131, \u00fcr\u00fcn yap\u0131land\u0131rmas\u0131, IB y\u00f6netimi vb. Ayr\u0131ca, broker\u0131n pazarlama stratejileri ile reklam planlar\u0131n\u0131n etkinli\u011finin izlenmesi ve de\u011ferlendirilmesini de kapsar; elbette g\u00fc\u00e7l\u00fc veri analizi ve raporlama deste\u011fi de dahildir;<\/li><\/ul>\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" src=\"https:\/\/cn.leverate.com\/wp-content\/uploads\/2022\/12\/CRM.jpeg\" alt=\"\" class=\"wp-image-9001\"><\/figure>\n\n<h2 class=\"wp-block-heading\" id=\"sizin-icin-en-uygun-crm-sistemi-mutlaka-asagidaki-temel-ozelliklere-sahip-olmalidir\">Sizin i\u00e7in en uygun CRM sistemi mutlaka a\u015fa\u011f\u0131daki temel \u00f6zelliklere sahip olmal\u0131d\u0131r:<\/h2>\n\n<ul class=\"wp-block-list\"><li><strong>CRM entegrasyonu<\/strong>:<\/li><\/ul>\n\n<p class=\"wp-block-paragraph\"> CRM, i\u015flem platformuyla kusursuz bir \u015fekilde entegre olabilmelidir; en iyisi, ayn\u0131 tedarik\u00e7i taraf\u0131ndan sa\u011flanmas\u0131d\u0131r; bu sayede kullan\u0131c\u0131lar, m\u00fc\u015fteri y\u00f6netiminde kesintisiz bir ge\u00e7i\u015f sa\u011flayabilir.<\/p>\n\n<ul class=\"wp-block-list\"><li><strong>\u00c7ok Seviyeli Acente Y\u00f6netim Sistemi<\/strong>:<\/li><\/ul>\n\n<p class=\"wp-block-paragraph\">\u00c7in pazar\u0131nda, d\u00f6viz brokerlerinin m\u00fc\u015fteri kazanma y\u00f6ntemleri a\u011f\u0131rl\u0131kl\u0131 olarak acentelik \u00fczerine kuruludur. K\u0131smi istatistiklere g\u00f6re, \u00c7in pazar\u0131nda 100.000\u2019den fazla IB acentesi bulunmaktad\u0131r; sadece bir d\u00fczine kadar m\u00fc\u015fterisi olan bireysel IB\u2019lerden, y\u00fczlerce \u00e7al\u0131\u015fan\u0131 olan b\u00fcy\u00fck IB\u2019lere kadar, bu farkl\u0131 seviyelerdeki IB\u2019ler devasa ve karma\u015f\u0131k \u00e7ok katmanl\u0131 bir acentelik a\u011f\u0131n\u0131 olu\u015fturmaktad\u0131r.Farkl\u0131 kademelerdeki IB acenteleri, farkl\u0131 komisyon iadesi kurallar\u0131na tabidir; bu nedenle komisyon hesaplamas\u0131 ve komisyon iadesi, d\u00f6viz brokerlar\u0131na \u00f6zel CRM sistemlerinin vazge\u00e7ilmez \u00f6zellikleridir.<\/p>\n\n<ul class=\"wp-block-list\"><li><strong>\u00c7evrimi\u00e7i Arka Ofis Y\u00f6netim Sistemi (online Back Office)<\/strong>:<\/li><\/ul>\n\n<p class=\"wp-block-paragraph\">Son y\u0131llarda, giderek daha fazla finans kurumu, \u00e7evrimi\u00e7i hesap a\u00e7man\u0131n sundu\u011fu kolayl\u0131k ve h\u0131z\u0131n fark\u0131nda olduklar\u0131 i\u00e7in, fiziksel i\u015f s\u00fcre\u00e7lerini \u00e7evrimi\u00e7i ortama ta\u015f\u0131maktad\u0131r.D\u00f6viz ticareti k\u00fcresel bir piyasa oldu\u011fundan, yat\u0131r\u0131mc\u0131lar d\u00fcnyan\u0131n d\u00f6rt bir yan\u0131ndan gelebilir ve hesap a\u00e7ma, para yat\u0131rma, i\u015flem yapma, para \u00e7ekme gibi i\u015flemlerin \u00e7o\u011fu \u00e7evrimi\u00e7i olarak ger\u00e7ekle\u015ftirilmelidir. Bu nedenle, CRM sisteminde arac\u0131 kurumlar\u0131n h\u0131zl\u0131 ve etkili bir \u015fekilde tepki verebilmelerini sa\u011flayan bir arka plan y\u00f6netim sistemi bulunmal\u0131d\u0131r.<\/p>\n\n<ul class=\"wp-block-list\"><li><strong>\u00d6deme y\u00f6ntemlerinin entegrasyonu<\/strong>:<\/li><\/ul>\n\n<p class=\"wp-block-paragraph\">\u00d6deme y\u00f6ntemlerinin kolayl\u0131\u011f\u0131, m\u00fc\u015fterilerin i\u015flem yapma isteklili\u011fini b\u00fcy\u00fck \u00f6l\u00e7\u00fcde art\u0131racakt\u0131r; bu nedenle, \u00f6deme y\u00f6ntemleri entegre edilmi\u015f, d\u00f6viz i\u015flemlerine \u00f6zel bir CRM se\u00e7mek, yeni m\u00fc\u015fterilerin para yat\u0131rmas\u0131n\u0131 te\u015fvik etmenin en basit yoludur. CRM sistemine \u00e7e\u015fitli \u00e7evrimi\u00e7i \u00f6deme y\u00f6ntemlerini entegre etmek ve otomatik i\u015flemeyi benimsemek, m\u00fc\u015fteri ihtiya\u00e7lar\u0131n\u0131 kar\u015f\u0131larken kullan\u0131c\u0131 deneyimini \u00f6nemli \u00f6l\u00e7\u00fcde iyile\u015ftirir.<\/p>\n\n<ul class=\"wp-block-list\"><li><strong>Pazarlama Kampanyalar\u0131n\u0131n Takibi ve De\u011ferlendirilmesi<\/strong><\/li><\/ul>\n\n<p class=\"wp-block-paragraph\">Kaliteli bir Forex CRM sistemi, arac\u0131 kurumlar\u0131n \u00f6zelle\u015ftirilmi\u015f pazarlama planlar\u0131 olu\u015fturmas\u0131na ve tan\u0131t\u0131m ba\u011flant\u0131lar\u0131n\u0131 takip etmesine olanak tan\u0131r; pazarlama kanallar\u0131, acenteler ve m\u00fc\u015fterilerle ilgili at\u0131f istatistiklerini sa\u011flar; arac\u0131 kurumlar\u0131n pazarlama y\u00f6netimini verimli bir \u015fekilde y\u00fcr\u00fctmesine yard\u0131mc\u0131 olur ve i\u015fletmenin rekabet g\u00fcc\u00fcn\u00fc art\u0131r\u0131r.<\/p>\n\n<p class=\"wp-block-paragraph\">Leverate, \u0130srail merkezli, d\u00fcnyan\u0131n \u00f6nde gelen forex broker \u00e7\u00f6z\u00fcmleri sa\u011flay\u0131c\u0131s\u0131d\u0131r ve d\u00fcnya \u00e7ap\u0131nda 500\u2019den fazla tan\u0131nm\u0131\u015f forex brokerine hizmet vermektedir. 2014 y\u0131l\u0131ndan itibaren Leverate, \u00c7in anakaras\u0131ndaki faaliyetlerini kademeli olarak geni\u015fletmi\u015f ve 8 y\u0131l i\u00e7inde 200\u2019den fazla forex platformu m\u00fc\u015fterisine ula\u015fm\u0131\u015ft\u0131r.Leverate, forex brokerlar\u0131na tek elden platform kurulum hizmeti sunmaktad\u0131r. Bu hizmet, \u00e7e\u015fitli i\u015flevlerin entegrasyonunu ve forex brokerlar\u0131na \u00f6zel olarak tasarlanm\u0131\u015f, di\u011fer bile\u015fenlerle m\u00fckemmel uyum sa\u011flayan bir CRM sistemini i\u00e7ermektedir. Leverate, olgun teknolojisi, birikmi\u015f zengin deneyimi ve m\u00fc\u015fterilerinin ba\u015far\u0131 \u00f6yk\u00fcleriyle forex brokerlar\u0131na en iyi platform kurulum hizmetini sunmaktad\u0131r.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>D\u00f6viz brokeri i\u00e7in uygun bir CRM se\u00e7imi son derece \u00f6nemlidir<\/p>\n","protected":false},"author":29,"featured_media":102210,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[311],"tags":[],"class_list":["post-102209","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-fintech-tr"],"acf":[],"_links":{"self":[{"href":"https:\/\/leverate.com\/tr\/wp-json\/wp\/v2\/posts\/102209","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/leverate.com\/tr\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/leverate.com\/tr\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/leverate.com\/tr\/wp-json\/wp\/v2\/users\/29"}],"replies":[{"embeddable":true,"href":"https:\/\/leverate.com\/tr\/wp-json\/wp\/v2\/comments?post=102209"}],"version-history":[{"count":1,"href":"https:\/\/leverate.com\/tr\/wp-json\/wp\/v2\/posts\/102209\/revisions"}],"predecessor-version":[{"id":102211,"href":"https:\/\/leverate.com\/tr\/wp-json\/wp\/v2\/posts\/102209\/revisions\/102211"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/leverate.com\/tr\/wp-json\/wp\/v2\/media\/102210"}],"wp:attachment":[{"href":"https:\/\/leverate.com\/tr\/wp-json\/wp\/v2\/media?parent=102209"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/leverate.com\/tr\/wp-json\/wp\/v2\/categories?post=102209"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/leverate.com\/tr\/wp-json\/wp\/v2\/tags?post=102209"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}