主な機能
ウィジェット管理
参照しやすいよう、システム内の各ウィジェットに一意の識別子を割り当て。整理と検索のため、意味のある名前を作成できます。
動的な並べ替え
矢印でウィジェット位置を並べ替え、プロモーションを優先付け。表示優先度を設定し、ダッシュボード上のシーケンスをカスタマイズできます。
クライアント制御
より便利なUXのため、ウィジェットの閉じるボタンを有効／無効に。クライアントが一時的にウィジェットを閉じ、ダッシュボードの更新やリセットで復元できるオプションを提供します。
カスタムメニュー項目
プロモーションタブのカスタム項目で、クライアント向けの外部リンクを作成。カスタム名とリダイレクト先URLを設定できます。
仕組み
01
ウィジェットを追加
関連情報付きの新しいプロモーションウィジェットを作成・設定します。
02
レイアウトを整理
よりパーソナライズされた体験のため、重要度に基づいてウィジェットを配置します。
03
柔軟性を有効化
よりすっきりしたインターフェースのため、クライアントが一時的にウィジェットを非表示にできます。
プロモーションダッシュボードを選ぶ理由
エンゲージメント向上
クライアントの好みに合わせたカスタマイズ可能なウィジェットで、プロモーションと更新を強調します。
効率的な管理
プロモーションコンテンツを簡単に整理・更新できます。
向上したユーザー体験
すっきりして関連性の高いダッシュボードでクライアントが操作できます。
Frequently Asked
FAQ
A Customer Relationship Management platform helps businesses manage everything related to their customers, from contact information and customer support inquiries to financial data and payment processing. In the Forex industry, a CRM is a tool that brokers can use to manage everything related to their clients' accounts, from Know-Your-Client (KYC) compliance to wallets and payments. In other words, it is a complete software solution that helps businesses in the Forex industry streamline their operations and improve their bottom line. This all-in-one solution can make it easier for brokers to keep track of their clients' needs and provide them with the best possible service.
We support any type of data import, we will customise the script under your specifications and will make a migration so that all the data is safely transferred to B2CORE.
We have built a strong onboarding procedures. You will have a personal account manager that will provide you with all the necessary documentation on the product possibilities. In addition, we will schedule a call with the product manager that will walk you through the functionality and will answer all of your questions.
We have a team of 30+ dedicated developers that are working on B2CORE improvements and new features and we are always open for client wishes. All you will need to do is to give us a technical description of what you want and our team will take care about the implementation and your personal account manager will keep you posted about the release dates.
In case you find a bug in the product, we have a 24/7 Helpdesk system with 20+ Support specialists behind it. Your personal account manager will walk you through it so that once you face a problem you can quickly report it and our support team will immediately start working on the fix.
It is as simple as creating a method in your admin panel for deposits and withdrawals and entering the API keys in order to connect to the platform, this can be done in a matter of minutes.
Specifically for that we built a right-based User groups, where you will be able to assign to the users only the sections that are specifically needed for his/her department. In addition, we launched a tag system, that will allow your admins to monitor only the clients' data that are "tagged" to them.
