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Benefits of CRM software and how to choose a platform

Posted by: | Posted on: March 12, 2018

Building and maintaining relationships with customers is one of the most important aspects of any business. Without positive relationships, it is difficult to thrive in any industry and long-term success can be compromised. That is why it is so advantageous to implement a customer relationship management (CRM) system in your operations.
Let’s analyze the basic concepts of how this technology works, the benefits of CRM and some guidelines for choosing a CRM platform.

Read more: Top 3 CRM Software for 2018

Function

The main objective of the CRM software is to simplify all the main areas of interactions with customers. This can include managing contacts, setting appointments, monitoring a marketing campaign, managing customer service, and many other tasks.
CRM software uses a dashboard, analytical and reporting tools to provide business owners with an all-encompassing point of view. By detecting patterns and identifying trends, this allows you to better control customer participation so your business can operate more efficiently.
Having said that, there are some important benefits of using CRM software.

Increased organization

When it comes to hundreds or even thousands of clients, it is easy to become disorganized and overwhelmed. Fortunately, the right CRM software makes it simple and intuitive to keep client information organized and retrievable. By maintaining a contact list, it gives you quick access to a large amount of information, such as email, phone, shopping history, and customers’ birthdays.
Performing a search will provide an overview of this information so you can extract what you need without the hassle of searching through paper folders or using other obsolete techniques. Since many platforms incorporate metadata, you can search through broad terms rather than highly specific ones.
This is beneficial because you can find the customer you need by entering general keywords instead of a specific term.

Sales representative management

If you have assembled a team of sales representatives, it is important to monitor your progress and know how effective they are to nurture potential customers and close sales. The use of this type of software will provide a first-hand view of the sales statistics of each team member, including information such as the average time of direct contact, the completion time of the task and the conversion rate. In this way, you can reward the best and train people who need additional help.
Over time, your sales department should operate like a well-oiled machine where sales are maximized.

More sales opportunities

As information about clients accumulates, it is common for more opportunities to arise. For example, keeping track of a particular customer’s buying patterns would make it clear where they are most interested.
When you launch a new similar product, you can contact that customer and let them know. As a result, this allows sales to increase without having to constantly advertise new customers.
By capitalizing on an existing customer base, you can get more repeat sales while keeping customers happy.

Follow-up assignments

Meeting deadlines is very important in today’s business world. When entering information such as scheduled appointments and important tasks, the conjectures of the completion of the project are removed. Many platforms also allow this data to be synchronized with a calendar to keep you informed of upcoming tasks and deadlines.
For example, if you have a scheduled sales call with a significant advantage, the CRM software will send you an email in advance so you remember to place the call. Each time a customer has an upcoming birthday, you or a sales representative will be notified to immediately send birthday wishes. As a result, it can make customers feel more valued and build deeper relationships.
In this way, you can juggle all your tasks and make sure that each client receives the attention you need and do not forget anything.

More sales opportunities

As information about clients accumulates, it is common for more opportunities to arise. For example, keeping track of a particular customer’s buying patterns would make it clear where they are most interested.
When you launch a new similar product, you can contact that customer and let them know. As a result, this allows sales to increase without having to constantly advertise new customers.
By capitalizing on an existing customer base, you can get more repeat sales while keeping customers happy.

Support system

Even if you are an expert in technology, it is not always easy to discover all the components and features of a CRM platform. As a result, a comprehensive support system with easy access to technicians can save you a lot of headaches during the transition and afterwards. This could include telephone support, online chat and email correspondence to solve problems.
While the 9 to 5 help is useful during the regular hours of the work week, it is better to have 24/7 support in case of an emergency at a time of the odd day.

Mobile capabilities

In the world of modern business, mobile devices such as smartphones and tablets have become the norm for many companies. They allow you to complete tasks and stay updated on projects regardless of their location. If your company uses some type of mobile technology, it is necessary to look for the CRM software that can be accessed from these devices.This should help all team members increase their productivity and get things on the road.

Determine individual needs

Before removing any product, it is important to have a clear idea of ​​what you are trying to achieve. According to Michael Krigsman, CEO of Asuret:
You need to get a package that fits the size of your company. At the most basic level you have a simple administration of contacts. Then you have contact management with a shared database. You can have sales tracking or opportunity tracking or customer service functionality. Match the capabilities of the software with the objectives of your company.
After identifying specific needs, it should be easier to choose an appropriate software platform.

Integration with existing platforms

A problem faced by companies is when the CRM they choose is not compatible with programs such as Outlook, Microsoft Excel and Quickbooks. If you already have some type of existing infrastructure to monitor customer interactions, it is smart to find software that can be integrated with relative ease. This should reduce your learning curve and help you use the software quickly.
Otherwise, the integration process can be arduous.

Scalability

In addition to immediate needs, it is important to consider long-term needs and take into account future growth. That’s why software that is properly scalable is so critical. Ideally, a platform will be based on the cloud to accommodate more data storage and more contacts as they are acquired. You will also have the option to conveniently purchase upgrades as needed.
Otherwise, getting stuck in a long contract with a provider with limited scalability can be detrimental to your efforts

Improvement of Social Media Marketing

Another feature offered by most platforms is the ability to integrate with social networks such as Facebook, LinkedIn, Twitter and Pinterest. This can have important advantages because it allows companies to track all aspects of their campaign on social networks. For example, business owners can identify which networks generate the most traffic, what followers say about their brand, and the overall customer experience. As trends emerge, adjustments can be made to make the most of your efforts and increase your brand’s presence on the Web.

Now that we know the benefits of CRM software, let’s talk about how to find the ideal product for your business.
Stability

Finally, the provider you choose must have a positive reputation for providing a quality product and professional service. This should reduce the possibility of having to abandon the ship and find another CRM software provider in the future. In general terms, the longer they have been in business, the better.
Reading some reviews and / or contacting some references should give you a good idea of ​​the reputation of a provider.





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