best crm Archives - Rafi Chowdhury

Top 6 Things You Need To Know About CRM

Rafi Chowdhury — Wed, 09 Aug 2017 08:52:04 +0000

CRM is broad term referring to a business strategy of maintaining and keeping track of business relationships. It refers to a company’s philosophy, principles, policies, and how it relates with all the individuals related to the business, not just customers. Lets know more about CRM ( Customer Relationship Management )

Facts & Things about CRM ( Customer Relationship Management )

1. You Need to Know What Customer Relationship Management ( CRM ) Is

Most of the time when it is discussed, it refers to software or other specific CRM application. Specialized systems for customer management relationships empower businesses to organize their contact information, track sales, improve profitability, measure productivity, and process workflow.

Though they are often used only for sales when businesses take full advantage of such tools all business operations improve.

2. You Need to Know Who Customer Relationship Management ( CRM ) Software Is For

Any business seeking to communicate effectively from phone and face-to-face interactions in the office to mass emails and social networking, while still ensuring that each customer is treated as an individual.
Companies who needs to keep track of a large number of individuals and groups related to their business.

Why Every Business Needs a CRM to Organize Contacts

Those looking for better technology to ensure that much more of their work is done in an automated way, helping to avoid many types of errors.
Any business that would like to formulate a way to reach out to potential future clientele, tracking those marketing plans to attract more attention to the company, bringing in more customers and hence more revenue.

3. You Need to Know What to Look for in Customer Relationship Management ( CRM ) Tools

4. Efficiency Convenience

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Efficiency:1) Look for the tool that best helps you meet the specific needs for which your customers come to you.
2) The better you meet those needs, the more customers will come, and the more customers who come, the more you will have to manage. So look for a tool that helps you broadly across every part of your company, so that all matters from sales to employee work output are adequately addressed.
Convenience:CRM apps that are cloud based offer real time data on a wide variety of devices. So look for a CRM application that allows you to handle your company’s information in the most efficient way possible and in the way most compatible with your technological preferences.

You Need to Know How CRM Apps Can Help Your Employees Accomplish Their Best Work

As you focus on what your customers need, one of the most important parts of the decision making process is understanding how each part of your business, and the employees who work in each area, meet those needs. Find a CRM app that fits with what the company is already doing well.

This empowers employees both to continue successfully in what they are already doing well and to push themselves towards even greater productivity thanks to the new tools at their disposal to help them more effectively do what they were hired to do.

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5. You Need to How a CRM Application Can Help You Accomplish Your Future Goals

Get everything you are currently working on fully up to date through the CRM tool you have found to work the best for you. Then, that same system will help you analyze all the data based on your current productivity in such a way that helps you translate that information into a detailed plan of action for the future of the company to help ensure customer retention, continued productivity, and increased profit.

6. You Need to Know Which CRM Actions Are Relevant to Your Business

CRM applications address a wide variety of needs: marketing, sales force automation, customer service, small business solutions, analytics, integrated and collaborative practices, social media activity, and non-profit management. Because they cover so much ground, it is important to know what your business needs and to choose accordingly.

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Why Every Business Needs a CRM to Organize Contacts

Rafi Chowdhury — Fri, 10 Mar 2017 01:00:32 +0000

The days of Rolodexes and address books are gone. Technology has made organizing and accessing contacts quick and easy for business owners and salespeople. But being able to access your contacts is really just the beginning. Taking your business to the next level in terms of customer service and closed sales means that you need a CRM solution to organize and track your customers.

What Exactly is a CRM Solution?

A Customer Relationship Management (CRM) solution is a software system that allows companies to organize and track contacts, activities, sales pipelines, and closed deals – and often much more. Using a CRM helps you in a multitude of ways including saving valuable time, being able to access your data from anywhere you have an internet connection, and creating reports that can be analyzed to generate more successful sales.

Using a CRM for contact management is especially useful for customer service, team organization, and establishing repeat customers. Let’s get into how those things are done.

Why Every Business Needs a CRM to Organize Contacts

Excellent Customer Service

Have you ever answered the phone only to find that you don’t remember the customer who is calling? When you have a CRM, it keeps track of every bit of information you have entered about that customer. You can quickly retrieve data that tells you what conversations you have had, the results, where they are in the sales process, and which activities you should now focus on. No matter how great your memory is, you simply cannot retain all of that information – about every customer – in your head.

Team Organization

Organizing your contacts will help you organize your team. One of the greatest benefits of a CRM is that it will allow your team to have real-time information about every customer.

To Believe or Not to Believe

Your sales reps will be able to see customer information that will allow them to pick up where someone else has left off so that no customer slips through the cracks. Other departments like accounting and marketing can see exactly what needs to be done and when customers need to be invoiced. And the result? According to MyCustomer.com, “Your sales, marketing, and customer service teams become more efficient, that keeps your entire company on track and gives you the success you want.”

Repeat Business

Every sales team focuses a lot of time on gaining repeat business from their customers. In order to efficiently and effectively talk to your past or existing customers, you have to be able to access their information to see what you’ve done for them in the past. You’ll need a CRM to do that!

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One way to reach past customers is to send them a message (email, phone call, or otherwise) when you have an upgrade or additional product that will benefit them. Small Business Trends says, “A CRM allows you to do that easily. For example, if someone has purchased a particular piece of software from your company, and there’s now an upgrade available for that product, those are the customers who you’d send that message to.”

You can also reach out to customers that you haven’t contacted for a period of time. A CRM will allow you to organize your contacts by your last activities with them. Then, if you haven’t worked with former customers for six months, a year, or other designated time frame, you can do so.

Getting the Most from Your CRM

Utilizing a CRM solution to organize and update your contacts is a practice that is well worth the time spent entering data. Finding the right CRM for your business and your team can make all the difference to your sales goals and revenue. Salesmate offers a customizable CRM that will work for you and your team. Give us a call today for more information.

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