Customer relationship management (CRM) software helps sales and marketing departments to automate and manage customer life cycles. Users can better organize and manage relationships, automate common processes, and provide tools to monitor performance and productivity, as the CRM software amalgamates customer information into a single repository.
Managing your contacts is not very difficult at the early stage of your business since you have only handful of contacts
But when your business grows you have to manage thousands of contacts. Then how do you manage them and how do you communicate with them effectively?
Solution is : CRM
With the use of high-quality CRM software your business can better manage the customer interactions, give support, and maintain relationships by using reliable systems and processes.
CRM software offers three major benefits to any business:
Following are the some features which you have to look for in any CRM software:
No two companies are the same, so the best CRM software can meet your company’s unique needs. Some CRM solutions allow you to select the features to be included in the package, while others also allow you to customize the basic areas, such as having a contact field added, selecting data to display on the dashboard and creating a custom report Function. You can also use extensions, plug-ins and other accessories for customization to extend the functionality of the software.
Many CRM software providers can use the API to give more advanced options, if you want more customization to truly tailor the software to your business. This gives developers access to all technical specifications and coding to fully customize your software. The API also allows you to integrate the software with the company’s existing business solutions used to streamline processes.
You can save a lot of your time and money, by connecting your CRM software with the other solutions that you already using. Third-party software integration is available in almost all the CRM programs. The key is to choose software that is compatible with the software you use and easy to implement. For example, the popular CRM software Salesforce has its own marketplace AppExchange, where users can easily connect Salesforce to solutions such as QuickBooks accounting software, Mailchimp email marketing software, and DocuSign electronic signatures.
Using the right third-party integration can do a few things to make your life easier:
Depending on your software, some integrations may require IT management.
CRM software can make your life easier by automating workflow. Find software that allows you to set custom rules and have salesperson automation capabilities to help you and your team increase productivity.
By using rules, you can set the CRM software to automatically perform specific actions based on triggers or events, such as:
By using CRM software, you can track the activities and performance of your employee as well. Choose software that provides employees with their own accounts, where they can individually track their time, tasks, meetings, sales volume, goals, and other items. The software should also allow supervisors and senior management to access the dashboard so that they can view employees’ personal goals, completed tasks, and other productivity metrics. This can help managers write employee performance assessments, formulate incentives, reward powerful employees, and identify struggling employees and address areas for improvement.