Category: CRM Software Development

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What Benefits Can A CRM Build For Your Business ?

It an known fact that as a business grows , you need to offer your customer a best support services , as it acct as a key factor for any business growth . At the same time business need to maintain an updated customer information and streamline custom management process . In order to get all these problems solved , companies prefer to use CRM software that aids them in catering all their needs irrespective of company’s size , industry and client they are actually dealing in with .

So what actually a CRM software is so popular and how can they be proven beneficial for your business organisation ? Given below are some points that are describing the key benefit of CRM software .

Communication Enhancement Across Organisation

One of the biggest advantage of CRM software system is they effectively manage the communication between different departments . For instance an employee of the organisation is working with the customer with whom colleague might have spoken a month ago . It is just because of the CRM system that employee will be able to track all the past records of the customer and thus can server the customer at the same level as he can got server earlier , as employee is actually able to see the track records , call records and other information as required with the help of CRM . CRM software system helps manage customer relationship effectively and see big picture at any time .

Not Surfing But Targeting

Another major benefit of CRM is it helps targeting the right category of customer according to their interest , and thereby providing them with special offers and discounts as per their needs . CRM system also provide to shoot email to the targeted customer automatically so that it can reach directly in contact with targeted customer and can increase return on investment .

One Platform For All Data

Imagine you want to search the customer phone and other information to whom you might have talked months ago . What is the way out ? You may start searching the data from your phone books or  browsing your email ! Nope ,  CRM provides you all the data under one platform , and can be searched by just a click away .

Automate Every Task

There are plenty of small small task that plays a important role in sales process and need to be addressed in order to function properly . Filling out forms , sending reports , and addressing legal issues are important for managing sales pipeline .

Any structured process in the sales process can be automated with a CRM .

Taking Advantages Of AI

In keeping in mind the automation technology , let’s discuss about artificial intelligence . As studies shows any manager in any  organisation spends more than half of the time in administrative coordination and control . This means they are actually spending a major part of their time in gathering data and managing the same . How about managing them automatically ?

Let’s consider some of the advantages from AI :

  • Sales prediction
  • Getting customer insight on the basis of their past trends .
  • Getting data analysis at every stage in process.
  • Giving customer modern experience
  • Technological advancement helps saving of time and money

All the advantage stated above helps you to cut down your cost and save money and at the same time be ahead of your customer .

Increase Conversion Rates

It is the most likely case that a customer comes online for shopping , adds the product in the cart and then left over . CRM helps you to deal with this kind of situation by storing the cart item of the customer , then sending them the automated mail for approaching customer to buy the product together with offering them discount coupons will influence them for buying of product .  Also customer also hesitate in buying the product without availing a online customer support and chat features . CRM helps you to offer the same. .

Improves Customer Experience

Customer time is valuable and so is yours. With a CRM , your sales team can be armed with customer trends and history and can provide a solution within minutes right from past records to purchase and so on .

At present world a mobile CRM technology can provide you with extra advantages . Mobile apps can be access anytime , anywhere with just a fingertip .

Sales Team Productivity Improvement

Most of the employees of the organisation faces some common challenges like lack of providing high quality customer support , client data scattered over different places and more . Communicating with the sales team is also a big task for the sales head specially when they are on the field . CRM helps to store the data in one single place can be easily access by anywhere with use of cloud based CRM software solution . At the same time sales manager can also be in touch with sales team , can communicate with them via mobile app CRM and can track the location of the sales employee  thus helping in better management .

Ready To Get The Most Out Of CRM

CRM system has spread their branches all over the business world . This system helps organisation on focusing on the one which matters the most . So in case you are looking for CRM software development company for your business , contact us to make this process simple for you .

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How To Get The Most Of Out CRM

crm software development

It has been seen that most of the time customer needs help of the customer to complete the purchase of the product . For any business organisation to run on the path of success , effective customer support is mandatory part . That is the reason , no matter what is the size of business , they all are loving to adopt Customer Relationship Management ( CRM ) solutions , which helps them to manage customer data , their order history , handling customer request and more .

CRM is a tool that helps the organisation to keep track record of customer information like order hostly , their preference and engagement and more . This facilitates organisation to know their customer at deeper level and showing the product or services that will be preferred by customer . CRM stores the information in central database which is easily accessible by all the departments of the organisation to make it more convenience for everyone present in the organisation .

To get the best out of CRM , it is important to focus on best practises that can facilitate us to get the maximum benefit out of it .

This article helps you to conceptualise most important things which you need to take care of while choosing your CRM . We at CRM software development company for over decades , and due to this experience we have prepared guideline to invest in new CRM .

Choose The CRM Required By You , And Not The Best CRM

Not every software is crafted according to your organisation need . It is always recommended to research on the CRM you are going to implement , rather than preferring the CRM solution often referred by your friends or business partner . Every CRM has their own pros and cons . So before finalisation of CRM solution you must check with all the requirement , and even if it does not contain some common features which is not required by you , you can choose that .

Also before choosing the CRM solution , you must also considered that whether you want local CRM , or you want cloud based solution . Whether you want to go on with monthly service contract , or want to invest one time upfront cost . Whether you are in need of customised solution ,  or common made features is enough for you .

So by keeping in mind of all the above points , you should take informed decision for solutions available in the market . It has always been seen that service contract may sounds costlier than upfront cost but may not support your future customisation and thereby increasing the cost .

Automate The Task Of Organisation

CRM tools are well designed to automate all the task of the organisation , thus saving heavy lifting of your business . For instance data entry , data entry is the real time consuming process if it is done manually , which can easily be automated by CRM . Taking the advantage of this automated system will not save your organisations precious time , but will also free up your employees and employing them in some other important task .

Training Of WorkForce About CRM

A good CRM system is not good until  you are aware of making full utilisation . So it is necessary to guide your workforce well about the benefits of CRM , why it has been implemented , how to use the same .

Periodic test to see how well they are been educated is crucial to ensure productivity does not go down .

Rules Are Important

For a CRM to function at its full potential , you should ensure that it is never being misused . For instance , you can put one rule that every lead lead data must be entered in CRM without any excuses . Enforcement of such types of rules helps data integrity , more transparency and smoother transactions .

Easy Availability Of Data Across All Departments

One of the major benefit of CRM is the data is easily accessible to all the department all the times due to centralised managed databased in CRM . By promising of data accessibility across all departments ,  CRM helps to avoid confusion which obviously may be the case when you are having to many cooking for preparing the single dish .

Assume if there is no CRM , it means once the customer raises any concern , the information may passed from one agent to another and then to another agent , which results in customer frustration and lost revenue . But with the help of CRM , a data entered by salesperson can be easily accessible by IT professional , or any one needy in the organisation within minutes , thereby facilitating best customer service possible .

Data Is Gold , Utilise It , Mine It

CRM are developed to handle mass amount of data . But what is the use of the data if you don’t have analytics of the data . CRM system has inbuilt feature to mine all the captured data and use that information to produce valuable conclusion which can help you to be future ready and make informative decision accordingly .

If your CRM does not allow you to analyse the data , then those information is nothing more than thus storing the data and consuming up your spaces !!

Also read : ERP Vs CRM Software

Choose Simple And User Friendly CRM

It is usually the case with many organisation that when they first encounter with the varieties of CRM solution , they want to invest in something that might be complex and far more than what is required by your organisation . Be careful with that and take the decision precisely – always choosing the best CRM that suits all your need is preferable . Choosing the features with lots of features that is none of the use for your organisation is ineffective for you . This step helps you and your organisation team member to take full advantages of your CRM , without wasting their time on unnecessary features .

Above all , you should always be willing to make changes in CRM in case required . The requirement  generates from your day to day operation and can guide you how they can be performed as per your expectation . CRM has more than the expected potential of performing well , but it will exist only if you successfully implement the CRM and do necessary customisation as required from time to time .

Winklix is also one of the best CRM software developer providing custom CRM software development , Salesforce Customisation and more .

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ERP VS CRM Software

Enterprise Resource Planning. (ERP) and Customer Relationship Management (CRM) are business driven software that helps in increasing business efficiency and reducing cost for an organisation . Using CRM and ERP helps to effectively manage customer interaction .

ERP may help you to effectively measure sales and marketing department performance but will fail to measure the performance of customer which is often measured by a CRM software . Let’s discuss some merits and uses .

CRM

CRM is a software helps to manage company’s customer interaction in organised manner . CRM compromises of all the features like sales and support , customer interaction and engagement , prospectus and business partner .

Traditionally CRM was the software used by only sales department to maintain client and prospectus . But when it comes to reality CRM is used by different department for multiple purposes .  For instance a CRM can be used by sales department to take regular follow ups , sales projection can also be predicted by CRM , and at the same time support and complain department may use CRM to raise a support ticket and assign the executive for solving the complain / support to customer . Modern CRM also has marketing automation system thus enabling marketing department to send mass email to all customer at once regarding any kind of promotion or offers thereof .

When is specially comes to the used of the CRM , there is no limit of its usability . It is just like sea which has no end point .

ERP

While at the coins one side CRM focuses on front side office management , ERP system on the other side focuses on business at large . ERP facilitates sharing of information with the rest of the company , thereby facilitating improvement of overall efficiency . ERP has been customised for each of the industry individually as per their demands and supply like manufacturing , product or finance department ERP system automates many of the organisation process thus enabling company to make better strategic decision .

In other words , ERP is back office application as it is no way related to customer management .

CRM And ERP

Look why the title of this section is not ” CRM or ERP ” .  Both software servers completely different task which is yet a very important task of the organisation . CRM helps in building a deeper relationship with the livelihood of any business organisation ” Customer” thereby making a profitable enterprise , whereas on the other hand ERP allows internal management of the organisation as it may encounter from time to time .

Having both solution for business namely ERP and CRM software solution is always proven beneficial for any company thus increasing profit , saving time and increasing staff efficiency .

Usually a growing business organisation will first adopt a CRM solution to establish a stronger customer relationship and several support department . In small business organisation there is a small room and teams are just a few feet away , then obviously there is no need of using the ERP system .

Thereby a CRM system will help in marketing automation together with maintaining healthy relationship with clients by sales force automation , thereby creating new business opportunities thus helping business grow to the point when ERP system becomes the necessity of the organisation .

Integrating ERP And CRM

Once your business system has stepped into ERP system together with CRM its time to start thinking about the integration process of CRM and ERP .

Lack of integration gap may increase the information gap within the company . For instance a manufacturer might keep the stock record on the ERP system which may later be crossed checked by sales department before processing any of the orders , thereby confirming stock availability and also automating the task of stock update , which may result in some error in case of manual entry . On the same time a sales representative may check the customer credit history and can give them stock as per the existing credit history only .

So before purchasing or handing over your software development requirement , business organisation should evaluate their specific needs and requirement to the software development company. Here at Winklix , every business organisation must adopt a basic CRM for their organisation , but if later on their working are getting complex day by day , then they may move to ERP system integration .