Customer Relationship Management is an essential process to track lead information, follow-up with that lead to convert them into opportunities and accounts and also track after sales activities on those accounts in order to improve customer satisfaction and keep the customers engaged with your company.
Key features of CRM software
Organizes customer data in a centralized location. Contact details, demographics, transactions, customer service interactions, and other customer data are easily saved and retrieved.
Reporting and dashboards.
Consolidates streams of data in meaningful ways that help you to spot patterns, trends, behaviors, and other market insights. Many CRM solutions can also generate real-time data that makes reporting more timely and accurate.
Manages leads from prospecting to conversion. It lets you track sales activities, deals, and tasks and move them across sales stages. It also connects to contact management to let you view customer interactions and profiles in one window. Most CRM solutions allow you to customize the pipeline stages.
Deals and Tasks.
CRM lets you add, assign, and track actionable items and feed them into the sales pipeline. Deals and tasks can be automatically populated with customer data or updated with real-time information.
Manages campaigns from start to end, including setting up target customers, automating workflows, and measuring success based on clearly defined metrics.
Tracks opened or clicked emails and usually works with popular email clients and mailers like Gmail, Outlook, and MailChimp. Email tracking can be a part of campaign management or sold separately.
Social media management
Tracks social media activity of your audience, such as, likes and dislikes, comments, mentions, and shares. It can also be a part of campaign management or sold separately.
Many CRM solutions have Android and iOS apps, while others have mobile responsive sites.
Bitrix24 is being one of most growing CRM software in market. Nevpro is a Gold partner. We have worked with varied industry to develop their custom CRM needs.
MS Dynamics CRM
We also provide CRM through Dynamics 365.
This one is our home grown CRM system that has all components needed to fast track your marketing and sales process resulting in a better conversion.
Improved Customer Relations
With the systematic servicing, Marketing and Selling You can increase 30% revenue per sales person.
Increase Customer Revenue
With the improved marketing campaign You can get 100% lead improvement rates.
Better Internal Communication
improved teamwork with centralizing customers information contributes 50% improvement in resource utilization
Maximised Upselling and Cross Selling
Improved cross-selling and upselling up to 50% With better customer relation using CRM.
Frequently asked questions
What are the factors to consider when getting CRM software?
Whichever solution you choose, make sure it has the following aspects to fulfill the main purpose of CRM software: nurture customer relationships.
Analytics. The CRM software should do more than storing and retrieving data. It should be able to mine data, consolidate it, and analyze patterns to help you generate insights for better decisions. The more complex your business, the more advanced analytics you need.
Customization. The CRM software should be customizable to fit your workflows or business scenario. It should give you control over data, access, approvals, and to some degree, interface design.
Scalability. Can more advanced features or users be added? The software should be able to expand its functionalities as your business grows. It should be able to manage more contacts, leads, deals, tasks, and run more sophisticated campaigns or generate more complex reporting. You may want to consider that when you go for a free CRM software.
Integration. The software should work with other popular business and productivity apps that you’re using. What are the most popular CRM integrations? These include popular email clients, mailers, document management, cloud storage, and calendars. It should also integrate with other customer-facing systems like salesforce automation, help desk, and content management systems.
Ease of use. Setup should be quick, navigation is easy to follow, and the tools accessible. Overall, the CRM software should be simple enough for casual users to guarantee employees will use it.
Mobile support. How does CRM software work when you step out of the office? It should have an Android, iOS app or mobile responsive website version that you can access via smartphone or tablet.
Why use a CRM software?
You’ve learnt what is CRM software, but what are its uses? There are plenty of benefits of a CRM software. It can be set up for insights, automation, integration, visibility, accessibility, and collaboration—the result is increased productivity and more efficiency to your business. Here are the key advantages of CRM software:
Generate insights for better decisions. You can consolidate disparate customer data to look for patterns, trends, and other insights critical to strategic decisions or a timely response to market behavior. Likewise, you can translate customer data streams from different sources like social media posts, support calls, and sales data to see the overall sentiments on your brand.
Increase sales opportunities. With more information on hand, you can qualify new leads faster and focus on promising prospects. You can also see which customers are up for an upsell, cross-sell, or sort out and reactivate dormant customers. Likewise, better engagement means customers are kept happy and profitable for the long run.
Profile customers easily. By organizing customer data in a centralized database, anyone with access have a 360-degree view of customers. Information like contact details, demographics, transaction history, support engagement are easily retrievable through tags and filters.
Align sales and marketing. Sales can feed on-the-ground data to help marketing craft campaigns and brand messages. Marketing can feed sales with new leads in bulk. Both teams can share contacts, deals, and insights that fast track the sales cycle.
Make accurate sales forecast. With a clear sales pipeline it’s easier to see what deals and tasks are coming in and out, what are moving and stagnating, giving you patterns for forecasting.
Keep track of customer social posts – You can manage your social media pages from one place, making it easier to respond quickly to customer rants, praises, and brand mentions.
Collect data fast. Sales can quickly store customer data on the field via mobile access. Support can save customer interactions in phone, email, chat with a few clicks. Marketing can automate sorting of campaign feedback. Staff do less administration and work more on their core tasks.
Get real-time data. Your reports and analytics use the latest data.