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How using a CRM tool can ease your work?

In case you are not familiarized with this concept, CRM stands for Customer Relationship Management. CRM systems are used for effectively managing the sales process, to track customer interactions or to store their information (including the history or purchases, the revenue generated, up-selling data or even sales opportunities) as well as to strengthen your company’s relationship with the customers.


However, a CRM tool is not just about software. It is a whole philosophy for interacting with your clients to ensure that they are happy with the products or services you are offering which means they will return to you when they would like to buy more.

What types of sales management functionalities a CRM system can offer?

A CRM system can support your sales team at every stage of the whole sales cycle. Managers and agents can both use the functionalities of a CRM tool to make their job more efficient. Here are some benefits of using such tool:
  1. Viewing and managing accounts
  2. Using reports to predict sales or to measure business activities
  3. Qualifying leads and tracking potential customers
  4. Centralizing customer data
  5. Creating a forecast
  6. Accessing, updating and distributing information to teams and departments
What are the most important modules of a CRM system?

Automation can be described as a trigger factor for accessing and sending data right on time, to help with the facilitation of a business. The main modules of CRM software, depending on the vendor you are choosing, can include:
  1. Marketing
  2. Sales
  3. Customer service
  4. Reporting

What kind of CRM tool would be suitable for you?

The most obvious goal of a CRM tool is to give the user full visibility of their information. Therefore, CRM systems need to be able to consolidate customer information on all the possible channels. No matter you are thinking about email, phone, SMS or registration forms, each of them should be covered by a CRM solution.

It is used in various industries, including financial services, high-tech, manufacturing, mass-media, even fashion and shops or governmental organizations. The number of CRM users is steadily increasing in the present, keeping in mind that the advanced options it has available offer full functionality.

Both small and bigger businesses take advantage of the benefits a brings. Internet vendors, fundraising organizations – all of which require a lot of data management or personal interaction with customers find this method the most effective one.

To finally decide what kind of tools are suitable for your business you will need to set up goals and think about what sector needs perfecting. CRM tools are usually used for helping users recognize potential customers, learning more about their current ones or anticipating their needs and responding to demands quickly. 

Examples of CRM vendors and the products they are offering
  1. bpm’online-This is one of the CRM vendors that promise a 360 degree customer view, meaning that the entire database is accessible in real-time, helping employees making better decisions. With a full visibility over the history of activities and previous interaction with customers, users will know how to approach them and how to make them come back to using your services. Merging social media information with the actual profiles of your customers will help you contact them much quicker and comfortable than you did before.
  2. close.io - Transferring and forwarding calls just became much easier with close.io. This vendor has great features regarding managing your contact details and calls. Missed calls will be stored in an inbox, reminding you to call back when required. With the instant insights included, accessing an overview of the past call activity will help you have a better control over your employees’ performance.

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