Tips to identify the right time to execute CRM Solution to your Business

Started losing sales due to no proper follow-up?
No proper communication happening between your support team and sales team?
No communication history of your customer?
 
Yes! This is the right time where the management must think of having a CRM Software in the company. But you are still confused, why I should use a CRM System.
 
Here are some indicators which points you to understand the need of having a CRM Solution

  • When number of contacts  or leads increase exorbitantly
  • When it is difficult to pick out hot /warm leads out of the bucket
  • Use of spreadsheet makes customer data heavy to manage
  • When there is duplication of data and you could not find it out.
  • When you want your contacts /leads classified by industry / product / service
  • When you want to communicate with your whole database
  • When you want to check the sales pipeline of your employees
  • When you want to check the communication history with your customer
  • When your employee incentives is associated to the leads generation and conversion
  • When you want to run a marketing campaign and you have no idea about the results

The use of a CRM Software in your business is the wise investment you can ever make as it will help setting up of sales processes, manage customer relationships and satisfaction, and helps in time management.  If you want to succeed, cherish your ambitions. Focus on the few important things that will make your sellers do better. Miraculously, CRM will become the game-changer.

Better Employee Management through CRM

Employees are the significant assets and the primary promoters of profitable business for an organization. Hence, apart from managing clients and customers for business purpose, it is a decisive responsibility of an organization to manage and fulfill all needs of its own employees.

It would be improper to say that a CRM system is only used to manage clients and customer; most of the HR heads or managers are using CRM technologies for managing company’s human resource. CRM not only resolves a company’s customer side but also it helps in empowering employees. Senior Managers can monitor the way employee deals with any customer and can make decisions based on their findings.

• Better Training Opportunity

Using a CRM software not only helps in customer Management but also to track the performance of employees. Depending on the way executives’ deals with customers, management can rank the performance of employees and also identify any rectifications or modifications needed. This paves way for effective training opportunities to employees.

• Systematic Performance

Unlike maintaining a spread sheet to record the day to day activities, CRM software helps an employee to perform a job in a systematic and professional way. CRM software also helps employees to manage their day to day tasks and activities without fail.

• Good Bye to Sticky Notes and Note Pads

Effective usage of CRM Software in any organization reflects real time communication with customer without flaw. You will be reminded about task for the day through email and SMS giving no chance for cut outs.
It is time to say adieu to sticky notes and note pads.

• Better Time Management

Customer Relationship Management software helps employees to save time by scheduling mails and SMS to respective customers. Create attractive email templates and send bulk email and SMS, when you would like to communicate about any special offer, seasonal discounts etc to your customer segments on a go. CRM software allows you to differentiate between prospects amongst leads letting you to decide how to manage your valuable time and which customer is to be focused more.

• Avert Chaos

We understand it is strenuous to manage multiple customers simultaneously. It can create pressure and chaos within your executives. Managing every information of a customer in one place can solve this problem. There may be numerous documents like invoices, quotes, proposal, brochure, bills etc. for a single customer. It is always better to attach it along with your customer details in your CRM system enabling more easiness to locate it when you need it. Also sending Mails and SMS, updating remarks and reminders, for a particular customer can be done without switching screen.