Did you find out the secret to a successful business? Here’s a hint: CRM software.
Suitable for businesses of all sizes, CRM systems manage and monitor the activities of companies to raise efficiency.
In this article, we’ll find out what CRM software is and how you can help your business grow quickly and efficiently. We will also see some of the most common CRM features and what benefits they bring to companies.
What is a CRM software
Customer Relationship Management (CRM) software, at its core, is a tool for managing connections with customers, partners and suppliers. It allows you to record, store and manage customer information as well as workflow operations.
By automating procedures and workflows, the company’s productivity increases and the time spent with back-office tasks is reduced. The overall goal of CRM software is to help organizations improve customer interactions as well as Customer Lifetime Value (CLV).
Due to the massive amount of data that companies collect on a regular basis, a CRM software, such as Zimplu CRM, is required. Recorded information can be used for a variety of things, including marketing, sales, customer service, and support.
Companies can use CRM software to manage a range of customer interactions (such as customer accounts, customer contacts, and marketing lists), to automate corporate operations, and to improve internal coordination and workflow.
Customer data is a challenge that CRM systems are designed to address. Previously, all this information was stored on analog or offline solutions, such as notebooks, laptops, or simply remained in people’s memory.
With vs Without CRM software
When using analog or offline solutions, details can be easily lost or forgotten. Meetings or phone conversations may not have a follow-up. Worse, if a person with access to customer data resigned, their entire database might be lost.
Thus, prospecting, contact and follow-up processes can become very difficult, with the possibility that they may even be disorganized, or even have missing info.
All this information is now digitized and stored in a database thanks to CRM softwares. This allows you to track all customer contacts and transactions, as well as use the information to improve your business operations.
What benefits can CRM software bring you?
CRM software is the perfect mix of technology and human knowledge. Simplifies the process of acquiring customer information and saves time.
It converts consumer data into usable information that can help a business evolve. Moreover, it allows everyone in a company to easily update their data and access the latest information.
Being a central location, where companies can store customer and prospect data, track customer interactions, and share data with other colleagues, CRM software is an effective solution for any business.
Every query, service request, preference, and previous customer contact information is instantly available with a CRM system, such as Zimplu CRM. This way, you can rest assured that all the information you need is stored and centralized in a common platform.
With this database, it is normal for each change to be updated and customized when needed.
In addition to monitoring each phone conversation, email, meeting, and presentation, CRM systems can be used to make notes, schedule follow-ups, and organize the next steps you need to take.
10 amazing benefits you can get with CRM softwares
- Better customer service
Although modern CRM software has many features, its main benefit is to improve business relationships.
A CRM organizes all contacts and collects key customer data, such as demographics, purchase history, and past messages, across all channels. Thus, it is a convenient and efficient way to manage your organization.
This ensures that your staff has access to everything they need to know about the consumer and can provide a better customer experience, which increases clients satisfaction.
- More sales
A CRM platform can help you automate important processes, improve your sales and evaluate all your data in one centralized location, improving productivity.
It also allows you to create a step-by-step sales procedure that your staff can trust and that you can easily change when problems arise.
- Better customer retention
Once you have converted prospects, you will have to work hard to keep them as clients and also to make them loyal.
Conversation analysis, automatic ticketing, customer support automation, and user activity tracking are just some of the features of CRM. These help you identify customer problems and solve them quickly.
- Detailed reports
We all know how important it is to have a lot of information about your customers, but you also need to understand what this information means and how to use it. CRM software often has built-in analysis tools to contextualize data and break it down into easy-to-understand KPIs- Key Performance Indicators.
- More efficiency and productivity
CRM software assures you that no step is overlooked (for example, all important emails are always sent to the right people). A CRM can also give you a dashboard that will show how well your business is working and where it could be improved.
- Centralized database
Another benefit of a CRM software is that it creates a database with all the customer information, making it accessible to employees that need that data.
This makes it easier for employees in the sales department to focus on the right prospects.
If a customer has previously communicated with someone in the company, that call will be recorded in activities, where additional information about how the discussion took place can be noted.
- Better communication with prospects
Taking care of prospects is a complex and time consuming process, with several phases and possibilities for communication. A CRM can automate the process by delivering alerts to staff when it’s time to contact the prospect, as well as monitoring all interactions, from emails to phone calls.
- More precise sales forecasts
You need to be able to evaluate past performance and effectively prepare for the future in any business. You can discover meaningful patterns and get an idea of what to expect from the future performance of your sales department.
Using sales reporting in CRM software, you can easily change goals and KPIs to fit those estimates.
- Daily task automation
There are hundreds of small tasks that need to be done in order for things to work efficiently.
Forms need to be completed, reports submitted and legal issues need to be resolved. These tasks are a time consuming but necessary part of the sales process.
Thanks to automation, the best CRM systems aim to ease the burden of many of these activities. As a result, sales people are able to focus more on prospects and solve existing customer problems; while the automated CRM monitors steps.
- Easier communication
CRM allows employees to provide the same high quality of service by giving them easy access to the same customer data.
After all, even if customers have only one person of contact; there is a considerable possibility that it will become unavailable at some point. This will force the customer to be redirected to someone else.
When this happens, many customers face the unpleasant possibility of having to “start over” with someone who does not understand their specific needs. CRM eliminates this problem by providing extensive customer information to every employee that needs it.
Try Zimplu CRM
To summarize, business can be so much easier with the help of a CRM software. From managing internal processes to increasing sales and boosting overall quality and efficiency; CRM softwares are like a magic tool created specially for your business.
Zimplu CRM is one such tool. It is simple to use and convenient, allowing you to build your business rapidly while saving money.
In conclusion, Zimplu CRM provides the following advantages:
- Solutions that are quick and easy to use for both mobile and desktop computers
- Filters that may be customized for each procedure
- Menu and functionalities that are simple to use
- Simple and fast implementation
- Reports that are easily accessible and may be tailored to your needs
- Notifications and information in real time
All you have to do now that you know the secret to a successful business is persuade yourself!
Try Zimplu CRM for 30 days for free. Learn more about the features that will help you organize and track all of your company’s operations.