A Customer Relationship Management (CRM) application designed for Sales, Marketing, and Customer Service use. It’s a fast, compact, easy application that allows you to manage your clients and boost your productivity like never before!
Businesses today are focused on a new goal: relationship optimizing. Gone are the days when simply collecting data on past customer behavior was sufficient. In today’s world, we need to reach past those walls and seek out new customers. New social media tools and sites are increasingly being valued by companies looking to assess consumer preferences and market products effectively to different buying groups. Following are some of the critical “must-have” CRM features businesses depend on.
Make it easy! Why invest in CRM technology if your employees don’t use it or don’t want to learn it? So now CRMs are very easy to learn and extremely user-friendly.
Give us remote access! What purpose does a CRM solution serve if it only works in the office? Users need access from different locations – at clients’ sites, trade shows, conventions, from partners’ premises … virtually from any location!
And add mobile access, too! One of the great benefits of CRM is that it allows sales teams to organize themselves more effectively. That means more time selling. How powerful it is for field sales agents, who not only need contact information and other important material, but who may also need access to sales collateral, data from back-office systems, and organizational schedules in order to optimize processes and close deals.
Integrated analytics. In addition to collecting data, users must understand it and its significance before using it as a basis for action. Users need access to decision-making analytics, both for sales and for marketing.
Lists management. An attractive feature of CRMs is the ability to manage multiple lists. This allows business users to establish lists and also allows for real-time list segmentation and data management.
Customize it! Most successful CRM solutions are customized to some degree. They offer this feature in a simple, no-nonsense form that applies across the board to companies’ particular processes.
Many CRM systems have impressive features, but it’s best to start with your basic needs, which you can build on to customize your needs. Call us at CCC and we can help you through the process of selection, training, and implementation of a CRM solution.
If you would like to know more, please contact us.
- On August 1, 2017