Streamline Your CRM (Part 1)

Want to streamline your business processes? CRM is the answer. One of the most used and most popular features of CRM is “workflow automation.” Why? Because it makes the user’s life so much easier by automatically interfacing daily tasks.
There are many options for workflow automation such as drop-down menus and the creation of automated responses to almost any event in the CRM system. Any list of sought-after information can be triggered by particular events, field entries, or even the passage of time. Here’s a look at several common applications of workflow automation, and how they can benefit your business.
 
Mobility – A CRM solution without mobility is no solution. Providing Wi-Fi and mobile access to the system is pertinent to give staff every opportunity to stay connected with customers. Look for systems that offer smartphone and tablet apps as well as internet access so staff and management can make informed decisions on the go.
Email Marketing – Email marketing is not only alive and kicking, it’s crucial to increase your profits. Statistics show that 48% of email is opened on a mobile device, and another 30% via web mail. To achieve the greatest success, emails need to render correctly on mobile and web devices. Make sure you’re reaping the benefits of email marketing by choosing a system that lets you integrate contact information, track click-to-open rates, and optimize for mobile and web mail.
Social Media Integration – Over 2 billion people worldwide use social media to stay connected. To nurture customer relationships, look for social media features that let you add several social media accounts for each customer or lead, monitor your brand and competitor brands and interact through multiple channels with targeted messages.
Survey Management – It may benefit your business to ask your customers what they want and need. With survey management, you can create and manage surveys and deploy them to the specific markets and customers you want. Look for survey features that let you convert responses to numerical scores, set survey schedules, create conditional questions and save anonymous responses.
Territory Management – The larger your company grows, the more essential it becomes to define and assign territories to serve your customers well. With integrated territory management, you can leverage customer relationships based on parameters that fit your organization. Look for features that automate paperwork and data entry, allow for customizable parameters beyond geographic location and set priorities for teams and individuals.
Operating a successful retail corporation doesn’t just happen by chance. Success takes planning, research and resources to keep customers happy and numbers profitable. In today’s global economy, you need a CRM solution in your success toolbox that gets the job done seamlessly and stays on top of things 24/7. These features ensure your system is streamlined for success.
We look forward to being part of your team! Thank you for your continued support! If you would like to know more, please contact us.

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