How to use CRM Software to Organize Your Business

venkatesan | July 17 - 2014

CRM plays a key role in organizing the data of your company such that your access for information is on the fingertips. It helps to build good customer relationship which enhances the sales by providing customized service. The CRM can be applied across multiple types of enterprises such as small, medium, and large size. The customer information such as contact details and order details can be clearly recorded in the CRM for reference such that service is prompt.

1. Retrieving details

The CRM software neatly organizes the information. For example, a client detail can be found by searching the data using keywords like name, city, etc. One can quickly sight the needed information since CRM stores complete data dynamically. Huge database can be handled easily. Retrieving data is made very simple.

2. Centralized communication

The CRM manages to contact the customer via emails and other medium. Since the data is centralized, it is easy to locate the client and send a customized mail to him regarding the enquiry, sales, or after service. All the communication is stored in a centralized place which helps to track the client without missing him in any stages of marketing or sales.

3. Statistical data

Just storing a data is not useful. CRM helps to filter and process the data and provide them in the form of statistical data which may be quite useful for the business. The decision making is made easier which can propagate the sales process at every stage. The real worth of the CRM can be recognized by the statistical data produced by CRM.

4. Performance rating

The total history of the client communication helps to analyze the weight of the lead to follow them or convert them as customers. The comparative data such as who closes the lead or sells more dollars can create a sportive environment among the employees to improve performance.

5. Identifying prospects

The leads are identified at every stage using the status such as contacted, open, qualified, unassigned, dead-old, support, invalid, dead-low budget, dead-other vendor/not interested, dead-brand reputation, dead-invalid, dead-no response etc., which makes it easier for analyzing the lead and follow them properly to close the lead positively. Based on history of the lead, the future events can be predicted to some extent which makes the CRM to be worthwhile for closing more deals.

6. Prevent data loss

The web-based CRM software is the best way to keep the data safe and secured. It can be server crash or hard drive failure, the data in CRM is safe. The open source CRM which is highly reliable.

7. Track the events and tasks

The primary feature of CRM is to track the events and tasks on the timeline with calendar support. This option is useful for the sales person to keep track of multiple events easily. All the data is organized which reduces the burden of retrieving data. The CRM reminds the sales person about to-do list and follow up which helps to keep track of the sales.

The CRM makes it simple to handle details of customers and sales by building good relationship with the customers. CRM is the best choice for any concern to organize sales and marketing.