Advantages of Using CRM Software

CRM, or Customer Relations Management, is not a new technology. Way back in the day, businessmen keep a record of their business by using pen and paper. They jot down sales, keep track of their inventory and write notes about their customers. The most common method of keeping records was via index cards. Each customer has his own index card where his personal information, transaction and other notes are recorded. Then, there is another box of index cards for inventories, so on and so forth.

Keeping a record is important to any business. Not only does it keep things organized but it also helps the businessman better engage with his customers. This is a practice that needs to be continued. We don’t need pen and paper though because we now have access to CRM software for a more accurate, effective and useful record keeping.

CRM is important in engaging clients. With it, we can better organize sales and digital marketing programs, improve customer service and better manage our time. Small businesses will love it because they can start being organized early on while the work load is more manageable. As the business grows, it’s easier to stay organized because there is a good system in place already. We are lucky that we now enjoy advanced technology that allows us to store our business records in the cloud. And, because they’re in the cloud, everybody who needs it can share, track and analyze pertinent information anytime, anywhere.

Companies that use the CRM technology are rewarded with increased productivity, efficiency ad profitability. Aside from these benefits, the practical advantages of using CRM software are the following:

1. Better Time Management. The workers now have the ability to sync team calendars. This allows the personnel concerned, or even the entire office, to stay on a certain task. A daily ask report listing down the priorities can be generated and this ensures that urgent tasks get done first. There are no more missed follow-ups, forgotten assignments and unattended meetings.
2. Easy Access to Information Anytime, Anywhere.Customer record is stored in the cloud and anybody who needs to access it may do so wherever he is and whenever he has to. Whenever a customer sends a query, anybody can answer it immediately saving the customer from waiting. Once a customer record is accessed, the worker is then able to update it. This ensures that customer records are current at any given time. We can now avoid embarrassing situations wherein client queries are replied to multiple times with the same message. Also, customers no longer have to wait for the next business day should they have an urgent need because records are no longer confined in the office.
3. Better Lead Management.Having a huge database of leads is a waste is no one follows through. The ideal scenario is, whenever a new lead comes in, it should be shared with the people concerned. These people will then decide who among them can best approach the probable customer armed with a perfect plan to lure him. This is easily done when information is shared and easy to access which is possible with CRM software.
4. Better Customer Service.Customer retention should be the goal of any business. Keeping customers happy will make them spread good word about your products or services. Business owners should aspire for customers’ referral. How do you keep your customers? The basic is ensuring their satisfaction with your products or services. Once you have done that, bring your relationship to the next level. Make a note of what their needs and desires are. Anticipate their needs without resorting to guess work. You can do this by cataloguing customers based on their behaviour and needs. When a customer feels that the service he is getting is personalized, you can almost guarantee that they will not be lured by thee competition.

Why is Infusionsoft the best CRM for small to medium size

By asking around you will find out that a lot of businesses thrive when the started using CRM software. They have become more efficient, can manage their time well and have increased their profitability. It’s only a matter of time when CRM technology becomes a must in all businesses.