Tag: QuickBooks CRM integration free

How Easy To Use CRM Can Help Sales In Small And Medium Businesses

CRM software can help your business grow by managing several sales processes, starting with lead scoring to creating long-term customer relationships. In a study done by Aberdeen Group in 2010 revealed that, many organizations that are growing at a rapid pace use Customer Relationship Management technology to convert more leads into revenue. In the same study, it was also shown that 63% of organizations, which has very high annual growth rates, from sales leads, use easy to use CRM technology for their success. Here is how easy to use CRM software helps in the growth of your organization.

CRM software can help your business grow by managing several sales processes, starting with lead scoring to creating long-term customer relationships. In a study done by Aberdeen Group in 2010 revealed that, many organizations that are growing at a rapid pace use Customer Relationship Management technology to convert more leads into revenue.
In the same study, it was also shown that 63% of organizations, which have very high annual growth rates, from sales leads, use easy to use CRM technology for their success.

68% of CRM solutions will become cloud-based in 2019. The social CRM market is expected to reach $10 billion this year - ThomsonData Click To Tweet

Here is how easy to use CRM software helps in the growth of your organization:

Sales Planning

Easy to use CRM software can provide you with an overview of your projected sales targets for a specific period of time. This can help you plan marketing campaigns use using the forecasted data and prepare your sales teams for an increase or dip in the volume of sales in your business.

You can also use the information retrieved from your CRM database, to manage sales territories more efficiently. Best CRM for small and medium business allows your sales managers to view the schedules of your sales reps out in the field, along with the potentials of various territories, so that you can decide upon entrusting the right members of your sales team to the locations where they are most needed, which results in optimizing your sales team’s performance.

Improve Lead Conversion

Once you buy CRM it helps to shift the focus of your sales reps (from other mundane tasks) so that they can spend their time more in selling. The data gathered in the CRM database of your CRM for small business and startups can also help in finding deals that have not yet been closed, monitor sales quotas, and build strategies for shortening sales cycles which results in the generation of faster revenue.

CRM software solutions is a business growth technology and tool that can also track incoming leads and after assessing them, distribute the leads to the representatives most likely to close the sale. Easy to use CRM applications can also help to foster efficient collaborations with your employees in sales, marketing, support, and accounts by coordinating tasks among your employees.

Build Customer Relationships

Maintaining relationship with existing customers is just as important as acquiring new ones. Easy to use CRM platforms can store detailed information from each interaction with your customers. Customer information stored in the CRM database also helps in anticipating the customers’ needs, which helps in providing personal customer service that aids in creating loyal customers.

In fact, once you buy CRM this tool can manage sales processes as well as monitor and develop your long-term customer contracts, by sending automated reminders using SFA aka Sales Force Automation for renewal of your services.

Track And Analyze

Best sales CRM software be it Salesforce or even Salesforce Alternative CRM  used by small businesses, it also enables you to track lead data, so that you can easily calculate the returns on your investments on lead generation and on marketing campaigns on an ongoing basis. This helps you to see, which among your lead sources are generating the most revenue and adjust your strategies according.

Easy to use CRM even lets you access data for each of your leads individually, which is always a valuable asset for your sales teams.

According to us, the sales analysis aspect of any CRM software helps in monitoring the overall health of your business by proactively monitoring sales pipeline management, creating accurate forecasts, effectively manage the budgets and intelligently allocate resources to meet your company’s revenue goals.

Pricing And Order Fulfillment

Best easy to use CRM software, that allows QuickBooks CRM integration free ensure accurate pricing and quotes, by capturing customer order, confirming availability of the products and expediting order fulfillment.

Therefore the main purpose of CRM software is to:

“Provide employees with the information and processes necessary to know their customers understand and identify customer needs, and effectively generate long lasting relationships between the company, its distribution partners, and its customer base.”

Conclusion        

Therefore, in a brief, most easy to use CRM solutions are created to help sales and marketing teams succeed. As when the information that these customer relationship applications collect are applied as an essential part of the sales strategy, it helps to benefit the organization as a whole, in terms of revenue generation and growth, by determining which marketing efforts and sales strategies are most effective for the development of the company resulting in consistent business growth.

sign up

5 Ways to Step up Loyalty with CLM CRM Software

If you are using a CLM (Customer Lifetime Management) CRM software you must be knowing that any great loyalty program not only makes sure that your customers feel appreciated, but it also boosts revenue generation in the long haul. However, even if you just announce a customer loyalty program for your brand, the program will undoubtedly generate great attention, although the values from such loyalty programs are most often hard to extract and analyze for business growth. Therefore, it is absolutely necessary for businesses to focus on robust loyalty programs using CLM CRM software solutions that will create a lasting impression on the consumers of your offerings.

If you are using a CLM (Customer Lifetime Management) CRM software you must be knowing that any great loyalty program not only makes sure that your customers feel appreciated, but it also boosts revenue generation in the long haul.

However, even if you just announce a customer loyalty program for your brand, the program will undoubtedly generate great attention, although the values from such loyalty programs are most often hard to extract and analyze for business growth.

Therefore, it is absolutely necessary for businesses to focus on robust loyalty programs using CLM CRM software solutions that will create a lasting impression on the consumers of your offerings.

Companies that earn $1 billion annually can expect to earn, on average, an additional $700 million within 3 years of investing in customer experience - Temkin Group Click To Tweet

CLM CRM solutions can not only be used for boosting the success of these loyalty programs but it also helps in increasing customer satisfaction, which can be done by doing the following as explained below:

  1. Identify program goals

Primarily even before you launch a loyalty program you must understand the purpose of launching your program, which can include reasons such as:

  • Entice customers
  • Retain customers
  • Find enhanced wallet share
  • Boost profits
  • Find insights into customer behavior

Although most of these stated goals are related to each other, nevertheless, it is always advised that you must provide your attention to specific goals.

  1. Track customer spending habits

Use an easy to use CRM solution that offers comprehensive tools for accumulating your customer’s data, such as integrating your CLM CRM tool with accounting software, like QuickBooks CRM that offer  QuickBooks CRM integration free. Using integrations like these helps in analyzing the purchase behaviors of your customers and thereafter offer customized discounts and customer schemes according to their spending habits for upselling your offerings.

Hence integrating third party business applications with CLM CRM software present a great way to update brands to assemble customer data from several sources that help in making your loyalty programs a success.

  1. Never shortchange points

Businesses employ several approaches to reward their loyal customers and thereby enhance the company-consumer relationship.
Therefore, always remember to honor your commitments while running a loyalty program.

Avoid putting complex rules and regulations as doing so will for sure scare away your customers and even worse make them feel that the program is all but just another ‘bait’.

Additionally, avoid creating tricky situations where points are awarded to the customers in the loyalty programs but are distributed in such a manner that most customers can never accumulate enough reward points to redeem anything meaningful.

Therefore, remember; if you shortchange customers your loyalty programs are sure to fail.

  1. Profile vendor information

Just like businesses use CLM CRM software to gain insights on the spending habits of the consumers and find out ways they can make use of that information to boosts service delivery which aids in building better relationships between them and their customers, you can do the same for vendors associated with your loyalty program using your CRM solution.

This is because doing this activity will aid you in rightly matching vendors with your customer’s expectations that in turn will help improve the performance of your loyalty programs in the long haul.

  1. Log and analyze interaction history

The interaction history that can be found in the CRM database can offer vital clues about both the customers and the vendors to determine the parameters around the program.

For example, analyzing and tracking interactions will help you to set the right number of loyalty points to be earned for a specific amount of cash spent by the customers for buying your offerings.

Moreover, without a log to monitor the activities of your customers, you will always risk of excluding most of your customers if the information is not properly gathered, or land up in a scenario where your brand many give out too many loyalty points that can eventually eat into the profits of your company when customers redeem them.

Conclusion

Hence, CLM CRM solution not only helps to establish an effective loyalty program, but it also aids in impacting both the customers and the partnering vendors in the program that aids in the growth of your business positively.

sign up

Key Reasons Why You Need A Cloud Based CRM For Your Small Business

Customer Relationship Management (CRM) is the most popular buzzword in today’s competitive business landscape, as most of us know that easy to use cloud based CRM can bring significant benefits to your business. It really does not matter if your organization employees 10 or more than a 1000 people. Since when it comes to choosing a CRM solution, the first thing that we should look at is that this tool should be able to help you right here, right now; should be capable of handling all your unique business needs without any major customization, help you to establish closer connections with your leads, prospects and customers; can be accessed day and night in and out of your office, should not be complicated to use, must be affordable for startups and small businesses and lastly make your business sell more and grow faster in your marketplace.

Customer Relationship Management (CRM) is the most popular buzzword in today’s competitive business landscape, as most of us know that easy to use cloud based CRM can bring significant benefits to your business.

It really does not matter if your organization employees 10 or more than a 1000 people.

Cloud-based services will continue to grow in 2019, predicting a 23% growth compared to what it was 5 years ago- International Data Corporation Click To Tweet

Since when it comes to choosing a CRM solution, the first thing that we should look at is that this tool should be able to help you right here, right now; should be capable of handling all your unique business needs without any major customization, help you to establish closer connections with your leads, prospects and customers; can be accessed day and night in and out of your office, should not be complicated to use, must be affordable for startups and small businesses and lastly make your business sell more and grow faster in your marketplace.

So let us steer you in this article through these unchartered CRM waters, help you to find the best small business CRM software for your SMB, and make you appreciate and understand the advantages of using a cloud based CRM software over traditional on-premise CRM solutions that are still available but rarely sold in the CRM space.

What is cloud based CRM?

Cloud based CRM or SaaS CRM software solutions, defines an easy to use CRM solution that is hosted in the Cloud.

Cloud based CRM software platforms like Salesforce and many other Salesforce Alternative CRM solutions can be accessed through the internet, making it convenient for all users to access the same info at any time through desktop, mobile or tablets, irrespective of their geo-locations across the globe.

Why lifting your business up to the Cloud?

IT Cloud services, in general, have seen stellar and unprecedented growth in the recent times. According to an IDC (International Data Corporation), report spending on cloud-based services will continue to grow in 2019, predicting a 23 percent growth compared to what it was 5 years ago.

Therefore here are some of the key reasons why easy to use cloud based CRM software is a tool that all businesses (especially small business and startups) should sincerely consider to harness rapid business growth.

Trouble-free installation

There is a deep-rooted fear even today that CRM solutions come with complex installation processes. Nevertheless, in 2019, this is completely erroneous and untrue.

Unlike traditional on-premise CRM solutions, modern cloud based easy to use CRM software solutions are extremely easy to learn and can be up and running in no time.
Simple as it is, all you need to install a cloud based CRM software is just an access to the internet.

Seamless access

Accessibility round-the-clock is by far the biggest advantage of using a cloud based CRM software.

For example, imagine you need to make a game-changing and urgent sales call while on the go, or quickly find a contact’s phone no. or email, or amend a sales proposal when you are out of your office. Well, in all these varied circumstances, cloud based CRM software is the only solution that can let you access your best CRM for small business from anywhere using a desktop, laptop, tablet, or even a cheap smartphone. Again all you need to access your easy to use CRM software remotely is an internet.

Therefore, as your employees can access and remain connected with the centralized CRM database using a cloud based CRM even outside working hours (if need be), cloud based CRM software platforms are particularly handy for any modern businesses.

Ease of use

Using a CRM cannot get easier than using a cloud based CRM software platform.
All you need to do, to use a SaaS CRM solution; you need to buy a software package at a fixed monthly pricing and thereafter log-in with the access code provided by your CRM vendor while making sure that you have reasonably fast internet connectivity at all times.

Cloud based CRM software solutions are maintained by the vendors of the CRM and it is also accompanied by a wide range of self-service online system maintenance tools.

Affordability

Another major benefit of using cloud based CRM software over on-premise traditional CRM systems is that this business-enhancement software will certainly never break your bank or rip your budget.

This is because no business especially if it is an SMB or a startup organization likes to allocate a big sum of their budget for a one-off purchase, but prefer to use a business solution which can be availed by smaller regular installments.

Now, all cloud based CRM software platforms operates on the pay-as-you-go subscription business model, which, needs minimal upfront investments. Moreover, there are no hidden costs associated with the tool, such as buying additional hardware or license fees.

For example, if you are using ConvergeHub, the best small business CRM software, which is an award-winning cloud based CRM platform, the subscription can be as low as $11 per user/ month (billed quarterly) or $9 per user/month (billed annually).

Uncompromised security

An extremely serious concern for all businesses using cloud based information storage system is undoubtedly security.

Truthfully, the security of the CRM database is one of the most prevailing reasons as to why companies were wary of installing a cloud based solution for their businesses.

Nevertheless, in recent times, CRM vendors that offer online SaaS solutions know that very well and therefore take security issues most seriously.

Not surprisingly, in 2019, the information security levels in cloud based CRM software solutions are much higher than on-premise CRM tools.

This is because, cloud based CRM vendors offer advanced and automated data backup strategies that have an impeccable data recovery plan, two-step verification, and also strong password protection (more after the introduction of GDRP on May 25th, 2018) to counteract any data breach in their systems.

Reliability

No business wants to deploy a system that you use every day to crash at a moment’s notice, bringing potential financial meltdown for your business.

The good news is that with cloud based CRM software such a situation almost never occurs as its server has multiple replicas in the cloud. Therefore, if one server fails it is immediately replaced by another and so SaaS CRM software systems continue to remain operational 99.99% of the time and are hence reliable enough even for the fussiest of organizations in the business world.

Flexible potential

When adopting their chosen best small business CRM software, most SMBs like to start with only the features that can help with them with their unique needs.

However, with time as your company expands, you may come to a decision that you need, for example, new features, integrations and more for your business growth.

In this case, if you are using a cloud based CRM, you can immediately update the CRM to satisfy your novel business needs.

For example, you might like to integrate QuickBooks accounting software that you have been using since long for your business with your CRM, and so by easily integrating the two software use QuickBooks CRM you can make your idea come true which offers QuickBooks CRM integration free.

Hence, cloud based CRM offers bigger and better integrations and is capable of developing more innovative and robust CRM software solutions that can be provided to you straight away.

Enhanced compatibility

Silo products and solutions have little chance of success in today’s IT world.

Therefore, the exchange of information between already available technologies is considered paramount nowadays.

Hence, much like QuickBooks CRM, several other integrations and compatibility with other products and services is the key to ensure the longevity and effective utilization of your cloud based CRM software platform.

Cloud based CRM can easily integrate with software and applications, such as email clients, MS products, predictive dialers, business automation, and documentation software solutions and more, which make SaaS CRM software the appropriate choice for modern startups and small businesses.

Takeaway

Hence, when you are adopting a cloud based CRM solution, after reading this article make sure that your vendor provides a flexible SaaS solution that is able to sustain your business growth .

Now if you want to know further and learn more as to how cloud based CRM can impact your business, request a personalized demo by clicking the link below.

sign up

Best Practices Of Contact Management With Easy To Use CRM Software

It is often said that it takes a decade to build a reputation but just one minute to ruin it. Any good business strategy not only signifies more closure but it also means repeat business and happy customers. Now, how can you beget happy customers? The answer is easy- by understanding their requirements and delivering their needs. However, to do this you elementarily require more information about your customers and secondly an easy to use CRM or Contact Management software that helps you to build a stronger informational customer profile.

It is often said that it takes a decade to build a reputation but just one minute to ruin it.
Any good business strategy not only signifies more closure but it also means repeat business and happy customers.
Now, how can you beget happy customers?
The answer is easy- by understanding their requirements and delivering their needs.
However, to do this you elementarily require more information about your customers and secondly an easy to use CRM or Contact Management software that helps you to build a stronger informational customer profile.

Easy to use CRM is critical for your sales teams.

Patronage by loyal customers yields 65 percent of a typical business’ volume - American Management Association (2018) Click To Tweet

This is because Contact Management software aids them to dig out customer information gathered in the CRM database to find out your customer’s needs, wants and preferences.

Even though for startup organizations and small businesses purchasing a best small business CRM software could stretch their budgets a little, nevertheless, an easy to use CRM software offers certain most essential benefits that can empower your sales, marketing, and support teams.

As a part of your best small business CRM software, a Contact Management solution also features:

  • Centralized storage for contact information
  • Sales tracking
  • Easy to search through your CRM database
  • Email integration
  • Scheduling
  • Lead nurturing
  • Conversion management
  • Document management

Although the requirement for customer data is acknowledged by all in businesses, most organizations especially startups and SMBs fail to create a contact management plan that is integrated with the required touch points needed for converting prospects and nurturing existing customers.

Here are a few contact management best practices for your business using best small business CRM software:

1. Tracking interactions

When an easy to use CRM platform has an integrated Contact Management software it helps in creating a single page for viewing all the interactions between your prospects and your company, which aids sales, marketing and customer support teams in your organization to find quick access to the required information when and where they need it from the centralized CRM database.

Using the best small business CRM software all interactions of phone calls, meetings, emails, and social integrations are logged and stored with the contact information.

Therefore, once you have a CRM in place, a single click can provide you all the information of your leads, prospects, and customers and prepare your teams to make the calls with all relevant information at their fingertips.

Moreover, if you are using a QuickBooks CRM like ConvergeHub, which offers QuickBooks CRM integration free, you can keep on using QuickBooks for accounting, and at the same time see invoice and payment information, customer details, products, directly in your best small business CRM, which you can then use for business process automation, reminders, customer service, and follow-ups.

Hence, by bringing your different teams together Contact Management software when integrated with a CRM helps you to cross-sell and forecast which products or services of your brand can be of interest to your customers.

2. Better understanding of your customer

It is a known fact that customer service is far less expensive than acquiring new customers. According to a recent survey, it has been found that 9 out of 10 consumers in the U.S said that they are ready to pay more for enjoying a superior customer experience.

Hence, it does not really matter how awesome is your offerings, since the only thing that is of interest to the customer is how well they are being treated.

Now, equipped with an easy to use CRM software you can access everything that is needed to understand your prospects and customers, right from the history of their purchases, to their interactions in your website, their social media presences and more.

Therefore, with such homogeneous information at their fingertips, your sales and support reps can pitch their calls with more efficiency for each of your customers.

3. Up-selling and cross-selling opportunities

It is easy to access and share data when you have all the required information stored centrally in the CRM database .

Therefore, accessing customer history after implementing CRM software for your organization, according to a report published by NelsonHall, most businesses takes a great stride in up-selling and cross-selling activities.

For example, if one of your customer’s purchase histories shows that the customer has purchased several ankle-length jeans, by using automated email campaigning feature of the CRM, you can easily email the customer on sneakers or best-suited belts to match those jeans.

4. Increased profits

Can you imagine collecting a colossal number of business cards and storing them without an easy to use CRM?
We guess not.

Now even if you are capable of storing your customer and prospect’s data in silo software solutions it makes no sense of that data that is only visible to you, since it can reduce your sales and profits, as in this case your sales teams will be spending more time for finding information than leveraging it.

Additionally, manual data entry is a time-consuming and tedious process. Content management software is a platform that helps to organize data as specified and aid employees to devote their work hours to more important tasks than the administrative ones.

Now, because of the above stated reason as your business grows more efficiently by minimizing unnecessary middle work, your sales and support reps can retain more customers by offering them superior customer service, make up-sells and cross-sells by understanding the customer’s needs and find new customers through word of mouth advertising and networking and hence accomplish more in the same workday.

5. Targeted marketing

With the best small business CRM and Contact Management software in place, you can access several marketing templates and create timed and automated drip marketing campaigns.

Using easy to use CRM solutions you can not only group your potential customers by priority and interests but also create groups that fit best with your marketing plans.

Conclusion

Therefore, in a gist, every aspect of easy to use CRM software is cut-out to perform a particular task efficiently so that it can help your organization manage marketing, sales, and support better for your company and also your customers.

sign up

How To Better Align CRM Strategy With Easy To Use CRM Software

IT industry experts and innumerable business gurus often talk about the importance of aligning technology in accordance with the most strategic goals of your business. Now, this also true with easy to use CRM, or Customer Relationship Management software, whereby for a CRM implementation to achieve success, the software must be closely aligned with your businesses’ CRM strategy for finding growth. Therefore, to align your CRM strategy with the CRM software, you primarily need to understand exactly what your organization is hoping to achieve from your CRM?

IT industry experts and innumerable business gurus often talk about the importance of aligning technology in accordance with the most strategic goals of your business.

Now, this also true with easy to use CRM , or Customer Relationship Management software, whereby for a CRM implementation to achieve success, the software must be closely aligned with your businesses’ CRM strategy for finding growth.

91% of companies with more than 11 employees now use CRM software - Buyer Zone Click To Tweet

Therefore, to align your CRM strategy with the CRM software, you primarily need to understand exactly what your organization is hoping to achieve from your CRM?

This is because, while strategies can be unique and different for every company, the following easy to use CRM system’s capabilities can be adapted and reviewed and thereafter applied for all organizations aiming to implement their CRM solution in the pursuit of enhancing customer relationship for their business.

Ease of implementation and use

Although “ease of use” in CRM software is a subjective opinion, nevertheless several organizations want to adopt a CRM system that is relatively easy to deploy and use.

This is because, if the CRM solution is not so, it may exceed the budget on start-up cost, detract their projected ROI from the CRM, or even worse the users of the CRM may not embrace the software willingly.

For example from a usage point of view, does your CRM system requires excessive keystrokes, screens, mouse click, and page refresh to perform common tasks and processes?

Or how easy it is for your employees to access the screen in the CRM’s dashboard they find most useful for their day-to-day activities and tasks?

These factors need to we evaluated and thereafter modified, as the easy to use feature is most needed and an important attribute especially for small businesses, that mostly have fewer training programs, limited support channels, and also inadequate IT resource.

Scalability

How scalable is your best small business CRM software?

Businesses, especially small organizations will undoubtedly change, and so they need to plan in advance for their future growth.

Because of this, your CRM application must be capable of accommodating the change and growth in business, which may include supporting an increase in the users of the software, or a boost in transactions without failing on its performance.

Therefore, an easy to use CRM that is not scalable will ultimately provide diminishing returns for your business growth .

Cloud based CRM software platforms offer near limitless scalability, since if you purchase a SaaS CRM you can easily scale-up or scale-down your user counts as per your business needs.

Business Process Automation           

One of the major advantages of using your best small business CRM software is that it can very easily automate most of your business processes, which eventually leads to increased productivity for your employees.

Therefore, one of the key features that you need to evaluate while adopting your easy to use CRM software is the level of sales process automation or SFA (Sales Force Automation) capabilities it provides.

This is especially true with small businesses that are looking for trimming their labor costs or are bootstrapped with limited resources.

Most easy to use CRM like ConvergeHub offers workflow designers in the software, which permits businesses to set up triggers for events and automate business processes with the help of the CRM system.

Software Customization

There is possibly no CRM in the marketplace that is capable of accommodating all of any organization’s business needs.
Therefore, the ability of easy to use CRM application’s to be tailored and customized can make a great difference in business to software fit and ROI.

Moreover, the level of customization that is possible with your CRM application also makes a big difference in the success and failure of the CRM implementation process.

Best small business CRM software like ConvergeHub enable their customers to configure, customize and upgrade their easy to use CRM software solutions to their requirements or changing business goals.

Hence, before adopting a CRM look into the level of flexibility the software offers which is a differentiation most small businesses need today to compete effectively in their respective marketplace.

Read More: Powerful Marketing Strategies To Grow Your Business Faster

Reduced support and maintenance

Deployment of easy to use CRM software in an enterprise can lead to very large support requirements and IT maintenance services.

This is the exact reason as to why, a growing number of organizations are opting for cloud based CRM systems, rather than traditional on-premise licensed software products.

Cloud based applications do not require internal maintenance and support issues because SaaS CRM vendors handle many frequent problems with the software on behalf of their customers in a shared service setup.

System integration

Another key consideration that you must watch out while adopting your easy to use CRM, is the level your CRM system integrates with other applications like ERP or an Accounting software that will help in contributing to your CRM strategy for your business.

There are several CRM applications in the market that provides their software platforms with the capability of enabling simple integrations and data exchange with third-party applications.

For example, small business CRM like ConvergeHub, which is also known as the most popular QuickBooks CRM provides QuickBooks CRM integration free and so allow the seamless transfer of data between the CRM and the accounting app, which helps in generating more revenue.

Versatility

Before adopting a CRM, you need to find how much functionality your company is looking out of your easy to use CRM?

Many CRM systems deliver SFA (Sales Force Automation), marketing automation, sales order processing, PRM (Partner Relationship Management), customer support as part of their basic offerings.

Additionally, you even need to understand what kind of analytical capabilities and business intelligence, such as online analytics processing, data warehousing or predictive reporting that you require for your business.

This is because, once you get these questions answered, during the CRM selection process, by understanding your business needs can prove invaluable during implementation and for aligning your CRM strategy with the software.

Remote access and mobility

Nowadays as most of the workers are mobile, they prefer the CRM application’s ability to be accessed from various locations and types of devices on the go.

Now, cloud based CRM applications allow the users to access their easy to use CRM even via a Web browser, regardless of their location and thus do not make them remain tied to any particular desktop.

Information Security

Confidentiality and strong information security are most essentially required, especially for applications and systems that house sensitive information like customer data, sales forecasts, and others.

For example, security considerations for a CRM include encryption, access control, and also an array of layered security protocols.

Therefore, before purchasing your CRM apply extra due intelligence to the CRM service provider’s security infrastructure as physical and logical security should always be on your highest priority while using this technology for your company.

Takeaway

While the CRM software’s capabilities and features should not be used for laying down your CRM strategy, nevertheless, understanding what to look for and what is available in the CRM can help to identify opportunities and craft a workable strategy that can be easily implemented within the constructs of the software.

sign up

Tip On How To Engage Customers Like A Pro Using CLM CRM Software

Customer engagement, which is an incredibly necessary variable that foretells the success of your business, is often overlooked by several brands all across the globe. However what is customer engagement? To explain it simply, customer engagement as the words suggest is an act of engaging customers with your brand using personal outreach, social media, and a laundry list of many other techniques, using CLM CRM software.

Customer engagement, which is an incredibly necessary variable that foretells the success of your business, is often overlooked by several brands all across the globe.

However what is customer engagement?

To explain it simply, customer engagement as the words suggest is an act of engaging customers with your brand using personal outreach, social media, and a laundry list of many other techniques, using CLM CRM software.

CMOs (Chief Marketing Officers) value awareness more than ROI and market share- Gartner Click To Tweet

It is needless to say that customers that are engaged to your brand will stick around longer, as they are more loyal and therefore provide your business with a reliable stream of revenue.

This is because customer engagement is a factor that directly impacts the satisfaction levels of your customers, and the benefits that were noted above stems from their satisfaction.

Customer engagement is, therefore, a part of the overall Customer Experience (CX), since the more better you can deliver CX using a CLM CRM software, it will lead to more satisfied customers.

Customer experience is so important a factor for business growth in the modern times since, in a Walker report, it has been forecasted that CX will outpace product price and quality by 2020 as the main differentiators for brands in the marketplace.

Hence, how can you increase customer engagement for your brand and reap the benefits that will help in your business growth?

Here are some of the best customer engagement best practices and tips that will empower and inspire you to take your customer engagement efforts to new heights.

Use The Right Software

First and foremost, in order to engage your customers effectively, your most essentially need an automation tool that will help you to streamline processes leading to less wastage of time on routine administrative works and help generate more focus on your customers.

One of the most popular tools that businesses use today for increasing their focus on the customers is easy to use CRM software solution, preferably a CLM CRM software, that not only helps you to store customer data but also aids in providing personalized experiences to your customers which increases engagements.

Actually, these days many organizations are opting for all-in-one CLM CRM software platforms like ConvergeHub because easy to use CRM solutions provides sales enablement, marketing automation, and customer support all in the same platform.

Moreover, with CRM software’s like ConvergeHub which is also one of the most popular QuickBooks CRM that offers QuickBooks CRM integration free, you can unlock the important customer data that is locked inside your accounting software QuickBooks and use it from the CRM to drive sales and customer engagement.

Ask For Frequent Customer Feedbacks

Ask your customers what you can do to improve your offerings that can better facilitate the benefits of using your products or services.

One of the most popular methods for doing this is to send a follow-up survey after the resolution of customer support calls.

You can also send an annual survey to all your customers, to uncover their pain-points that you may not be aware of, and then implement changes in your offerings or business processes based on their feedback and suggestions.

Now, when customers see that your organization is making the necessary improvements that your customers asked for, they will look forward to engaging more with your organization and become more loyal to your band.

Reply To Comments On Social Media

Today, social media is possibly the best place where you can engage your customers. As ‘Millennial(s)’ are overtaking the ‘Baby-Boomers’ as the largest consumer demography, we are going to view an increasing use of social media platforms.

Therefore, when someone is taking the effort and time to comment on your posts, it is necessary that you must respond as quickly as possible in an encouraging and polite manner.

Thank and compliment your customers, rather to say, stroke their egos and you will surely find that they will come back and get engaged with your brand since if you ignore them, they will be gone.

Using social media listening tools in CLM CRM software platforms to get alerted the very moment someone comments or mentions of your brand on the social media posts will help you to engage the right audience at the right time, and get a dialogue started.

Personalize All Your Customer Interactions

With so much of personal data stored in your CRM database , of your customers, you can easily personalize every interaction that you have with them.

Since doing this will not only make your customers feel that you know them, but it will also encourage your customers to get engaged with your organization.

Use your personalization efforts in marketing, sales and customer support workflows.

Always remember used knowledgeably and with discretion, you can use the personal information of your customers in the CLM CRM software , to speak to them like an old friend, and not like an organization that just needs their money.

Create A Client Advisory Board

If you are not aware of how to develop a CAB (Client Advisory Board), create a group of perhaps 15 to 20 representatives from your high-value customers.

Ask for their participation, by inviting your selected customers in meetings, whereby they can express their concerns about your offerings and also suggest product or service enhancements that they feel you need to make your offerings more effective, or easy to use.

It is also suggested that you can summarize these meetings with your Client Advisory Board and inform your customers what your company is planning to do with their advice.

This is because; sending periodic emails to your customers, summarizing the meeting with your CAB will show that you truly care about their opinions and needs.

Conclusion

Following these tips will not only raise your customer engagements to new levels but doing this will also very soon make your customer become your brand advocates, which will lead to increased revenue and sustainable business growth.

sign up

Most Important Integrations That Every MCA CRM Must Have For Business Growth

If you are an owner of a Merchant Cash Advance business, chances are that you have sat in on a few meetings with your employees to help your teams understand the best approaches to manage their leads, contacts, customers, and opportunities. Now, what begun with a Rolodex machine, a date book, and a telephone has now evolved in MCA businesses to the use of sophisticated online lead management software applications- better known as MCA CRM platforms, like ConvergeHub, which is customized for Cash Advance businesses. If you are not aware of what is CRM, you might wonder what is exactly the purpose of Merchant Cash Advance CRM software, how it can help your business to attract and retain more customers, or how you can integrate your easy to use CRM with your MCA website for rapid and consistent business growth.

If you are an owner of a Merchant Cash Advance business, chances are that you have sat in on a few meetings with your employees to help your teams understand the best approaches to manage their leads, contacts, customers, and opportunities.
Now, what begun with a Rolodex machine, a date book, and a telephone has now evolved in MCA businesses to the use of sophisticated online lead management software applications- better known as MCA CRM platforms, like ConvergeHub, which is customized for Cash Advance businesses.

Integrating QuickBooks and CRM helps your business deliver a better customer experience. Click To Tweet

If you are not aware of what is CRM , you might wonder what is exactly the purpose of Merchant Cash Advance CRM software , how it can help your business to attract and retain more customers, or how you can integrate your easy to use CRM with your MCA website for rapid and consistent business growth.

So, here are the answers to your question.

What is Customer Relationship Management software?

The main task of any CRM software be it customized for Cash Advance or any other business, is that it is an application that helps your sales, marketing, support, and even accounts manage your leads, prospects, customers, leading to business growth and more sales.
It is a software that helps to keep track of your leads and customers, their relationship with your organization, keep a record of whom they work for, what they are doing, what they are thinking about buying, or keep a tab on how often they contact you, among an incredible number of other options that CRM also aids in business.

The major benefit of using Merchant Cash Advance software in your MCA business is to find the ability to streamline your sales process, increase interactions with your Cash Advance customers and prospects and finally nurture those relationships in a way you see it fit for your business growth.

Therefore, regardless of whatever easy to use CRM software that you use, for Cash Advance, Retail, Reality, Legal, or any other business, majority of CRM software platforms, gathers the same type of information and have identical types of goals, such as:

  • Perk up customer communication and customer retention plans
  • Enhance company profitability by ushering business growth
  • Increase focus in your business
  • Increase prospect and customer tracking abilities

What are CRM integrations?

The best and the most popular easy to use CRM software especially Salesforce Alternative CRM software solutions are the ones with the highest user adoption rates. This is because, the more your sales, marketing, support, and accounts are willing to input data, the better will be the CRM platform’s ability to enable your employees to engage more customers and perform better over time. Hence inputting more data in the MCA CRM leads to increased business growth.

As with most easy to use CRM software platforms there is no one-size-fits-all solution, as vendors of CRM software as a whole strive to meld different functions to accommodate the needs of individual employees, to personalize their workflow, and create a uniform system that better tracks performance, ensure consistency in customer engagement, and improve productivity for business growth.

Now, CRM platforms can achieve this above-stated feat, with official and third-party integrations.
While official integrations are native collaborations between the MCA CRM and external software solutions, third-party integrations need the use of APIs or web services such as Zapier.

Here are some of the most used integrations that your MCA CRM platforms must have for increasing your alternative lending business’s growth.

  1. QuickBooks (Online)

For organizations, especially the ones that cater to financial services, QuickBooks accounting software is one of the most popular third-party software used along with their CRM platforms.
MCA CRM software platforms like ConvergeHub, offers QuickBooks CRM integration free, and is widely accepted as one of the best QuickBooks CRM software for any alternative lending business who are looking forward to using the data from their QuickBooks accounting software to build a closer relationship with their customers and generate more sales.

Once you integrate QuickBooks and your MCA CRM together, there can be a free exchange of information and data between these two software applications, whereby you can continue to use QuickBooks for accounting purposes, and at the same time see all the customer’s details, products and services for sale, along with invoice and payment information directly in your CRM.
You can then use this data from QuickBooks CRM for reminders, follow-ups, customer service, and business process automation.

  1. DocuSign

A plethora of signing on documents is most essentially required in alternative lending businesses. Therefore, most Merchant Cash Advance software users prefer integrating their MCA CRM with DocuSign that can help them to manage every aspect of each contact from preparing and sending documents for signing to managing them in their CRM platforms.

Using DocuSign with CRM for your business growth helps in remaining rest assured that everything stays legal, secure, and visible with a complete audit trail, apart from saving money and time and enhance your customer’s experience with your organization, delighting your customers along the way.

  1. Ring Central

MCA CRM is a storehouse of information about communications between your teams and your leads, prospects, and customers. Therefore, most companies in alternative lending business integrate Ring Central, which is an external software that help users to dial and log calls through RingCentral inside the CRM in a smarter way to enhance productivity and enrich customer interactions. This integration between the MCA CRM and RingCentral is perfect for small businesses who want to have a reliable voice service inside their CRM and efficiently manage customer phone calls.

  1. Google Drive

Google Drive integration for Merchant Cash Advance CRM software allows the users of the MCA CRM to share, sync, manage and access files associated with records through Google Drive right from within the easy to use CRM account. All attachments from your respective CRM records gets stored and synced into your associated Google Drive account with the help of this most important integration, used by many in alternative lending businesses.

  1. Google Calendar

Integrating Google Calendar with your MCA CRM software helps to bring all of your events, tasks, and meetings from your Google Calendar to your Merchant Cash Advance software, allowing you to stay updated by referring to what you have planned so that you never miss out any opportunities.

Once you use this integration for your alternative lending business and edit the calendar of your choice in real time, you can make a decision if you want those alterations to be reflected in either the Google Calendar, or MCA CRM software’s calendar, or both.

  1. Lead Generator Tool

If you are using ConvergeHub, the best MCA CRM for small businesses, you can also download and integrate its Free Lead Generator Tool.

Using this integration allows you to visit any lead’s social media page and capture all information instantly with no manual typing and hereafter save qualified leads from social media, other websites and even Gmail with one click of the mouse for even more sales power and business growth.

This integration (which is most often liked by all ConvergeHub MCA CRM users) helps to capture qualified leads into the sales funnel in a flash and use the power of CRM to convert them into paying customers – all for FREE.

Conclusion

Hence, the only limit to the ways you can use ConvergeHub MCA CRM is your imagination. ConvergeHub CRM seamlessly integrates with more than 30 third-party integrations, helping you to integrate your billing, call management, e-signature solution, and others, for a complete customer data, smarter selling, leading to rapid business growth .

sign up