Tag: what is CRM

The Benefits Of Using Customized CRM Over Pre-Built On-Premise CRM Tools

Customer Relationship Management or CRM is an online lead management software and a business strategy, which helps you to manage and keep track of your customers, prospects, leads, and workflows. In other words, it is the best easy to use CRM software that manages a business establishment’s relationship with its potential customers. Companies that stay connected to their customers and thereby increase profitability by streamlining processes using a CRM find this exclusive business growth technology and tool extremely useful for contact management, sales management, productivity and more. The goal of CRM is, therefore, to improve business relationships.

Customer Relationship Management or CRM is an online lead management software and a business strategy, which helps you to manage and keep track of your customers, prospects, leads, and workflows. In other words, it is the best easy to use CRM software that manages a business establishment’s relationship with its potential customers.

Nearly 60% of organizations expect to increase IT spending in 2019. And it remains the same in 2020 -SuperOffice Click To Tweet

Companies that stay connected to their customers and thereby increase profitability by streamlining processes using a CRM find this exclusive business growth technology and tool extremely useful for contact management, sales management, productivity and more. The goal of CRM is, therefore, to improve business relationships.

When multiple streams of data come from the sales teams, marketers, customer service employees, and social media monitoring departments in an organization, easy to use CRM software help to find a clear overview of all your customer’s information in one place, for which CRM database is considered as the key element for increasing the company’s bottom-line and ROI.

This growth generated by easy to use CRM software is achieved by using a simple and customizable dashboard that provides customer statuses, the history of their previous purchases, and outstanding customer service issues and more.

When people talk about what is CRM , they mean any of these three elements that comprise customer relationship management, which are:

CRM as a Technology: Be it a cloud based CRM system or an On-Premise CRM software, this is a technology that people use for interacting between organizations and the user.

CRM as a Strategy: This is a customer relationship management guideline on how relationships with potential prospects, leads, and customers should be maintained to increase the Customer Lifetime Value (CLV) of the consumers of their offerings.

CRM as a Process: This is a system that businesses adapt to manage their relationship with the customers.

CRM Solutions- Nowadays

Due to web-based interfaces, the most popular easy to used CRM platforms are cloud based CRM software platforms. This solution allows the sales reps to access their leads and customer information from both computers and hand-held mobile devices at any time and from any location across the globe.

This SaaS (Software as a Service) platform is even more user-friendly than the traditional and old CRM application and can aid businesses in making better business decisions, enhance their service, and ensure quality support to the customers.

Reasons for building a customized CRM

Many software like SAP and Oracle offer enterprise-level systems. However, the problem with these software platforms lies in the complicated installation process and prohibitive cost factors, which often proves to be a burden for small and medium-sized businesses.

Lightweight customized easy to use CRM software platforms permit the users to adopt this technology not only in a short time but also at a fraction of the cost, compared to enterprise-level On-Premise CRM systems.

A customized CRM system for your needs

Although in several cases many businesses once they buy CRM use pre-built CRM solutions, however in such a case organization often find that there are many features and functions which may not be relevant for their particular business.

Therefore, while using a pre-built CRM during lead generation and contact management activities the entire process takes more time for people to learn system functions, which in turn lessens sales productivity. Using customized cloud based CRM software lets businesses get exactly what they want without unnecessary errors.

Endnote

Customers play a very important role in all businesses. Irrelevant of what sort of product or services that your business offers, customers are the people who provide direction for your businesses.

Therefore, cloud based CRM software platforms be it enterprise-level CRM solutions like Salesforce or any other Salesforce Alternative CRM software platforms mostly used by small businesses and startups help maintain customer data in CRM that aids in finding the desired demands of the customers to bring success for businesses.

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How To Create The Right Strategy Once You Buy CRM For Business Growth

Maintaining a proper relationship with the customers is indeed an important aspect for the growth of any business. Therefore, to achieve certain benchmark for the things you require for your business growth, you need to follow a comprehensive easy to use CRM software strategy, since without it you just cannot maintain the right kind of relationship with your customers and leads, and achieve the goals you desire for your company. There has been a drastic change over the past few decades in the customer relationship, which we are about to discuss in this article below.

Maintaining a proper relationship with the customers is indeed an important aspect for the growth of any business. Therefore, to achieve certain benchmark for the things you require for your business growth , you need to follow a comprehensive easy to use CRM software strategy, since without it you just cannot maintain the right kind of relationship with your customers and leads, and achieve the goals you desire for your company.

23% of B2B CMOs see improving customer experience as a top three objective - Forrester(2019) Click To Tweet

There has been a drastic change over the past few decades in the customer relationship, which we are about to discuss in this article below.

The Makeover in the Nature of Customer Relationship

In the present world ruled by social media, customer relationship has seen a major change in its nature over the last decade or so.
Businesses nowadays over the course of time have realized that there is an ever-increasing opportunity for engagement with the customers through social media platforms that can be utilized effortlessly.

On the other hand, if any customer goes through any bad experience with any product or service, they can also very easily get the facts vocal in the social media to tarnish the image of the brand, which has led businesses to take customer relationship matters seriously.

In fact, the stellar growth of the social media platforms has lead to a massive increase in the interactions between the companies and the customers, as it is the easiest medium in the present times to raise awareness or to share both good and bad experiences online.

Therefore, in order to minimize the damage to customer relationship, businesses are nowadays resolving their customer issues as soon as possible to help redeem their lost reputations and thereafter grow a solid relationship with the consumers of the offerings.

Best CRM Strategy That We Must Follow

  • Set A Definite Goal

When you want to achieve something for your business, the primary thing you need to do is to set up your goals for yourself and your company. Try to visualize where you want to see yourself in the next 2 to 5 years.

Online lead management software or any best small and medium business CRM software is a platform that can easily help you to achieve both your personal and your company’s business goals. However, for the CRM strategy to be effective, you have to identify the goals first and understand what needs to be accomplished, or when you should decide how you must progress with the plan to arrive at your desired objectives.

By far, it is always a better idea to split up your goals into lesser but achievable objectives and at the same time maintain an easily reversible and flexible plan.

  • Always Keep Communicating With Co-Workers

Keeping an effective and constant communication with your co-workers, help in many occasions to resolve several critical issues.

Therefore, use a cloud based CRM software , be it an enterprise-level tool like Salesforce or any other Salesforce Alternative CRM used by SMBs, which is designed to handle a large amount of information and can facilitate communication between various workgroups.

Buy CRM , which ensures that all data is being shared between accounts, sales, marketing, and support departments to help them have a clear idea about the objectives of your company.

Hence, to get your job done, integrate policies and use business growth technology and tools that would benefit your organization in several ways.

  • Target Customers Wisely

If you cannot target your customers better, you may never be able to improve your business revenue. Therefore, in order to become a successful business establishment, you need to target your consumers wisely enough to help generate profits for your company.

Always remember returning customers are more valuable than new customers since they tend to spend more for your company.

Hence, you can use a cloud based CRM system, to identify your valuable customers and target them intelligently, by proper segmentation of such targeted customers, which is also a great strategy for building the right sales cadence for your sales team that can predict revenue growth.

  • Track The Interest Of Your Consumers

Keeping a comprehensive trail of your consumer’s interest is a valuable way for closing sales and wining deals for your company. Therefore, it is most important to analyze the kind of things that your leads, customers, and prospects shares or like across the social media channels for up-selling and cross-selling of your products and services.

The CRM database is the storehouse of customer interests in every stage of the customer journey with your brand.

Hence, synchronize everything in the CRM and revaluating your approaches by identifying weaknesses in your system, since properly evaluating the customer database in the CRM, help to identify the scope of improvement for your organization.

Conclusion

Therefore, now that you know what is CRM software, and how it can help in the implementation of your best CRM strategy and build up stronger relationships with your customers, buy CRM to quick pace your business growth.

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Salient Features Of A CRM That Can Really Save Your Startup

Startups all across the globe are glorified as the ultramodern way of taking control of your life, circumventing nine to five jobs and throwing them into the bin. Nevertheless, according to a report published by Small Business Trends, on business growth it states that approximately 40 percent of startups are profitable, while 30 percent of them are at break-even points and the rest 30 percent losing money. Therefore if you are having any second thoughts on your big idea, read through this article as we unravel the real Kryptonite of your super idea and how buying CRM can change that for you.

Startups all across the globe are glorified as the ultramodern way of taking control of your life, circumventing nine to five jobs and throwing them into the bin.
Nevertheless, according to a report published by Small Business Trends, on business growth it states that approximately 40 percent of startups are profitable, while 30 percent of them are at break-even points and the rest 30 percent losing money.

About 79% of leads do not convert without CRM - ThomsonData (2019) Click To Tweet

Therefore if you are having any second thoughts on your big idea, read through this article as we unravel the real Kryptonite(s) that can stall your super ideas and how buying CRM can change that for you.

What is CRM?

CRM is a business growth technology and a strategy that integrates several prospects of customer relation to convey value to the customers and retain the same for businesses. With IT solutions, world-class customer relations can be easily achieved and utilized to establish brands in the marketplace.

In other words, CRM is a tool that helps one understand their target customers, their needs and how brands can sustain that customer relationship to propel your startup on the basis of that relationship.

Now there are three types of easy to use CRM software that is available in the marketplace:

  1. Strategic CRM

This is a CRM software that is based on delivering value to the customers, better than the rest of the competitions and integrates the same in product development and structure of the business.

  1. Operational CRM

This CRM software focuses on the automation of sales, production, and service as per the requirement of the consumers.

  1. Analytical CRM

This CRM software focuses on gathering, storing, distributing and thereafter integrating and analyzing consumer-facing data to cater value to both customers and businesses.

There are several models of CRM tools available in the marketplace. Nevertheless, in this article, we shall discuss the IDIC model which aids businesses to ascertain the customers who are of high value and loyalty towards the brands.

Identification: Find out who is the customers and understand them well.

Differentiation: Identify which customer has the greatest potentiality and thereby have more future prospects.

Interaction: Makes sure that businesses can perceive the customer’s desires, and understand the customer’s possible relationship with other brands.

Customization: Personalize offers a means of communication to make sure that the customer’s desires can be fulfilled.

So now that you are aware of what is CRM let us move on to the five most important reasons as to why you must buy CRM for your startup organization and stick to this cutting-edge business growth technology and tool.

THE “KRYPTONITE(S)” TO YOUR SUPER IDEAS

  1. Cash Crunch

According to a report published by Small Business Trends, it states that more than 29 percent of startups fail because of cash crunch and more than 18 percent for cost and pricing issues.
Therefore it is important for any startup business to keep their pricing compatible and yet generate enough profits to keep the krypton of cash crunch at a bay.
This is over here small business CRM software comes into play as it can help businesses to understand their customer’s choices and buying patterns to integrate the same in product development and provide pricing that predicts good business growth.

  1. Poor relations with the customers

Relations with its customers is the spine of any business, especially startups as they are more consumer-based models of business and this is why more startups are in need of incorporating CRM strategies for their growing businesses.

According to reports among all startups that fail more than 17 percent are those that failed to develop and deliver a user-friendly product or service and another 17 percent failed because of inappropriate business models that underlined their offerings.

Therefore, this data even illustrates the growing importance to buy CRM in developing a consumer-based model for business that can help in building user-friendly offerings.

  1. Need for the right team

The idea of delivering a customer-friendly offering, for any startup is a challenging task, which needs the right team to pull that off.
As per statistics and data that we referred before about 23 percent of startups fail due to their team’s inefficiency in catering a customer-friendly offering to the consumers in the marketplace.

Therefore as a startup entrepreneur, you need extensive staffing and training programs that can aid you in employing the right team to focus on providing value to the needs of your customers.

This is over here CRM for small business once again comes into play as it can help you to identify the right persons for your job and even train the marketing, sales, and support teams with strategies to reach customers and sustain them over a long period of time.

  1. Need for research

Just as there is no way that we can write an article without any proper research, similarly the same applies to any startup, as comprehensive market research is most important and a must for the growth of any startup business across the globe.

According to research, it has been found that 42 percent of failed startup ventures were not successful since they did not start their business after performing any market research about their proposed offerings.
Additionally 13 percent of startup businesses failed and are so ill-fated because they launched their business at a bad time, statistics which show the extent to which startup organizations ignore real-time market trends while starting their businesses.

Therefore, once you buy CRM, it is a business growth technology that is capable of storing, integrating and analyzing consumer data which aid startups to find and focus on the right market at the right time to launch the right product or service in the marketplace.

  1. Marketing woes

As per statistics and data that we referred even before 14 percent of startups fail due to poor or ineffectual marketing and another 14 percent for ignoring their customers.

But why do startups fail at marketing or while conducting their after-sales service?

Even though there can be multiple reasons that can make it happen but one of the most important of all these factors is because of not knowing your customers.

CRM for SMB and startups helps growing businesses to understand their customers thoroughly so that they can cater to their customer’s needs.

This is exactly where Analytical CRM comes into play which aids in gathering consumer-related data and with Operational CRM that can ensure faster services to their customers and Strategic CRM that can help in marketing their offerings strategically to target relevant consumers based on their behavioral and purchase patterns which can be easily collected, stored and thereafter analyzed once it is hived inside the CRM database.

Conclusion

Therefore now that you know why your startup needs to buy CRM and implement CRM strategies for your business growth, and the right type of CRM to go for to overcome each of these hurdles at the beginning of your entrepreneurial journey, it remains without any doubt that small business CRM software is that much-needed firepower which your startup needs as the next big weapon for victories in this competitive global marketplace.

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Track Your Customer Service With These Four Vital Tips for Rapid Business Growth

Great customer service will obviously get you loyal customers and bump up your revenues resulting in business growth. Ask any satisfied customers why they liked your services and one thing they will all probably say is “Because your support team solves problems quickly”. Hence quick turnaround time when it comes to dealing with customer issues is of utmost importance to your customer service reputation in the marketplace.

Great customer service will obviously get you loyal customers and bump up your revenues resulting in business growth .

Ask any satisfied customers why they liked your services and one thing they will all probably say is “Because your support team solves problems quickly”.

Hence quick turnaround time when it comes to dealing with customer issues is of utmost importance to your customer service reputation in the marketplace.

Worldwide, 67% of people believe that customer service as a whole is improving - Microsoft (2019) Click To Tweet

However, it is needless to assume that you always need money to deliver prompt customer services.

This is because, you can even run a lean customer service machine, on a shoestring budget, if you are aware of what is CRM technology that can even be the envy of any Fortune 500 company.

In fact, according to Gartner Research, it has been found that if you are having a small business, odds are in your company’s favor that your establishment can deliver a higher level of customer satisfaction by customer tracking with the help of a business growth technology like CRM software.

Being small as an organization, you have the advantage of being nimble and approachable by your customers and so in general, small businesses are not staggered by inter-departmental politics, and red tapes that big organizations face in their business establishments.

Hence, here are a few strategies that can help you to quickly deal with your customer issues. Most of these tools fall with the low to no cost category, but they definitely need investment in time and training if you want to enjoy the full benefit of these tips for decreasing the time needed for resolving your brand’s customer issues.

  1. Use social media monitoring tools

Social listening on social media platforms may be one of the most helpful ways to track customers and solve their problems.

Encourage your customers to reach you out on social media platforms like Facebook and Twitter and advise your customer care representatives to respond to them rapidly.

Now easy to use CRM software, especially those that are integrated with social sharing features, better known as SCRM can help you listen into the conversations of your followers on social media and thereby take necessary actions rapidly.

  1. Take Advantage of Google Alerts

Although it is not a shiny and new applications like social platforms, Google Alerts is also efficient if you need to keep an eye on what customers are saying online about your products or services.

Create a series of alerts with suitable keywords and set it up so that you can get necessary alerts by either RSS or email feeds

And the best part is as a Google product, it is free.

  1. Use CRM software

You do not need to be on the list of Fortune 500 business establishments to buy CRM solution for keeping your customers happy.

In the present times and with the growth of cloud based SaaS technology, depending on the scale and size of your small business, you can purchase Salesforce Alternative CRM software solutions that are price-performance leaders and are best suited for startups and small businesses.

However, if you want to spend more but stay with big names, vendors like Microsoft Dynamics and Salesforce have also scaled down versions of their lead management software for small and medium businesses but might prove extremely heavy on your pocket.

  1. Use feedback apps for brick and mortar businesses

Although there are several options for receiving online customer feedback, never neglect spot feedback from customers when they visit your brick and mortar store.

One of fast deploying technology in many niches is QR (Quick Response) codes. Small businesses can team up with vendors of QR code apps that insert quick response codes on products in the store.

By scanning, the code customers are redirected to a mobile-optimized form while they are still shopping in your store and leave suitable feedback that can be examined in real time and so complaints found can be resolved rapidly.

Conclusion

Hence, to fetch up, it is necessary that all small businesses must focus on customer satisfaction in this ever increasingly competitive marketplace, with the help of these vital tips that are sure to bring more happy customers and increased your ROI.

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How To Use Easy To Use CRM To Improve SEO Of Your Business Website

Customers are the epicenter of every brand and businesses’ growth; their plans, strategies, blogs, services, and many other factors are all dependent upon their user-base, and the best means to feed the master plan for retaining customers, decrease churn and establish a robust bond between the brand and its customers is through a business growth technology like an easy to use CRM. However, conversion and retention of customers are not the only verticals in which easy to use CRM can help your company. Since this business growth technology can as well used for boosting your business website’s SEO. This is the reason we have mentioned in this article five simple yet effective ways you can use CRM software to boost your site’s SEO, but for this let us first understand what is CRM.

Customers are the epicenter of every brand and businesses’ growth; their plans, strategies, blogs, services, and many other factors are all dependent upon their user-base, and the best means to feed the master plan for retaining customers, decrease churn and establish a robust bond between the brand and its customers is through a business growth technology like an easy to use CRM.

However, conversion and retention of customers are not the only verticals in which easy to use CRM can help your company. Since this business growth technology can as well used for boosting your business website’s SEO.

In 2008, only 12% of businesses used cloud-based CRM – This figure has now increased to 87%! Click To Tweet

This is the reason we have mentioned in this article five simple yet effective ways you can use CRM software to boost your site’s SEO, but for this let us first understand what is CRM .

What is CRM (Customer Relationship Management) software?

CRM or Customer Relationship Management is an extremely powerful and robust business growth technology and tool (like Salesforce or any other Salesforce Alternative CRM mostly used by SMBs), that aids in generating and nurturing leads, retain customers by building a strong relationship between brands and the consumers of their offerings.

Now, the benefits of cultivating a strong relationship with a CRM with your user-base can be viewed in a brand’s growth as once you buy CRM this software helps marketing and sales teams to develop strategies on how they can pursue potential leads and customers and acquire more leads for steady growth of their businesses.

However, with this plethora of customer-facing data and info that can be accessed from the CRM data which can provide shape to a brand’s marketing strategies, even include SEO (Search Engine Optimization).
Hence, now that we have a clear knowledge about what is CRM let us head straight to discuss the means which can help a business to improve its website’s SEO through the use of CRM for business growth.

  • Definite Keyword Research and Optimization

When we talk about SEO, the first thing that comes into our mind is keywords. In fact, almost all articles and blog posts are optimized with high search volume and relevant keywords to outgrow the competition.

This is because; if you rank number one in the first SERP for a high search volume keyword, it implies that the keyword will draw more click which in turn will increase the traffic volume on your website. Hence, whatever be your SEO strategy (on-page, off-page, or technical SEO) researching for the relevant keywords and thereafter using them to optimize your content with those keywords is the fundamental task of any SEO planning for any website.

There are many tools that you can use to do free keyword research; nevertheless, the keywords provided by them are based on the searches done on the ‘entire’ internet.

Therefore, if you want to target your audience, and optimize your content on the targeted audience, you need to narrow it down to just your customers, and what can be a better way to do so than with easy to use CRM software?

Once you buy CRM, it is a powerful business growth technology that keeps a record of the conversations that you have with your leads, prospects, and customers.

Now, if you pay attention and examine the words that your prospects and customers have used and list all of them together, you can perform research on these keywords individually and thereby extend your database, after which you can move on to create helpful content that can aid your customers.

  • Creating Useful Content for the Customers

As mentioned before, CRM is a software that keeps a record of all the interactions and conversations that you have with your prospects and customers.
Therefore, it is advised that you must closely examine those conversations on a day-to-day basis since it can provide you with not only the relevant keywords but also generate practical content ideas that will be of use to the consumers of your offerings.

Now as you must be wondering how, here is how it can be done.

When you inspect the interactions with your customers stored in the CRM database , you will surely find an idea about what issues your consumers mostly face, which will, in turn, make you understand the questions they have and also the type of solution that they need to overcome their issues.

Therefore, knowing exactly what your consumers want with the help of a CRM will make it even easier for you to create content that will be of use to the consumers of your offerings.

You can target keywords that are query-based and provide solutions desired by your customers next to it and since search engines are constantly focused on providing the users with accurate solutions to these queries, once you write contents based on these questions the search engines will naturally rank your contents higher in the SERPs.

  • Empower Your Social Media and Improve Online Visibility

Do you know that your search engine results can be even influenced through social signals?
Well, even though it is not considered to be an official Google ranking factor, nevertheless, social signals do aid in improving a website’s online visibility (indirectly).

There are millions of peoples across the globe that actively use social media platforms like Facebook, LinkedIn, Twitter and others to share their personal life and interacts with brands.

Hence, once you are using a CRM with social listening capabilities that are popularly known as “social CRM” platforms you can leverage the huge amount of data provided by your CRM database to drive in more social signals.
For this primarily you need to start following your prospects and customers on social media and begin interacting with them by replying to their comments and helping them solve their problems through social media handles for popularizing your brand along with sharing your recently published content pieces to drive in more traffic.

  • Lock Down More Guest Blogging Opportunities

Guest blogging is one of the most effective, popular and influential ways for building quality links that in turn helps in improving your website’s SEO.

Now, once you buy CRM you can use the software’s data to search for websites that permit guest writers and reach out to them or find those that might be guest authors for your brands’ or company’s’ blog (if your website is open for guest posting) and thereafter approach other sites for cross-promotional activities.

  • Develop A Positive Online Reputation

Easy to use CRM is all about building a world-class reputation of your brand with your customers, whereby it not only helps in retaining the old but also aids in gaining new ones.

Therefore you can use the data in this excellent business growth technology and tool to develop credibility, brand advocates and thereby build a positive online reputation for your company.

You can use your easy to use CRM to track down and approach brand advocates with the idea of making them post reviews about your products and services on Yelp, Google and other online review platforms, as positive online reviews make search engines and people trust your brand.

Additionally, as user-generated content are invaluable to search engines and reviews is just another kind of UGC (User Generated Contents) it helps to improve your online reputation as you get more and more positive reviews about your offerings.

Conclusion

So what are you waiting for?

Buy CRM and find actionable data on your leads and customers which you can utilize to embark on a journey for growing your business and at the same time improve your website’s SEO using this business growth technology for increasing your company’s bottom line.

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How Can You Make Easy to Use CRM Implementation A Success For Your Business

Selecting an efficient CRM platform has become more difficult over the last few years, as several lead management vendors have upped their game, and has thereby made the playing field more level than ever before. Now, if you are still at a loss in understanding what is CRM software, here is your answer is a gist: What is CRM software? Customer Relationship Management or CRM means a mishmash of business strategies, software and business processes that aids in building long-standing relationships between organizations and their consumers. While healthy competition ultimately benefits the consumers, nevertheless those tasked with selecting the right and easy to use CRM solution for their organization, the selection process by signing up for free trials and by rounding up leading CRM vendors for demonstration, can take a lot longer than you really want it to be.

Selecting an efficient and easy to use CRM platform has become more difficult over the last few years, as several lead management vendors have upped their game, and has thereby made the playing field more level than ever before.
Now, if you are still at a loss in understanding what is CRM software, here is your answer is a gist:

What is CRM software?

Customer Relationship Management or CRM means a mishmash of business strategies, software and business processes that aids in building long-standing relationships between organizations and their consumers.

While healthy competition ultimately benefits the consumers, nevertheless those tasked with selecting the right and easy to use CRM solution for their organization, the selection process by signing up for free trials and by rounding up leading CRM vendors for demonstration, can take a lot longer than you really want it to be.

CRM is considered one of the most important aspects of sales right next to lead generation and lead engagement - Bowery Capital (2017) Click To Tweet

Now, as there is always a hidden cost involved to an extended selection timeline, and choosing the wrong CRM can result in substantial multi-year expenditure with little returns, here are five steps to accelerate your CRM selection process which is one of the most popular business growth technology and tools of the modern times.

  1. Interview End Users and Stakeholders

Now that you know what is CRM software, the primary thing you need for a successful CRM selection is to address the requirements of both the management and the end-users of your desired easy to use CRM platform.

Especially inputs from the would-be end users of the software solution is highly valuable while you buy CRM since when the right type of questions are asked, areas of customer dissatisfaction and operational inefficiencies will often emerge, which the management may not have even been aware of.

Moreover, when the ends users feel that they have are a part of the CRM purchasing process, they will naturally be even more willing to participate in using the software, once the solution is rolled out in your company.

  1. Assemble and Analyze Input

Once the information from the end-users and the management staff has been gathered, you need to organize and analyze the user inputs in reasonable detail.

Additionally, relevant details about the existing systems in your organization, ranging from shared spreadsheets to ERP systems (if any) and how these solutions are currently working or not, should also be a part of the analysis.

Since, the output of this step, once you are aware of what is CRM, will become an integral part of the next step.

  1. Develop a Vendor Ranking System

After prioritizing the list of all the requirements, this information should be organized in a manner that the participant of the CRM selection process can rank the CRM vendors on their abilities to meet the documented needs.

Moreover documenting the requirements of your organization also helps the CRM vendors to address the highest priority requirements first and the rest in a logical sequence of the data.

  1. Select the Easy to Use CRM Solution

After the demonstrations by the CRM vendors, now that you know what is CRM software all about, there will inevitably be follow up questions for the CRM vendors regarding specific functionalities and deliverables of their CRM software platforms.

Remember to consolidate all the participating CRM vendors’ rankings in a single document, so that they can be further scrutinized easily in case of a close call.

Additionally as a part of this step, ask for the implementation timeline from the selected CRM vendors at this stage, before you buy CRM, which will help the management of your organization to find a solid basis for their initial estimates of implementing the solution in your company.

  1. Negotiate and Procure

Once you have finalized on the chosen CRM vendor, there are additional works now, which needs to be done. For example, the chosen lead management software may have multiple editions, so the CRM vendor may allow you to mix, and match functionality licenses within your CRM edition, to tailor the solution as per your company’s needs.

It is best and it also makes financial sense to purchase a limited number of user licenses for all departments in your organization, during the roll-out and then purchase additional licenses of this business growth technology in the near future once all the departments in your organization get well adapted in using the software.

Also, check the contact duration before rolling out your easy to use CRM , which should be determined at this stage.

Takeaway

Now that you know what is CRM, as a parting note can assure you that a formal process for choosing the right CRM solution provides a lot more benefits than just buying the CRM software. Since the perspective that you will gain about your business by gathering this valuable information while you buy CRM and implement this lead management tool can be used also as inputs for planning and strategic thinking for the further growth of your business.

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Easy to Use CRM Trends To Follow For The Success Of Small Businesses in 2019

Keeping in line with the development of technological advancements is most important for businesses both big and small. Likewise, it is also extremely vital to update your marketing and customer interactions as per the latest easy to use CRM trends for users of this software, especially in small businesses. Because remaining aware of the constantly evolving business growth technology and tools, helps SMBs to drive present customers to do recurring purchases and also attract new customers, which further increases their ROI.

Keeping in line with the development of technological advancements is most important for businesses both big and small.
Likewise, it is also extremely vital to update your marketing and customer interactions as per the latest easy to use CRM trends for users of this software, especially in small businesses.

Because remaining aware of the constantly evolving business growth technology and tools, helps SMBs to drive present customers to do recurring purchases and also attract new customers, which further increases their ROI.

About 79% of leads do not convert without CRM - ThomsonData (2019) Click To Tweet

On a comprehensive and wide-ranging note, users of best CRM for small business, while they watch these latest trends, it helps the small and medium firms to expand their customer connect and increase sales for consistent revenue growth.

Considering the same, here are some of the important and best small business CRM trends of 2019, which can add more viability to your sales and marketing skills:

  1. Increasing Requirement for Adoption of Mobile App

In recent years, both small and mid-sized firms across the globe have started deploying easy to use CRM as their new-age marketing tools.

However, in 2019, due to the rising sale of mobile and handheld devices, it has been noted that CRM integration with mobile apps will also escalate for assisting the customer care representatives.

Mobile CRM will also help the sales reps to receive notifications, capture relevant notes and contact or call the customer from their mobile devices, using an online mobile CRM app, for consistent sales growth.

Therefore, mobile CRM, which was earlier just an option for owners of the best CRM for small businesses, is fast becoming a very important part of managing customer relationships successfully.

  1. Improved Predictive Analysis

All best CRM software for small businesses helps their users to find out the number of interested customers, their preferred mode of communication and the preferred time of communication for their customer base.

However, going by the easy to use CRM trends of 2019, the latest improvement in the predictive analysis will not offer greater insights pertaining to ideal engagement approach for small businesses, but it will also aid in digging out their customer transaction history and other customer details for executing ideal customer sales.

  1. Improved Integration

In the past, small business owners who are fully aware of what is CRM technology also faced several obstacles while integrating CRM solution with all the main elements of their businesses.

Considering this fact, in the present times, CRM integration leading to better connectivity is going to expand radically as SMBs will be able to include new products and services into their CRM software.
For example, the use of QuickBooks CRM software that even helps in integrating accounts with CRM platforms.

These integrations will include powerful solutions for workflows, social media, customer sales, and product tracking, which will no doubt offer a holistic solution for a 360-degree customer view during communication by the users of CRM software.

  1. Importance of Social Media Networking

Finally, it is natural that your customer support team will have their own timing and a specific day off. Nevertheless, customers nowadays always expect faster responses online. Hence, customers when they fail to communicate with their preferred brands through conventional communication channels, they tend to follow their brands on social media to get the latest news and developments about new product launches in the company.

Therefore the best CRM for small businesses in 2019, will be trying to upgrade their technology to become pioneers in social CRM (SCRM) functionalities, whereby they can promote their business via social media channels, which will allow their users to find 24/7 accessibility with their customers.

Conclusion

Therefore to conclude in 2019 and beyond an easy to use and effective CRM solution can not only provide your startup or small business with an opportunity to unify and streamline disparate areas in business but it will also proactively contribute to anticipate and understand the needs of the customers which will improve your businesses’ bottom line.

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Five Easy Steps For Creating A Easy To Use CRM Strategy For Business Growth

If you are still not aware what is CRM, then for them this is a software which is an extremely powerful tool that helps in acquiring new leads, boost customer relationships, and thereby drive customer loyalty, resulting in rapid business growth. But for all this, you must know how to use it. Alarmingly according to studies done on CRM it has been seen that only 14 percent of sales reps actually use the full capability and all the functionalities found in their CRM, while more than 30-60 percent of CRM projects fail to kick-off due to low adoption rates that ultimately results in dismal returns on investment.

If you are still not aware what is CRM , then for them this is a software which is an extremely powerful tool that helps in acquiring new leads, boost customer relationships, and thereby drive customer loyalty, resulting in rapid business growth.

But for all this, you must know how to use it.

Sales teams that are productive and have effective workflows are 81% more likely to use a CRM system consistently.- Aberdeen Group Click To Tweet

Alarmingly according to studies done on CRM it has been seen that only 14 percent of sales reps actually use the full capability and all the functionalities found in their CRM, while more than 30-60 percent of CRM projects fail to kick-off due to low adoption rates that ultimately results in dismal returns on investment.

Now there is nothing worse for any business than to invest money, labor and time into a CRM solution and thereafter fail to use it properly for business growth.

Hence, here are five steps below that you can use as a roadmap to build your own brand’s cross-departmental and scalable easy to use CRM strategy that can help you to elevate relationships with your customers at every stage in their journey with your businesses.

  1. Identify your easy to use CRM solution’s strategic goals

The primary and foremost step for creating an effective CRM strategy is to identify its goals, which in other words means what exactly you will be using your easy to use CRM for.

It must always be remembered that CRM software is a platform that must be used collaboratively across all the departments in your organization.
Therefore irrespective of whether you are using Salesforce, or any other Salesforce Alternative CRM, which are mostly used by startups and small businesses high-level CRM goals will remain constant for the company as a whole; however the approach to achieving them will depend on departmental roles and responsibilities.

Hence, for this reason, it is extremely necessary that all departments in your organization must work together on the goal-setting process.

Therefore encourage your marketing, sales and support teams to sit together and thereafter break down large goals into actionable CRM tasks that align specifically with their job roles and responsibilities.

  1. Identify core challenges and weaknesses

To ensure that your easy to use CRM strategy is proactive, instead of being reactive, identify your team’s main weaknesses and challenges early for proper adoption of the software.

For example, if you discover that cross-departmental communication is one of your team’s key weaknesses, or your support tickets are not getting resolved in time, you can be proactive about ensuring that your CRM strategy utilizes highly collaborative processes and transparency which it comes to sharing resources and knowledge management and for that create required knowledge base and resources that are readily discoverable and available within your CRM database.

  1. Create CRM processes to streamline workflow

Most CRM systems will include integrations and features for streamlining workflow across the entire company.
Therefore, depending on the capability of your CRM tool use the system to improve the efficiency and internal communications of your teams.

For example, create definite responsibilities and roles when it comes to CRM tasks, segment and organize your leads and customers into manageable groups, integrate external business applications to eliminate multi-platform tasks, set up notifications in the software so that your teams can utilize their opportunities promptly, customize the dashboard in your CRM to display the key insights at a glance, and more.

  1. Decide on the right KPIs

You just cannot measure the effectiveness of your CRM strategy without defining the Key Performance Indicators (KPI) relevant for your business.

For this, you are required to revisit your business goals and identify how best you can measure them.

For example, some of the KPIs you can consider is Customer Retention Rate, Number of new prospects over a span of time, Renewal rate, New revenue generated, Closing Rate, Time to Resolution, and more.

  1. Develop a thorough onboarding process

Take your time to develop a methodical onboarding process to make sure that your teams have the right CRM training they require for their success.

For this, you can create detailed and thorough documentation of the training materials and make it easily discoverable and organized within your CRM database .

Now, as written information is sometimes not simple enough, you can also record how-to videos as a guide, apart from creating knowledge base articles, customer support forums or real-time chatbox for supporting simple inquiries.

Improve the customer experience with a CRM strategy

The following five steps above, not allows you to create a CRM strategy that you help your teams to work more efficiently, but it also provides you teams an opportunity to identify their key customer touch-points, to find out what is working and what is not, pinpoint new opportunities and discover areas of improvements for business growth.

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What Are the Hallmarks of an Effective and Successful CRM Solution

The customer is the lifeline of your brand, which in turn makes CRM (Customer Relationship Management) the catalyst for the success of your business. This is because easy to use CRM software solutions mostly have simple to use interfaces that are backed by robust algorithms which makes it easier to run businesses by creating active engagements with your customers. Therefore, here are 6 hallmarks of an effective and great CRM solution for your business growth.

The customer is the lifeline of your brand, which in turn makes CRM (Customer Relationship Management) the catalyst for the success of your business.
This is because easy to use CRM software solutions mostly have simple to use interfaces that are backed by robust algorithms which makes it easier to run businesses by creating active engagements with your customers.

What Are the Hallmarks of an Effective and Successful CRM Solution Click To Tweet

Therefore, here are 6 hallmarks of an effective and great CRM solution for your business growth:

  1. All Functionalities Within One Single Window

Without jumping between windows, your easy to use CRM must have the ability to aid your team members to view every detail of the actions taken by the customers in a single window.

Easy to use CRM is a solution that is capable of capturing all available information about the customers, leads, and prospects from all sources that include call centers, branches, emails, SMS, web integrations and more in order to offer the best possible personalized service to the customers.

Therefore an effective all-in-one 360-degree CRM view of the prospects and customers in the CRM database creates a unified destination for all customer-facing information that eliminates the requirement for hopping between different silo software platforms.

  1. Complex Yet Simple

The success and growth of any company do not hinge on how advanced a technology is that they are using for the success of their business. Rather to say, it depends on how the technology is acting as an enabler to the workforce to make them more productive in their workplace.

Hence right from the start, efficient easy to use CRM should have a simple interface, irrespective of the complexities that are involved in the making and working of the software.

This is because the complexity of the CRM software mostly affects the user’s experience of the solution which can very easily lead to loss of efficiency of the CRM solution even before proper adoption of the software.

  1. Easy Integrations

Irrespective of the legacy software solutions that you use, an easy to use CRM that you choose should be able to retrospectively integrate with your businesses’ core IT infrastructure.

In other words, the features and tools of your CRM, be it an enterprise-level robust CRM solution like Salesforce or any other Salesforce Alternative CRM for startups and small business, should actually integrate seamlessly and optimize the operations in your business, rather than create new investment headaches for your organization.

  1. Guarantees Customer Satisfaction

Now that you have invested in your easy to use CRM software, the solution should be actively beneficial to fulfill the targets of your business and also the expectation of your customers.

In other words, your easy to use CRM solution should create a customer service platform that addresses proactively all the pain-points of the customers.

It must be a solution that can motivate and persuade your support staffs to cater a more professional service to your customer base.

In fact, right SLAs and quicker resolutions along with defined metrics help in rendering delightful and world-class customer experience.

  1. Evaluation and Projections

All business big or small survives under evaluations in terms of their failure and success, upon which companies strategize their very best next moves.

Monitoring tools in an easy to use CRM helps in recording the activities and interactions of customers and employees that relates to their business.

Therefore effective CRM solutions with the aid of this historical data can make digital predictions about demand spikes, market trends, customer sentiments for your brand and more, that can help in shaping a better tomorrow for your company.

  1. Flexible, Scalable And Efficient

Finally, for any entrepreneur, their ultimate aim is to grow in capacity and scale in their business.
Therefore, if you know what is CRM , then what good is a solution if the cost of its upgrade gets in your way?

As the features of any effective CRM are important on a long-term basis, so the easy to use CRM software that you are interested in investing for your business should also expand and be scalable in proportion to your businesses’ growth.

However, this scalability of the software should never compromise the efficiency of the software, as we should always remember that investing in CRM is a long-term commitment that should not be looked through a prism just for bring short term sales and revenue growth.

Conclusion

As we all know a great easy to use CRM translates to greater opportunities in business by providing delightful and happy customer engagements, therefore we suggest all business owners should most essentially consider these six hallmarking factors before finalizing on choosing their CRM system for rapid business growth .

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Top Reasons Why Your On-Demand Startup Requires A CRM For Growth

One of the surefire ways to start a profitable and successful business is to cater to on-demand services. Irrespective of which industry you are in the present situation in businesses clearly states that the recognition of on-demand services is almost everywhere across the globe. This is because, if you see that there is a requirement for any particular product or service, you will surely find an online application that makes it feasible for the user to access that service without having to leave their current place, which justifies the mushrooming growth of on-demand startups every passing year.

One of the surefire ways to start a profitable and successful business is to cater to on-demand services. Irrespective of which industry you are in the present situation in businesses clearly states that the recognition of on-demand services is almost everywhere across the globe.
This is because, if you see that there is a requirement for any particular product or service, you will surely find an online application that makes it feasible for the user to access that service without having to leave their current place, which justifies the mushrooming growth of on-demand startups every passing year.

How Easy To Use CRM Can Work Wonders for On-Demand Startups

Simply put, implementing a robust CRM strategy will assist small businesses and startup organizations in understanding their customers and their needs in a better way, which in turn will help in boosting business growth.

In 2008, only 12% of businesses used cloud-based CRM – This figure has now increased to 87%. (SuperOffice) Click To Tweet

With an easy to use CRM in place, your startup benefits from:

  • Improved ROI
  • Organized information
  • Scalability
  • Unified and collaborative interface
  • Automated service
  • Maximized up-selling and cross-selling activities

Apart from these the other most important and interesting reasons for which best small business CRM software becomes a must for any on-demand startups include:

  1. An Easy Solution For Finding Customers

If you are assuming that easy to use CRM is just a database for collecting your contact information, you need to dive deeper to know what is CRM in reality.

Any small business CRM is a mixture of a plethora of features and functionalities that includes sales funnel, automated campaigns, web to lead forms, landing pages and much more.

Therefore, in short, once you have your best small business CRM in place, your business will not only become more efficient, but it will also steady become better with its sales figures.

It is natural that you as a startup organization cannot bear to lose even a single customer. That implies you will find it important to leverage every sign of attention and interest from your target audience.

With easy to use CRM in place, you can do this by using Web-to-Lead forms that capture the actions of the visitors on your website. You can also further track using a CRM what your visitors explored, information on their time spent (page wise), and much more, which can easily help you to research and understand the interests and buying behavior of your prospects.

Moreover, the audience who visits your business webpage also gets automatically added as a lead once they enter their details in the Web-to-Lead forms.

Now, once you get the leads in your CRM database you can easily nurture them further according to your customer acquisition strategy for driving them home and generate more sales and revenue.

  1. Provides you all the data you need at your fingertips

Everything is data-driven nowadays in this fast-paced digital world. Right from where you as a startup should invest your marketing dollars to what are your customer’s buying habits.

This is the key reason as to why it is no wonder that you must adopt a proper data management system which can assist in sorting, analyzing and thereafter provide you with the right information exactly when you need it for your business growth.

Now, let us understand this with an example.

You have started an on-demand pet grooming application and you have a customer who is booking slots for your service, however not on a regular basis.

It is over here adopting the best small business CRM software for your on-demand business will help you to communicate and track the customer, in order to find out why he is not interested in becoming a regular customer.

Likewise, if you see that few of your other existing customers have the same booking pattern, using information from your CRM database you can easily introduce a new offer program specifically targeting them, like 5% off on every order for signing up with your program.

Will this not trigger and increase your sales?

Easy to use CRM software can provide you with all the useful data and information which can even help you to change your marketing and selling strategies in order to ensure that your business finds repeat customers.

This way, your on-demand startup will start earning loyal customers base over the course of time.

  1. Helps in customer retention and provides better customer experience

As an on-demand startup, your first focus should be definitely to primarily acquire, retain and then engage your customers while providing them a world-class shopping experience.

Easy to use CRM software platforms facilitate all your customer related information on a single page. It involves everything related to being a customer of your offerings; including customers purchase history, activities, and feedbacks.

Therefore, using a CRM, as a startup organization you can be more geared up to respond to your customer’s questions and issues quickly and efficiently.

Moreover, if you use your CRM for profiling and segmentation of your prospects, it will further help you to take better care of your prospective leads and customers.

Viewing the purchase history of your customers can also help you to foresee the offerings of your brand that your customers are interested in ordering or find out when they will re-order again.
Based on this information out of your CRM database you can use your CRM to send push notifications, reminding your customers about your products and services or send a special offer pertaining to the last order(s) of your customers.

Apart from this best small business CRM also provides its users with an easy flow of their sales process, right from ordering till billing.
Additionally, as the most effective business management tool CRM software even provides the users with important customer data stating what you need to be prepared with for your future sales.

For example, once your company’s sales team takes the order, the billing department will access the same information inside the CRM and process the bill, after which the shipping department will look into the same information inside the CRM and prepare for dispatching the order.

Therefore, once this process is being carried out, you can update your customers in real time at every stage in the sales process to keep your customers informed about the status of their orders.

This way, best CRM for small business can provide a stellar customer experience and hence help in the retention of your customers.

Conclusion

Properly implementing and managing a CRM system for your on-demand startup can not only save your time but also create happy and satisfied customers in order to reap the maximum benefits for your business growth.

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How To Switch Your CRM Software Easily?

There are several organizations who are discouraged from changing their CRM provider because it is perceived that switching CRM will be too painful, hard, and too expensive. However, is this true? You will always find a stack of blogs and articles in Google search with the keyword “CRM Failure”. Has your CRM also failed to deliver the results that you wanted? For example, are you considering a move to switch your software from Salesforce to any other best Salesforce Alternative CRM software because your employees found the former one too complicated to handle and too expensive for your small business, but you are just too scared to start all over again?

There are several organizations who are discouraged from changing their CRM provider because it is perceived that switching CRM will be too painful, hard, and too expensive.
However, is this true?

You will always find a stack of blogs and articles in Google search with the keyword “CRM Failure”.

Has your CRM also failed to deliver the results that you wanted?

In 2008, only 12% of businesses used cloud-based CRM – This figure has now increased to 87%. Click To Tweet

For example, are you considering a move to switch your software from Salesforce to any other best Salesforce Alternative CRM software because your employees found the former one too complicated to handle and too expensive for your small business, but you are just too scared to start all over again?

Well, it is true that most organizations hesitate from moving to a new CRM since they perceive the process to be hard, painful, and a costly affair. However, then again not doing anything may also be an absolutely wrong answer, since sticking with anything that you have and something that is not delivering the right outcome, in reality, is a step backward.

Now, before switching your CRM, think in the first place, why your company invested in a CRM.
Was it because of the believer that at the outset your CRM platform would benefit your business and make a marked difference by driving in more sales, increase your businesses’ productivity, escalate customer loyalty and many other things that a CRM can do more than just sales.

We are asking this because if it is the fact that your current CRM is not delivering desirable results, it does not mean that your required needs have disappeared. Therefore, why live with a business solution that is not bringing your desired benefits to your business?

Here are some of the key advantages of switching over to an easy to use and productive CRM software in the long run:

Cost savings

Tweaking and modifying the existing CRM system is one way to try and improve the present situation in your organization.
However, if this process is going to be complex, cumbersome and expensive and demands on-going modifications and endless changes, then this might not be the most cost-effective solution for your business.

Now, while a total change of CMR will require a higher initial up-front cost, nevertheless switching the CRM will over the course of time be financially beneficial for the growth of your business.
This is because, having an easy to use CRM software solution that performs properly and effectively will lower the overall cost of your CRM implementation and adoption, which will consequentially increase your company’s revenue and profits.

Enhance user adoption

User-adoption is always another major consideration when you are thinking about remaining put with your current CRM software platform.

While there are several organizations that may be investing more money, efforts, and resources trying to fix the issues in the problematic areas while using their CRM software, but it has been often seen that once your users have considered the system difficult to use and of no-good, or do not feel comfortable the way their CRM operates and performs then it is unlikely that your employees will like to get engaged with it even after the modifications have been made on the existing CRM system.

As one of the best Salesforce Alternative CRM vendor for startups and small businesses in the CRM space, we have often seen that any user’s attitude is an extremely difficult challenge to fix while adopting a CRM.
Hence a clean break is most often the best route in such situations as the benefits of changing the unproductive CRM software outweighs the challenges and costs involved in moving to a new easy to use CRM software system.

Choose the right vendor/implementation partner

When you are seeking at alternative vendors to replace your existing CRM system, be sure to check out if your new CRM vendor has moved at least one organization from your present CRM platform.

Ask them how did they do it?

Inquire how easy it was for them to perform the migration and what testimonials or proof-points do they have to back-up their claims.

In fact, it is a great thing if your new vendor can provide references whereby you can cross-check with other organization the level of expertise that you new CRM vendor provided while migrating CRM platforms (the one that you presently have) to their easy to use CRM software.

This is because moving any CRM is far more easier when your new CRM vendor has previous expertise and experience in moving organizations from your present CRM platform to their easy to use CRM platform.

Data migration

One of the biggest concern while switching CRM software is about data migration. That means extraction of all data from your existing CRM database to your new system.

Our suggestion is simple: Do not think of boiling the ocean.

You do not necessarily have to move all your data into your new CRM system. Rather, consider your data migration from the old system to your new CRM platform’s database as a data-cleansing exercise.

This is because the relevance of data about prospects and leads which are age-old being useful today is often too low (and that is without even taking about GDPR).

Therefore, try to filter out how much of your existing data in the CRM database is of use and real. That means live data and information vs. data that are just dirt and noise.

You can also consider storing your old data elsewhere and only bring forward the data you think is needed in your new easy to use CRM. Since once the new CRM system gets operational and you find that you require data from some other particular year, you can still import it. But do not try to do everything at once if it is not required.

Conclusion

Hence, you see moving to a new CRM is not as difficult as first perceived.

Nevertheless, if you know what is CRM, you must understand that selecting a new and more efficient CRM solution for your business will always take time and need attentive research and detailed technical discussions with a number of vendors in the CRM marketplace.

However, once you purchase the right CRM solution for your business, it will deliver the benefits that you originally envisaged for your business, along with happier staffs and customers.

Therefore, do not live with sub-optimal benefits from your CRM. Rather step up and switch your CRM software- since CRM migration, in reality, is not that hard.

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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 .

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