CRM stands for Customer Relationship Management and refers to business software that is designed to automate a number of business processes. The possibilities are endless since CRM tools can be customized and integrated with other solutions. Here is a quick overview from Star solutions of what CRM can do for your organization.
CRM system can be used to automate interactions with leads and existing clients. You can for instance schedule email blasts, create automated reminders to have salespeople contact someone and even create automated mailing campaigns to send flyers and postcards to your clients.
CRM helps you identify which marketing strategies work best by helping you keep track of how each lead is generated and which leads result in sales. You can use this information to work on improving the marketing campaigns that fail to generate enough leads or to focus your efforts on the strategies that seem to work best.
Your CRM solution can be integrated with your address book. Your CRM tool allows you to easily access any account you need, for instance to see information about orders or to see which marketing campaigns reached a specific client. You can also use tags and filters to organize your contacts. This is an easy way to find all the leads in a specific area, create a list of all the clients who bought a specific product or to identify all the leads that were generated via a specific campaign.
Most of your sales process can be automated via CRM. This tool can record orders, automatically place them and send payment requests. This is ideal if you offer payment installments to your clients since your CRM tool will send reminders, process payments automatically and help you save time with collections.
Your CRM software also includes amazing reporting capabilities. Every process you have automated via CRM will be recorded and you will get access to detailed reports. Most CRM tools include visual data features so that you can review sales numbers thanks to charts and graphs.
Your CRM dashboard will soon become your go-to work tool. Most CRM software gives you the possibility to customize your dashboard to display the information you need to have quick access to. You can also integrate an existing email solution with your CRM tool to manage everything from one dashboard.
CRM makes collaboration easy. You can find CRM solutions that work with the Cloud and update your information in real-time. This is ideal if you have a sales team that needs to access information about accounts while they are on the go. Keeping detailed records about your clients means any salesperson can quickly access a client’s account and see which products they showed interest in or which marketing campaigns they were exposed to.
CRM is a must-have tool since it helps you save a lot of time on a number of business processes and provides you with the analytics you need to improve these processes. Choose the right CRM service provider so that your CRM solution is adapted to your unique needs.