Business Tech

What Is CRM and How to Choose the Best sales software

June 28, 2018

How a business handles its customers can tell you a lot about it, the better the relationship present there converts much more naturally into greater revenue. No matter how big your business might be, treating your customers like dirt will soon come back to bite you in the face.

There are a lot of systems that can help you with managing your customers, and the most important is a good CRM software.

What is CRM? CRM stands for Customer relationship management, but it mostly tries to encompass all the software that is used when dealing with customer interaction.

As a software, CRM tries to remind you of previous customer experience, unique details connected to a particular customer; basically, it is totally up to you how you will use that data, but it is greatly important to collect it.

A good CRM will create clean databases and will allow them to be further updated with new information as they come along.  It can also help you with automation, especially with a reminder about how long it has passed since the last interaction, and when it would be good to call your customer once more.

How to use this data? Having a clear picture of how your customer behaves enables you to always have the best approach, to better understand their habits, and to better adjust your marketing tactics according to their needs.

What kinds of CRM are there? Like most software, sales software can come in desktop, server or cloud-based form. Each of those has their unique advantages and disadvantages, and what you choose will be entirely based on you. The simplest version is clearly the desktop version, while the server CRM is good for bigger businesses and corporations who do not really care about the costs involved and are willing to invest further into creating a secure and functional CRM.

Cloud-based CRM is the future, as is everything else cloud-based. They are pretty cost-effective, and the monthly or yearly payment structure makes it easy to use; they are always updated with the newest version, so the security is always top-notch. On the other side, the same security is totally out of your hands, and while many CRM businesses try and keep their product safe, a cloud-based service is always vulnerable to attacks and data hijacking.

What are some other key features of a good CRM? The most important questions after “sales software” is actually, what are most important key features you should know about. Basically, each sales software offers unique options, but they can mostly be categorized into common categories that businesses require. For example, databases should be easily read and accessed, even when you try to change your CRM software.

After that, the most important thing is contact management; essentially, a place where you can collect all the data about your customer, their contact, personalized info such as working hours, when they are usually available to talk, age and previous interaction. After that, it is important to have some kind of email integration, where you can keep track of sent emails and what was user interaction on those.

Having a mobile version of the sales software is also important, as you would like to have access to your customer data on the go as well, and you never know when you might encounter one of your customers, so it is good to have access to their record wherever you are.

How important is CRM? Extremely. Depending on your business size, and how many customers you actually have, you will need to use different versions CRMs tailored for your particular niche, but they are essential to any type of business.

Not only will CRM help you with the creation of new customers, it will also help immensely with retaining your old ones, and in this competitive market, this is of extreme importance. A well organized CRM can help you not only with customer relationship management but also with identifying trends and knowing how to further improve and adjust your products and services.