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A Customer Relationship Management (CRM) software is a business automation platform that can streamline a company’s pre-sales, sales, and post-sales activities. It can also make managing a large customer base less cumbersome and information recall instantaneous.

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Mobile CRM makes use of mobile devices like tablets and smartphones to make data more accessible and expand the scope of a traditional CRM software.

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Different businesses have different requirements. Most CRM software in today’s markets cater to specific businesses by allowing them to customize software modules to fit their needs.

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At the crux of it, data accessibility. When multiple devices are connected to the CRM through an always-online server, data sharing and decision-making becomes faster than ever.

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Most CRM software today are equipped with sufficient security measures to prevent unauthorized access into your valuable CRM data.

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If the third-party software allows you to connect your data through an API key, most CRM software allow you to mirror all that information on your database.

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A good CRM system can help a business manage their entire internal operations in order to create mutual value for the business as well as the customer. Some of the important CRM software functions include:

1. Marketing:

Campaign Management: Managing campaigns on multiple marketing channels, both offline and online.
Email Marketing: Streamlined email marketing to reach a targeted audience with more relevant content.
Asset Management: Storing marketing material on a cloud database for quicker and remote access.
Marketing ROI: Knowing the business generated from each individual campaign and making informed decisions.

2. Lead Management:

Source Integration: Integrating multiple lead sources and tracking their effectiveness.
Lead Nurturing: Smartly qualifying and nurturing the incoming leads for a better chance at conversion.
Lead Assigning: Setting up roles and workflows, and assigning leads and customers to internal teams.

3. Sales:

Daily Plans: Managing daily meetings and visits by using timely mobile notifications and reminders.
Mobile Sales: Accelerating field sales with access to the cloud-enabled database on a mobile device.
Sales Reporting: Tracking the overall sales performance with DSRs and key performance reports.

4. Operations:

Order-Taking: Simplifying the order-taking process, right from order generation to order dispatch.
Inventory Tracking: Accessing real-time data on inventory availability to avoid stock scarcity.
Stock Delivery: Sending notifications to the customers on the delivery status of each order.

5. Payments:

Quotations and Invoices: Delivering quotations and invoices to the customers using automated templates.
Payment Gateways: Integrating the preferred payment gateway to streamline the collections process.
Automated Reminders: Automating the delivery of notifications on pending order payments.

6. Service:

Multi-Channel Support: Responding to customer issues on the platform or channel of their choice.
Issue Resolution: Quicker access to information facilitates a better resolution of issues.