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How to turn your client relationship management software from zero to hero

Published on 28 October 17
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The high volume of products and services that are available on the market as well as the many bidders that have transformed the consumer you can see today from scratch are elements that businessmen should focus their attention on. If in the past companies were especially focused on the product offered to the market, they now have a different perspective of these things. The main goal would be to analyse in a more effective way the consumer’s needs.

But, as it is already known, attracting new clients can be even more expensive than gaining and keeping the loyalty of an existing one. In addition to this matter, satisfied customers are the ones who make recommendations to other people and, therefore, provide new prospectuses. At the same time, an unhappy customer will surely make known the issues that he or she encountered when interacting with the respective company, managing to draw all the negative attention of the people that are reading the reviews. Using any client relationship management software will help any business owner to deal with all the aforementioned things. Read below the features of such software offered by two different vendors.

CRM software vendors

· bpm’online

Bpm’online is one of the vendors that offer CRM software products to help you overcome the problems encountered in your business. First of all, you will definitely want to learn more about the features its software has: lead qualification, process designer, vast knowledge base. You can have all the information in the palm of your hand, accessing it whenever you need and all for just a little investment.

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· Zoho

Zoho is making itself known by the many sectors it can cover. No matter you want to take care of your emails and collaborations or finance and business processes, Zoho are there to offer you an appropriate solution. If you are encountering trouble regarding any sector in your business, searching what Zoho has to offer might save you a lot of stress and time.

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What problems will it solve?

· Not using an efficient method of storage and sharing information means that two different company employees can contact the same potential customer to make their offer available, which is a huge mistake and waste of time. Even if after the first call the client could have looked interested, being disturbed once more for obtaining the same information and implicitly, noticing the lack of organization of the bidding company, can make him quit in an instant.

· With CRM software, contacts are entered into the system once, and all employees who have access to it can view or add activities such as phone conversations, emails, or other relevant details that happened in the last period of time. All the information uploaded to a CRM system is visible to all users, so no other further action will be required to the client if the assignments of another employee are handed over.

· Having to provide the same kind of information over and over again has to stop. If collaborating for quite some time with a particular company, customers may be bothered if they need to give the same details (delivery address, phone number, bank account, etc.) whenever they want to buy something or ask for certain information. Keeping all these details into your personal CRM software and accessing them at any point can significantly reduce the duration of a phone call you have with a customer. By simply searching by name for a contact in the CRM system, you can view the entire history associated with that contact: contact details, purchases made, sent offers, favourite products, etc. Using a type of customer database software is essential in this case.

· Depending on the preferences and exigencies of each customer, sales consultants will send them personalized offers to ensure that the sale will take place. During the conversation, the client will expose his / her needs and, depending on them, he / she will expect an appropriate offer. If the details of the offer are not the desired ones, the customer will surely refuse it and will decide to see another supplier. With using a client relationship management program, you can say goodbye to problems such as this one.

Final thoughts

Considering all the benefits mentioned above, you should definitely try CRM software for your company. No matter what type of problems you encounter along the way, there surely is an automated solution just for taking care of it. Why would you want to stress yourself with the complicated processes that show up each and every day? Sit back and relax while software programs are doing almost all the existent work. Check out the possibilities and make a choice for your future.

This blog is listed under Development & Implementations and Enterprise Applications Community

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