Tag: CRM software development

  • What is CRM software?

    CRM stands for Customer Relationship Management. It is the strategy for managing a company’s relationship and interactions with its customers and prospective customers.

    Goal

    The goal of CRM software is improving the customer service or assisting customer retention, using analytics and increasing sales.

    Benefits

    • CRM often involves using technology to organize, automate and synchronize service, sales and marketing functions of the company.
    • Resolve customer complaints, track leads, close opportunities, and automate sales process and present complete view of your customers’ life cycle.
    • CRM software consolidates customer information into a single database, so companies can more easily access and manage sales and marketing.

    Features

    CRM software provides following features:

    CRM Dashboard

    In this dashboard, you can view entire sales funnel, reports, lead status, customers, sales, users, map etc on a interactive graphical dashboard on monthly/yearly basis.

    Contact Management

    This management helps you to maintain your contacts, leads, accounts, customers, phone numbers, emails etc in a centralized place.

    Web to Lead

    This feature is used to directly collect and capture the lead from your websites- contact us page and add into CRM Software in leads management’s module.

    Database Management

    This is used to manage your contact, leads, accounts, customers, phone numbers, emails etc in a centralized place.

    Accounts Management

    This features provides you to View and manage your accounts such as company information, contacts, phone numbers, emails etc in a centralized place and view sales information.

    Leads Management

    This is used to capture leads from various sources like website, web to lead form, CSV, mobile, contacts, email and easily categorize them as per lead status.

    Deals Management

    In this you can view sales pipeline and online status of leads in their respective stage like customer lost, customer won, leads, negotiation, proposal, prospects in a drag and drop format.

    Customers Managements

    In this, this management provide you to view and manage your customer’s database such as contacts, phone numbers, emails etc.

    Sales Management

    This feature provide View Company sales- monthly, quarterly or yearly basis, view sales target vs achievement. It helps in sales automation, sales force management and analysis.

    Forecast Management

    This feature provides View details of sales vs forecast, percentage quota achieved, top achievers, amount in pipeline etc. It helps the organization to achieve the sales targets efficiently.

    Reports and Analytics

    In this you can View customers, deals, leads, sales, pipeline, forecast, sales by users, map on a- day/week/month, reports online. It helps in business process management, i.e. to discover, analyze, improve and automate sales process.

    Notifications

    This features get alerts when web to lead form is filled, appointment, lead generated or any other activity, also receive email alerts based various CRM module activation like form submission, daily report etc.

    Newsletter

    Launch an email marketing campaign and send email newsletters to customers, accounts, leads etc and track the mail response.

    Mail

    This is an internal messaging system to send emails to customers, accounts, and leads etc via CRM Software.

    Document Management

    In this you can upload, track, manage and store documents. In this product literature, presentations and other sales and marketing documents can be stored online and shared with prospects.

    Product Management

    In this you can add products and view the sales related data of the product at all stages of the sales cycle.

    Invoice Management

    In this features, you can create and send invoices, add product information, pricing, discount, delivery charges etc. Also save invoice as PDF file, send invoice by email to prospects and view Reports.

    User Management

    This features enables admin or sales manager to control user access and on board and disable users from using the CRM Software. It can also be used as sales management module to manage sales staff.

    Admin Control Panel

    CRM provides this functionality where dashboard of all company related settings like add/edit/delete users, view analytics, add API settings, send newsletter, view reports, change logo, CSS and do any other administrative function.

    File Manager

    CRM provides File Manager functionality such as it provides a user interface to manage files. Admin can upload files such as product literature, brochure, documents, PDF etc, and these files can be viewed by users and used for sales and marketing purpose.

    Calendar

    CRM software provides setup appointment using Online Calendar and use it as a scheduling application that lets sales staff to keep track of events, appointments, meetings etc.

    Facebook CRM

    CRM software provides complete integration with Facebook Ads. It is easy to setup and automates the lead generation process.

    FinCRM.com is the best CRM Software which has all the above features
    Pl. check – www.fincrm.com

  • Sales CRM Software

    CRM or customer relationship management refers to a system that allows companies to manage relationships with their clients.

    Many companies use CRM software to keep track of their clients and make sure they are satisfied with their services. Companies save time and money when they use CRM software. CRM software is an essential part of running a business. Using a CRM like fincrm.com companies can automate the entire workflow process of Lead Generation, Sales Management, Marketing, Forecasting, Analytics and increase productivity.

    CRM systems improve communication between businesses by allowing managers to share information easily with their customers and employees alike. With this accurate knowledge at hand, businesses can plan effectively in order to grow their customer bases while reducing costs at the same time.

    CRM has transformed every industry it has been adopted into by allowing employees more time to focus on their core responsibilities versus paperwork and time-consuming tasks. Clients can be tracked and communicated with in real time through this software.

    Use Cases of CRM Software

    • CRM software is commonly used by real estate agents to track clients, cases and files
    • Companies can monitor a client’s progress toward completing the purchase of a product
    • A sales person uses crm software to communicate with their clients during the deal process
    • A project manager can track all phases of the project
    • Invoice module keeps a record of payments received from the client
    • CRM software is used by architects to manage the design phases of a project
    • A lawyer uses crm software to keep track of clients, cases, and files so that delays in communicating with them
    • CRM software is used to keep track of customers, clients, vendors, employees and suppliers

    CRM software can be used to manage several types of relationships independently or together in a unified platform. For example, CRM was originally designed for sales teams but has since been expanded to include customer data as well. There are several reasons why organizations choose this method of recordkeeping over others.

    FinCRM.com – Custom CRM Software
    Depending on an organization’s needs, a CRM system can be highly customized for task completion. Customization options include user roles and permissions as well as interface languages and formats for data sharing. After customization is complete, a business can start using its CRM system.

    For one thing, using a custom-made CRM system allows for greater efficiency when managing customer relationships. It also gives management access to all customer information via a single interface— reducing confusion and errors for everyone involved.

    CRM has transformed every industry it has been adopted into by allowing workers more time to focus on their core responsibilities versus paperwork and time-consuming tasks associated with managing customers, deals and sales effectively. Hence why 93 percent of organizations have adopted CRM systems

    For custom implementation of a CRM System, Pl. check www.fincrm.com – the best self hosted CRM Software