HOW TO USE CRM SOFTWARE:

CRM stands for Customer Relationship Management. CRM software is used for maintaining the relation between the company and its current and potential customers. This is what the name suggests itself. CRM softwares are used by business companies so that they can easily get to know about the customers needs and demands. Hence it will increase the profit of company. This describes the aim of CRM Software easily, to maintain business relationships.

CRM software helps you focusing on your relationship with individual customer which includes people, service users, colleagues, suppliers. They continue to maintain the relation throughout your lifecycle with them. They also help in finding new customers, collecting their trust for the business and providing them support and services throughout the lifecycle with them. 

A CRM tools helps you in gathering information about your customer, contact information, record service issues, identifying the opportunities of sales, management of market campaigns. All this information is gathered at one central place, which can be used by anyone from the company. The each information stored about customers helps companies in targeting their needs easily. The easy access to information about the customers, makes it easier to work and hence increases the productivity of business companies. 

CRM helps in promoting growth to business of all sizes. Moreover, CRM software can be more useful for small business companies in expanding their business, they can make more with minimum. The future seems to be depend on CRM software for the growth of their business. It has been predicted by GARTNER that by 2021, CRM will be the single largest revenue area of spending enterprise. 

Types of CRM Technology:

The four main promoters of CRM are Oracle, Salesforce, Microsoft and SAP. There are other CRM software too, but these 4 are mainly associated with the big corporations. The types of technology provided by CRM software are:

  1. ON-PREMISES CRM
  2. CLOUD BASED CRM:
  3. OPEN SOURCE CRM

BENEFITS OF USING CRM SOFTWARE:

  1. It provides better customer experience.
  2. It increases the productivity of a company.
  3. It has greater insights.
  4. It has high number of increased collaborations. 

HOW TO USE A CRM SOFTWARE:

STEP 1: ADD YOUR SALESPEOPLE

The first step during the installing of CRM software should be adding users. But the necessity or value of CRM Software should have been explained. Especially the concept of how salespeople will bring more in business should be explained. If reps were not sold on CRM, the adoption will go decrease. 

Step 2: CUSTOMISATION OF SETTINGS:

The sales process should be displayed by your CRM software. It means that the stage through which customer goes should be accurately describe i.e from lead to “opportunity” to “customer”. The knowledge about these stages is important. Create deal stages in your CRM pipeline for your sales process. Next thing you have to do is to create custom properties for storing the data. CRM will have by default or fill in the blank option for your prospect. For example, Hubspot, a CRM  software comes with the settings and option of phone number, city, address, date, email address and many more. Many business companies wanted to track some unique properties like biling ID, time zone and so on. Create those custom properties before you start importing any data stored to your CRM Software. 

Step 3: IMPORT YOUR CONTACTS, DEALS AND COMPANIES:

Every CRM will show this option by uploading a CSV file. Each column of your spreadsheet should match with the column of contact in the CRM. this is done so that the contacts can transferred from your old system to new without any obstruction. 

Step 4: ENABLE REPORTS:

Reps should be spending most of their time in selling. That’s why there is a best idea of creating reports daily, weekly, monthly or quarterly. For example, reps at HubSpot receives every month ranking every morning through email about their each colleague working progress. This promotes friendly competition and provides salespeople a way to keep[ working even if the goal is accomplished.

HubSpot, Freshsales, Pipedrive, Zoho, InfoFlo, amoCRM, Hotjar, Inslighty, Monday.com, vCita, Salesforce, Nimble are some of the top CRM software which are available, helping in business management and connecting companies with their customers. 

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