Choose a software client relationship management (CRM)

In the Internet era, it is important to understand the expectations and needs of your customers. Especially if you bet on the web to grow your business. A dissatisfied customer can switch to the competition with a click. To limit this risk management software customer relationship management (CRM English) help you better define your business strategy. And words, to increase your profits. So how to choose the CRM is right for you?

·         What is a software client relationship management (CRM)?

·         Of what CRM professionals?

·         Features and benefits of a CRM

·         The functionality of a CRM

·         Benefits of CRM

·         Things to know before installing a CRM

·         CRM software: which to choose?

·         Office Software

·         CRM-mode external or internal?

·         CRM few generalists in external mode and / or internal

·         Benefits of SaaS CRM

·         The CRM thematic oriented SMEs

What is a software client relationship management (CRM)?

Solutions Customer relationship management is a major strategic asset for your business. They help you identify your best prospects, retain and keep track of your personal customers. The CRM solutions are especially suitable for sale on the internet or any other rapidly evolving business environment. 

 

Of what CRM professionals?

Software for customer relationship management adapt to several categories of professionals:

• Finance
• Technology Products
• Pharmaceutical products and well-being
• Distributors (wholesalers, retailers)
• Customized products and crafts (in mail): customizable clothing, etc. gastonomiques products.
• Professions / Independent

Features and benefits of a CRM

The functionality of a CRM

CRM software has a specific role in each step of the sales cycle (pre-sales, sales, after sales).
CRM software will allow you, among others:

• Manage your contacts (customers, prospects, partners)
• Identify and define the profile of best customers
• Organize communication with customers
• Track orders and invoices
• Anticipating the evolution of a market reports (marketing)
• Organize a personalized technical assistance

Benefits of CRM

The advantages of a manager of customer relations are primarily economic. CRM allows to:

• Increase company profits (margin on each client)
• Increase the rate of customer loyalty (which costs 5 times less expensive than win new)
• Save time by automating certain tasks (increase productivity)
• Optimize collaboration between the various company departments (sales, marketing, customer service)
• Improve responsiveness to a specific problem (eg declining sales figures)

Things to know before installing a CRM

A preliminary evaluation of your needs is essential before choosing the right software for customer relationship management. The installation of a CRM is a complex choice that changes in work organization and relations among company employees.

Choosing a CRM is not the same if you want to refine your communication strategy, or simply manage your contacts. An audit can be very useful to help you choose. 

CRM software: which to choose?

So it depends on your type of activity, and the look you wish to expand. There are simple solutions, and other more complex 

Office Software

A simple Excel spreadsheet or a database manager for relational data (such as Microsoft Access) may be sufficient to act as an accounting application / tracking orders or collect customer data.
Major drawback : the software has limited options (eg collaborative features, communication tools). 

CRM-mode external or internal?

You'll have to choose between outsourced CRM, that is to say, available via Internet on a remote server, and CRM internalized, that is to say installed on your corporate server:

• Selection criteria

If your priority is cost control, flexibility of use (eg on the move) and if your customer service has many employees, you will opt instead for outsourced mode in "SaaS".
The internal mode is best suited to newly established SMEs. Anyway, you can always upgrade to the external mode.

• CRM external mode (SaaS)

The external mode means that applications are available on a remote server, accessible via the Internet. Multiple users can view and edit data simultaneously. SaaS involves the payment of a subscription to the hosting services. 

Benefits of SaaS CRM

• Choice of formulas : Sales Tracking Portal, customer relationship and made to measure (custom applications).
• Best opportunities for collaboration and updates / upgrades instant data. use while mobile optimized.
• Economic : no installation costs (purchase of license), or mobilization of resources of the company
• Possibility of free trial.

Cons : Access to a remote server is the problem of data privacy, and that the dependence on external service.

Article Source: Kenny Blog