If you don't have a solid and engaging relationship with your customers — where you can anticipate and meet their needs — then in all likelihood, your competitors are trying to.
Give your sales and marketing teams the leg up they need to create competitive advantage for your business, and the inside scoop to create delighted, loyal and satisfied customers.
The right CRM (Customer Relationship Management) solution will empower you to create curated buying journeys for customers and prospects alike, while giving your sales and marketing teams timely insights and reports that prompt them to respond at the optimal moment to get a successful outcome.
If you are serious about simplifying the customer engagement process, in a powerful, automated, and insightful way — resulting in a fuller, more valuable sales pipeline, a great CRM is your best friend!
A great CRM will prime you for sales success by sorting, cleaning and analysing data, then providing insights on where your hottest opportunities lie, changes in purchasing trends, and information that can help you forecast sales with confidence.
By capturing data on buying behaviours, website visits, and engagement levels with email and social media, your CRM can craft automated outreaches that are personalised to match the needs of your contacts.
Achieving a truly synchronised Sales & Marketing function is the holy grail. With the right CRM, insightful data can flow freely between the members of these often segregated teams, giving Sales the most up-to-date info on which prospects are showing buying signals, and showing Marketing which activities and engagements are delivering leads of acceptable quality into the sales pipe.
Happy customers are loyal customers. Having a single view of your contacts, with their online behaviour, email and phone interactions, and buying history, enables both Marketing and Sales to have deeply value-adding engagements that give customers the sense they're understood and being met where it's important to them.
Choose a single module to get you started, or implement an end to end Sales & Marketing CRM on day one.
CRM stands for Customer Relationship Management. So, for a change in the world of technology, the name is reasonably self-explanatory! Although, to throw a spanner in the works, the term Customer Engagement (CE) is also commonly interchangeable with CRM.
A CRM solution holds all your customer data and provides you with insights into their behaviour, wants and needs. With this data, you can manage and improve your sales, support, and marketing interactions with both your existing and prospective customers. The result? Increased engagement and satisfaction, shorter sales cycles and improved profitability. You can further enhance the business value of your CRM when you segment and share data with a marketing automation tool.
As the CRM records each point of contact with individual customers, it makes relationships more personal, positive, and productive. Support is easier as your help desk or account manager can instantly see records of all previous communications. And as we all know, responsive support and service are the primary building blocks of customer loyalty. Managing and maintaining a sales pipeline and closing deals is easier. With accurate real-time data in front of your sales team, they’ll never again miss an opportunity to upsell, cross sell or renew.
Best of all, a CRM allows you to say goodbye to the risky and disjointed days of using Outlook or spreadsheets to hold your valuable customer data. Your lead, prospect and customer data is in one centralised and safe place, not on a salesperson’s laptop.
Any business or organisation that understands the concept of customer value needs a CRM. Whether your ‘customers’ are end consumers, online shoppers, students, patients, trainees, subscribers, ratepayers, or resellers, a CRM will help you manage their lifecycle and maximise the opportunity to extend the value of the relationship.
All the customer data in a CRM, from every activity and source, is kept in one place, so you have a centralised database of information which is always up-to-date and accurate.
Modern CRM systems collect data from a wide variety of sources. Once upon a time, you may have relied on phone calls and mail to update and enrich customer data, but today’s CRMs are designed to collect data directly from your website, phone, email, live chat, eForms, SMS, marketing materials, social media and more.
The business benefits of cloud CRM range from operational to financial.
It’s more affordable. With cloud CRM, there’s no need for costly IT infrastructure. All you need is an internet connection. Your operational costs go down, and monthly costs are predictable.
It’s more cost-effective and efficient. Cloud CRM automates processes and greatly enhances accessibility to information, so you minimise the resources and time needed to keep the sales funnel running smoothly. Your employees become more efficient and effective due to the easy-to-use tools designed to track customer communications and understand their unique desires.
You don’t need to maintain or monitor it. Your cloud CRM provider is responsible for monitoring the system, round-the-clock. They also automatically make any updates, upgrades, or fixes as needed, so you’re always using the latest, most powerful, and fully featured version of the application.
It’s secure. Your cloud CRM provider is also accountable for keeping the system current with the tightest security controls possible including applying redundant data policies, performing frequent data backups, encrypting your data, and defining user security roles.
It’s always on, and always accessible. Cloud CRM is available to your team 24/7, so it supports flexible working hours, and differing customer time zones. You no longer need to be closed to your customers outside of ‘normal’ business hours.
It supports your mobility strategy. Cloud CRM allows authorised employees to access the application from whatever device they have available at the time, from desktop computer, laptop, tablet, to smartphone.
Collaboration! By working together in cloud CRM’s common interface, your people can share data and updates that benefit the whole team. As you grow, so does your cloud CRM! Unlike a CRM application hosted on physical server, an increase in traffic on your cloud CRM doesn’t require additional hardware. All you need to do is purchase additional licenses, as needed.
It makes sense to integrate your CRM and ERP solutions. Why? Well, it’s to do with databases. When the two systems share or can access the same real-time data, it makes your people more efficient, as well as dramatically decreasing the problem of duplicated and error prone manual data entry. Your customers can be billed faster, and product returns can be automated between the two systems. You’ll gain 360° visibility of all stages of your business’ sales process, as well as a deeper understanding of your customers’ buying behaviour.
