Post on 06-Dec-2014
description
Managing Your Contacts More Efficiently With CRM
Presented by All Things CRM
What is CRM? Address books and day planners seem to be more
like ancient artifacts than useful business tools, especially when considering the new technologies made possible with cloud computing customer relationship management (CRM)
CRM services place the customer’s needs and interests first
The key to any strong business is using technology in a way that allows for increased interactions with customers
What is CRM? The goal is to create a three-dimensional view of the
customer
For example, customers who know their sales representative’s name are more likely to return, and the retention of existing customers is key to sales goals
However, managing all information needed is a challenge for most companies. CRM contact management programs are web-based solutions to this problem
What is CRM? Imagine having all information needed about your
customers in a centralized location
Well, with CRM applications, that imagination becomes reality
In order for businesses to effectively concentrate on the customer, sales representatives need a system that automates all tasks with a click of the mouse. CRM contact management enables sales representatives to do just that
Status and History of Contacts CRM contact management programs are equipped
with tools that enable users to view upcoming meetings already scheduled, tasks that are still pending and opportunities for leads
The program lets business managers create assignments with due dates for employees, ensuring everyone is following a consistent schedule and that deadlines are met, which increases productivity immensely
Status and History of Contacts The slightest bit of confusion is often disastrous for a
business
Perhaps there are misunderstandings among employees about tasks needed to be completed
CRM contact management services enable managers to compose notes that pertain to specific assignments, instantly shared between different departments
Status and History of Contacts This technology eliminates the chance for errors and
misunderstandings among employees and management
There is no longer a need to hire someone to help you keep up with e-mails, either
Contact management programs allow you to send mass e-mails at specific times of the work day, automatically
Reporting Having a way to quickly access contact numbers and
addresses is only one struggle for businesses
Completing reports that are easily shared with an entire company is another
Luckily, CRM contact management offers vital reporting features
Reporting With these features, users
automate to-do lists with creative templates
Sales reports are then available for editing
Some companies have unique methods for generating sales reports
Reporting CRM contact management has custom reports tools
that enable users to produce high-quality, personalized reports more efficiently
Some companies require access to summary reports that list all contact data on a single sheet
CRM contact management software uses services online
Reporting This means that data is
always updated in real-time, and information is never lost
More importantly, data is easily exported to the most popular applications used in office settings
Other Features As any business owner will tell you, it is crucial to
maintain a positive atmosphere within your company
Building a strong rapport with employees is one way to do that
However, particularly for large businesses, it is not always easy to keep track of dates, especially birthdays
Other Features Contact management programs come with calendar tools
that permit users to store birthdays and other important events related to employees
Reminders are sent to ensure that no one is ever
forgotten about
These special features create a welcoming environment and positive attitudes that are then passed on to valued customers
Other Features Managing all contact information is no longer a
daunting process, as CRM services have endless capabilities that reduce the added stress placed on employees
Rotaries have gone out of date, so instead, businesses are reaching out to the wonders of cloud computing technologies
CRM resources allow businesses to assimilate to a modern world, one that erases the need to complete mundane business tasks manually
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