Today, our editor shares about the features and benefits of how a CRM software can enhance productivity and increase sales for any business.
CRM in short stands for Customer Relationship Management, its no rocket science that the software helps businesses manages its customers’ which is the key reason of a business existence.
Below are the key features of a CRM Software and how it could help a business grow:
a) Customer Database
CRM Software allows for an easy update of every new customer that you come across in the business with a user friendly interface. Most CRM allows the user to search for a customer records by entering its name, phone number or any personal information. Now you don’t have to worry about losing a customer information, by getting to know them with a stored database, you are able to keep track of their preferences and past business transaction which allows a business to easily compute a customers’ lifetime value.
b) Invoicing / Quotation Module
A CRM Software allows the business to instantly generate an invoice or quotation for a customer in the matter of seconds through a simple interface and pre-set template. It could be printed via a PDF or sent to a customer email in a single click. The module is capable of automatically sending recurring invoices to customers’ email address as a form of payment reminder. The business can update the invoice status in the system the moment it is paid for; the customer will then automatically receive a receipt from the system for the payment made.
c) Accounting Module
The software could also have an accounting module which automatically updates a credit entry the moment an invoice is being updated as paid in the system. This helps to improve processing time as no additional human entry is required to update the accounts. The module can also be used to update other sources of revenue and expenses and keep track of cash flow from various sources such as cash at bank, petty cash etc. It allows for a filter via date to allow the business to easily have a single view of the business profit and loss performance via automated computing of the sums in a single click. In addition, attachments can be uploaded to each entry for documentation purposes – all securely saved in a delegated cloud hosting and retrievable in a click!
d) Newsletter Email Blast Module
The software suite also comes packed with a email blast module which allows the user to send promotional email to its customer database in a single click. This is useful for customer loyalty if the business sent out periodic promotional email to its existing customers to draw them back for more business. Performance of each campaign can be tracked by using the software to track the number of clicks and bounce rate of the email sent to its customers.
e) Tickets Support Module
Customers’ complaints and feedbacks are part and parcel of every business. How do you manage their feedback to retain their loyalty to continue coming back to you for more business? Well, you take follow up action to all their feedbacks. Through the CRM software, you can easily assign a “case” to an employee for follow up action in the event of a negative feedback. An automated email will be sent to the employee of a new task assigned, and they can update the case as resolved once correction action is take; the manager would be able to track the progress of all follow up action via the system.
f) File Sharing Module
How do you share a file securely in an organisation? The CRM Software suits comes with a file sharing module. Simply create an account for each of the staff in a few clicks, and they can start sending files to each other via the system powered by a delegated cloud hosting.
g) Social Media Integration
Does your business have a strong social media presence? Wouldn’t it be awesome if a business can link up its facebook page with the system to schedule post, and reply to customers’ enquiry from facebook messages using the system interface? YES! We make it happen. No more switching between tabs to manage your social media page because now you can do it from a CRM Suite!
h) Vendor and Leads Database
A CRM Suite also has the capability to save and keep track of vendor (supplier) and leads in the cloud database for future references. Simply enter their details in a user-friendly interface and your organization can have access to it anytime and anywhere!
i) Mobile Device Optimized
Is your business staffs always on the go? Fred not because the entire CRM Suite can be accessed via a mobile 3G/4G network via the browser. Every features of the software are mobile optimised and fully functional on a smart phone, tablet or PC! Access important information and mange your business on the go with our Cloud CRM Software Suite.
Get this software fully FREE by leveraging on the ICV Grant today! Get in touch with us for a demo at your convenience.
Chief Creative Consultant