How CRM works

When implemented well, a CRM can help save time for your team members by providing all the information about your customers in a single place. It will minimize any oversights on the projects such as missed follow-ups by scheduling notifications on time.

It will also strengthen your relationship with customers by gaining their trust and avoiding any repeated dialogues by keeping track of each conversation. Besides, it will also help you prioritize tasks by assigning VIP status to specific high-profile customers.

CRM Process

As part of the setting up process, everything from your inventory to your sales pipeline can be customized to match the terms and jargon you’re comfortable using at your office. Besides these CRM basics, your team can opt for a training session to get you up to speed with the necessary skills you need to accelerate business.

Features & Functions of CRM

  • Contact management
  • Pipeline management
  • Meeting scheduling
  • Calendar and task management
  • Workflow automation
  • Social media integration
  • Invoicing
  • Payment tracking
  • Sales insights
  • Reporting and analytics 
  • Survey creation
  • Email marketing and automation
  • Custom modules
  • Inventory management and many more

CRM Strategy

Without a sound CRM strategy in place, businesses are at risk of spending too much time on the tool and not enough time on the customers. And with said, you also need to consider that businesses use CRMs differently based on their needs.

For example, you don’t have to let the buck stop at the product purchase. Use the CRM to intimate the customer support team to get in touch with the customer for a tremendous post-sales experience from the moment customers hit the ‘buy’ button. These are just some advantages of keeping your sales, marketing, and support teams in sync with the customer.

Sign up for Vtiger today!

* no credit card required *