Choose a CRM that enables you to focus on customers and frees you up from the overhead of setting up and managing the tool. Vtiger CRM is incredibly easy to set up, administer and use which makes it the ideal choice for small businesses.
Spreadsheets and free versions of most CRMs offer very basic capabilities to manage a sales pipeline and processes. People often turn to one of these as the go to solution to build out their first contact database for leads and clients. But as you scale, things start to become more complicated. Several team members now get involved in managing a relationship at various stages of the sales funnel and all of them need to be on the same page to drive customer delight. You need a CRM to be effective.
Investing in CRM software can give your growing business visibility and deliver a better customer experience. Startups and growing business firms can build a loyal customer base by providing personalized service. CRM software is a must-have tool for small businesses as it will increase sales figures, enhance team collaboration, and get crucial tasks done on time.
Read 9 Reasons why you need to move from spreadsheets to Vtiger CRM v9
When companies rely on spreadsheets and email to maintain the contact and customer information things can be pretty chaotic. Sales teams end up spending a disproportionate amount of time keeping the spreadsheets updated.
It is very difficult to collaborate with other teams using spreadsheets. Multiple copies are created, important information gets edited inadvertently and sometimes the entire sheet gets deleted. All of these just become unnecessary distractions from focussing on the customer.
A CRM helps small businesses be on top of their sales pipeline and associated operational challenges. The data is tracked in one place and it is secure. Your teams are able to collaborate well and businesses are able to generate more leads, close deals faster and support customers better to reach their business goals.
The CRM also helps to integrate data across multiple systems that a business uses - like your business emails, calendar, social media channels, and billing and invoicing system. Having a unified customer view puts all teams on the same page and empowers them to drive customer delight.
CRM software is not just useful for large organizations. Having a disorganized and fragmented sales tracking system can hurt small businesses badly. Implementing a CRM system gives your deeper insights into your pipeline, and helps small businesses to focus on their customer relationship strategy. When set up properly a CRM can be a valuable tool that enables you to automate time-consuming tasks, develop new customer acquisition tactics and provide valuable intelligence on sales trends.
Some of the core advantages of a CRM are as follows:
Does the CRM let you easily import and manage your business contacts? Tracking contacts across all stages of the lifecycle is critical to success.
Can you track leads and opportunities easily as they transition through various stages of the buying process?
Email marketing is the mainstay of most small businesses. Does the CRM make it convenient to configure and execute campaigns?
Opt-in SMS marketing campaigns can be a great way to get your business noticed and to stay connected with customers. Does your CRM offer integrations to support these?
Does the CRM support an integrated no-hardware telephony solution? This is critical for sales teams to stay connected with their customers.
Does the CRM make it easy for you to get insights into your customers and sales pipeline? A good CRM will have robust reporting capabilities with insightful analytics dashboards.
How easy is it to automate repetitive tasks in the CRM? Automation capabilities free you up from time consuming tasks and let you focus on customers.
As your business grows and processes become more complex, it is essential for multiple teams to collaborate around customer requirements. Does the CRM should make this seamless?
Customers and prospects need to reach you round the clock. Does your CRM have a comprehensive mobile app that your teams can use to be on top of their tasks?
Vtiger CRM gives your team the power of built-in webforms, social media & telephony integrations to capture leads from a variety of sources - website, social media, emails, and phone calls. With effective lead scoring and workflows, your sales team can focus on leads that matter the most to your business without wasting resources.
Connect with and nurture leads with personalized campaigns across a variety of touch points. From email, telephony, SMS to social media channels - Vtiger CRM provides a breadth of integrations and capabilities for you to reach out to and engage with your prospects.
With integrated telephony, you can connect with your contacts from right within Vtiger CRM. You can record the conversations and even have the Calculus AI engine analyze the effectiveness of those conversations.
Visualiseer, organiseer en beheer deals met aangepaste weergaven en filters. Kanban, lijst, kalender en meer weergaven beschikbaar met een klik op een knop.
Slimme meldingen houden u op de hoogte van dealactiviteit en voortgang - u proactief op de hoogte wanneer een deal is vastgelopen, zodat u kunt binnenstormen en de dag kunt redden.
Los problemen van klanten onmiddellijk op, verbeter de efficiëntie van de ondersteuning en maximaliseer de klanttevredenheid.
Automatiseer repetitieve taken in uw hele organisatie, van het verzamelen van leads, het winnen van deals, het bieden van ondersteuning en meer.
Maak gebruik van de ingebouwde projectbeheercapaciteiten van Vtiger om samen te werken met uw teamgenoten om deals te winnen, klantproblemen op te lossen en uiteindelijk de beste ervaring te bieden.
Krijg meer inzicht in uw marketing, verkoop, klantondersteunende activiteiten met inzicht en rapporten. Plan rapporten om ze rechtstreeks in uw e-mailinbox te laten bezorgen.
Vtiger legt alle klantgegevens en interacties op één plek vast, waardoor iedereen in uw team een volledig, 360 graden beeld van de klant krijgt.
De mobiele app van Vtiger brengt de CRM in uw handpalmen - zodat u zelfs onderweg optimaal kunt presteren.
'We realiseerden veel meer waarde van Vtiger voor minder dan de helft van de prijs die we Zendesk betaalden.'
"Vtiger heeft een substantiële rol gespeeld in onze bedrijfsgroei."
"Met Vtiger hebben onze verkoopmanager, vertegenwoordigers, klantenservice en CEO nauwkeurige en up-to-date informatie, ongeacht hun locatie."
"Ons hele verkoopproces van lead nurturing tot sluiting is volledig papierloos geworden."
"Aangezien Vtiger ons helpt onze verkooppijplijnen nauwkeurig en gezond te houden, zijn we in staat om maandelijkse doelstellingen te schatten en onze kwartaalomzet beter te voorspellen zonder enig giswerk."
"We hebben nu een betere grip op het bedrijf en staan klaar om de verdere groei gemakkelijker te maken door de rijke functieset verder te benutten. Ik kan er altijd op vertrouwen dat wanneer we die nodig hebben, er geweldige ondersteuning voorhanden is."
"Nu Vtiger is geïnstalleerd, zijn we een volledig cloudgebaseerde operatie. Ik heb veel meer gemoedsrust met betrekking tot mijn gegevens."
