What is CRM Software

CRM stands for “customer relationship management” that provides offers storing & manage complete customer information such as names, contact numbers, & address as well as tracks customer activity like visits to website, telephonic calls, email, and much more. CRM matters as it helps organizations ditch clunky manual process so that you can grow your business efficiently. Modern CRM offers complete mobility so that team members can connect from any device & any location & get instant access to required information. Some of the important CRM features include sales pipeline management, lead management, customer support, ticketing & help desk. AI based Sales automation, predictive lead management, email tracking and telephony integration are few among the latest additions to new generation CRM software’s. Plug-N-Play integration with all major application providers such as Web Chat, Social Discovery platform, Email provider and cloud telephony providers saves efforts and time required are key features to consider while choosing the right CRM software.

CRM Softwares

CRM Softwares

The primary purpose of a customer relationship management system is to manage all interactions of an organization with its customers and create a repository of customer information. A CRM software Read More

Frequently Asked Questions

Customer relationship management is all about building profitable business relationships with customers. Businesses can adopt different strategies to keep their customers satisfied and to retain them for long. CRM software provides important data and analytic records to help businesses understand their prospective and regular customers alike.

CRM stands for customer relationship management, and a CRM software helps businesses in managing business relationships with customers. All data associated with customers, their preferences and buying history can be managed efficiently with CRM software.

It is important for all types of businesses to have a CRM software that manages customer details, customer interaction, and sales automation. It also helps in accessing important business information that can improve marketing campaign results.

Cratio CRM, Salesforce CRM, Bitrix24 CRM, Zoho sales CRM, Oracle CRM are some of the best CRM software available on the portal. Other niche vendors for CRM software are SoulCRM, SpotCRM, Winds CRM, and so on.

Earlier, all CRM systems were based on in-house applications, i.e. it was installed and ran on servers within the organization. Nowadays, newer CRM systems are Cloud CRM that means that the application and data is all held on the CRM provider’s servers in a datacenter, and accessed via an internet browser. For a fact – today’s CRM systems are not only more technologically advanced and user-friendly, but they also come in a variety of solutions that are designed to address unique needs of all types of businesses – big or small. Just like everything in today’s IT world, contemporary CRM systems now offer new possibilities, flexible costs, as well as easy maintenance and deployment.

Employees can log in to the CRM system, simultaneously, from any Internet-enabled computer or device. Often, cloud CRM provide users with mobile apps to make it easier to use the CRM on smartphones and tablets. Cloud CRM is often a good choice for small businesses who lack the in-house IT expertise to deploy, manage and upgrade an on-premises CRM application.  With Cloud CRM the vendor is responsible for managing the software, providing updates across the system and taking care of technical glitches, bugs and other issues as they arise.

Cloud CRM is also known as Software-as-a-Service (SaaS) CRM, online CRM and Web CRM. Cloud has a number of technical and pricing advantages:-

  • You don’t need any local servers to run the CRM system on. So there’s no capital cost, no server software and no maintenance cost.
  • Updates, backups and maintenance all done by the Cloud vendor only.
  • Users can access the system from anywhere (office, home or from smartphone) via internet.
  • By running thousands of customer’s CRM system on the servers, there is a high chance to increase the economies of scale which can be delivered to the customers also.
  • By paying monthly and quarterly, chances of financial risks may go down and it improves the company’s cash flow also.
  • Easily integration with commonly used office applications and email systems.
  • Integrations with social data and automatic data back-ups.

There are many reasons why Cloud Based CRM software is something that small companies should seriously consider for the business growth:

  1. Hassle-free installation: - A modern Cloud-based CRM is, in fact, “IT worry-free”. You don’t have to pay for hardware, server and software maintenance. Nor do you need to have a permanent IT person on site, worry about complex installations, data migration, or even upgrades – all this is done remotely for you.
  2. Seamless Access: - Cloud CRM gives the access to the system from anywhere – in the office, on a train, in a cafe, at home; and on any device – be it a desktop, a laptop, a smartphone, or a tablet with the help of the internet. Data can be accessed from the centralized database at any time, even outside working hours if need be, which is particularly handy for small businesses.

  3. Ease of Use: - It can’t get easier than Cloud CRM usage. First, you buy a software package at a fixed monthly price. All you need to do is log in with the access codes provided, and make sure you have a reasonably fast Internet connection at all times and a device you prefer to work on.

  4. High Security Level: - A very serious concern for everyone using web-based information storage systems is, of course, security. Security is the main purpose for adopting a cloud solution, also known as software-as-a-service or (SAAS).

  5. Enhanced Compatibility: - Stand-alone products have little chance of success in today’s IT world that demands flexibility of integration. Especially in a small business environment, information exchange between already available technologies is paramount. Cloud CRM can be easily integrated with other applications or software, such as e-mail clients and Office products (Word, Excel, PowerPoint, etc.). It is this compatibility that makes Cloud-based CRM an even more appropriate choice for small businesses.

Yes, CRM can be used on a smartphones. The systems of CRM has been optimized for mobile CRM use and will adapt the current working device. Mobile CRM just need the browser on the device and it will automatically detects what device you are using and it adjusts accordingly. On smartphones, such as iPhones and Android devices, the CRM system also integrates into the device to call telephone numbers.

The CRM is optimized for mobile use so it automatically adjusts to give the high visibility of the data and quick access.

Essentially, CRM works by collecting leads or consumer information, analyzing the collected information to understand customer or market requirements and adjusting marketing campaigns accordingly to increase sales. CRM also serves customer service and support divisions--making businesses efficient and improving customer satisfaction.

In any business, the bottom-line of CRM work flow is to (1) Initiate Marketing, (2) Process Sales, (3) Schedule Orders and (4) Provide Support.

Would you like to receive more information about CRM Software?
   Submit your Query
   Chat With Techpillar
   Call Techpillar at +91 9250092507
Need Help?