CRM is one of the most effective tools you can use in your organization as it is helpful to nurture and improve customer relationships. Those who have successfully implemented CRM must know how CRM is valuable? But there are many businesses that still have to adopt CRM in their organizations.
This could be due to cost and resources and the lack of senior management buy-in. CRM can be sweeping and varied as you can imagine, that means it can be as straightforward or as complicated as you wish. About 72% of CRM users say that they would trade functional complexity for a simple CRM that is easier to use. When you get started with CRM, remember to keep it simple.
Here are the CRM features that you need to get aware of.
Useful Features of CRM
- Projects: With powerful Project Management Features, one can manage and invoice projects. Even you can track time spent on the tasks and bill your customers. The CRM can assign multiple staff members in tasks and track timer assigned per staff.
- Expenses: CRM can create recurring expenses by setting up a recurring expense which will be automatically created after the specified period. The period could be days, weeks, months or years. It can set expenses billable to customers or specific projects.
- Subscriptions: Using Stripe subscriptions feature, you can bill your customers in a faster way. For this, you need to create a subscription, send the subscription to your customers and let Krify CRM and Stripe do all the work on behalf of you.
- E-signature: E-signature is the one best feature available in the Krify CRM that is useful for contracts, proposals and estimates. Let your customers quickly sign those documents and make your life easier.
- Time Sheets Reports: In this feature, you can have a clear view of the time logged for every task. By using filters to see total logged time by projects and by the staff member.
- Easily Copy Tasks: Here, you can copy tasks with all the data, including assignees, followers checklist items, attachments.
- Easily send estimates to customers: it can create estimates, and once the estimates were accepted, it will automatically convert to the invoice.
- Personal to-do list: To increase productivity, each staff has their own personal to-do list. Each team can change todo status by drag and drop.
- Custom Fields: You can append custom fields on PDF for invoices, payments, estimates, proposals, and many valuable features. Using this feature, you can configure the best-fitted CRM for your business. It can show in the customer portal or table.cc
- Calendar: Using this feature, you can have a clear view of all your company events upcoming invoice payments, contract expirations, estimates expirations, task finish date, reminders etc. Using this you will never miss anything from the calendar.
From the above-mentioned features, it is clear that the Krify CRM has some unique features which are most useful for your business.
CRM software stands for (customer relationship management software) is a tool that helps your company provide a remarkable and smooth experience for its customers while also building stronger relationships by providing a complete picture of all customer interactions, tracking sales, organizing and prioritizing opportunities, and working collaboratively among different teams.Centra CRM is the popular CRM software in Malaysia and Singapore.
We examine your business logic and provide a fully customized SAAS CRM solution with all of the features you require.Our cloud-based CRM software has several features that can help you with document management, email marketing, help desk ticketing, contact management, lead generation, product administration, and telemarketing, to name a few.Advanced monitoring, which maintains track of sales transactions and controls marketing campaigns, is the most important element of CRM software.
As a result, your operational capabilities will be strengthened, and you'll be able to better serve your clients.Benefits of CRM Software for your businessAnalyze and Nurture OpportunitiesFollow up on previous clients' transactions to learn what they want and develop better tactics to suit their requirements.Vast IntegrationsCRM software is easy to integrate with a range of third-party applications.Quick SuggestionsCentra CRM can help you identify prospects that are more likely to convert, so you don't waste time with the wrong people.End-To-End Venture SolutionThe Centra CRM solution integrates all parts of sales, marketing, and customer service, allowing you to develop and implement more comprehensive business strategies.Eliminate Data Entry ConcernsOur CRM technology automates repetitive administrative tasks to increase efficiency and reduce data entry errors.Wide MobilityWith a mobile-friendly CRM, you can access data on the go.
However, the majority of B2b organizations still lack it.
If you're not sure if CRM will benefit your B2B business or not, register to request a free demo.
It will satisfy your curiosity about the potential benefits you'll receive after installing the program.The sales department, without a doubt, makes the finest use of CRM software.
In today’s fast-paced world, where customers have various choices in any given product/service… what sets a company apart is how well they handle their customers. And everyone admits the fact that age-old methods like spreadsheets are just not enough.
A smart & powerful Customer Relationship Management (CRM) software is the need of the hour. Here are some of the reasons, how a CRM is important
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With the recent lockdown, technology has already made a space in most business operations.
In this scenario, it is evident that software implementation is pulling off almost every task in the office quicker and more efficiently.According to Financial Express, the Indian SaaS market is likely to reach $13-15 billion mark by 2025 from $2.5 billion in 2019.
Some of the credit for this exponential growth can be given to the low hiring costs and readily available talent pool of engineers & customer service reps. A positive addition to this can be an increasing slew of investments in technology.
Let me tell you, the CRM market is worth $44.64 billion today and shows no signs of slowing down.
Experts have predicted that by 2025, the CRM market may touch the $80 billion mark, almost double than today’s CRM industry revenue.
Here are some statistics that can better explain the reason.65%of professionals adopted CRM because of its ease of use.27% of professionals chose CRM for scheduling management.18% of professionals use CRM for its data snapshot capability.2% of businesses find CRM impactful on their bottom line.After implementing CRM, many professionals have realized that there has always been an invisible interstice in their business process, which has been filled by CRM now.
At a time when many firms have shifted to online environments, it is more vital than ever to develop and foster personal relationships.
To keep long-term consumers satisfied and engaged, the focus switches from new customer acquisition to keeping existing clients happy.
It's simple to be more engaging with clients and start a referral programme on social media; the secret is to encourage participation and increase loyalty with the CRM Software.
Relationship marketing can be easily incorporated into your approach by using the top CRM softwareBy placing prize giveaways on social media sites Organising customers' event invitations Rewarding loyal clients with gifts Contests where users may evaluate experimental new products Campaigns to promote brand advocates for the oral referral method To meet customer service needs, relationship marketing should be implemented as a long-term strategy across your firm with CRM software.
Rather than focusing on sales with your clients in conversations or in newsletters, consider creating genuine connections with them by providing them with information that is hand-picked and welcoming.
Referrals may bring in new customers, so they are a great strategy even if they don't result in more business from existing clients.
Customers expectations from the service center have changed dramatically in the digital age.
At present, the customer is expected to have easy access to a service help desk, quick reply to their questions and even their equipment for home repair in the same day.With increasing competition, a great service center experience can easily differentiate between a product which is bought frequently and which is reached by the consumer, Archiz CRM- the first CRM Software Company in Noida that helps support team in the way that they want.
Call Center CRM Software helps to service centers to optimize and streamline their operations.
It has helped them to promote all the important word-promotions from their existing customers.
So, let's see how we can implement CRM software in the service center environment.
It involves obtaining customer questions, identifying the nature of each query, specifying questions to related departments, monitoring field assignments and ensuring a successful solution to customer queries.
