Customer relationship management has been a practice followed by generations ever since mankind invented the concept of sales.
Maintaining a relationship with customers and having their trust has been proven methods to increase number sales or in any business scenario for that matter.
In this fast-paced world, every type of business has become prone to impulsive behaviour from customers as options have increased as well. Businesses nowadays require constant attention and maintain record when dealing with customers. As customers have many options, CRM tools have also been gradually increasing and now it has become really confusing to choose one.
Let’s discuss more about this below.
Why do you need CRM?
To make sure business does not fade out like some Tik Tock trend, everyone related to business would make sure what plan or strategy one has. Starting out or maintaining a business, a smart business person would have already set targets be it sales, purposes and of course earning more profits.
This means one needs to be on toes with the progress, getting information from a source that is dependable and a medium that deciphers various flows of data from customers, tech teams, marketers or sales.
Using a CRM gives a clear cut picture for managing customers. A control panel that can be maneuvered to one’s needs, depicting old customer interactions, current ongoing projects and exceptional scenarios is what a CRM used for.
With wide usage of social media, customers reach out from various other mediums and CRM allows one to manage across that thus making supervision simpler. An ideal customer relationship consists of administration, constant follow ups and keeping their needs in mind and CRM helps one to make logic out of the collated data.
Apart from the supervision, CRM also allows you to identify the new upcoming leads and categorize them thus making sure one can keep a track as well. With higher rates of precision, response time now becomes less which means less time wastage on fretting over issues. Thus increasing the number of sales by 37%, this is a win-win actually. Not to mention, referrals among people become easier which means more business and profits.
But before one jumps to getting CRM software, their types are also needed to be known so as to make the choosing process an easier task. These are the types of CRM software widely used in various businesses:
· Cloud CRM software
· Sales CRM software
· Operational CRM software
· Analytical CRM software
· Online CRM software
Cloud CRM software
CRM software managed by cloud hosting to store data, thus making it easier to access and quicker to attend to thus making it a prime choice for the current scenario of pandemic. The only drawback is the requirement of the internet which can be tricky for small businesses.
Sales CRM software
Sales businesses require schedule maintenance, lead management and handling customers at various stages. Small and big sales enterprises use sales CRM software for maintaining records and making sure regular follow ups are happening.
Operational CRM software
This is a complex type of sales CRM software where the software provides a common dashboard for managing everything from reeling in new leads, or keeps a track on ongoing leads as well.
Analytical CRM software
Some businesses require an analytical approach and rely upon metrics to make decisions, analytical CRM software makes an optimum choice for that. This provides accurate results on a common platform thus making it easier to decide.
Online CRM software
Online CRM software is basic software relying on online internet signals, mostly using a dashboard accessible through the internet, which can be monitored one click away.
Things to consider while choosing CRM software
While choosing a CRM tool, there are various factors one needs to consider so as to make sure business actually brings you profits and not some unsolvable mess.
The first and foremost one needs to be the requirement of a web based or premise based CRM tool based on the type of business.
Knowing what functionality and features the tool offers is also something one needs to check while choosing one.
Also, apart from the features, one needs to check how well the CRM gels with other software and tools a firm works with thus cancelling out any issues while working on multiple dashboards.
While making a choice, feel free to ask for a free trial and test drives to make sure the workers can work with the tools and have good user friendly dashboards and tools to work with.
Customization and training programs are a few things one needs to make sure while choosing so that lead management becomes easier.
Our Top 10 recommendations for choosing CRM software
1.EDGE CRM
With smart PDF Builder built within the tool along with the edge support, one can manage, track, and streamline the tasks. It gives a clear vision of work with edge’s an easy to use calendar makes the merging of contacts, meetings, calls, and opportunities just a click away. AI driven lead qualifiers, KPI’s, secure framework and easy to work with dashboard are some of the things that set Edge CRM apart and topmost in the business scenes.
Try us now! We at edge promise an in-depth training and undeterred support to your team from day one. It’s time to revolutionize your sales process.
2.ZOHO CRM
One of the optimum choices for small as well as large business, Zoho tool offers features such as communication across multiple platforms, monitor sales performance and user friendly approach that allows a problem free work.
3.Salesforce Cloud CRM Software
Salesforce proudly boasts features of easy management for calls, email integrations and can easily be synced with other platforms as well.
4.Freshsales
A made in India CRM software which allows one to work across various other currencies, manage workflows and productivity while working with an AI based lead scoring system. The pricing starts from Rs. 719/annum for the optimum customizations and a decent user experience.
5.Maple CRM
A trusted CRM tool for small businesses, this tool provides you a complete 360 degree view for every aspect required to run a business based on sales and marketing. This tool uses automated formats thus making it a good choice for small businesses.
6.Salezshark CRM
A tool focused on building a better relationship which provides fused data solution, sales and marketing automation and outlook add in as a bonus.
7.Salesbabu CRM
With features like inventory management, customer helpdesk, online ERP which enhance engagement with customers makes it a good choice for both small as well as large firms.
8.Agile Tool
This tool offers mobile ready services on the go perfect for business that rely on mobility and accessible remotely with just an internet connection along with the other lead management and clientele related works.
9.Nextsky Sales CRM
A good choice for high velocity businesses, making it easier to track customer behavior and suggesting best solutions focusing exclusively on manufacturing with a membership fee of Rs.500.
10.Cratio CRM
A cloud based software which provides analytical approach while working with sales management, email or website tracking, with quick user interface.
Wrapping up, whatever the business requirements are, at the end of the day choosing a CRM isn’t a tough task. As long as one has a clear vision of the needs of the business and the type of business clientele one’s dealing with, CRM software is your best bet when it comes to maintain the customer relationship.
As mentioned in the list EDGE CRM tool provides an interface both manageable for small as well as large businesses which makes it to the top apart from featuring some of the best attributes like inbuilt PDF maker, cloud based working interface and versatile with mobile phones as well.
