Archive for the ‘saas crm’ Category

Customer Relationship Management (CRM) can greatly benefit an organization if it is used properly.

In this article we will list a number of benefits that CRM workflow can help bring to your organization.

CRM is now becoming the main focus of many organizations who are beginning to realize that it is much cheaper to keep a current customer and make sure that they are satisfied rather than continuously burning through customers and not focusing on efficient customer service.

One of the most under utilized (and most powerful) capabilities or any CRM system is workflow that is correctly implemented.

When workflow is properly implemented it changes your CRM from being a passive glorified rolodex into a proactive revenue generator that automates your business's best practices..

A good example of workflow is a lead nurturing campaign. Usually when a salesperson works with a prospect that is not going to be making a purchase for at least 3 to 6 months the salesperson makes that prospect a very low priority even if that is not really their intention. When this happens the prospective buyer often goes elsewhere when they are ready to make a purchase.

What if your CRM were able to send a pre-written set of communications to the prospect automatically over say the next year with the goal of the communications being to educate and move that person along in the sales cycle without requiring any direct involvement by the salesperson?

What would happen is that you would have more prospects think of your organization when they are ready to buy and studies have shown that at least 55% of prospects will make a purchase in the next 12 to 18 months.

What if you automated exactly how you wanted to treat your new clients during the first 90 days and automated the steps you were confident that they would all be done with EVERY new client?

Workflow can also be used in the customer service department to automate any open customer service incidents that have not been resolved in say 2 or 3 days.

All of this and much more is possible through the use of workflow.

The results of workflow can be increased revenue through a better follow up of leads that are not ready to buy today, a better experience for new clients and a better experience for those clients who have customer service issues therby reducing customer attrition rate with the system doing a lot of the work automatically.

CRM workflow on this level gives you a transparent view into all these processes so you can easily see any recurring patterns in your business that are causing your organization not to run as efficiently as it should..

CRM workflow can also give you extensive data reporting on your customer inquiries. For example, if there is a specific question that your customer service team repeatedly has to answer, you can cut down on your CSR cost by implementing a FAQ sheet with your product.

Customer service data reporting will also help you improve on your product by being able to provide data on any complaints. Understanding customer inquiries and being able to predict what issues you might have post-sale will also help you tailor and customize your customer service training in a more effective way. Uncovering small problems in your business can help you make decisions that can have immediate impact on the profitability in your company.

Customer relationship management software can also automate administrative tasks such as sending e-mails and status notifications. It is very important that you automate as many processes in your business as you possibly can in order to improve the productivity and profitability of your organization.

Taking the time to implement CRM work in this area will prove to be a very strategic decision.

Need help automating your best business practices into CRM workflow? We can help, for more information give us a call at 858-541-1820 or by email at info@rbdata.com

When choosing a CRM system one basic choice is do you want to have your data reside in the cloud or on premise.  There are distinct advantages to both approaches.  This post will talk about some of the advantages of a cloud based CRM system.

When a company wants to improve their relationships with their customers and future clients, then implementation of a cloud or web based CRM system has been proven to be cost effective and incredibly efficient.

A cloud based CRM system allows any company the ability to track data across many different departments, trace orders, monitor discounts, and well as track any system that a company puts in place. Saying this, Cloud computing gives a company an advantage that is truly unlimited.

Cloud CRM -The Advantages

Cloud CRM also called Web CRM or SaaS (software-as-a-service) CRM, has quickly become the standard in how a company uses their front office software. SaaS offers a cost effective solution to companies, allowing them the ability to reduce both customer service and even IT expense on the company as a whole.

A Saas CRM system can help provide an economical solution to startup companies that need to save their capital on other aspects of business processes by helping a company save money by reducing IT costs that are required to operate a CRM.

In fact, running an SaaS customer relationship management software system can cut the costs, especially the initial cost of hardware and licenses for running an on premise CRM. Savings include and are not limited to; saving a corporation on server costs, as well as ongoing support and upgrades. However, CRM is truly beneficial to a company at any level, whether it is a web based CRM or on premise.

A Web Based CRM Helps To Reduce Employees Expense

By having a CRM, any sized company can expect to run more smoothly. Any organization that does not have centralized CRM system in place is at a distinct disadvantage.

One of the main benefits to a CRM system is its scalability. A small company that implements a CRM can use the exact same web based CRM and scale it to their needs as they their corporation grows. Making this transition is fairly easy, as when a company grows, only an upgraded license and servers need to be upgraded or moved to a dedicated server in order to host the CRM.

Another main benefit to a web CRM, is that it is extremely user friendly and requires very little training expense on a company's part in order to teach their employees how to become proficient. Learning to navigate this type of CRM also requires very little computer knowledge which makes it a perfect solution for a company regardless of its size.

Utilizing CRM on the web not only makes it less intimidating for employees, it utilizes a web browser, which is something that many people are already familiar with and feel comfortable using.

If your company is looking for a proven method on how to increase productivity as well as monitor systems and get a bird's eye view of your business, customer relationship management can more than fit the need for any startup company as well as any established organization that wants to take advantage of breakthrough systems.

If you are still trying to figure out if web based or a hosted CRM solution would make more sense for your organization, give us a call at 858-541-1820 or by send us an email to info@rbdata.com and we would be glad to help.

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