Earlier, CRM was solely customer relationship managing tool which is used to manage accounts and contacts. However, it has now emerged into a robust tool for managing the business and more. Unfortunately, a few organizations are still using the older systems or, are using newer ones but with outdated technology, are missing out on the potential that modern CRM systems could do.
If your CRM system is lacking the below functions, then you need to consider for an upgrade:
- A warm introduction application makes use of the social media connections to find out the direct paths to possibilities and customers. If you can look into the CRM system and could reach out to the potential customers, there might be a chance for a deal to happen.
- An easily accessible dashboard could help you provide a quick look into the progress, and this information can help you know your customers’ requirements.
- With cloud-based solutions, full mobile access that is expected by customers today, your sales reps should not be stuck down to the desk all day. Having the ability to access the CRM system from any device not only to see the data but to also have the ability to manage and create leads is functionality that is utilized by best-in-class organizations.
- Sales Forecasting is crucial to evolve and execute best practices for the sales team. Predictive analytics abilities are always advancing to help the leaders predict deals and train their teams on the best systems.
- A single application might not be able to manage the large customer data. Integration technologies and data quality help alleviate this problem by connecting all the system across the organization so that the customer, sales, and other data is connected keeping your data organized, reliable, and accessible to obtain newer opportunities.
When CRM use is optimized, the sales team would be able to achieve sales quotas and turn more quotes into purchases, have better access and use CRM on mobile.
BusinessSaathi Plus is a free online CRM solution you need to go to improve your sales and manage your business. This free client management software is well-built and easy to access. BusinessSaathi Plus is one of the best apps for small business if you are looking to implement a CRM system into your young startup. You can even go mobile for your small business with this free mobile CRM app which saves a lot of time and resources.