In the recent past, significant number of companies made a move to a CRM tool this year as they required a better way to maintain a strong pace with their leads, lead conversions rate, etc.
At the end of the day, CRM software is a big client database at its core. It comprises of maser file details on a particular lead or client like name, company, address, contact details and also custom fields. It also becomes possible to log activities like emails, calls, meetings, proposal dates, etc. With a CRM tool in place, the company employees are allowed to feed in depth details and if you are working as a sales manager, you can view it. It also becomes possible for you to keep a close track of the custom details about a client or lead like interests, something specific in regard to a job, etc.
It is believed that a good CRM tool also successfully integrated with all of the internal systems of an organization like QuickBooks and email systems. In few of the CRM tools, one can not only feed notes, but quotes or projections, view invoice and payment history so that it becomes easier to keep track when a client makes a call to find out about their order/product/service.
There are multiple CRM tools available these days to select from. Before selecting a CRM, take a quick decision of what you aim to do with it and how you planning to use of it. Some of them will be require a link before it is being integrated with tools such as QuickBooks. Despite the presence of high number of CRMs that offer good opportunity for quick integration , it is always a better idea to opt for an industry specific tool as there are fields and templates which is domain and business specific and proves helpful in saving time and generation of better reports.
I have noticed that companies/organizations would prefer to choose such a CRM TOOL that can offer ample scope for customization. Although, there are certain upfront costs involved when working with a consultant to get stated, but the feature for monthly subscription is a good idea as well. Many clients are of the opinion that a feature that offers ability to integrate with outlook and even has a mobile app helps can be a great feature to look out for as it helps companies to create estimates for leads, create sales orders and also invoice for clients. If a CRM allows a client to enter purchase orders and bills for vendors, it works as an added advantage. Selecting a CRM that offers and moves beyond a traditional CRM, it makes dream come true for customers.
One of the most essential aspects of bagging benefit from a CRM is to ensure that it is being used and this habit needs some time as new habits are only picked up with passage of time. Once the requirements are in place, it becomes possible to evaluate the software options available and also select the one that is most suitable for you and your organization. When you are able to maintain a strong rapport with the prospects, existing clients and they eventually they start referring you to their friends/family and colleagues, you will know that the CRM has started to pay off.