15 Whys to Learn What is CRM Software

Whether you're a startup looking for a place to store information and have it accessible across multiple devices, or you're a large company wanting to manage customer interactions and focus on improving client satisfaction - ultimately, you're going to need a customer relationship management (CRM) if your present process is unable to solve these issues.

CRM is a modus operandi that helps companies improve existing customer relationships and acquire new customers quicker.

Here's a complete CRM software review to get started smoothly and comprehend the advantages it can bring to your company.

What is CRM Software?

CRM is a technology for managing all your business's relationships and interactions with existing and potential customers. The finish line is simple - enhance business relationships.

This solution helps companies stay connected to customers, streamline processes, and increase profitability.

When people talk about CRM, they're usually referring to CRM software, a tool that aids with sales management, contact management, productivity, and so on.

A CRM solution focuses on your organization's relationships with individuals — such as customers, service users, team members, or suppliers — throughout your lifecycle with them, including finding new clients, winning their business, and delivering support.

What Does a CRM System Do?

It collects a customer's website, email, social media data, telephone, and more, via multiple channels and sources.

CRM may also automatically pull in other information, like recent news about the business's activity, and it can store personal details, including a costumer's personal preferences on communications.

The software organizes this info to provide you a complete record of companies and individuals overall, so you can better understand your clients over time. Its platform can also connect to other business applications to develop customer relationships.

Further, you can integrate CRM software with other business tools, such as accounting, billing, document signing, and surveys. As a result, information flows both ways to bring you a 360° view of your client.

Who Can Use It?

Whether you're a solopreneur, a small business, or an enterprise, in the B2B or B2C field, a CRM gives order and clarity, improves interactions with customers, optimizes sales performance, and streamlines business processes.

Here's how different business can benefit from using a customer relationship management platform:

B2B - It helps B2B companies create a universal platform to keep their customers, vendors, and partners, in sync with each other.

B2C - A multi-channel CRM solution with functions such as lead management, sending out instant surveys, marketing automation, etc. aids B2Cs reach out to their clients more efficiently.

SMBs - By being an excellent technological leveler, small business CRM platforms provide SMBs with a level playing field and the skill to compete with the bigger players in their niche.

Enterprises – With its advanced features like workflow/territory management, sales/marketing automation, and advanced analytics, enterprise CRM system can reduce the time salespeople spend on everyday tasks, have more time to focus on their clients and merge their operations across multiple geographic locations.

Marketing - Marketing teams can utilize this platform to measure the ROI (return on investment) on their activities and campaigns. It also gives them insight into whether they're targeting their ICPs (ideal customer profiles), and the proper geography and industry.

Sales – Sales teams can employ the software to get a deeper understanding of their customers and prospects and handle their sales pipeline better. It also automates day-to-day tasks, tracks and increase sales productivity, determines industry trends, and enhance sales strategy.

Core Features

Below are the 8 core features of CRM:

1. Lead Management

If getting quality leads is one aspect of the business, tracking and managing them to deal closure is another. The solution offers everything you need to know about your leads to turn them into jolly, paying clients.

Using lead scoring and automated lead assignment, you can know which leads have the biggest chance of moving down the pipeline.

2. Deal Management

The deal management gives you the overall picture of your existed and future deals, and inform you what went wrong with your past unsuccessful ones.

It enables you to segment deals based on their current stage in the pipeline and can show you the probability of making any deal.

3. Contact Management

Contact management helps you manage your business contacts in one place. You will know when and why you contacted a client the last time, the best time to reach customers, mentions from social media interactions, and analytics to reach clients via email and other forms of communication.

4. Email Management

Email management is a core component of any business, and a CRM platform lets you take complete control of it.

Any email client can be integrated with your customer relationship management software, which means you save time switching between tabs to get work done.

The email management system allows you prioritize emails, analyze the response to every email, and makes sure you have thorough follow-ups with your customers.

5. Sales Automation

As a business owner, you want your sales team to spend more time selling and less time doing other administrative work. Here's where automating your sales process will assist.

  • Sales automation replaces your current daily tasks with smart workflows and macros;
  • Leads will flow through your pipeline more easily by automatic assignment of leads to the right sales representatives.
  • 6. Marketing Automation

    Often businesses waste their marketing budget due to “wrong” planning and the failure to determine the target audience for their service or product.

    With a built-in marketing automation and campaign management features, you can generate new leads, perform targeted email marketing campaigns, compare ad spending to sales revenue, and finally get the maximum ROI.

    7. Mobile CRM

    Today when global mobile usage has overstepped desktops, it's pivotal that CRM systems enable you and your staff to go completely mobile.

    It helps sales reps close more deals on the go. It enables managers to add and update data when they shuttle between multiple business appointments, and even when they're offline.

    Business meetings, trade shows, networking events, both on the road and in flight, mobile customer relationship management apps make your business-ready always, no matter where your business leads you.

    8. Reporting and Analytics

    This system gives companies the necessary intelligence to process data from different sources and use valuable insights to guide them with data.

    From basic graphs to advanced analytics insights, like spotting anomalies in your business, an inbuilt analytics module inside the platform can help you make a decisive competitive advantage.


Here’re seven benefits of a CRM tool that can help your business find success.

1. Better relationship with customers - From prospect to buyer, their journey is captured in the CRM. These insiders put you in a better position to identify customers, their needs, and how your company can help them.

2. Reduces data entry – It lets you automate everyday tasks like making contact from signup forms and sending welcome emails to new clients. While the spreadsheets demand data entry – CMR minimizes it.

3. Enhanced communication – This platform becomes a single source of truth for every member of your team. No information gaps, no back-and-forth – the client or prospect hear a consistent voice from your company.

4. Healthier pipelines - Being able to visualize your pipeline makes it easier for you to prioritize deals meticulously. Therefore, your pipeline stays clog-free, and you stay committed to the bottom line.

5. Higher revenue – Since you have a good view of your customers at all times, you can cross-sell and up-sell the best moments, with higher success rates. It also minimizes the chances of attrition.

6. More collaboration - Information in the CRM is helpful not just for your sales team, but for support and marketing team too. They can plan campaigns or respond to tickets quicker and better using the info from this software.

7. Happier clients - It gives customers the ease of communication, organized data, and improved customer management system. All of this will simplify the process of ensuring needs are met, and actions get resolved promptly.

How to Choose the Right CRM

When you implement a CRM, it becomes an indispensable part of your business. This’s why you need to keep the following things in mind when you seek for the best solution for your startup:

  • Usability - Look for a tool that’s easy to learn and use, and helps you focus on selling. Off course, it must feature these three things — usability, user interface, and user experience;
  • Productivity - It should act as a central repository that integrates with your email platform, tracks customer behavior, prioritizes tasks/opportunities, etc. CRMs should also work seamlessly with other apps such as customer support, accounting, and marketing automation tools;
  • Customizability - Solution that fits your business needs and manages your sales process efficiently is a must-have. Look out for a solution with the capability to customize it to match your process;
  • Mobility - With sales reps no longer tied to their desks all day, it becomes crucial to have a way to access client data wherever they’re. So, find a system that offers you continuity of experience between cell phone and desktop with an easy-to-navigate interface and fluent access to customer data, tasks, appointments, and calendar;
  • Reliability - Consider the vendor’s reputation for reliability before you make buying decisions. Sources like Capterra, G2 crowd, FinancesOnline, and Software Advice are a few platforms with trusted reviews.
  • Security - Client data is invaluable and storing this data in this platform makes it your most valuable business resource. Select a CRM provider who guarantees security, enables unlimited secure access to information, and adheres to strict standards.

Secure Networks – We Can Ease CRM Integration

Many small to midsize businesses struggle to keep pace with the constant evolution of IT in the modern business environment.

As a leading Los Aneles IT support, we make CRM integration easy and secure for SMBs, marketers, entrepreneurs, startuppers, solopreneurs, and non-profit organizations. We partner with leading technology players, so we can serve our customers with the best IT services they need.

Ready to leverage technology to accomplish your business goals? Contact us today!

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