Questions by Category: "CRM 101"

The key features of the CRM application are to automate sales operations with ease. Apart from that, the key features will add up the value to select the right CRM for your business. To archive those, make sure you have the following functionality to satisfy the primary goal of CRM apps, no matter what CRM solution you choose to establish customer relationships.

1. Analytics
2. AI driving the sales cycle even faster
3. Mobile-first
4. Knowledge collaboration
5. Integration
6. Scalability
7. Automation
8. Team Collaboration
9. Ease of use
10. Omnichannel Communication

CRM Software makes your work organized, simple, and effortless. When your business does not employ a CRM solution, you might face many challenges in your workflow management. This includes,

• Managing the customer database and retrieving customer data
• Migrating data from one application to another
• Employees working in repetitive tasks
• Requiring more manual work
• Difficulty in managing internal communication and customer collaboration

Apptivo is a scalable Software that certainly adds value to your money. A highly advanced CRM vendor with all features and applications may not be the ideal software for your business. Your CRM Software should be industry-specific. While multiple vendors are present right now, the question that you must ask is,

“What does your business need?”

“Why pay for features that you don’t need?”

“Do all users need the same plan?”

Once you analyze and come to a conclusion, you will be able to easily decide that Apptivo CRM Software is the right software for your business due to its scalability, flexibility, and reasonable pricing.

The best strategy to teach your employees is to take care of your customers or others will do. On that note, customers are a valuable asset to any business. The success of any organization relies on how they build a relationship with their customers. It is purely built on loyalty and faith. The best CRM tools help you to take care of your customer’s relationships.

CRM isn't all about sales. CRM allows you to concentrate on your organization's interactions with actual individuals, be it clients, service providers, employees, or suppliers. CRM offers better insight into the operations of an enterprise and is crucial to offering your customers a cohesive experience.

There are several key players in the CRM industry. What makes Apptivo unique is its ability to adapt to any business type and offer an exceptional user experience. Right from onboarding, the Apptivo support team assists you in ensuring that the right features are brought to you and the productivity of your business is increased. The cloud suite of 65+ apps caters to all the departments in your business making it viable to create an online workspace. Apptivo CRM Software integrates with key applications thereby bringing all your data in a single system.

The support team and sales team are the main users of CRM Software. The entire customer interaction can be handled through the different applications offered in CRM Software. With this, all your agents can record and keep track of all the customer engagements. Also, the managers can measure the performance of agents and teams with Custom Dashboards and Reporting features.

Be it a business of any scale - small, medium, or enterprise-level, your CRM Software should grow along with your business. Scalability, flexibility, and affordability are the key factors that are taken into account while selecting a CRM solution. Apptivo’s CRM Solution meets all these requirements. Apptivo’s cloud suite of applications adapts to your business requirements. Before choosing a CRM app, it is recommended to have a detailed analysis of why your business needs Customer Relationship Management Software.

• Understand your business goals
• Introspect the challenges with your existing customer service process
• Analyze the CRM Software available in the market and compare their pricing and features
• Sign up for a demo session if provided
• Inquire about the product capability and mobility
• Try out the trials and go for the right CRM

A CRM system is a professional tool that assures that there are no other disputes. The streamlined CRM Software intends to reduce redundancy and efficiently helps customers to close the deals smoothly and prominently. Some of the key benefits of a CRM system are listed below:

• Organize everything in one place
• Strengthen your customer service
• Offers highly detailed reporting system
• Ensure real-time performance tracking
• Automate repetitive tasks
• Significantly improve collaboration
• Create an omnichannel communication platform
• Integrate smoothly with third-party applications
• Sync your emails from email providers

A CRM Software never goes along with the saying “One Size Fits All”. On the contrary, CRM solutions cater to different business purposes. The best CRM Software may not be an ideal solution for your business. More than signing up for the best CRM software, it is pivotal to choose the right CRM Software for your business. There is no use in paying for features that are not needed for your teams. Sign up for the trial plans, analyze how the software will add value to your business, and purchase the correct software.

The ability to integrate with third-party applications is one of the important characteristics of a CRM application. Your business might use multiple Softwares to meet the varied workflows of your business. While switching to a CRM app, you would want to continue using other Softwares. In that case, it is an added advantage if your CRM Software allows Integration with these applications. Also, the CRM provider should be able to provide any custom integration based on your business purpose.

There is no specific time or event during which you need a CRM Solution. By default, a customer relationship management system organizes and boosts your business. However, when you realize that your support team is unable to keep track of the customer interactions and the managers find it difficult to measure the performance of your agents and business, it is a signal to add CRM to your business quickly.

A CRM system establishes a streamlined Collaboration among your teams and customers. With a CRM system, you can organize your business operations and keep track of all customer interactions. A CRM system not just manages your customer database but ensures an engaging customer experience with the ability to Add Notes, Log Calls, Schedule Events, and keep track of every interaction. All information on customer interaction can be accessed easily in real-time with no delay. A transparent business ecosystem is made possible with a CRM system.

CRM is very crucial for businesses in this era of information and technology. Businesses across the globe are adapting intuitive CRM technologies to manage their employees/teams, interact and track with customers, and boost their productivity. The CRM industry has become very competitive with different companies launching new features and applications to help businesses to reach remarkable growth. When businesses implement any of these advanced technologies, there is no doubt that they will have an added advantage when compared to other competitors. The CRM Software will take care of the technicalities while your team can focus on bringing in new customers and increasing the customer retention rate.

• Do you want your sales team to focus more on selling?
• Are your employees spending too much time on repetitive tasks?
• Are you finding it difficult to manage your database?
• Are you employing multiple applications and marketing tools in your business?

If the answers are YES, then CRM Software is an absolute necessity for your business. With CRM Software, you can streamline your operations and deliver the best customer experience. A CRM system has everything that your business needs to automate and organize your business workflow.

Customer Relationship Management (CRM) application is a Software that encourages organizations to cultivate strong ties with customers and increase revenue and profitability through quality conversations with prospective customers.

CRM Software aims at strengthening global corporate relationships and organizing everything together. It mainly helps your organization to conceptualize your ideas and activities to automate your business processes.

In simpler terms, it let your business develop customer relationships and streamline operations. Through that, you can boost your business productivity.

Apptivo CRM Software helps any organization to keep every Leads, Customers, Contact, and Opportunity inside a single cloud system, while still allowing you to generate reports, automate a range of different activities, and be accessible from anywhere at any time.