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Help Desk Best Practices: How to Keep Your Customers Happy?

“Your most unhappy customers are your greatest source of learning.” – Bill Gates

Any organization, any industry segment, any geography, any size and segment – if it is serving customers, there ought to be a help desk associated with it. IT Help desk could be various categories and in different forms, but the core objective remains the same for all – customer service and satisfaction. In order to achieve the best, organizations ought to follow certain help desk best practices so that they can offer maximum and effective support to their customers.

Your organization’s IT help desk serves as the important link between your customers and the different teams that are working to support the IT systems. These help desk services and solutions abide by certain policies, processes and standards that help them serve their customers to the finest.

It is known to all how important customer happiness is to any business. A high-class client support experience is the major key to attaining the best of customer loyalty, retention and satisfaction. And that can be achieved by having an efficient help desk system in place and that can be achieved by following certain service desk best practices.

Help Desk Support – An Important and Indispensable Business Ingredient

The major objective of an IT help desk is to offer a spectrum of IT services within an organization and it is primarily a unified point of contact for any type of client issue, need, assistance and help. The help desk is supposed to offer timely help, prompt answers and abide by the different levels of the service level agreements. They are supposed to follow the processes in the Information Technology Infrastructure Library (ITIL).

IT teams are supposed to utilize the help desk software solutions for better ticket life cycle management, automation of meticulous tasks and workflow optimization. Only then can organizations vouch for maximized business output and increased profitability.

Some of the major features of a help desk software are:

Problem report and change request management

Service request handling

Self-service issue handling

SLA driven compliance

Quality and timeliness of help desk services

Management of IT infrastructure

Here are some of the different categories of help desk services and solutions:

Cloud-based help desk software

On-premises help desk software

Enterprise help desk software

Open source help desk software

Why are Help Desk Best Practices A Must and How Do They Help in Making Customers Happy?

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It has been a known fact that help desk is a must to keep customers happy and loyal. Best practices to be followed are the most efficient way to ensure things get done in the right manner. Best practices suggest mechanisms, processes and means by which the goal can be easily and effectively attained. Here are some strong reasons that signify the importance of customer service best practices and the reasons they must be followed:

Helps in finding areas for possible enhancement and growth

Acts as a start mechanism for an assessment procedure

Assists in abiding by the ITIL help desk best practices

Guides you in the best possible direction to avoid any hassles

Brings over the experience of the industry to have a better performance

Gets you in groove with the latest technologies and modernized steps

7 Help Desk Best Practices That Make Your Customers Happy and Content

Build a Single Point of Contact Through a Portal

Customers always need assistance and they look for it at a central location. It is advisable to have a unified point of contact through an IT portal that caters to customer requirements and directs them to the concerned stakeholder. This relieves the customer from searching for the right help themselves and fastens the entire process of help desk.

Set Up Service Level Agreements (SLA) Wisely

To measure and analyse our service parameters, it is wise to have setup the SLA terms and conditions in a detailed manner. It becomes easy to track, monitor and analyse how we are serving our customers and what better can we do, to make the help desk more effective. It also helps in abiding by the ITIL service desk best practices. SLAs are tailor-made and hence can be changed based on needs and relevance.

Observe Customer Trends and Patterns

One good way to reach out to exact customer expectations is to keep observing their trends and patterns. We have been measuring different metrics to analyse different parameters. But it is more important to get to the root cause of the problem and rectify it thereon. This can be done by observing what the customer is needing and tendencies being followed. It is a best practice now not to just solve issues but prevent them from happening. This turns out to be beneficial for the support team and the customers, both.

Encourage Self Service by Clients

It isn’t enough to just have lower ratio of complaints from customers. It is also important to have them use the self-service portal more often, so that they turn independent and feel satisfied about solving issues themselves. These self-service portals help customers to find what they want, themselves, thereby making it a relief for the support staff and increasing the confidence level of customers, on the business.

Leverage Real-time Analytics, Reporting to Perform Client Satisfaction Surveys

In the era of business intelligence and big data, it is best to leverage the potential of data and extract maximum information through reports and analytical dashboards. Real-time information can be utilized to understand customer patterns, according to ITIL best practices.

Implement Change Management Integrated with Help Desk System

As a part of customer support best practice, the entire change management procedure must be seamlessly integrated with the main help desk system so that there is a smooth flow of information, back and forth. Any changes handled would be available handy, with the help desk.

Automate Help Desk / Change Management Processes

Automation is the key to a successful process, in today’s fast paced era. As one of the customer support best practices, it is advisable to automate major processes like service request registration / monitoring, problem request handling, status monitoring and tracking etc. Automation helps customers to get quick results and relieves the support staff from getting busy all the time.

There are many helpdesk solutions that rule the global market. What is important, apart from the technical side of the solution, is the level to which the service provider indulges in implementing and supporting the IT help desk best practices. A good technical service provider is sure to ascertain a positive rollout of the helpdesk portal, amongst the users. After all, it is the end users who need to be happy and comfortable operating it, only then can the customer be kept happy and satisfied.

Genial Helpdesk is an effective software solution that caters to help desk ticket categories best practices and is considered ideal for post-sales support. It enables ticket generation, monitoring, tracking of the tickets, generation of AMC quotation and sending it to the customer.

The following article Help Desk Best Practices: How to Keep Your Customers Happy? is republished from: https://www.spontaneousenterprise.com/

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spontaneousenterprise · 6 years ago

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8 Best ERP Software for Small Businesses

“Small businesses are really the engine in the economy” – Karen Mills

With entrepreneurship spreading globally, small businesses are increasing in number and succeeding too. In today’s competitive corporate world, there is no business that is too small for an ERP solution. An ideal ERP for small business fits the shape and size of the business, however small or initial it may be. It has the competence to facilitate small businesses to operate like an enterprise does. Strategically, it prepares the business with needed abilities that can coordinate and assimilate functions into efficient business procedures.

“A big business starts small” – Richard Branson

Before we plunge into details of ERP system for small business, let us quickly review what an ERP solution is.

Enterprise Management Software: An Overview

“They must realize that even if ERP doesn’t manage these functions as well as what they had, the benefit to the organization of having a single system of record outweighs the inconvenience of a less capable system” – Jim Shepherd

An SME ERP system is one of the best amalgamations of business workflows and IT operations. It basically involves the automation of business tasks that are involved within each department as well as within departments. There is a seamless data flow between departments, instantly and near real-time. Earlier, ERP systems were known and affordable to big businesses, enterprises etc., but with the small-scale industries ruling the globe now, ERP for SME is almost an indispensable ingredient for businesses.

To understand the significance of an ERP solution, here is a clear-cut view of why businesses go in for ERP:

Courtesy: https://financesonline.com/erp-statistics-analysis-of-trends-data-and-market-share/

There are certain key questions that need to be evaluated while implementing an ERP small business:

How many no. of departments is present in the organization?

What is the cost efficiency of the ERP implementation in the business?

Is investing in the small business ERP system going to be beneficial for the business?

Only after these questions are answered, business owners can proceed towards selecting an apt ERP startup for their business.

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How to Select An ERP?

Selecting an ERP for your small business is a big job. Here is a quick checklist to be assessed while selecting a customized ERP software for your business:

Have you chosen the right ERP solution partner for your needs?

Have you ensured modular and comprehensive coverage in the ERP?

Did you analyse business and infrastructure parameters in advance?

Did you decide on stage wise, department wise implementation?

Have you chalked out a thought-out plan for your business?

Did you study your existing systems and technologies in detail?

Do you need a cloud ERP for small business?

Did you decide if you need a web-based ERP or mobility driven ERP?

Have you ensured scalability of the ERP system?

Types of ERP Systems

There are many different types of ERP software that can be chosen from, depending upon the business workflows, cost estimates, user needs and infrastructure assessment. A combination of the below could also be taken up, based on what exactly is the set of requirements. Here are certain categories of ERP systems, explanatory by its name:

Web-based / Cloud-based ERP

Industry specific ERP

Small business ERP

Open source ERP

Proprietary ERP

Mobile ERP

Top 8 Best Small Business ERP Software

Based on usage, popularity, demand, access and security features, here are 8 best ERP software that are helping small businesses flourish and succeed at an exponential rate:

NetSuite ERP

Key Highlights

A contemporary, cloud-based ERP

Scalable, robust solution from Oracle

Prevalent in more than 160+ countries

Considered one of the world’s most installed cloud ERP system

Offers full perceptibility into all functional and operational areas

Helps in making knowledgeable data-driven decisions

Business Advantages

Gives almost real-time insights into business offering complete transparency

Automated, swift and simplistic solutions for all modules

Competencies with agility to develop novel functional areas, solutions and services

Lesser on-location infrastructure costs

Sage Intacct

Key Highlights

Accounting and financial management software that lets you do more and do it better

Advanced functionalities that help increase productivity

Flexible platform to integrate with third party services

Authoritative automation of intricate procedures and multi-dimensional data analysis

Known for addressing financial and accounting needs of small businesses and startups

Offers tools to deal with spend management, order management, accounts payables / receivables etc.

Business Advantages

Built by financial experts and hence ensures accuracy

Analyses and integrates complicated financial and accounting procedures

Flexible and tailormade business workflows

Near real-time reporting and dashboards mechanism

Orion ERP

Key Highlights

Collection dashboard to send Statement of Accounts electronically to multiple contacts

Bank reconciliation

Manage supplier discounts

Multi-branch reception, invoicing and cheques

Accounts Payable Aging

Reports: Trial Balance, Balance Sheet, Income Statement, Departmental Expenses

Profiles and Access rights to keep information secure and confidential

Management accounting Vs Statutory accounting by market, division, branch or department

Business Advantages

Designed for mid-size to large enterprises

Industry specific business workflow management

Work anywhere, anytime, across devices

Offers a seamless experience and complete security

xTuple ERP

Key Highlights

An ERP tool which aids in expanding your business reach

A fully protected software which helps you integrate all the data of your business and use it in the best possible manner

Optimizes warehouses and controls inventory costs

Possesses all the tools needed to merge all business operations into one system

Available for small business and offers multiple support options

Business Advantages

Saves big on time and money

Excellent option for manufacturing and distribution units

Well-designed supply chain management processes

Makes critical business decisions using real-time information

Speeds business processes to be more efficient, and more profitable

ERPNext

Key Highlights

An ideal open ERP available in the market

Considered 100% open source

Used by more than 5000 organizations across the globe

Offers financial accounting and inventory management

Available in cloud-based and on-premise deployment options

Offers human resource management and project management

Business Advantages

Users can track progress through real-time charts

Provides sales management features, lead management and tracking

Considered best for small businesses with limited resources

Can host it yourself or SaaS based

Comprehensive and very considerately designed

SYSPRO ERP

Key Highlights

Industry-built ERP software for simplified success

Ranked in 2019 Panorama Consulting

One of the longest standing independent ERP providers

Delivers simplicity, innovation and partnership

Sold in modules hence can be purchased as needed

Advanced reporting capabilities with automated workflows

Business Advantages

Flexible system based on requirements and hence user friendly

Offer all detailed aspects of finance, manufacturing and distribution

Flexible, dependable, customizable and scalable

Reduced disturbance with basic installation and a simple upgrade path

Streamlined implementations

Bitrix 24

Key Highlights

100% free CRM, collaboration tool suite

Ready to use in cloud within a few seconds

Totally free for unlimited number of users

More than 5,000,000+ organizations have chosen this solution

Business Advantages

Activity stream, group chat, calendars, workgroups and other collaboration tools at your disposal

Improve conversion rates, automate marketing and serve your customers better with our free CRM

Mobile ERP with multiple seamless integrations

Genial Light ERP (LERP)

Key Highlights

A lighter version which enables organizations to take technological advantages in their business

Cloud based as well as on premises package solution

Helps to manage procurement process, sales process, inventory management and financial processes

Effective and user-friendly dashboard, alert and notifications

Best solution to take technological advantage for SMEs

Business Advantages

Approval and version of each document is maintained with audit reports

Vendor Management and rate contract management

Analytics and alerts provided to achieve customer satisfaction

Inter Branch / departmental inventory movement

Configuration and maintenance of accounting structure

The very fact that ERP for small business is surely a beneficial investment for the organization, is a known thing now. Genial Light ERP (Genial LERP) is lighter version of ERP system for small businesses, which enables organizations to take technological advantages in their business. It is available on cloud as well as on premises under package solutions. This solution helps small businesses to manage procurement, sales, inventory management and financial processes.

The following article 8 Best ERP Software for Small Businesses was first seen on: Spontaneous Customised Software Solutions

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spontaneousenterprise · 6 years ago

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5 Best New Age Help Desk Software for Small Business

“Happy Customers are your biggest advancements and can become your most successful sales team.” – Lisa Masiollo

Executing a small sized business successfully, with enhanced productivity and profitability is a huge challenge. There must be satisfied employees and more satisfied clients to garner great business results. And hence, offering fine service in the business is very critical. But it isn’t that easy to offer great service and support without the help of today’s modern-day tools. These tools are designed with a contemporary approach and grow exponentially with your business. One such tool that suffices the post-sales support and service activities is a help desk software for small business.

In small scaled organizations, there are limited resources and budgets both. Hence, it is a tad difficult to find IT help desk solutions that can meet the goal of serving customers at its best, within stipulated cost and time. There are multiple such solutions that exist globally, that focus on providing excellent client service, offer great imperceptibility and control over IT hassles ensuring minimal downtime. Before we move onto looking at the top ticketing systems for small business, world over, let us glance through the benefits that this software yields:

Key Advantages of Customer Service Software for Small Business

Delivers top-notch customer service and distinguishes your business from the competition

Simplifies and automates your business processes, especially offering high-quality customer service that is vital to business

Recognizes the needs, necessities and restraints precise to small business and helps them solve these difficulties

Consolidates all your tickets, allocates it to correct team members and saves big on time and cost estimates

Offers important support metrics that assist in measuring your service quality decision making to enhance your support procedure

Possesses virtual help desk features like email notifications and automatic smart ticket task that enhances productivity and better support mechanisms

Support through social media integration for faster reach

“Approach each customer with the idea of helping him or her solve a problem or achieve a goal, not of selling a product or service.” – Brian Tracy

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5 Best Help Desk Software for Small Business

Zendesk

Official Website: https://www.zendesk.com/

Overview:

Zendesk is a known helpdesk solution with a wide range of products that work collectively to enhance your customer support. Its visually appealing interface and responsive design facilitates simplistic implementation in your business workflows. There is an inherent support for emails, live chatting, social media integration etc.

Why Zendesk for Small Businesses?

Empowers customers and agents to self-utilize resources for their usage

Strong ticket management options, including social media

Support for ITIL and automatic workflows

Better integration options

Multiple channel execution at a single platform

Creates meaningful and productive relationships with clients

Supports 40+ languages

Freshdesk

Official Website: https://freshdesk.com/

Overview:

Freshdesk is one of the leading help desk software solutions especially for small business. It is a simplistic solution that is packed with advanced features for client support, offered at a reasonable price. The USP of Freshdesk is its dashboards that offer a comprehensive view to all your tickets, contacts, reports and corresponding status.

Why Freshdesk for Small Businesses?

Ticketing, collaboration, automation etc. with in-built features

Self-service mechanism with a multichannel helpdesk

Detailed reporting and analytics through dashboards

Scalable to meet business demands

Flexible, robust, centralized and feature rich

Intuitive gamification features

High customizability and extended integration support

Multi-channel features

Salesforce Essentials

Official Website: https://www.salesforce.com/solutions/essentials/

Overview:

Salesforce is a big name in the world of CRM and catering to the helpdesk requirements of the small business segment, is Salesforce Essentials – Salesforce’s offering to all small business’s sales, customer support and helpdesk needs. Right from a thorough contact management, catering to service requests, expanding your business zone, it helps in almost all helpdesk requirements.

Why Salesforce Essentials for Small Businesses?

Supports customers across channels

Delivers reliable experiences

Encompasses customer self-service

Integrates service with the popular Salesforce CRM

Offers complete activity tracking options to enhance the quality of client support

Allows users to create self-service portals for customers to utilize

Freshservice

Official Website: https://freshservice.com/

Overview:

Freshservice is an online helpdesk portal that offers a refreshing experience to the clients along with a strong ticketing and asset management system. It revolutionizes IT and other business purposes with an interestingly easy-to-use, simple-to-configure IT service desk solution in the cloud.

Why Freshservice for Small Businesses?

Strong configuration management

Release and knowledge management

Impact analysis

Auto discovery of novel resources

Easy navigation and utilization

ITIL change management support

Gamification support

Genial Helpdesk

Official Website: https://www.spontaneousenterprise.com/products/genial-helpdesk/

Overview:

This powerful ticketing system for small business focusses on the nuances of the industry to offer the best of post-sales support. It enables ticket generation, activity tracking and monitoring. It also can generate AMC quotations to be sent to the customer promptly.

Why Genial Helpdesk for Small Businesses?

Configuration of multiple branches, regions, users, product categories, price books etc.

Ticket receival, assignment, execution and tracking

Detailed analytical reports to enhance customer experience

Auto emailing to offer close knit communication

Awesome dashboards to showcase day-to-day activities

User friendly, compact, robust and scalable

There are many helpdesk solutions that rule the global market. What is important, apart from the technical side of the solution, is the level to which the service provider indulges in implementing and supporting the project. A good technical service provider is sure to ascertain a positive rollout of the helpdesk portal, amongst the users. After all, it is the end users who need to be happy and comfortable operating it, only then can the customer be kept happy and satisfied.

5 Best New Age Help Desk Software for Small Business was originally seen on: Spontaneous Project Management Consulting

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spontaneousenterprise · 6 years ago

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How to Select an ERP for Small Business?

The global ERP software market is expected to reap $47 billion in revenue from 2017 to 2022 at a CAGR of 7%

An ERP solution is, undoubtedly one of the most profitable and productive platforms that an organization can invest in. There has been a misconception till now that ERP is meant for large sized organizations only. But, with technology advancing at a rapid pace, it no longer holds true. Custom ERP for small business is turning out very beneficial for small scale organizations. Of course, there are numerous factors that play an important role is deciding the fate of the ERP implementation. Together, the technology, the product and the business combine to impact the efficiency and success level of the ERP solution.

In the modern era of business landscaping, no business is too small for an ERP solution. Small business ERPs facilitate organizations to operate as if they are on an enterprise level. ERP acts as a perfect tool that empowers small sized organizations with the much-needed competencies for enhanced integration and synchronization of functions into the mainstream business functionalities.

“A good ERP is more than just good software. It involves an institutional commitment to connecting people, processes and resources.” – James Young

Key Benefits of Small Business ERP Software

Timely and Accurate Decision Making

Because the small business ERP systems offer real-time information, it can be leveraged for different departments like marketing, accounts, management and sales in making decisions that are timely, accurate and profitable. With the ERP, stakeholders can predict and extract the possible risk areas that could hamper the business growth.

Enhanced Productivity and Growth

Since the business processes get modernized with ERP systems, users can afford to completely focus on increasing business growth. This leads to lesser challenges, more business growth and augmented productivity.

Transparency in Data Sharing

Organizational business information can be shared within all relevant departments with implementation of an ERP solution. There is then, no requirement to export data to other departments. This showcases a solution with minimal problems, enhanced productivity and profitability.

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95% of businesses experienced an improvement in their processes after implementing an ERP system

10 Key Tips to Select and Ensure the Best ERP for Small Business

Choose the Right ERP Solution Partner for Your Needs

There are many ERP solutions across the globe. But more than that, what is important is how good is your service provider and what best can you get from the service company? Since your business is small scaled, it is important to analyse vendors who cater to small scaled businesses rather than going in for big names. Also, check if all your business needs are properly understood by the solution partner and how are they planning to implement them in the ERP.

Ensure Modular and Comprehensive Coverage in the ERP

For the best of success in any ERP solution, it is essential to have a modular and comprehensive approach while selecting the ERP solution, with respect to exposure and scope of work. The modularity approach assures the business about covering all business modules that are involved in the organization.

Analyse Business and Infrastructure Parameters in Advance

Once a decision of implementing an ERP is taken, the very first step should be to analyse and come up with a detailed coverage of different parameters – business and infrastructure. For e.g., how many departments are there in the business unit? How effective is the cost effectiveness?

Decide on Stage Wise, Department Wise Implementation

For a small sized business, the cost factor is of prime importance. Taking all of it together could lead to a cost overhead. Hence, small units should work upon ERP solutions for small business, stage wise, department wise. Once it gets successfully implemented in the single unit, it can be duplicated to other units and this way, the entire business unit can be covered.

Chalk Out A Thought-out Plan for Your Business

If your business vision is clear and your action plan is set, there is no looking back. Prior to choosing your ERP solution, it is advisable to have worked upon an organizational business plan so that it aligns well with the future steps. You can very well, analyse your infrastructure and software needs and go accordingly.

Study Your Existing Systems and Technologies in Detail

Prior to choosing your ERP system, jot down all the challenges that you are facing, the current infrastructure, legacy systems, technologies etc., so that you can then work upon intricate details to create an integration between the systems and the ERP solution.

Lead Management

Most small scaled organizations offer a lot of efforts, time and money in generating leads. Hence, it is important that the ERP system offers advanced procedures that can manage leads centrally and in a cost-effective manner.

Choose the Deployment Platform – Local, Cloud, Hybrid

This is a very important parameter to be thought of, prior to implementing ERP. Based on your business needs and budget allocation, you can decide to have an on-premise, public cloud, private cloud or hybrid deployment mechanism. Each one has its own set of pros and cons. The decision entirely depends upon the organizational needs.

Decide if You Need A Mobility Driven ERP

The trend today is towards mobile ERP solutions. Decide if you need an ERP which can operate seamlessly on a local platform, the web and the mobile – all of it. Just in case there aren’t any mobile related needs as of now, they can crop up anytime in the future. It is always better to foresee the needs of tomorrow while making such a big decision.

Ensure Scalability of the ERP System

Today, you are a small scaled business, but tomorrow, you could expand and that is when your ERP system should be scalable enough to encompass your business requirements into a newer version. Don’t have very rigid boundaries to your solution. Ensure a level of flexibility that can be fitted in, once there are increased business workflows.

How to Select an ERP for Small Business? is courtesy of: Spontaneous Customised Software Solutions

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CRM Best Practices- How to get the most ROI from your CRM

“Your customer doesn’t care how much you know until they know how much you care.” -Damon Richards

CRM software is now the biggest software market in the world and the growth isn’t slowing down. In fact, CRM is now expected to reach more than $80 billion in revenues by 2025. No wonder, CRM has been proving its mettle all around the globe, for almost all industry segments. After all, the customer is the epicentre of any successful business. And when it comes to custom CRM development, there is nothing like it – your own business needs, your own way. But it isn’t that easy as it sounds. Not all CRM solutions are able to crack the code. You need to have a stringent focus on certain CRM best practices, while implementing it. To extract the finest out of the CRM solution, it is vital to follow these CRM strategies to the core.

These CRM practices help you answer the following burning questions that always arise prior to implementing a CRM solution:

Which CRM suite is right for my organization?

How do end users easily adapt to the CRM solution?

How will the CRM solution help augment productivity and profitability?

Why should you opt for custom CRM solution?

How can we make our organization relationship oriented?

“Happy Customers will do anything to continue the relationship.” - Marley Majcher

Top 10 CRM Guidelines That Can Extract the Best from Your CRM Software

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Look for a CRM Solution and CRM Solution Partner, Who Understand Your Needs

It is essential to choose a CRM solution as well as your IT partner, who is going to support the implementation, wisely so that you get what you want. There are umpteen CRM solutions and IT partners in the market, but what is best for you is something that you really look for. Hence, it is important that you are very clear about what are your needs and expectations and based on that, choose the software as well as the solution provider.

Set Up Your CRM Plan Well in Advance

Organizations who have a good vision set up a CRM plan much in advance to assess the strategic competencies that they have. This helps them face the hurdles that come in the way and, adjust well to the changes that are inevitable with the inset of the CRM solution. The CRM plan must be prepared and analysed in such a way that it offers a subtle balance between technology, people, processes and knowledge. Creating a CRM environment based on these parameters works best as it leaves no area untouched and prepares the CRM solution to be an integral part of each stakeholder involved.

Give more focus to personalization and customization

Organizations need to understand the customer well in depth, prior to CRM implementation. After all, it is the customer for whom we are implementing these IT solutions. If the customer is happy, that is going to reflect directly on the business performance. To understand the customer better and offer what is required, it is necessary to personalize and customize organizational needs in such a way that it is at par with what is needed. Novel ways and means can be worked out to understand customer patterns, behaviour, futuristic needs, loyalty, feedback and more. With mobility as the key, it is now possible to implement these CRM techniques with ease.

Offer intensive, rich and quality content to customers

Organizations have a tendency of stuffing websites and portals with unnecessary content and that is where the customers tend to get suffocated and lose interest. Content should be interesting, relevant, secure, to-the-point and should be able to keep the customers engaged and curious for more. It should have a needed adherence to the Google standards, SEO standards and customer needs. Hence prior to CRM implementation, there should be a thorough check on the content on relevant medium of communication.

Understand, analyse and mine your data well

The main objective of any good CRM solution to capture and arrange huge chunks of data. The point lies in turning this data into actionable items. CRM policies should be built around data management techniques that handle the data with security and care. These best practices would then handle your data in such a way that there is a productive and profitable output that can help stakeholders in taking appropriate business decisions.

Keep your CRM policies simple & straight

All that glitters are not gold. You may come across so many complex processes that may attract but for a start, it is always better to keep your CRM policies simple, straight and understandable. Once the CRM approaches that you have adopted work well, you can always pitch in more complex ones, one after the other and observe its implications. CRM solutions have a lot of functionalities to offer but would they suit your needs? Are they meant for your organizations? Will they help you achieve your goal? All these questions are a must, prior to starting off.

Go in for a phase wise implementation schedule

When it comes to implementing a totally new solution, that tests your time, cost and energy quotient, it is advisable to go in for a phased roll out. Any CRM solution could have many modules that are interlinked to each other and may also talk to other third-party systems. Having all of them together for implementation could cause trouble. Best is to chalk out a proper implementation plan and work step by step.

Chalk out a proper training and support plan

One of the customer relationship management best practice talks about chalking out a detailed plan for training and support. What result would you get if you have a premium CRM solution in place but without a proper training schedule for its end users! Training and support is a very important aspect of the entire implementation schedule that sometimes, get least importance by organizations.

Survey across all user segments and see how they work

User segments may vary organization wise. Usually, there is a tendency to have detailed interactions with the upper layer of users, not going into depth. The ideal way of getting the right inputs is to spread user base horizontally and vertically, to cover up almost all types of user and understand how they work and what do they expect, from the CRM solution.

Remove pain areas in advance

No project exists without its set of pain points and challenges. If identified well in advance and handled appropriately, these pain areas could cause less trouble while implementing the CRM solution. There could be areas that are troublesome for customers. It is better to address those areas before implementing the solution.

“Get closer than ever to your customers. So close that you tell them what they need well before they realize it themselves.” - Steve Jobs

Customizable CRM Solution is here to stay. With the above-mentioned CRM principles, it is ascertained that custom CRM software is a better option for organisations who are looking at implementing a CRM solution that matches up to each of their business requirement. As technology progresses, there are innovative advancements like cloud computing, IoT, AI etc. that will integrate with the CRM solution to make it a better offering to its end users. Surely, an interesting area to watch.

CRM Best Practices- How to get the most ROI from your CRM is available on: Spontaneous Web Application Development

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Best Retail CRM Software Solutions– The Key to Successful Retail Business

“Your customer doesn’t care how much you know until they know how much you care.”

– Damon Richards

An industry which is garnering productivity and profitability at a fast pace, is the retail industry. Both, the online as well as offline shopping era is getting smarter, better and technically driven. Retailers ought to understand, grasp and perceive what the customers need. For a retail business to run successfully, some of the vital elements are handling complex processes, applying market information, gaining competitive advantage, forecasting future movements and understanding customer insights. And, the right way to achieve these objectives successfully is through implementation of a comprehensive retail CRM software.

CRM for retail industry is the perfect channel to enjoy the best of retail business in terms of maximizing RoI, getting enhanced customer experience and loyalty, increased profitability and productivity. A good customer relationship management solution can help improve your organization’s performance, working out best of costing models and lets you enhance your relationship with existing customers as well as attract potential ones.

Challenges Faced by the Retail Industry and Benefits Offered by CRM in Retailing

Certain challenges that the retail industry faces are:

Collaboration between sales, service, marketing teams to deliver best of performance

Proper tools and training for staff to get modernized

Real and in-depth understanding of customers and their needs

Offering a bespoke shopping experience

Differentiating between loyal customers and the rest

Here are certain evident benefits that retail CRM solutions can bring to the industry and help overcome the above hurdles:

Preserve informed customer information

Gain detailed client communication knowledge

Utilize different analytic tools to extract marketing information

Gain access to all organization information from anywhere using multiple devices

Engaging customers with a personalized experience

Boosting foot traffic to the store – online or physical

Identifying reliable clients and retaining their trust

Compute efficiency of customer communication

Top 5 CRM Retail Software, Widely Used Around the Globe

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There are many CRM solutions, around the world, which have carved a niche for themselves. Some attributes of CRM solutions remain constant all through the varieties available, but there are certain key features that are specific to a industry. Especially for the retail industry, there are certain key indicators that need to be present, for a successful run. Based on those domain specific needs, we have analysed and culled out the following CRM solutions, that are apt for the retail industry:

Freshsales CRM

Overview

With Freshsales CRM, your team can now use AI-based lead scoring, built-in phone, email, activity capture and more. It is a retail CRM software that empowers your sales reps who are on the front lines of your business to help them sell better and allow your business to harness the power of customer data and sell more.

Why Use Freshsales CRM?

Unifying customer data in a central hub for sales, service, and marketing

Improving customer engagement by personalizing their shopping experience

Identifying loyal customers and managing sales pipelines better

Finding out the best sales leads

Using built-in phone and email and getting smarter with email

Informed lead management

Territory insights for efficient campaigns

Beginning from a 360-degree view

Salesforce CRM

Overview

Salesforce CRM is the #1 CRM platform that’s bringing artificial intelligence to everyone. You can create deeper relationships with your customers using the world’s first CRM solution that’s available with Einstein AI — it uses your Salesforce data to constantly get smarter, making you more productive and your customers happier. Founded in 1999, Salesforce pioneered the revolutionary idea of replacing traditional desktop CRM software with CRM in the cloud, making it accessible anytime from anywhere. Today, this innovative cloud platform is the world’s #1 CRM solution.

Why Use Salesforce CRM?

Helps create immersive and tailored experiences to the pleasure of shoppers

Drives efficiency, increases conversion, and revolutionizes faster via powerful tools like customer intelligence, analytics, IoT tracking, and connected data into every business choice

Unites commerce everywhere and progresses conversion rates with influential omni-channel competences

Boosts sales by serving up bespoke offers across web, mobile, social, and stores

Collects and integrates data from every touchpoint to provide a 360-degree view of the shopper that informs each marketing decision

Builds one-to-one journeys at scale across any channel including email, mobile, social, digital advertising, online, and in-store

Empowers connections with advanced solutions so they can get smarter and more predictive with their shoppers

Accelerates productivity with real-time product and customer insights, task management, social collaboration, and training tools to cultivate retail talent

Epos Now

Overview

Epos Now is a cloud-based retail management solution fit for small to midsize retail shops. It's a POS solution that offers barcoding, facilitating users to customize product information, and allows automatic printing of barcodes as soon as new stock is added. It has a "pay-on-account" functionality that stores the contact details of customers and allows users to assign credit limits. With Epos Now, customers can book online appointments, and the tool maintains a centralized customer database, so retailers can send invoices, grant credit, and collect valuable marketing information.

Why Use Epos Now?

Easy integration with payment partners like Mercury, PayPal etc.

Has a strong technical support and affordable pricing structure

Efficiently helps in managing and maintaining inventory

Gaining depth into sales, inventory and employee performance with dynamic reports

Offers native mobile apps for iOS and Android which helps users use all functionalities at a single go

Elinext

Overview

Custom CRM for retail business from Elinext Group bases its activity on the individual approach to every retailer. The development of a CRM system according to the features of your company, its product or service offerings, increases efficiency and enlarges the stream of potential customers. Therefore, in contrast to a ready-made solution, when the CRM system is aligned with your exact business goals, it serves to reinforce your marketing and sales efforts.

Why Use eliNext?

Contact management system to track customers and plan interactions

Appointment scheduler and quote management system

Generating sales forecasting with configurable dashboards

Managing customized pricing, optimizing lead cycle time and fastening revenue generation

Easy integration with other systems

Genial CRM

Overview

Genial CRM is the tool which is available on cloud as well as on premises under Package solutions. This tool will help us to manage Pre-Sales, Post Sales, Task Management, Forecast and Expense reimbursement in Organization. It is available on the cloud and under packaged solutions.

Why Use Genial CRM?

Effective management of pre and post sales, task management, forecast and expense reimbursement in enterprises

Handles admin & security with ease and offers forecasting trends to help decision making

Excellent dashboard and alert notifications available to provide close and effective communication

Lead and opportunity management with various analytical reports which can be exported in pdf / csv

Complaint log maintenance and assignment

Claim expenses and document management

There are many CRM solutions that claim to be useful to the retail industry. But the above ones have proven their significance by serving a wide range of clientele. Depending upon the size of organization, functional needs, budgeting plans and timelines, organizations can choose the best CRM for this industry as well as the service provider.

Best Retail CRM Software Solutions– The Key to Successful Retail Business is available on: www.spontaneousenterprise.com

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List of the Best Mortgage CRM Software’s to Grow Your Mortgage Business

“Customer Satisfaction is Worthless; Customer Loyalty is Priceless” – Jeffrey Gitomer

The mortgage industry has been a happening industry. Dealing with people, maintaining and nurturing customer relationships, retaining trust in your borrowers, process simplification, enhancing stakeholder engagement etc. forms the crux of this domain. CRM for mortgage brokers serves best when it comes to a software solution that caters to these objectives. The best mortgage CRM solution assists in augmenting mortgage business by attracting newer clients and retaining existing ones, by getting more business from them. The database maintained by the CRM is the ideal way to build your customer base, with least expenditure.

78% percentage of homes purchased with a mortgage in 2018

How to Select the Best CRM for Mortgage Brokers and Loan Officers?

How to find out the best CRM for mortgage loan officers and brokers is always a tough decision to make. This is because the industry is flooding with CRM solutions, each one with a specific set of functionalities that almost all industries need, but a very few with functionalities that are specific to the mortgage industry. The mortgage industry has a very specific association with its customers and that is what the CRM needs to cater to, on a priority.

Here are certain questions that need to be answered, before choosing this CRM for mortgage professionals:

Is the entire process to view and track applications simplified?

Is there an adequate monitoring of campaigns, promotions etc.?

Is there an effective alerts / reminders system for effective time management?

Is there a proper defined process for attracting new prospects and managing existing clients?

Is the software in line with the compliance standards?

Is the solution competent enough to increase the lead conversion rate?

List of Best Mortgage CRM Software Solutions, Apt for the Industry

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Mortgage iQ

Website: https://www.mortgageiqcrm.com/

Key Features:

Quick action menus that allow loan officers to navigate through their most common tasks with a single click

Partner relationship management including helping lenders, officers, realtors etc.

Built-in dashboards and reporting technology

Seamless third-party data sources & software application integration

Tracking lead to contact management effectively and swiftly

Immediate access to borrowers, loans, partners etc.

Powerful content management system

BNTouch

Website: https://bntouch.com/

Key Features:

Automated mortgage marketing and management tool

Lead conversion marketing and digital loan platform

Growing mortgage content database

Team collaboration, communication and integrated lead distribution platform

Borrower and partners management

Collaboration tools, surveys, email and SMS marketing automation

Customized design for digital mortgage apps

Quick and easy setup

Personalized promotional material to develop client relationships

Jungo

Website: https://www.ijungo.com/

Key Features:

Ideal for enterprises with a large client base to manage and monitor

Built on Salesforce CRM to offer customization needed by lenders

Addition of the Jungo app adds the mortgage related functionality and workflow needed

Referral partner relationship tracking, evaluation and analytics

Customizable workflows and calendar management

Automated email marketing operations

Robust integrations with other third-party systems

Post-close campaigns with elective concierge correspondences

Lead captures from different systems

Big Purple Dot

Website: http://bit.ly/1pxIgF3

Key Features:

Powerful mortgage and real estate management software for lenders & realtors

Lead management, partner collaboration, SMS / mail marketing

Call tracking and recording / consumer direct 1003

Automated lead distribution

Tools for automated pre and post-sale marketing

Synchronization of the whole team on the go

Built by industry professionals

Staying connected to other important apps

Surefire CRM

Website: http://www.topofmind.com/

Key Features:

Seamlessly integrates with many apps (more than a thousand)

Its intake online 1003 app creates its own customized link for each user and alerts you when a novel app is submitted

Availability of dynamic in-process videos that are mechanically send when the client hits certain loan markers

Exceptional customer service and educational features to make it stand apart

A standard set of features with additional functionality getting added as the team grows

Segment lists to deliver personalized content to the right people

Mobile app to take your contacts on the go

Flyer design and co-branded marketing with referral partners

Interactive tools, games, and calculators

MyCRMDashboard Mortgage CRM

Website: https://www.continuityprograms.com/mortgage-financial-marketing/

Key Features:

Intuitive, cloud-based mortgage CRM meant especially for residential lenders

Easy to use SaaS based automated marketing solution

Vendor management functionality to help lenders increase customer retention, make new opportunities and decrease cost factors to originate loans

Managing amortization schedules, commercial mortgages, client databases, closing documents etc.

Government loans, loan origination, servicing etc.

Pipeline management, refinance management for mortgages

Easy recording of activities and follow-ups with instant scheduling

Integrated online storefronts

Genial CRM

Website: https://www.spontaneousenterprise.com/products/genial-crm/

Key Features:

Available on the cloud and under packaged solutions

Serves well as a loan officer CRM software as well as a mortgage broker CRM solution

Effective management of pre and post sales, task management, forecast and expense reimbursement in enterprises

Handles admin & security with ease and offers forecasting trends to help decision making

Excellent dashboard and alert notifications available to provide close and effective communication

Lead and opportunity management with various analytical reports which can be exported in pdf / csv

Complaint log maintenance and assignment

Claim expenses and document management

“When you treat customers right, they come back…and they tell others.” – Shep Hyken

There are many CRM solutions that claim to be useful to the mortgage industry. But the above ones have proven their mettle by serving a wide range of clientele. Depending upon the size of organization, functional needs, budgeting plans and timelines, organizations can choose the best mortgage CRM solution as well as the service provider.

Apart from Genial Mortgage CRM, our other range of products like Genial LERP, Genial Helpdesk, Genial Track My Shipment, Genial Workmate BOT are leveraging latest technology advancements and have an esteemed clientele, experiencing its effectiveness.

List of the Best Mortgage CRM Software’s to Grow Your Mortgage Business is available on: https://www.spontaneousenterprise.com

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11 Best Real Estate CRM to manage your Real Estate customers

By 2020, the real estate industry will account for 22% of commercial drone use.

In any real estate business, connecting business, people and technology is what forms the crux. What it needs is a real estate CRM software that showcases an alluring frontend that connects the customers, management, employees and a robust backend that performs tasks like contact management, email marketing, referral / repeat sales, lead generation etc., with ease and efficiency.

A CRM for real estate emphasizes on an integrated contact management system that assists the real estate stakeholders maintain and manage complete customer information in one centralized location. It helps the real estate agents have an easy collaboration with their counterparts since there is centralized information available. There are multiple benefits that custom CRM development offers to your business, to fulfil business needs in your own way.

There are 4 prominent areas that need to be looked at, while choosing the right CRM real estate industry:

Mobility

Productivity

Scalability

Support

Of all major industry segments ruling the globe, the real estate industry is one of most crucial, volatile and sensitive ones. For business in a real estate organisation to prosper and enhance, it is important to implement a real estate CRM software that takes care of automating most of the sales, marketing and service activities. It helps grow and nurture customer relationships. There are many such software solutions in the market. This article attempts to bring before you, the top 11 realtor CRM solutions, that are considered as good quality software solutions.

Why Is CRM for Real estate Industry A Must?

“Get closer than ever to your customers. So close that you tell them what they need well before they realize it themselves.” – Steve Jobs

Here are certain key getaways from an ideal CRM software:

Social CRM – activity stream and news feed

Organization of tasks, selling and tracking with ease

Automation of daily marketing tasks - send emails, email campaigns, capture prospects from website etc.

Maintain and enhance customer relationships and loyalty

Better client management and lead management

Prompt retorts to client inquiries

Manage lists based on deals, events, offers, commissions etc.

Real-time, dynamic, fully configurable generation of reports & dashboards

Facilitates agents to garner a fast outline to all transactions and monitor growth

Seamless integration to third party systems

Easily understandable by non-technical staff too

Support to mobile based responsive design, cloud based, web-based designs – driven by modern technology

Combination of compliance-based real estate transaction management

Definite RoI, continuous flow of information, actual integration with different project locations

Empowered management at different levels

11 Best CRM for Realtors, That Can Help Augment Business

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HubSpot CRM

HubSpot CRM is everything you need to organize, track, and nurture your leads and customers. Yes, it's 100% free, forever. Manage your pipeline and speed up your sales team with the CRM that’s free, forever. It makes staying organized effortless. Its sales, marketing, customer service, and CRM tools are powerful alone — but they’re even better together.

Because of its cloud-based CRM platform, HubSpot CRM assists organizations of different sizes in tracking and nurturing leads. It is suitable for any B2B / B2C business in assorted segments. It offers a visually appealing dashboard showing the entire sales channel. There can be easy and smooth social media interaction via email, phone or other social media platforms.

FreeAgent CRM

More than a CRM platform, FreeAgent CRM is a movement toward empowering small business to reach and serve the customers who could benefit from their products and services. It is more of a sales, marketing and customer service platform for businesses big-and-small who care about their customers. The CRM software is a cloud-based CRM platform that helps businesses nurture quality customer relationships.

FreeAgent CRM comprises of the most recent updates and entire client history that is organized on a searchable activity. Real-time leads and reminders can be set to increase response times.

Salesforce.com

Salesforce CRM is an innovative company considered as the world’s #1 CRM platform that employees can access entirely over the internet. It takes your business to the next level. Salesforce's customer relationship management software instantly streamlines and automates your business processes. By creating infrastructure-as-a-service, your business allows sales, marketing, and support teams to work in sync and see important sales and customer data with more width and breadth, freeing them up to generate new clients and better service existing ones.

It is an on-demand CRM suite that offers apps for small, medium and large-scale organizations with complete focus on sales and support. It has competencies that encompass managing sales, automating marketing, managing customer partner relationship, managing leads and servicing customers.

LeadSquared

LeadSquared is an expert CRM solution that facilitates capturing property inquiries, running marketing campaigns and managing leads through their LeadSquared real estate solution. It is aimed at delivering higher sales & marketing productivity by engaging property buyers till they are converted and further too. Tracking and managing conversations, automating messaging, notifying agents and assigning tasks are some of the key areas. It is highly competent to give out customizable revenue reports based on user needs and thereby reduce the lead leakage by a great margin. It is customizable and can integrate seamlessly with your current tools.

Sell.Do

Sell.Do is a leading real estate CRM software that is built exclusively for real estate companies that automate the complete sales and marketing cycle and enable your team to get more bookings with minimum efforts. It has exclusively designed sales & marketing automation for the real estate industry. This software solution believes in marketing smarter and selling faster.

It serves as a complete platform for realtors as a sales, marketing and advertising platform, from which the end user can track a client movement from first interaction till the last. There is cent percent lead capture ratio and effective RoI through campaigning and other features in the solution.

SalesMate

This CRM solution helps businesses organize your sales process, win more deals, and create happy customers. With Salesmate CRM, sales teams can eliminate the busywork and use modern sales techniques to engage more prospects. With more time and the right insights, they can sell faster and deliver a personalized experience to each customer. It is an easy to use CRM software for realtors, to enhance their sales management. They can now easily track sales progress, deals and leverage the real-time sales reports.

It is a smart way to approach customer relationships in all sized segments in the real estate sector. Tracking sales progress, deals and getting latest sales reports is now just a click away.

RSquare

RSquare is high-class real estate software web application & mobile app for real estate agents. It takes real estate brokers from ‘broking’ to ‘consulting’ as brokers now maintain every property and enquiry in a single application, reply to customers on the go & generate leads from multiple search engine RSquare real estate websites.

Various key features that make RSquare shine are capturing leads from social media, email / SMS marketing, expense management, sales quotes / tracking, lead / team / inventory management, project / territory / contract management and more.

Contactually

As a leading intelligent CRM for real estate professionals, Contactually empowers businesses to extract maximum value from their customer relationships. It buckets contacts by how you work (new leads, current clients, sphere of influence, etc.), prioritizes the day’s efforts with a daily dashboard, takes advantage of growing AI features to optimize agent workflow, schedules emails, accesses broker-level administration to drive adoption and increase agent productivity.

Building the future of real estate, empowering entrepreneurs and partnering strategically are some of the key objectives of Contactually.

Real Geeks

As an all-in-one real estate sales and marketing solution, Real Geeks is the perfect choice. There are certain exclusive features like automated home valuation, Facebook and Google PPC management and marketing tool, lead management, IDX real estate websites, SMS autoresponder, automated email drip system, personalized mobile app etc.

There is an efficient lead follow-up system that is SEO friendly and gets business a higher conversion ratio. There are high chances of generating, tracking and increasing conversions. 3rd party integration is optimum adding value to all real estate professionals.

Rethink CRM

Rethink CRM is considered the future of CRE deal making. As a commercial real estate software solution, it offers CRE professionals the best and most modern technology platform for managing client relationships, listings, properties, commissions. Some of the key features of Rethink CRM are deal pipeline management, CRM for dealmakers, CRE database, GEO search, prospect management, reporting and dashboards, stacking plans etc.

Genial CRM

Genial CRM is the tool which is available on cloud as well as on premises under package solutions. This tool will help us to manage pre-sales, post sales, task management, forecast and expense reimbursement in organizations. Genial CRM is a customized CRM solution that caters to industry segments of various sizes, across the globe.

This solution has been catering to the CRM needs of multiple industry domains. It is competent to fit your actual business needs as a cost and time effective solution, easily integrable into other systems, a step ahead of the rest and with detailed business analytics. We @ Spontaneous Enterprise (OPC) Pvt Ltd are a leading provider of ERP/CRM customized and packaged solutions for all kind of industries, with an emphasis on open source technology. We provide customized software solutions and mobile app development solutions for group / individual SMEs. We offer consulting services for project management, business analysis, software architecture, database design and process alignment. Request a FREE Demo

11 Best Real Estate CRM to manage your Real Estate customers is republished from: Spontaneous Mobile Application Development

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There is no other free CRM currently available that incorporates a marketing automation suite, which makes SharpSpring’s product an impressive option for any small company’s CRM and marketing needs.

#CRM #Custom CRM #Customer Relationship

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Why Should You opt for Genial Custom CRM Solution?

“In business it’s about people. It’s about relationships.” – Kathy Ireland

Competition is growing, technology is advancing, and so are customer expectations. Managing customer loyalty and retention is priceless and needs most attention. With this, implementing an effective and all-in-one Custom Relationship Management (CRM) solution is the key to a successful business. A custom CRM solution works best to fulfill most needs of any business – faster sales, maximized RoI, increased profitability and productivity. A tailor-made CRM solution is an indispensable ingredient for any B2B business. There are proven reasons that justify what a comprehensive CRM offers and why building your own Build CRM works best for garnering optimum business success.

There is a variety of custom CRM software available and finding the right one for your business is where the crux lies. Investing in a CRM solution needs a certain amount of groundwork, thought process and detailed thinking. There are certain parameters that need to be ascertained while choosing the apt CRM service partner.

5 Parameters That Are a Must in an Ideal Custom CRM Development Partner

Availability of skilled and experienced resources, in the CRM domain

Diverse pricing and engagement models, readily available

Well defined project management processes for perfect execution

Industry specific experience with relevant success stories

Enough training sessions and documentation availability

“You’ve got to start with the customer experience and work back towards the technology – not the other way around.” – Steve Jobs

Genial CRM – A Customizable CRM Software, Just for You!

Genial CRM is our customized CRM solution that caters to industry segments of various sizes, across the globe. With the above 5 parameters as the fundamental base of our experience, this solution has been catering to the CRM needs of multiple industry domains.

As a tool that is available on the cloud and on premises, Genial CRM helps clients manage the following processes within the organization:

Pre-Sales – Functionalities involved prior to getting customers, most likely handling prospects and visitor requests through quotations / proposals. Lead generation, opportunity management, analytical reports are the key areas.

Post Sales – After sales involvement with the customer to enhance the level of satisfaction and loyalty. Logging and monitoring of complaints with detailed analytics available.

Forecasting – A peep into the future, in terms of upcoming sales, service, marketing customer support predictions. Monitoring different levels of forecasting with executive preformation available.

Expense Reimbursement – Process involved in paying back employees as they spend on their own, for certain things. Claim expenses and document management form the key working areas.

Task Management – Planning, monitoring, managing and testing of various tasks involved in the entire business cycle. User defined / system generated task management, alerts / reminders and different analytics involved.

Security & Administration – Managing users, access control, roles, inventory and create operational geography

Why is Genial CRM – Our Custom CRM Solution A Perfect Choice for your Business?

Owing to the above features inbuilt in Genial CRM, there are certain evident benefits that it reflects, which is why it is considered the most ideal choice for your CRM needs. Here are some of the key reasons for choosing Genial CRM, as your Build CRM solution:

Competent to Fit Your Actual Business Needs

Since it’s a customizable solution, Genial CRM caters to most business requirements of clients, their own way. It reflects business processes exactly the way they are and hence are made to fit the actual workflow. Unlike pre-defined solutions, this solution offers a great deal of flexibility and scalability in terms of implementation ease. Since it is based on actual working processes, it is easy for users to understand, learn and use it in their daily life.

Cost and Time Effective Solution

Since most of the features are already developed, the cost and time effort that goes into customizing it is not that heavy. Even licensing issues and pricing mechanism is quite simple and manageable, which makes the solution easily controllable. For end users, it would be easy to make sure it does not move beyond the pre-decided boundaries of finance and timelines.

Easily Integrable Into Other Systems

With usage of latest technologies, the solution can easily be integrated with already existing ones, to enable a seamless exchange of information within systems. With the help of integration methods and social media interaction, the solution can talk easily to other working systems and even pass on information from one to another in no time. Even different areas like sales, service, marketing and customer support can talk to each other, within departments and across.

A Step Ahead of the Rest

There are many CRM solutions prevailing in the market, but one good reason Genial CRM is perfect for you is the competitive business advantage that it offers. Strategic business processes, efficiency, productivity, profitability, security, privacy and analytics, it has it all.

Detailed Business Analytics

In-depth alert notifications and dashboards are available to offer a close and effective communication between stakeholders. These dashboards showcase a single uniform view of business performance, with parameters that you need to search upon.

Associate with Us for a Comprehensive Custom CRM Experience

Our CRM solution – ‘Genial CRM’ has witnessed many success stories that speak for itself. We @ Spontaneous Enterprise (OPC) Pvt Ltd are a leading provider of ERP/CRM customized and packaged solutions for all kind of industries, with an emphasis on open source technology. We provide customized software solutions and mobile app development solutions for group / individual SMEs. We offer consulting services for project management, business analysis, software architecture, database design and process alignment.

Apart from Genial CRM, our other range of products like Genial LERP, Genial Helpdesk, Genial Track My Shipment, Genial Workmate BOT are leveraging latest technology advancements and have an esteemed clientele, experiencing its effectiveness.

The blog Why Should You opt for Genial Custom CRM Solution? was first published to: https://www.spontaneousenterprise.com/

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4 Reasons Why You Should Custom-Build Your CRM System

The core of any business is its relationship with its customers. Managing this relationship is crucial to building customer loyalty, which in turn affects revenue. In the past, this meant keeping voluminous files on customers in heavy metal cabinets. These days, however, successful businesses rely on online CRM systems and applications to automate processes and streamline a customer’s journey through the sales funnel.

Learn how to build your own custom CRM for free.

CRM systems provide a way to track your customers and automate workflows. The problem is that ready-made CRMs come with features that are expensive and overrated. While they may be able to offer some solution for your business, sometimes what your company needs is an application uniquely tailored to your needs – and that is a custom CRM system.

According to Gartner, at the end of 2017 the CRM market was worth $39.5 billion. This makes it the largest enterprise software market in the tech industry. Gartner analysts predict that in 2018, CRMs “…will continue to take the lead of all software markets and be the fastest growing software market with a growth rate of 16%.” Strangely enough, however, the actual install base across the globe is still quite minuscule. This begs the question: how can such a large market be so under-penetrated?