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The 10 Essential Features You Need in Your CRM Software

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CRM software helps businesses manage and coordinate their interactions with customers. The acronym stands for “customer relationship management,” after all.

Ideally, it also has significant roles with regard to automating the sales process. That is, quality CRM software handles all sales-related data, including storing and analyzing that data.

Moreover, virtually every business needs comprehensive and user-friendly CRM software.

Need to Buy a CRM System? Check out Its Features First

The tools that were once exclusive to multi-million-dollar enterprises are now available to startups and SMEs. This can only be a good thing. However, the proliferation of low-cost CRM software has brought with it a good deal of confusion. Therefore, before you splurge, make sure the CRM software you choose has the features you are looking for.

10 Main Features of the Best CRM Software

RELATED ARTICLE: THIS 3-STEP B2B MARKETING PLAN WILL BRING YOU MORE SALES

1. CRM Technology

Here are the leading technologies to consider:

Is It an on-Premises CRM?

Just as the name implies, an on-premises CRM means the software resides in your company’s servers. Therefore, the onus of administration, including overall control, security, and maintenance, will be on you and your team.

With an on-premises CRM, you subscribe to a monthly, quarterly, or annual plan. For the most part, on-premises CRM software appeals to large corporations.

Is It a Cloud-based CRM?

Cloud-based CRM software is housed online on a remote network. Sales reps access it from anywhere and at any time, provided they have access to the Internet. If you choose this alternative, a third party will take care of maintenance.

For this reason, cloud-based CRMs are the most sought-after versions nowadays. Additionally, these are quick and relatively easy to deploy. For companies of any size, a cloud-based CRM tool is an ideal choice.

Is It an Open-Source CRM?

The source codes of open-source CRMs are publicly available. This encourages additions and customizations that enhance the tool’s usefulness.

However, because of the complexities associated with open-source CRM tools, only those enterprises whose teams have the necessary skills should use them. Moreover, the costs of deploying them can increase overall expenses. Examples of open-source CRM software are OroCRM, SuiteCRM, and SugarCRM.

2. Is It Easy to Use?

At its core, CRM software is meant to consolidate data about clients and present it in a single database for easy access and management. However, this doesn’t mean that every CRM tool is user-friendly enough to allow access on the fly.

Therefore, shop for CRM software that is straightforward to use. You might be impressed about one particular tool that comes with automation capabilities. Or you might think that their email marketing software is unmatched. However, let its ease of use be your main decision point. If it isn’t user-friendly, your company will likely end up abandoning the software altogether.

3. Is It Customizable?

All businesses operate differently. And this automatically means their critical performance indicators vary.

Therefore, it is essential to choose software that you can customize to suit your company’s needs. A customizable CRM will inspire collaboration and productivity.

4. Does It Allow Integration with Other Applications?

Additionally, it is critical to choose CRM software that allows numerous integrations. This is essential, so that you can use the software in tandem with your other applications. If you can convert it into an all-in-one software solution, complete with everything you need for seamless working, it is worth buying.

5. Is It Suitable for Your Platform?

Before you purchase any CRM software, ensure that it is compatible with your platform. For example, there are those that only work with Windows PCs and those that agree only with MAC.

What’s more, you’ll have different experiences depending on whether you choose a web or a desktop version, mostly in terms of reliability and ease of access.

Lastly, especially if your CRM software is meant for a large team, ensure that it’s accessible on mobile devices.

6. What Is the Manufacturer’s Reputation?

This almost goes without saying, but also be sure to take into consideration the reputation of the company that designed the software. In an era defined by a massive influx of low-cost software, copycats, and unknown brands, you must be sure that you are buying from a reputable company.

However, in this industry, biggest is not always best. Provided a particular CRM tool meets your needs and the company has a good reputation, all the others will come second. However, don’t forget to consider the stability of the software as well.

7. Can You Get the Trial or Demo Version?

You can’t be sure that a given CRM software is your best fit if you don’t get a feel for it. Just as you would try on a pair of shoes before buying them, so should you test a CRM tool.

A trial version will let you feel its features, including the interface and navigation. Moreover, you’ll have a better understanding of the user experience. You’ll know whether it would be a great buy. Testing the demo version is the best way to tell if a particular CRM tool will work best for you.

8. Who Owns the Data?

As it turns out, the most sought-after CRM tools today are cloud-based. For many enterprises, the convenience of software hosted in a cloud environment is superior to that of traditional models.

However, given that one has to subscribe to unlock the platform’s full capabilities, questions around who is responsible for stored data often arise. In a subscription model, it is essential to know what you own and what you are renting.

Especially, insist that the vendor explain to you what could happen if you should stop renewing your subscription.

9. Will You Be Able to Get the Support You Need?

You will eventually need assistance one way or another. Therefore, choose a vendor that has a standby live chat desk, a working telephone line, and teams that provide prompt social media and email responsiveness.

What’s more, a good CRM software company will often issue useful articles, provide FAQs, and host community boards and forums. These tools can provide solutions to frequent problems. Remember, with a CRM manufacturer who values its clients, you will be confident of getting timely help when things inevitably go south.

10. What Does It Cost?

 It’s obviously true that your choice of CRM software shouldn’t be principally based on how much it costs. However, some are subscription-based, others are offered for one-time purchase, and still others are free of charge. Therefore, cost will need to be a part of your decision-making process.

It’s important to note, moreover, that some come with hidden charges. These can include IT costs for set-up, installation, maintenance, or upgrade. Additional costs could come in the form of training expenses and the like.

Conclusion

If you’re looking for smart CRM software that will serve your organization well, look to these tips to find the solution that works best for you.

The post The 10 Essential Features You Need in Your CRM Software appeared first on Business Opportunities.

from Business Opportunities http://www.business-opportunities.biz/2019/02/05/essential-features-crm-software/

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Best Free E-Commerce CRM on SuiteCRM

Single System for E-Commerce World SuiteCRM E-commerce CRM allows you to store customer details, order information and leads to leverage future sales opportunities. It’s a one solid-secure application package containing customized e-commerce CRM integrated with your online store (OpenCart). Growing out of entry-level, you require niche CRM capabilities and advanced functionality, most e-commerce platforms such as OpenCart or Magento can help you build a great online store, but only a good CRM can help companies to make the most out of it by engaging users in increasing transactions. This is full-fledged sales and marketing system specially designed for small and large eCommerce companies to take advantage of cloud data and enable multiple people to access customer information, anywhere, anytime and for any devices (desktop, laptops or mobile phones). In a nutshell, SuiteCRM E-commerce CRM systems have the power to harness customer data, allow us to gain insight into customer buying behavior, segmentation, social inputs, purchasing habits, Geo trends, etc. – which gives the power to cross-sell, up-sell and increase online revenue. Most importantly, It’s a Free Ecommerce CRM from crmdrill comes with SuiteCRM E-commerce CRM to help companies maximize profits. “We are now sure to expand rapidly in chosen niche market with this valuable information” E-Commerce CRM on SuiteCRM is free with no license fee so submit your request for the demo today on fynsis.com/suitecrm-e-commerce-crm/ and access all features and modules of E-Commerce CRM on SuiteCRM open source for free

Tag:   E-Commerce CRM on SuiteCRM, sales and marketing system, Free Ecommerce CRM

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Unleash the Principal Benefits of SuiteCRM

SuiteCRM – SuiteCRM is a free, open-source alternative aimed at enterprise-level subscribers. A software fork of SugarCRM, SuiteCRM is meant to compete directly with Microsoft Dynamics CRM, Salesforce, and paid editions of SugarCRM.Open-source is a software development philosophy in which source code is made freely and openly available to the general public. Any interested party can download the code, modify it to their heart’s content, use it how they see fit and, if they wish, distribute their modified version for others to use.

Get a SuiteCRM Demo here for FREE.

Some of the benefits of SuiteCRM

·         Free – SuiteCRM is an Open-source CRM offer several benefits and is available to you at no cost. Save your money on licensing fees and some developers offer higher levels of support with a paid fee, but the basic code is yours for nothing.

·         Tailor-made – Many businesses have different products & solutions and therefore your CRM also should be customized based upon your business requirements. SuiteCRM Partner offers you the system with your customized needs. Be it Migration of CRM, New CRM, or choose a specific designed CRM for your industry. For Ex: Banking, Ecommerce, Legal, Manufacturing, Education and so on.

·         No Commitment – Commercial CRM vendors such as Salesforce, SugarCRM, and Microsoft Dynamics typically require a licensing commitment of at least a few months. Usually the price is lot higher and will be a huge investment for your company. With SuiteCRM open-source CRM, there is no time commitments. You can use it for as long as you like and quit using it without any fear of penalties.

Learn more about the SuiteCRM Modules

ü  Employees – First name, last name, title, department, phone numbers, address details, employee status, email address, email address.

ü  Leads - Description, first name salutation, first name, last name, title, department, 'do not call' field, phone numbers, address details, website, referred by, status, opportunity amount, status description, lead source and its description

ü  Contacts - First name, last name, description, title, department, phone numbers, address details, lead source, sync to Outlook®, related account

ü  Opportunities - Name, description, type, amount, currency, expected close date, next step, sales stage, lead source, probability, assigned employee, account name, campaign

ü  Accounts - Name, description, type, industry, fax, billing address, ownership, employees, ticket symbol, shipping address

ü  Tasks - Subject, description, status, due and start date, contact name, priority, related contact, assigned owner

ü  Notes – open text field with the short information that describes certain activity

ü  Attachments – Documents that may be associated with peculiar module

ü  Custom fields – Non-default field that is created to meet business requirements to the full.

ü  Emails – Assigned activities to the company members associated with the peculiar clients.

ü  Other modules – Set of companies or departments contact details and other related data.

SuiteCRM

is a Reliable and 100% cost-effective open-source CRM. Boost your productivity and drive more sales to increase business and maximize more profits.

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Choosing A CRM Software

Managing consumer relationships is probably the most daunting assignment in a business but if performed well, will be a very rewarding experience. Simply think how you can control 100 customers in a day, what their purchases are, how they are doing with what you are promoting and whether they like your products or services. These are very significant in finding out if your customers will go away or stay in your small business.

For your information there is business software that can help you to do this. In case your contacts are developing swiftly and also you start to disregard main purchasers, it is high time to put money into a CRM application for your business. CRM or Customer Relationship Management manages your contacts; keeps account of your customers, and control revenue or social media profile of your online business, and different tools to help deepen your relationship along with your consumer.

When choosing a CRM for your business, you have to get a package that's fit for the size of your corporation. The most normal CRM lets you manipulate contacts below a shared database. Advanced CRM has sales tracking or opportunity monitoring services which lets you get more consumers. Match the capabilities of the software with your business objectives.

An Open-source CRM built on SuiteCRM, supercharged by SugarCRM.

The first thing you ought to believe about is how one can control a server for corporation. Do you want anybody to control your server? A shared webhosting server for business is possibly viable. It is inexpensive and requires much less IT resources to established and manipulate, so you can start immediately. Nonetheless, for a more personalized strategy, website hosting CRM to your own server gives you control over your data and supplies the best security and integration with other business functions but requires IT resources to established and manage a server.

How will you enforce CRM in your online business if you don't know the best way to use it? Pay attention to how one can easily navigate by means of distinctive tasks and how easily you can find out the things that out are looking for. In case your workers cannot navigate through the software effectively, you might have reached the wrong CRM software.

It can be tempting to focus more on feature than on the user interface but a multi featured CRM will be useless if the members are not able to use them. CRM that generates bill, accounting, helpdesk, advertising, and etc. in the same situation. Take a look on the solution integrations before you buy. Make sure you solve all your internal workflows before you opt to go for a CRM implementation then go for the CRM that matches your business. It's a complete waste of time if you have bought a software however you do not know what to do with it.

If significant businesses use it, you regularly don't wish to. It's due to the fact that most firms claims that they're for small and medium sized business however in truth they're geared on focusing extra on greater organizations than you. Study the manufacturer and make certain that they are dedicated to small and medium sized business by way of client testimonials, corporation reports, and many others.

Don’t always anticipate that your CRM is not going to have any problems. If there comes a time it occurs, who do you turn to? The company should have support for small industry CRM. Assess out their resources and see if they are quick to reply, have active user forums, and have enormous helping articles, so that problems can comfortably be solved whenever one arises.

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A Web Based CRM Solution

What exactly is a CRM solution? Conveniently CRM stands for customer relationship management. So it is a program engineered to aid you better manage customer relationships. That is relatively an easy explanation, as you can discover many web based CRM packages offer a lot more.

Many net based CRM methods include certain elements akin to net integration, business forecasting and report management. You can even get 'whole resolution' programs which have CRM features, stock management and accounting all rolled up right into a neat little bundle. These methods are essentially the most efficient choice as they enable you to manage your business affairs of your online business from the single approach, preventing duplicate data, misplaced documents and embellishing verbal exchange. What is the difference between web-based CRM and other CRM options?

In the early days of CRM development essentially the most typically used solutions were computing device techniques. Laptop CRM are methods that installed on an individual to retailer and manage your consumer’s data. Those techniques worked just fine when you had a single income workforce but once you get something greater than that and matters would start to get messy. These programs were identical to some other software you get from your nearby laptop, there used to be no technique to share information between individuals and retaining the info up to date became a regular struggle.

For this reason many corporations made the change to internally hosted CRM methods. This is CRM software hosted on an inside server. This made it less difficult for companies to make sure all sales members were saved in the loop, as they would entry the same information from the centralized approach from their own computer systems. This eradicated a share of the verbal exchange issues and duplicate information even though raised an entire host of different problems.

Internal servers are more often very costly to hooked up and hold. They're quite often very unreliable, leading to down time, when the procedure and knowledge is unavailable crippling your staff and experts for information loss. Additional issues can come up relying on the distinctive program package you use and the way traditionally it's up-to-date. Unfortunately many internally hosted CRM sellers do not incorporate updates of their licensing charges every year, leaving businesses paying money for out dated software.Due to the improvements to web speed and the development toward mobile or outsourced workforces a recent form of CRM approach started out to emerge, internet based CRM. These are programs which can be hosted online by your CRM provider. With a web based CRM you will be able to enter your information from anywhere on the planet, all you want is a web connection and your registered mail id and password.

Learn more about Free and open-source CRM. SuiteCRM Demo here.

Your web based CRM provider takes care of the internet hosting and it types part of your month-to-month rate, so there is no need of any costly server equipment and security. Web based CRM methods are also more secured as they host your knowledge at current information centres. Which comprise high security; strict methods and local manipulate to prevent server downtime.Moreover most web based CRM methods incorporate updates of their month-to-month charges. Because of this you're going to generally have the best software without any extra fee. That is most important as CRM performance is moving forward in leaps and bounds. Conveniently having a CRM is not enough to be competitive. You need to have the correct CRM.

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SuiteCRM - Case study on Major European Energy Group

About Client – European Energy Group

It is one of Europe’s largest energy companies. It produces, manages & services the gas and electricity needs of over 20 million customers. It has a global presence with more than 40 operating companies in 22 territories across the globe.

European Energy Group maintains a diversified IT platform for managing the complex tasks of billing and client management across its 20+ European operating companies. Also, growth is at a tremendous pace with a result of acquisition which is maintained by each operating company in technology used, age and quality.

 Problem:

·         On 15th July 2015, the European commission adopted the communication on delivering a New Deal for energy consumers and it is called (‘New Deal’).

Under ‘New Deal’ it is said by 2020 the competitive landscape for existing energy suppliers in Europe will change drastically. The changes are as follows:

·         Barriers to entry for new suppliers will be lowered

·         Switching between suppliers will be made easier

·         Transparency on tariffs will be mandated

·         Profit margins are expected to come under pressure and

·         Competition is expected to increase substantially

 Approach to the Problem:

The new competitive landscape that will emerge in 2020 requires all the operating companies to be more agile, more innovative and to react faster to the new consumer and market demands. New products and services will need to be designed to broaden the engagement surface for consumers and increase the potential revenue streams for the group.

 Strategic Options:

In order to meet the demands to increase agility, lower costs and deliver new products and services, a considerable program of investment in the IT estate was required. There were two strategic options:

·         To invest in each individual operating company platform and make the necessary local changes to ensure the platform and supporting applications were sufficiently performing to embrace new market conditions.

·         To develop, from scratch, a common operating platform across all European operations.

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 Decision Time

In August 2015 it was decision time. A board of ten senior executives was convened to decide which option to pursue:

·         Accenture and Salesforce whose teams had originally been tasked with producing the new operating platform. They had been working on a solution since 2013.

·         The Open Source Operating Platform – the result of a little over sixteen weeks of work involving around six people from four open source companies.

The Decision

It wasn't even close. The board split 8-2 to award the program of works to the Open Source Operating platform.

The board were impressed by the speed of innovation demonstrated by the open source solution providers, the interoperability between the applications and the richness of functionality of the open source applications. The project cost profile, the total cost of ownership profile and the ongoing freedom to innovate on the platform were also major considerations.

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Boost Revenues with World's #1 Open-source CRM

Nowadays, new CRM software is offering a better range of products and services, a lot of that are customizable. New web-based CRM solutions present the website hosting and access online. The consumer only has to gain knowledge of how one can use the program and pay per person CRM pricing charges. CRM software applications provide three essential services for client relationship management: contact management, sales generation, and customer management. Having all three of those practical capabilities allows for sales teams and customer services representatives furnish higher service to their consumers and buyers.

The program and services available currently permit sales groups to gather, arrange and analyse sales information. Robust database features allow sales managers to drill down into sales information for accurate sales forecasts, and insight of the customer’s behaviour. This presents deep perception into the customer's needs and business strategies, enabling the CRM user to foresee and reply to customers associated issues comparable to buying again and latest purchases.

The usage of web based CRM solution means manufacturers is free from purchasing, installing and maintain the software. Non-web-based CRM functions require internet hosting services and technical staff equipped for satisfying all help specifications. The advantages of web based CRM program purposes are worth noting: low price as the base of users increases, ease of implementation as only the CRM application modules needed will be purchased and implemented; web connectivity and phone connectivity supplies anytime anywhere access important for increasing the competencies contributors; and minimal IT support staff are required. Proprietary and software program are available for users, however, there are concerns that have to be made before picking out which is the quality choice.

Get a FREE Demo of SuiteCRM to learn more.

To benefit from these CRM solution programs, it is best to have a consulting organization, install the software properly, and provide coaching to your sales and customer management employees. Implementing the program properly and finding the best way to maximize its value, which means you are going to have the advantage of CRM program to help you improve your sales.With home CRM software applications, there is a need for technical employees competent of imposing the application and securing databases and the network for access whether through the LAN or internet. If you have an IT staff, they should be able to implement the application easily.

 If the sales and customer service team is imperative to serving you, preserving your buyers and the relationships with them, the price of buying a CRM software method is a drop in the bucket. Along with the solution of generating more sales and finding new sales leads, buyers themselves will have more faith in your business, you realize their needs and might assume problems before they may be even conscious of it.

Your workers will be empowered by using a CRM system. That is the power of technology working to help combine your small business movements and generate larger sales from your employee’s collective skills. Mostly bigger companies are utilizing CRM systems, constantly looking for knowledge about customer’s behaviour and new sales opportunities.

 Now with the availability of the new types of software, it is easier for the small and medium business to have the information to keep up the pace with the larger business corporation. Find the right CRM consultant to support you to assess your needs, find the correct product and furnish the right coaching and support offerings.