CRM Features You Might Not Know About

Custom Software Development company

We have discussed a lot about custom CRM software earlier. Some of them were about the benefits, a few of them were about the development cost. While those were some great posts to enhance knowledge, but we barely touched about the hidden world of CRM. Yes, you read that right. CRM does come with some hidden content/features and if you know how to utilize them, they are certainly going to pull some more tasks very easily. What are those features? Well, we all are here to find out! So, let’s get started, shall we?


Business Alerts: A new lead visits your site, they have left their contact but your sales reps forget to contact them. Yes, this kind of situation is very common when you are dealing with significant numbers of clients a day. This problem can be solved through proactive measures to contact each lead promptly. And the first hidden features “Business Alert” just do that fine.


These alerts come in real-time and can be sent through SMS or emails to notify the designated person to take necessary steps. The advantages of using these alerts cover staying on top of each lead, quickly communicating with new leads and swiftly responding to important service or support questions. CRM plays an important role in customer support services and also enable you to execute better follow-up and follow-through for the tasks that affect your business most.


Drip marketing: Drip marketing is an emerging name in the lead generation industry. Just like most marketing language, drip marketing might involve a few different things depending on who you speak to. For us, it is a strategy that includes sending out several promotional contents over some time to a subset of sales leads. Sounds a bit complicated right? Well, it is. Tracking down every lead and sending them promotional content is a daunting task. Fortunately, professional software development companies can automate this entire process through custom software. If you already own a custom CRM and heard this feature for the first time, go through the application, you may get surprised!


Quotations: A professional business quote can boost your brand’s credibility and creating one was never so easy. If you have been using PPT or spreadsheets to generate a quote, then you are doing it wrong. A quotation is the most significant part of your business and PPT or spreadsheet isn’t a reliable tool. Fortunately, if you can do a bit of searching, you will find a custom CRM software does come with a handy quotation creation tool. Use this feature and make a great quotation that attracts leads and generate sales and profit. When it comes to CRM vs spreadsheets, CRM will always be the winner. Did you know about this feature?


Key Performance Indicators: KPI or better known as Key Performance Indicators are rarely being used by the administrator. This is a tool that offers exceptional insight that benefits business in a tremendous way. This feature can be implemented by a professional software development company. And you can get a 360-degree view about your business process, marketing, employee performance and even you can predict the future in a certain way. Whether you’re curious in estimating how much revenue your salespeople have made or how fast your support team answers to client requests, KPI management with CRM is an easy and efficient way to enhance your company’s proactivity.


Some CRM solutions come with hidden features than enable you to generate real-time reports and create customizable dashboards. This assists to present a visual image of the specific performance or success factor you would like to measure. By using the KPI management features provided by a software development company, you can immediately assess and respond to sections of your business that need improvement before it’s too late.


WebForms: Web forms are generally used by many businesses in their online platforms nowadays. However, the information shared through these forms must be added manually. Hence, it increases the chance of making a human error which can have a devastating effect on your business success. Besides this, if your sales reps are doing data entry work, who will run after the leads? Fortunately, custom CRM software can do this data collection job automatically and without wasting any resources.


Task manager: Do you know a custom CRM software comes with inbuilt task management system? This feature is quite impressive and offers its users a comprehensive solution for inbound and outbound tasks. Meeting with clients, making appointments, paperwork, answering questions are some of the significant tasks which need urgent attention. And this feature handles and organizes all the related tasks of the business single-handedly and without any direct human involvement.


We are hoping that you find something new about custom CRM software in this post today. If you want to read more about our customer CRM or software development service, you can visit our previous blogs and you can also contact us, our team will always be there to guide you and help you to find more about CRM with a moment’s notice.

How Dynamic CRM takes Decision Making in a Business to the Next Level

CRM software development company

Without any second thought, technology helps businesses to bring customers closer. And numerous business technologies help to boost ROI. However, integration of these technologies comes at a hefty cost, resources, and sometimes, a lot of confusion. Even today, many entrepreneurs witness a lot of pressure while implementing tech for their business’s well-being.


Through this customized sales management software, an entrepreneur can meet growing business challenges swiftly. These tools are meant to increase productivity and offer business insight to meet growing demands. Besides this, the data collected by the customer service software system help sales reps to sales more at a very fast speed. If you are thinking about integrating this tool let’s see how you are going to get benefit from it.


Target right people: Are you spending a lot of digital marketing without gaining a good return? It is possible, that you are targeting wrong leads or prospects. Through sales management software, you can collect customer insight that will help to understand who is really interested. So, instead of pushing marketing campaigns for everyone, you can push the right marketing strategy to the right people.


Data Insight: The customer service software system helps to dig into complex customer data very easily. This helps to recognize what your customers really want and need. Once you know their requirements, you can then personalize your services and products to sales more. Without having a sales CRM software in place, the decision to make any changes in product and services is really a daunting task.


Sales pipeline management: Are you in need of boosting your overall sales cycle? You are in the right place! sales CRM software is an exceptional tool that serves to clear your sales to funnel and help to manage lead in a really productive manner. You can find more about this in our previous blog.


There are a lot more than the customer service software system can do besides help you to make a decision. If you don’t know how to choose the best sales CRM software for your business or searching for a tool that can take care of your business efficiently, get in touch with CRM Software Development company and built a sales CRM. Worried about the price? Well, we can give you a free demo, discuss your requirement and get an estimate.

The Disadvantages of Spreadsheets vs a CRM

Custom software development company

In the beginning, you might think that Excel is quite capable, however, once your company grows, you will face many problems and drawbacks. Yes, the spreadsheet is a good tool, that might save some time and money for a limited period of time. However, in the long run, you will have to think of a better way to manage your customer accounts and you will need a sophisticated system, like custom software.


Still, thinking about using a spreadsheet? Hopefully, then the next part of this post will change your mind!
Spreadsheets vs. CRM


Custom software can fetch the right data within a moment from any place. However, when you are using a spreadsheet you have to search for every piece of data and with that, you are losing precious time and money.


Every piece of document synced with the right contact in a custom CRM software. And, in a spreadsheet, it is really a daunting task to attach anything!


A software development company can implement features to store every data in the cloud. Meaning you won’t lose any crucial data even if the computer isn’t accessible, unlike spreadsheet.


Every minute detail of the customer journey gets saved automatically with detailed insight. This helps to track down every transaction. In the spreadsheet, there’s no clear information about the customer journey. Every data needs to be entered manually here and which increases the chance of human error.


Need to predict the future sales pattern? With a spreadsheet, it’s a big “NO”. Spreadsheets are not capable enough to do data analysis. On the other hand, a software development service provider can add features in the custom software that do data analysis accurately.


Custom software comes with integrated formula and mathematical rules which cannot be changed without having knowledge of the admin panel. On the other hand, a spreadsheet’s formula can be changed by anyone!


So, what do you think? Are you still going to rely upon spreadsheets or move onto something more efficient and productive? If you are worried about the custom software development cost and Want to talk to a professional custom software development company in Delhi?

Get the benefit of e Procurement for engaging larger number of customer base