If you believe your order management process is complicated, slow, messy and not productive, we believe you have the wrong tool!
Recently we came up with a unique problem. The challenges were: The client did build an exceptional tool which was drawing good numbers of leads and the orders were coming through in huge number. You might be thinking, then what’s the problem! Right? Well, the problem was the particular software wasn’t capable enough to handle the growing demand. So in the end, the client was losing a lot of opportunities left and right.
Now, the client was willing to have a system that can take care of each deal from beginning to its very end.
At CRIMS, we took this opportunity to benchmark our years of expertise in custom CRM and ERP software development. We took responsibility and begun working on the custom business management solutions that will fulfil the client’s needs.
We began the wireframing process by understanding the customer’s goal. Yes, the previous tool was okay, but it wasn’t efficient. This is the reason we designed the tool to work effectively and efficiently for each aspect of the business. To offer most business efficiency, we wanted to automate a few business processes. But to do so, we had to sit with the client’s sales, accounts, and delivery team. We wanted to learn how they operate so we could build a perfect sales CRM software by adhering to their work culture and process.
During our study, we find out that, our client encountered many problems because they were using off the shelf product and they don’t know that a custom CRM is way better than the ready-made solution. Anyways, the current tool was quite complicated to use and bloated with the features they didn’t need. Most employees were trying to figure out how everything works and how to operate them. This was the main reason for the delay, dissatisfaction and lack of adoption. They were doing data entry most of the time and the existing tool wasn’t able to offer 360-degree business insight in easy to read manner.
In this instance, we came up with the idea of equipping the sales team with a simple tool that can take care of the entire customer management process and a tool to take care of Order Management. Once the sales team was able to pass on the right data to the Fulfilment department. Everything started to come into place. Now, the Fulfilment department knows exactly what they require to get orders out quickly and efficiently. Then the data automatically going to the finance department to generate the invoice. The entire process is now simple, efficient and accurate.
You see, no matter how big a problem you may have, it can be solved through the right tool. Our client now happy and keeping up with the demand. So, if you are working with a tool that is making your life difficult, ask yourself: is it the right tool to do the job? If the answer is ” No”, it might be the best time when you get in touch with the best Sales CRM Software Solutions Company.
CRM software boosts business efficiency, productivity, sales, and more. There’s no doubt that every business would love to achieve this with the help of these exceptional tools. However, for an MSME, investing in large scale CRM such as Microsoft dynamic, Salesforce CRM can be a huge investment. This blog post will help to understand why MSME owners should buy a ready CRM tool and how to extend its features.
What’s a Ready CRM?
Ready CRM is nothing but an overly simplified CRM tool developed by CRM software development company. Most of the time, these tools don’t cost anything. The goal is here to give MSMEs a chance to extend overall business capabilities.
How to Improve a Ready CRM Solution?
Ready CRM comes with basic features and at some point with growing demand, you have to extend its capabilities. Today, we will go through some features that will extend the capabilities of your ready CRM. So, let’s get started!
Email Integration: An email is still the most professional way of making the communication. However, ready CRM doesn’t give much flexibility to send multiple emails every day. This sharing of information among the team can be a really difficult job. To keep everyone on the same page, consider emailing integration at the beginning.
File-Sharing: File sharing among different departments/ employees is a common job that happens within an organization daily. Now, if you are using a ready CRM, you have two options. One is to buy a subscription of Google Drive, Mega Sync, or OneDrive. Or you can save all data into the server where your free CRM is hosted. The later is the most affordable and efficient approach.
Shared Calendar: Ready CRM does allow us to add a new reminder and important event in the calendar. However, it doesn’t share the same with other members or it doesn’t remind the owner of the account either. To improve this situation, get CRM software development solution provider and integrate third-party calendars into your CRM.
3rd party plugin: At this point, you have realized that your ready CRM must play well with third-party integration. If the ready CRM doesn’t integrate 3rd party tool, you won’t be able to extend its feature. So, while choosing the CRM, make sure to read reviews or ask the vendor about the 3rd party plugin integration.
In the end, to Improve a Ready CRM Solution, you have to be careful in your CRM selection process. Or else you can build a small-sized custom CRM software from a software development company for better flexibility and tailored features. If you are going to enhance a CRM anyways, why not start it from the beginning? Get in touch with the best custom software development company in Delhi today to get a quote.
Many business owners spend a hefty amount on their marketing strategy to score leads. However, scoring a humongous amount of leads doesn’t always necessitate success. To turn a lead into a customer, there must be a system in place to guarantee every lead goes through the sales funnel. But, this is not a simple job and most businesses don’t realize it until it’s too late.
At CRIMS, we understand that wasting down a single lead is not a good business policy. This is the reason we have to build a sophisticated CRM lead management software. Our tool can take care of thousands of leads and nurture them until they become a loyal customer. You might be thinking, but how your tool can pull this off? Well, the answer is, the following components:
Enhanced Record Management: We have developed our Lead management software system on top of the CRM platform. This helps our system to enhance the data flow from the Lead management software system to the CRM software system effortlessly. This especially comes in handy if the CRM platform is sitting on the partner or the vendor side.
Advanced tracking: We have integrated lead management software with advanced tracking features. This tool is an exceptional way of tracking every aspect of a particular lead. From the prospect’s first point of contact until he/ she makes the purchase, everything can be tracked and improved as you wish.
Lead distribution: It is a rare feature, but we have integrated it for you. Many times the salesperson or your partner may not show interest in a particular lead that you sent. With CRIMS’s CRM lead management software, you can withdraw those leads and redistribute them effortlessly.
Business Insight: A professional CRM software development company should implement a system to present dynamic reporting. Without a reporting mechanism in place, a Lead management software system is nothing but a fancy & an unnecessary burden. Fortunately, with our CRM lead management software, you get more than dynamic analytics. Our custom CRM offers deep 360-degree business insight in a single dashboard so you always know what’s going on and what needs to be changed.
The above component list is not complete. Our CRM lead management software comes with many more components and hidden features. A robust Lead management software system is necessary for today’s business environment. If you are overlooking this simple fact, you are overlooking your business’s wellbeing.