What basic features should a cloud CRM have ?

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The modern-day business environment is highly competitive. Businesses who want to prosper must make use of effective Cloud-based CRM software to manage a healthy relationship with the customer. It doesn’t matter how big or small your business is, you need a dedicated platform that drives your business effectively to establish the success and market dominance and to do so there’s no better alternative than cloud-based custom CRM software developed by the professional software development company.


A good CRM system adjusts to the changing business environment and needs, but while acquiring one, it does come with many basic features that you may or may not need. However, below the top 6 core features is crucial and you must guarantee they are there when you are on course to buy or develop a cloud-based CRM software.


Lead Management: Leads drive sales and sales bring revenue to the business. Capturing and nurturing leads should the primary job of any CRM to bring much needed financial balance. Hence, management is a crucial feature that should be there from the beginning no matter what CRM you are having.


Contact Management: A functioning CRM must have a great contact management system in place. Good contact management, system analysis, customer interaction and offers great detail about the customer’s situation and needs which later used to fix any ongoing issue or to offer personalized deals which customer was expecting.


Deal Management: A sales pipeline is a chain of the process that follows a long trail. Having a handy tool that can track the leads about their position on the sales pipeline helps sales reps to work more efficiently. With the help of Cloud-based CRM software, users can put a filter to find out each prospect’s position easily with a few clicks. This practical lead tracking process gives sales reps a greater advantage in closing deals fast and efficiently.


Email Integration: Till now email is the most efficient way to attract a customer and it’s an unbeatable communication tool as well. Email is a particular application that sales reps use every single day and having them integrated into CRM will definitely help them to be more productive in what they are good at!


Calendar Integration: A Calender is a management tool and people spends a lot of their valuable time in adding an appointment or essential dates in it. CRM which comes with an integrated calendar can be used to record data without switching between applications. Needless to say, when people are not juggling between two or more applications, they tremendously reduce the chance of making any human mistake.


Reports: Analytic report is a tool that lets you know about your current business position and it helps the administrator to take notable action based on the data CRM provides for a business’s success. While you are going for cloud-based custom CRM software development, make sure you let the software development company know that you need a robust analytic mechanism that will offer deeper insight into the entire business domain. Yes, it will take some more time and cash to develop, but it’s worth it.


There you have it! The top basic features should a cloud CRM has. If you are still doubtful about the effectiveness of CRM, you may want to look into the benefits of cloud-based CRM for businesses. Remember that, cloud-based CRM comes with many features and above 6 will set the right track for you. If you have any queries or want to know how much CRM Software development in India will cost you, you can find the details by getting in touch with one of our CRM experts now.

How CRM Can Boost Your B2B Marketing Efforts?

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Thanks to the advent of the internet, the way people interact with a brand and purchase from them has changed dramatically. The study provided by CEB or Corporate Executive Board proves that B2B clients are at least 57% through their buyer prior to they get in touch with the seller. Other independent studies estimate even greater numbers. And with this dramatically changes in the customer’s buying pattern, a marketer must change their marketing pattern as well.


This is where custom CRM software can help to strengthen your B2B marketing efforts. With a CRM integrated with your inbound marketing strategies and digital marketing campaigns, both marketing and sales domain will effortlessly align and be all the more efficient.


Here are the top three ways CRM can boost your B2B marketing efforts:


Get new leads and bring back old ones: Customers are the reason for a prosperous business. However, with the growing competition and ever-changing business dynamics, finding a suitable lead is not a simple task. But, did you know a CRM software made by the experience CRM development company can help you in lead generation? If we go technical, a CRM does not just generate leads, it also tracks possible customers. Most custom CRM software comes with features such as lead nurturing, which helps to move a stubborn deal through your sales pipeline and all the process gets done automatically. Besides nurturing the lead and drawing new possibilities, a CRM can efficiently help to re-engage with old leads as well. By using this software, one can automate most of the customer engagement methods. All these features end in highly-qualified leads who are available to do business with you.


Focused targeting: Targeting suitable prospects to draw sales is the most difficult job faced by many marketing pros. To get the best result, a marketer must go through an enormous amount of customer data to understand his/ her targets’ needs to send a proposal that appeals exactly to them. Marketing researchers have proven that more than 70% of buyers care about personalized content. And for a human being, it is quite impossible to tailor a marketing strategy to meet every customer’s needs. Fortunately, a custom CRM software can dig through the customer data to build an effective marketing strategy that your prospects won’t be able to ignore. CRM makes use of every information and builds a strong tailor-made marketing strategy that will meet your prospect’s needs. This method helps to boost your marketing capability and drive sales. However, most importantly it helps to boost customer satisfaction.


Segmentation: A successful prediction is crucial for business success. B2B marketers must be capable to understand the common trends before they start engaging with customers. A marketer must be able to filter out prospects by age, industry, jobs. Yes, the filter or segmentation is essential to increase marketing efficiency. However, they also need to segment opportunities based on recent activities, responses, personal likes and dislikes, products already purchased, e-mails opened, e-mails replied, and even social media activity. The sharper the customer profile is, the more positive opportunity you have to turn them into your customers. CRM software can segment customer data within minutes and it can further suggest the right marketing approach as well.



CRM software can be a bit expensive, but you can outsource the job to an experienced software development company in India. Not only cost but by outsourcing, you will get a lot more benefits as well, few benefits are stated here. Whether you need to focus on marketing or considering to boost your sales by increasing your employees’ productivity. A custom CRM software can do all and more with a few clicks. For more information, contact us now.


How can CRM improves business efficiency?

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Customer Relationship Management software is a symphony that binds together various business processes to deliver business growth and results by increasing customer loyalty, minimize risk and decrease overall business cost.


Customers are the sole driving force behind a prosperous organization and so it is essential to manage this crucial aspect of your business seriously. There are many tools available for businesses specifically designed to help boost customer satisfaction and increase business efficiency.


Cloud CRM software shares centralized data that present a real-time 360-degree view of business insight. This enables your entire client-facing team to make decisions about customer service, marketing, sales, and business tactics. However, there’s more and below find just a few examples of how a CRM tool will improve your business efficiency:


Helps in Sales Plan: Custom CRM software development gives you a chance to stores all the information related to customers and sales in one centralized location. You can simply access the data & make reports that may assist to predict future sales capabilities. You can then communicate your teams in various marketing campaigns to promote your services and products. Moreover, analyzing customer information can assist you to refine your sales rules.


Save time: People spend a tremendous amount of time mapping out different tasks. In business, time is money and if your employees spending most of the time in a spreadsheet, then you are losing a lot of business. On the other hand, cloud-based CRM software can do almost every task related to planning and mapping out a task automatically. Besides planning out a strategy, a CRM system can place a reminder in the system to call a customer on a particular day, the system will incorporate that job on your list for the specified day. You can additionally assign tasks to others.


Helps in Building Customer Relationships: Maintaining the existing clients is as vital for a business as it is to bring new prospects. An online CRM application builds by a professional CRM software development company, stocks details of your communication with clients, utilizing that your sales reps can foresee your clients’ requirements and interests. By presenting the best customer services will assist you in developing a loyal client base. CRM assists you manage your client profiles and form long-term customer relationships.


Analyzing Leads:By following the valuable data, Online cloud CRM software helps you to determine the return on every customer investment. You can know which clients are more profitable and rank them accordingly to push your marketing campaign. It additionally enables you to check the sales budget and helps in designating the resources to reach the revenue targets.


Achieving Customer Satisfaction: Customers react just the way they get treated by a business. If your clients feel valued and constantly find your team available to assist them with enthusiasm and willingness to deliver above expectations, you’ll improve your customer base which will later translate into more repeated sales and revenue.


The business of every scale is facing a highly competitive market and to sail safely, they must take the opportunities meticulously and very fast. With custom CRM software development, you can take care of complicated business processes efficiently to serve you, customers, better and draw more revenue. Know more about the reason your business needs a Cloud-Based CRM system in our blog. Looking for a more personalized answer? The best CRM software development company in Delhi is here to assist you 24/7. Contact us with your query. we are here to serve.

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