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MAXIMIZING CUSTOMER SERVICE

Customer Relationship Management (crm)

Customer Relationship Management (CRM) is an approach that helps businesses improve existing customer relationships and acquire new customers faster. Here’s a complete CRM overview for you to get started easily and understand the benefits it can bring to your business.

CRM - Meaning & definition

The meaning of CRM has changed a lot over the years. CRM is a term that was initially defined and designed to improve customer service. Today, though, it relates to an entire business strategy. CRM software acts as a single repository to bring your sales, marketing, and customer support activities together, and streamline your process, policy, and people in one platform. We’ve put together a short explanation video of what CRM really means and what it can do for your business.

Intelprise suggests ZOHO CRM as its customer relationship of choice to implement on most of our projects.  We are certified integrators of all Zoho extensions.  Checkout their CRM:

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Why businesses choose CRM software

CRM is the largest software market in the world, and has increasingly proven to be the best technological asset that companies can invest in. With the prominence that the cloud CRM software market has been gaining over the years, and the ease with which CRMs can integrate with other applications that businesses generally use, CRM systems help implementors cover every aspect of their business cycle with an increase in sales & marketing returns, all while helping them cut down on their costs.

Eight essential building blocks of CRM

The Eight Essential Building Blocks of CRM - Zoho CRM

Watch out for these indicators

Whether you’re a small business looking for a place to store information and have it accessible across multiple devices, or you’re a large business wanting to manage customer interactions and focus on improving customer satisfaction, eventually you’re going to need a Customer Relationship Management (CRM) software if your current process is unable to find solutions to these pressing problems.

Key features of CRM software

Lead management 

If getting quality leads is one thing, tracking and managing them to deal closure is another. CRM offers you everything that you need to know about your leads to convert them into happy, paying customers. With lead scoring and automated lead assignment, you can assign leads based on a variety of parameters and know which leads have the highest chance of moving down the pipeline.
Learn more about lead management

CRM Lead Management - Zoho CRM

Contact management

Contact management features in CRM help you organize your business contacts in one place. You’ll know when and why you contacted a customer the last time, the best time to reach them, mentions from social media interactions, and analytics to reach customers through email and other forms of communication.
Learn more about contact management

CRM Contact Management - Zoho CRM

Deal management

A deal once lost is lost forever. The deal management features in CRM gives you the complete picture of your current and future deals, and lets you know what went wrong with your past unsuccessful ones. CRM allows you to segment deals based on their current stage in the pipeline and can tell you the probability of winning any deal.
Learn more about managing deals

CRM Deal Management - Zoho CRM

Email management

Email management is a core function to any business and an online CRM solution lets you take complete control of it. Any email client that you use can be integrated with your customer relationship management tool, which means you save time switching between tabs to get work done. Email management system inside a CRM lets you prioritize emails, analyze the response to every email, and ensures you have thorough follow-ups with your receivers.
Learn more about managing emails in CRM

CRM Email Management Software - Zoho CRM

Sales Automation

As a CRM implementor for your business, you want your sales team to spend more time selling and less time doing other administrative work. Here’s where automating your sales process will help. Sales automation will help you replace your current mundane tasks with intelligent workflows and macros. Leads will also flow through your pipeline more easily with automatic assignment of leads to the right sales reps.
Learn more about workflow automation

CRM Email Management Software - Zoho CRM

Reporting and analytics

An analytics-driven business culture can go a long way in transforming your organization’s decision-making style from “gut feeling” to “data-driven.” CRM software offers businesses the necessary intelligence to process data from various sources and churn out valuable insights to guide them with data. From basic charts to advanced analytics insights, such as spotting anomalies in your business, an inbuilt analytics engine inside CRM can help enterprises gain a crucial competitive advantage.
Learn more about analyzing your CRM data

CRM Analytics Tool - Zoho CRM

Marketing automation

Often companies find themselves wasting their marketing budget due to poor planning and the failure to identify the real target audience for their brand. A disconnect between sales and marketing teams can hamper these efforts. With a Marketing CRM with built-in marketing automation and campaign management features, you can generate new leads, execute targeted email marketing campaigns, compare ad spending to sales revenue, and ultimately get the maximum ROI on your marketing spend.
Learn more about marketing automation

CRM Marketing Automation - Zoho CRM

Customization

There is never a one-size-fits-all approach when it comes to implementing a CRM platform for your business. If there is any business software solution on the market that can be truly customized to the way your business works, it has to be a CRM system. You can customize your CRM with custom functions, buttons, modules, fields, and layouts, or even build a CRM entirely from scratch with offerings unique to your business vertical.
Learn more about customizing your CRM

CRM Customization - Zoho CRM

Mobile CRM

At a time when global mobile usage has overtaken desktops, it is vital that your CRM system allows your workforce to go completely mobile. Mobile CRM helps sales reps close more deals on the go. It allows managers to add and update data when they shuttle between multiple business appointments, and even when they are offline. Trade shows, business meetings, networking events, both in flight and on the road, mobile CRM apps help you be business-ready no matter where your business takes you.
Learn more about mobile CRM

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Talk to one of our Solutions Specialists to see how we can help your business grow. We are a full service agency, based in Miami, with expertise in Strategy, Branding, UX/UI Design, Custom Development, Integrations, E-Commerce, Digital Marketing and Content Production.