What is a CRM software solution?

From sales to customer service: your CRM software solution is there to help you do more with less

So what is a CRM software solution? In fact, the CRM stands for Customer Relationship Management and has nothing to do with its sidekick, the ERP, which handles everything related to your resources, like planning and certain processes. On its side, the CRM is there to support you with the management of your client’s relationships.

Thanks to CRM software solutions, you are able to automate some tasks, which allow you to reduce the stress of following up with clients and to focus on more important tasks that require your attention, without compromising your customer relationships.

Due to your CRM, you will have a constant flow of clients to your door, and you will be able to better nurture those relationships with them - all thanks to various CRM tools. But the question remains... what is a CRM software solution used for?

What can a CRM software solution do?

The best thing about having an in-house CRM software solution for your business is that it can be used by anyone and any departments. From the sales team to the marketing department and business leaders, customer data is readily available in the system that can make your job easier. The CRM software solution will handle everything:

• Register your clients
• Support you in the client acquisition
• Nurture your existing relationships with your clients
• Register the info in a database
• Analyze data, behaviors, etc.
• Assist your sales and marketing teams in their daily tasks

Why do you need a CRM software solution?

There are many different types of CRM software that are available in today's competitive market. And while they all come with different functionalities, finding the right CRM software solution that fit with your company and objectives can be like finding a needle in a haystack.

But, it does not have to feel like that. Your sales and marketing teams deserve a platform that allow them to create exceptional customer experiences. Because at the end of the day, the customer experience that you provide will leave the biggest impression on people.

And hence, it becomes necessary to map your customer journey to have targeted campaigns that speak to their unique needs. The right CRM software solution can definitely help your sales and marketing people do just that. There are a lot of CRM systems that are available on the market that allows you to build meaningful customer relationships. This makes the work of your sales team easier, as they do not have to strive hard to close deals.

Examples of CRM software solution

Some of the best CRM software solution that are currently available for sales teams, marketing people and business leads include:

• Microsoft Dynamics 365 CRM
• Salesforce
• HubSpot
• Zoho CRM
• Zendesk
• Pipedrive

Unlock the full potential of your CRM software solution platform

That way, the CRM business solution will help you focus on your client and allow you to generate more sales, whilst maintaining optimum customer relationship management. Because we have to be honest here, clients are as essential to enterprise as air is for breathing. I’m not saying anything new here.

So, the customer data can be found all in the same place to get a better portrait of the situation. You will be able to identify specific behavior better and make informed decisions, thanks to your CRM platform. All the information, this data, and the reports will help you create efficient sales strategies and create an insightful marketing plan for better customer relationship management.

Who can use a CRM software solution?

Honestly, if I put one dollar aside each time someone told me that CRM was not for his or her company, I would be incredibly rich today. The problem is that people believe, incorrectly, that CRM business solution is made exclusively for big companies and multinationals.

The truth is that CRM software solutions can suit both big and small companies and can be adapted to one or another. Still wondering, what is a CRM system used for? As explained earlier, the CRM business solution can help you better follow up with your client, thanks to the detailed customer data that you have access to. We have to say, whatever the size of your company, you need clients to survive, as customer relationship management is the pillar that companies thrives on.

Then, it’s possible to customize CRM software solution to meet your specific needs and industry requirements. However, whether you are a small company or a multinational corporation, CRM is there to simplify your life. From the big to the small enterprise, the problems can vary, but the utility of this tool is always useful.

What is a CRM software solution used for?

So when we talk about improving your productivity, optimizing your processes, nurturing your client’s relationships, what does all of this mean?

Customer satisfaction is key if you want your business to succeed, and having the best CRM software solution can really help you in your data management tasks, as well as identifying potential customers and using CRM data to make informed decisions. Well, here are four great services offered by CRM business solutions in general.

Sales tasks with CRM software solution

Since sales are essential to your company’s survival, it can be complicated for small enterprises to have a special team dedicated to your sales, while big companies can have a hard time offering a coherent follow-up with their prospective clients.

This is why CRM software solution can always help you sell more due to its numerous tools that target the right markets and potential clients, and that do part of the follow-up for you. CRM software solutions can really help you in your customer relationship management strategies by providing you with concise customer data that can empower your sales teams, marketing team and the entire company to make informed decisions.

What is a CRM software solution doing for your sales?

CRM business solutions will enable you to register your potential customers, while adding some notes to their file to ease your sales team’s life. You will have access to previous purchases, insightful analysis, and you will be able to better collaborate together as a team to close a maximum of sales.

In fact, a CRM software solution simplifies your sales cycle by gathering everything under the same umbrella, by compiling all your data, and by allowing you to work with your team on many proposals at the same time. Say goodbye to thousands of email chains or the horror of cold calls, a CRM system will give you the needed tools to sell more without having to put in more effort.

And the marketing in all of the CRM software solution?

Obviously, with so much data in the same place, it goes without saying that the statistic researches, the segmentation, and the gathering of information to get a global picture from your customer data will be accessible in one click.

What is a CRM software solution used for in marketing?

Obviously, a CRM platform will help you to better build your marketing campaigns and free you from numerous restrictions that will prevent you from creating the magic of marketing. No more repetitive tasks, your campaigns can be automated and managed directly in your CRM software solution. With marketing automation, you will definitely be able to better manage your customer relationships and increase customer loyalty through better customer interaction.

Can CRM software solutions manage your project on top of everything?

What is a CRM software solution doing with project management? Once again, whatever the project size, the CRM business solution is there to help you take action. Discussing with your team members, dividing the tasks, planning the timelines, and doing a follow-up after all that will never be that simple.

Plus, you will avoid losing yourself on the road, your communication will be more efficient, you will be able to automate some tasks and collaborate more often on multiple projects to offer the best from your team to your clients. You also feel reassured that your customer data is stored safely in your cloud CRM software.

From lead management to mapping the customer journey and having a view of repeat customers, you will be able to build customer loyalty, all thanks to the right CRM software solution at your fingertips. And while it can be tricky to find a good CRM system, it is not impossible.

Better customer service with CRM software solution tools

Again, what is a CRM software solution? With a name that includes client and relationship, it goes without saying that CRM systems will become your best friend when it comes time to help you with your customer service.

With all the data in the same place, your entire team will easily have access to it at their fingertips. With an efficient and optimized management system, there are no problems that will be forgotten or left without solutions. Business processes will be better optimized thanks to how the CRM software solution works. This in turn makes your customer relationships stronger and deepen the knowledge that you have in your CRM solution.

Dynamics CRM, the best CRM software solution on the market?

Unfortunately, because of a change of behavior that we can see happening with consumers today, many excellent CRM solutions have lost their efficiency in the last few years. In fact, these days, most of our clients will contact a company when they are 60% through the sales funnel because buyers today look for themselves to find solutions to their problems.

This is why Microsoft released a new generation of Dynamics CRM into the market in 2013. With its numerous benefits and easy-to-use platform, this CRM software solution offers you the ability to put a sales funnel in place that is dynamic so you can close more deals on sales calls.

Summary on what a CRM software solution can do

With a user-friendly system, numerous applications that flawlessly communicate with each other, and its powerful analytics system, the cloud-based CRM software solution, Dynamics CRM, will help you put better marketing strategies in place, flawless client’s follow up, and ensure impeccable customer service.

From project management to sales, it’s the most adaptable tool for companies of any size, with thousands of benefits. You will have a full overview of the entire sales pipeline and will be able to understand the customer's history with the company thanks to the company data that your cloud CRM business solution can collect and store (PS: Dynamics CRM is also a mobile CRM that can be present on multiple platforms to fit various user interface.)

Gestisoft: top CRM software solution provider for small businesses and medium enterprises

So this is how a CRM software solution can really change everything in your company: by allowing you to make more with less, compensate for a lack of employees in the case of small businesses or increase your sales—whatever your sales cycle.

By automating many of your tasks, by gathering all the data under the same umbrella, and offering a flawless workflow, it’s easy to complete projects and put in motion global strategies. So it’s like combining a customer service agent, a project manager, an analyst, and a salesperson into the same software: powerful and high-performance.

The most important things to keep in mind is the fact that the Dynamics CRM software is very power for storing customer information that can help you provide a better customer experience and identify more sales opportunities and new customers. The CRM software solution provided by Microsoft is also great to boost productivity as it can automate processes that take up time away from sales reps, the marketing team and more.

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