ONLINE CRM WILL INCREASE PRODUCTIVITY

HOW TO USE CRM TO INCREASE PRODUCTIVITY

• You cannot afford to put a “rabbit fence” around your obligations to your clients and ignore them. They deserve your undivided attention, and you have to find a way to please them. By using a single CRM platform that supports CRM, as well as your spreadsheet, sales, employee services, project management and timelines, you can avoid being slowed down with double entries or programs that do not fit well together.
• Completely integrated customer intelligence. CRM software provides a single location for your customer notes and activity, enabling you to quickly assess what their past needs were and what future needs they may have. You can also view similar customers and compare any issues or customizations that they needed to help provide a better experience for other customers.
• For a better customer experience, you can integrate your project management software with your CRM. This allows you to provide greater transparency of projects and tasks for your clients. For example, if you’re CRM company customizing the software for a specific customer, imagine the experience if they can login and view the progress as well as potential risks and time lags. You’ll be able to immediately share progress and the percentage of work complete relative to the established deadlines with your client who won’t be left wondering when and if deadlines will be met.
• Many day-to-day tasks should be automated, such as drag-and-drop calendars to set deadlines, book meetings and appointments, Gantt charts, RSS feeds and alerts; and get detailed invoices from timesheets, projects and products. You should also be able to log time spent via timesheet software.
• Everything you do in your business is related. Every tool in your arsenal should be simple to use. Why waste time on classroom training or instruction? You shouldn’t waste employees’ time on training for multiple software systems. Rather, you should find an all-in-one solution that combines multiple business applications to cut on training time and costs. Also, you’ll find that using a single system makes it easier for you to get an immediate snapshot of all work conducted for a specific customer. With every phone call, project, sale and invoice being tracked in a single location, you’ll be able to know every single interaction you’ve had with a customer in seconds.

By combining CRM, Project Management and Billing, you’ll be able to have real time insight into customers. A Hosted CRM should give you an on-demand overview into how your business is functioning so that you will have more time for your customers and leads. Every customer request should be answered in a timely manner. If you are dealing with other external problems you won’t be able to form a cohesive “team” consisting of your clients, your employees and you, that flows easily into a good relationship. Remember, you won’t be able to sustain a company without customers, so make the most of your time pleasing them and they will come back again and again.