CRM software do you know about these surprising benefits

What is CRM for?

The core features of CRM

How your business will benefit

Why Optimiser’s CRM is different?

How do I know if CRM is right for me?

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CRM software is a business staple. You may think you know all there is to know about using CRM and its benefits, but with the face of customer relationships rapidly switching to digital since 2020, CRM providers have done a lot of developing that you may be unaware of!

 

What is CRM for?

CRM software is used by businesses spanning industries to enhance and manage the way they handle relationships between their brand and consumers. On a wide scale, this encompasses every brand interaction a customer may have: omnichannel communication from the bottom line, up the sales funnel to (hopefully) your contacts list. On a smaller scale, this governs how your reps move prospects through your sales process, where leads are being generated, where you gain the most value and how you can replicate those successes.

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The core features of CRM

CRM features differ between providers, but there are several that they all have in common. The most essential are the ones that govern how and when customers are handled. Other extraneous tools can show massive variation: Optimiser offers multiple toolkits in bundled solution suites, to help businesses identify which other areas they’d like their CRM to translate over to. From project management to events, cloud computing automatically collects CRM data to be used across the rest of your business scope for customer-focussed protocols. 

 

 

 

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Let’s have a look at the most common features of CRM and exactly what they do for your business:

1. Calendar

A CRM calendar differs from a regular calendar in a number of ways. Firstly, it is typically based on the cloud meaning it promotes collaborative workflows between teams, whether they are office based, working remotely or overseas. Meetings and calls can be scheduled according to information within teams, such as:

• Meeting overlap alerts
• Schedule requests
• Team calendar view
• Time zone automations
• Priority tags
• Automated repeat scheduling
• Work hours, time blocks and annual leave

Intuitive and user-friendly calendar functions allow teams to be more flexible, shoulder high-volume workloads with ease, and onboard new members with no fuss. Two-way integrations with your phone and in-built laptop computer ensure you are up to speed, no matter where you are or what you are doing.

 

2. Contacts and Accounts

Contacts and Accounts are two distinct CRM features that allow you to manage and mine value from large databases of clients, as well as nurture healthy brand relationships that promote advocacy within your fans. Predictive lead scoring allows you to begin improving productivity and value from your sales from the get-go.

Detailed grid allows you to personalise filter categories, custom tags and personalise communication according to specific niches. Collect complex communication history details to help with catered messaging from marketing to sales, an integrated pipeline enables context-specific sales and marketing pitches.

Update your contacts list with relevant linked accounts, tasks and documents so all key information is available on the go, no matter where in the world you are working from, or what device. 

 

3. Pipeline

Efficiently manage multiple ongoing leads at once with a pipeline tool functioning as your single source of truth. Based on the cloud, pipeline enables reps to collaborate on prospect accounts, track activity and share key communication data with a few clicks from a single tab. 

Send productivity skyrocketing with integrated analytics that allow you to quickly develop effective onboarding practices, share best-practice techniques and evaluate strategy as live reports come in from your business data: keeping you ahead of market fluctuations. Keep KPIs relevant and monitor ROI with a single powerful tool.

 

4. Analytics

Analytics works with custom segments of your data to create insightful charts and graphs that provide detailed business intelligence about:

• Your audience (demographics, locations)
• The user journey
• Marketing efforts and bottom-line value
• Trends, cohorts and funnels
• Team achievements
• And more!

Track activity from account creation to closure to understand your customer processes, and tailor your digital journey accordingly.

 

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How your business will benefit

• Productivity

By employing the use of CRM tools, your business will experience an immediate uptick in productivity that comes from streamlining your company’s workflow onto a single platform. As a manager, you can view and evaluate the performance of teams across the full business scope, and how value is being generated as a result.

By automating certain repetitive core processes, you free up time for your teams to focus on the things technology cannot do for you: building genuine connections between your brand and consumers, nurturing relationships and providing excellent customer service.

 

“It’s not always that we need to do more, but rather that we need to focus on less,”

 

• Nathan W. Morris

 

• Customer experience

The core CRM modules allow you to optimise the way the customer journey is handled, both internally and externally to your business. Unite your omnichannel communications from third party tools onto a single database for easier tracking, audience insights, and detailed user profiles.

 

• Sell more

Highlight areas of potential for upselling and proxy sales using warmth scoring technology and historical communication records. Link accounts, contacts, websites and social media to create comprehensive user profiles that track activity and provide insight into opportunities to make more sales based on online presence.

 

• Accurate analytics

With data feeding in from across the full business scope into a single place, analytics can provide live insights into performance of your company as a whole. Select custom data and generate easy to read charts and graphs instantly for accurate and convenient business intelligence. 

 

Never have to transfer another large data file or spreadsheet again, save time and eliminate the chance of error. 

 

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Why Optimiser’s CRM is different

Optimiser’s CRM is integrated with a number of software suites available at a single affordable subscription. Combine toolkits based on your unique requirements for a personalised solution. 

Optimiser’s CRM encompasses: 

• Marketing Management
• Project Management
• Lead Management
• Event Management

 

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How do I know if CRM is right for me?

Optimiser’s CRM will always be right for you, because each subscription is tailored uniquely to your business goals. The expert team works with you to identify your current business scope and areas for potential improvement, and then assist in implementing a customised plan into your legacy systems. 

Optimiser offers a FREE 30 day trial of the full Enterprise Licence: CRM integrated with every tool from the complete set of solution suites. Find out how much you can transform your business processes, and see the surprising benefits of a CRM system within just one month.

Optimiser is a comprehensive CRM software company, providing businesses a customisable solution to their personal goals for sales, productivity, and growth. Powerful integrated modules include lead management software, a B2B sales toolkit, automated marketing suite and more for sale under a single subscription. Try Optimiser’s CRM software demo with access to the full Enterprise Licence FREE for 30 days, and find out how you can skyrocket productivity in just one month!