Guest Post: How Does Software Enhance the CRM of Your Business?

This week we feature an article by Joy Gomez, founder of Field Promax, a company that helps organizations streamline and standardize their workflow, manage teams, communicate with customers, process work orders digitally, and grow their business. He shares the 5 ways a CRM can influence the customer and business part of your organization.

Customers play a crucial role in establishing the position of a business in the market. When looking at customers, there are various aspects to consider, such as customer services, customer value, customer feedback, customer communication, etc. Managing customers reflect on the revenue and the evaluation of the brand for any business.   

Manually keeping track of all your business is visibly impossible. However, with the help of technology and the invention of software, it is possible to manage different customer relationships all in one place.  

What is CRM? 

CRM is the abbreviation for customer relationship management. It refers to all connections between the business and the customer using various tools. The CRM system covers sales, business development, marketing, recruiting, etc., the required resource to manage communications with clients and other stakeholders. The tool gives you access to customer information, prospects, provide details on sales opportunities, marketing campaign data, service issue history, customer interaction details, and more all in one place.  

Why do you need CRM? 

Finding customers, maintaining a proper relationship, and providing them with what they require can be challenging. CRM gives companies complete information and details on their clients’ and customers’ processes. The comprehensive tool helps you manage and monitor all your sales, marketing, service, revenue, etc., from all platforms in one place. You also get easier access to customer databases and all kinds of information about them. They are used as marketing tools that help with decision-making and benefit the company in every way possible. The CRM tool helps you stay updated with your lead flow and figure out how and whom to prioritize and respond effectively. It keeps your sales and marketing team in check and helps them manage customers efficiently.  

Here are five ways in which CRM has enhanced your business’s workings.   

1.  Customer support

With queries and issues, the level of patience has fallen short. However, technology has substituted the waiting hours with AI-based solutions to provide instant support. The CRM system helps provide high-quality service and quick access to customer orders, records, and information for effective communication and efficient support. Customer service can add to the business’ advantage in maintaining standard customer relationships with immediate support and information

2. Customer relationship

Besides providing constant support, maintaining a proper relationship with the customers turns them into leads. With the increase in the customer database, centralized and streamlined communications can become difficult. CRM can provide easy access to customer data and critical information, impacting customer retention by maintaining quality customer relationships. 

3. Customer and leads

The CRM system helps you recognize leads, categorize them and differentiate them from the other customers. Companies can focus on the right leads and generate sales with high returns with detailed dashboard views and charts. It helps prime customers to become prime leads and focus energy on the right clients, proper sales, and marketing with accurate information. 

4. Encryption

The CRM system also ensures the security and privacy of customer information. Along with storing all the data, it also scrutinizes who can view the details and how much. All CRM systems follow GDPR General Data Protection Regulation which lets you obtain documents with the contact’s permission to store or use them. It builds the trust and confidence of the customers towards the company

5. Products

Although CRM focuses on enhancing customer relationships, it also influences the functioning and production of the business itself. Based on CRM data, organizations can understand their customers better, improve their service, customize their offers, spot issues, receive feedback, and more. It helps companies fix their problems at early stages, alter and improve their business efficiently with customer feedback and analysis.  

CRM done manually can be very time-consuming and hectic, so there is software for the same. Various software helps with CRM, like Field Promax, Salesforce, Zoho, Hubspot, Monday.com, etc. Field Promax is a field service software that helps business owners connect with their customers efficiently. It is synced with QuickBooks integration to access a wide range of customer data. The software has a 24/7 customer support portal and is very user-friendly. It helps industries manage their customers with accurate details and provide a platform for proper communication.

These are 5 ways CRM can influence the customer and business part of your organization. It helps provide better service and receives better customer support and leads. CRM system is designed to enhance the customer-oriented parts of your business and enrich your production through all means possible.  

Joy Gomez is the founder of Field Promax. He is a self-taught, process-driven programmer and a first-generation immigrant from Southern India.