More growth for your business: Connect your CRM to your website
Posted: Mon Dec 23, 2024 10:17 am
During the pandemic, many small and medium-sized businesses have developed a taste for CRM software; a small ray of hope in the middle of the crisis, so to speak. A CRM system can standardize their workflows and automate their business processes in ways never seen before. And although the coronavirus will still be with us in 2022, SMEs are no longer dealing with as many uncertainties as they did at the beginning of 2020. Below are some top tips on how to achieve your business goals in the new year with the help of a CRM system.
Just start: Integrate calendar, email and office software into CRM
Too many companies still use separate systems to manage their customer japan city name listrelationships, email communications, and appointments, and may also use Microsoft Office 365 and/or Google Workspace for other tasks. Because disconnected apps can't share data, they spend far too much time trying to keep track of daily communications and the data stored in these platforms.
Does this apply to your company? Then you should look for a CRM system that brings these separate solutions together. If your data is centrally accessible and you have a 360-degree view of your customers, then the entire team is on the same page. This simple measure can significantly simplify your workflows and business processes.
This is how you can optimize your daily business processes by integrating CRM, calendar, email and office software:
Let's say a prospect calls and wants to close a deal, but the sales rep she was in contact with is sick or on vacation. In some companies, the previous exchange with the prospect only exists on the sales rep's computer or email account (or even on sticky notes in a drawer). This means that this valuable data is not accessible to the rest of the team and the deal may not be closed. Conversely, if your CRM is integrated with your email system and other office solutions, data on every customer is stored in one easily accessible place. Any team member can seamlessly continue the conversation without having previously been in contact with the lead.
Just start: Integrate calendar, email and office software into CRM
Too many companies still use separate systems to manage their customer japan city name listrelationships, email communications, and appointments, and may also use Microsoft Office 365 and/or Google Workspace for other tasks. Because disconnected apps can't share data, they spend far too much time trying to keep track of daily communications and the data stored in these platforms.
Does this apply to your company? Then you should look for a CRM system that brings these separate solutions together. If your data is centrally accessible and you have a 360-degree view of your customers, then the entire team is on the same page. This simple measure can significantly simplify your workflows and business processes.
This is how you can optimize your daily business processes by integrating CRM, calendar, email and office software:
Let's say a prospect calls and wants to close a deal, but the sales rep she was in contact with is sick or on vacation. In some companies, the previous exchange with the prospect only exists on the sales rep's computer or email account (or even on sticky notes in a drawer). This means that this valuable data is not accessible to the rest of the team and the deal may not be closed. Conversely, if your CRM is integrated with your email system and other office solutions, data on every customer is stored in one easily accessible place. Any team member can seamlessly continue the conversation without having previously been in contact with the lead.