Mobile CRM

Getting Started with Mobile CRM

Getting Started with Mobile CRM

Mobility in CRM refers to the use of mobile device including tablets and smartphones for effective Customer Relationship Management. Connections through mobile CRM allows sales team to access the data of a customer through CRM mobile applications or via browser using cloud CRM. One of the most significant advantages of mobility in CRM is that it allows the sales force to generate real time information of the client, meeting customers and prospects.

Adoption Rate of Mobile CRM

According to Forrester Research, 50% of the organizations and approximately 40% of the SMBs were rolling out, using or piloting Android and iPhone applications for the automation of sales.  The Gartner Group anticipates more than 500% growth rate within the next 5 years.

Significance of Mobile CRM

The massive use of internet from mobile to computer devices has become universal especially within the last two decades. The percentage of internet traffic through mobile device increased from 1% in the year 2009 to 13% in the year 2013, and three years later it is still growing every single day. This has completely altered the way organizations work. Customers and users receive information about your product and services which is now readily available to them on their smartphones, laptops, social media networks, whenever they desire.

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Top 3 Reasons Why SMBs Should Immediately Adopt CRM

Top 3 Reasons Why SMBs Should Immediately Adopt CRM

 

Top 3 Reasons Why SMBs Should Immediately Adopt CRM

Customer Relationship Management is a concept and a viable sales strategy companies use to maintain and retain relationships with their permanent and potential customers. It comprises of all the strategies, practices and technologies that companies use to manage customer interactions and build relationships. The main goal is to improve business relationships with clients and customers through customer retention and driving sales growth.

Today, Small and Medium Business (SMBs) have adopted CRM systems that are designed to compile information of their clients and customers across different channels. From company’s website, direct mail address, telephone, live chat to social media and marketing materials, CRM covers everything. CRM software combine customer information and documents into a single database, thereby providing businesses complete access to the information.

CRM leverages customer data to accelerate growth no matter what size your business is. They are considered by companies as the secret sauce that can transform small businesses into a strong, vibrant and growing business. The most essential features CRM software offers to businesses are.

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15 Practical Challenges in CRM Implementation

15 Practical Challenges in CRM Implementation

Plan vs Reality small

Challenges in CRM Implementation can be broadly categorized into:

  1. People Challenges
  2. Technology Challenges
  3. Business Process Challenges
  4. Other Challenges

People Related Challenges in CRM Implementation

#1 Lack of senior management sponsorship

challenges in crm implementation - lack of mgmt support

 

  • CRM initiative solely driven by IT team without management buy-in.
  • Business users unclear or unconvinced on benefits of CRM.
  • Management not willing to commit to enforce CRM adoption.
  • Underestimating Change Management demanded by CRM.

Mitigation – Having an internal CRM champion from executive management.

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CRM for Life Insurance Organizations

 

SimpleCRM to provide Lead & Case Management Solution to one of the largest Life Insurers in Southeast Asia

SimpleCRM will provide Lead & Case Management solution to one of the largest Life Insurance organizations in Southeast Asia. The solution is expected to expand the Life Insurer’s existing customer base and streamline its support operations. The company zeroed in on SimpleCRM as the most cost effective, enterprise ready CRM for Life Insurance operations with comprehensive Sales Automation and Multi-Channel Customer Support capabilities.

SimpleCRM Lead & Case Management solution will enable the company to:

  • Automate lead management, opportunity management, follow-ups and other sales related tasks.
  • Consolidate information and enable management to have real-time, accurate reports that greatly enhances the sales funnel visibility and forecasting
  • Leverage existing customer data for sending offers, promotions and updates via email, SMSes or outbound tele-calling campaigns.
  • Link social media campaigns to SimpleCRM and directly capture leads in the Lead Management System.
  • Run Multi-Channel Support Centre to eliminate customer aggravation when they are forced to identify themselves repeatedly or CSR not being up-to-date on prior conversations.
  • Streamline and boost service operations and enabling up-sell/cross-sell.

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CRM for Higher Education

Have you wondered about what CRM for Higher Education offers and whether you need it for your educational institute?

You might if you:

  1. Have enquires coming from various sources and want to ensure effective follow-ups.
  2. Want to find out how many leads are getting converted in a month and how your admissions counsellors are performing.
  3. Are using hard copies or word or excel to manage leads or enquiries.
  4. Would like to have a better student or faculty feedback tracking OR trouble ticket management solution.
  5. Finding it difficult to maintain effective relationship with your alumni and corporate donors.
  6. Are not sure what was your return on investment for your marketing campaigns.
  7. Would like to have instant reports on campus wise fees collection.
  8. Want to better market your MDP programs and manage corporate relations.

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Configure Price Quote (CPQ)

 

What is Configure Price Quote (CPQ) solution? Do I need it?

You might if you:

  1. Have someone who manually reviews quotes before sending to customers.
  2. Have plans to increase sales revenue and need a solid system in place to help you scale your business.
  3. Are using Word or Excel to manage leads, opportunities and produce quotes.
  4. Are frequently on the move and need easy access to latest products, product bundles, pricing, current offers, etc.
  5. Have hard time determining quickly which discounts the client is eligible

Sounds familiar?

 

Yes, but tell me more.

You may also be able relate to the following problems:

  1. Sales team is frequently sending incorrect quotes for your approval, or worse still, sending incorrect quotes to the customers.
  1. Discount approvals are not being consistently applied resulting in incorrect pricing, offering expired discounts or applying discounts to wrong products or services.

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Omni Channel Help Desk CRM

What is Omni Channel Help Desk CRM? 

Say a company offers a great product or service, has a great lead generation engine and a crack sales team, who wins tons of new business every month. It has everything going for it in terms of customer acquisition but does not have a Help Desk CRM or Support Centre CRM. So the question becomes, are its customers experiencing a great customer service for the products or services purchased, are their issues and enquiries getting promptly addressed, are they satisfied after their purchase or are feeling buyer’s remorse? In short, is the company able to retain most of its customers after acquiring them?

A good support center or help desk crm allows you to interact with the customers who call in with problems or send emails to support@companyname.com. A better customer support crm will also provide a customer self-service portal where customers can log in to report (and track statuses of) their issues.

In today’s digital world there are additional ways in which a company can interact with or engage its customers:

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