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CRM

How CRM is the best tool during this pandemic time?

August 10, 2020

Ways to deliver the best onboarding experience for new hires

Human Resource May 15, 2020

Ways to deliver the best onboarding experience for new hires

All of us know that the first impression is the last impression, the first impression…

A CRM software helps you to manage and store your business-related information with privacy control. You can manage your business-related important aspects like contact information, accounts, leads and sales opportunities in one central location. small businesses already have a lack of experience in managing all business information and keeping their track. hence CRM can help you to grow their business without any worries of how to keep a proper track of business information. CRM helps small businesses to keep the focus on constant growth with intelligent marketing automation. Manage sales reports and dashboards- CRM helps to generate a proper graphical representation of your sales so that it can be in an organised way and if it is necessary then anyone can take action at a proper time and stay in control of complex sales processes. dashboards help you to give a clear picture of the consequences of your decisions taken so that you can correct them at the proper time. Time tracking- This is a very important aspect of CRM, you can keep track of hours worked and so that ultimately you can improve your team's productivity, also you can schedule and track meetings and events with your team members. Mobility- CRM mobile app allows you to access your deals, project, sales, an advertisement from anywhere even when you are on the way. Contact management- CRM allows you to manage all contacts from one place so that you get a clear overview and build a better relationship. Privacy control- CRM is the best platform to keep a proper record of all tasks, estimates, sales and profits and with the help of privacy control, you can manage what to hide and what to show to your clients.

Human Resource May 15, 2020

5 must-have in your small business management CRM

A CRM software helps you to manage and store your business-related information with privacy control.…

Before software involved in our sales process, we were managing the leads on excels or in Outlook. But now Lead Management CRM can help you in tracking each of your conversations and interactions you did with the lead which will help in increasing ROI, cost reduction, lead qualification, lead nurturing, contextual interaction, faster responses and automation and hence more closures. Following are the steps of the typical workflow of Lead Management software in CRM. First of all, all the leads which you are generating from different sources should either get automatically created via integration or you need to import/create them manually, once the lead is in the CRM it needs to be assigned to the marketing person for further follow-ups, nurturing and qualification. In this process, users can send SMS, Email, WhatsApp from the CRM itself and log each call, meeting and tasks as well. Which will give a clear view of that lead and these insights will help inclosure. So Lead Management is a complete process of tracking and managing sales leads and converting them into Deals and maintaining long term relationships. so it is very important to select a proper software for Lead Management. Now we will see the essential features of Lead Management software. Capturing a lead -to attract your leads it is very important to define your goals properly so that you can convert strangers to the visitor and visitor to the lead, it is very necessary to establish a baseline that reaches your target. Lead tracking and distribution- as you have a list of interesting leads with your next step is distributing the leads according to their needs and preferences, separation of qualified and disqualified leads can be done. qualified leads must be followed by a Telecaller or a salesperson to explain your content and disqualified leads must be followed by email, messages and calls to develop their interest and to establish their needs. Filtering and grading of lead- after tracking of qualified leads it is very important to do the filtering process of leads according to their genuine interest. leads must be generated according to the grades of interest. Nurturing the leads by emails or calls- after distribution of leads, they must be kept in contact with emails for the call so that they can come across to your strategies and we can come across to their point of interest. Closing sales- after nurturing the Leads confirm a site visit and follow-up scheduled to visit till the sales have been closed. In this way, lead management in CRM can help you to grow your business.

CRM

Essential features of Lead Management software