CRM Software and CRM System – Customer relationship Management

Written by Tommy Redden

Customer relations management (CRM) software systems have been applied to almost every element of business that even remotely interacts with a customer. The original concept of CRM is far different than it is now. Since its beginnings, CRM systems have evolved into what it is today. Its evolution is driven by three elements: technology, integration and process. Recently, there has been a move to add another element to this evolution process: customer-driven CRM.

Why you need CRM?

Any well-developed business marketing class will teach you that businesses grow and succeed based on their relationship with their customers. Satisfied customers will be repeat customers and happy customers will refer new customers, so it’s paramount for any thriving business to keep their customers happy. A key component of managing customer relationships is having the right Customer Relationship Management (CRM) software. CRM software has been designed to help businesses benefit from their customer relationships.

CRM Software

Through CRM software you have the ability to track each customer with an individual file. The file documents any orders they have placed as well as interaction they have had with members of your team. As your employees quickly recall a client’s orders or favorite products, they can produce an up-sell by offering additional products that fit the customer’s shopping habits. Also, in each individual file the software will track emails, phone calls, face-to-face meetings, faxes and other forms of communication used by your company. Employees can take notes to highlight what the customer said and refer to those notes in the future. By helping customers know that you recognize them personally, you can maintain strong relationships and devoted customers. Through strengthening clientele that you already have the best customer relationship management software will help you discover new clients through referrals from your satisfied customers.

The great thing about CRM software is that they can store account and customer information in a centralized database. They can automatically track every small or large interaction of accounts such as customer contacts, money transformations, employee payment etc. They can also produce timely reviews and powerful reports that show the statistics about the financial state of your company.

Some CRM software helps companies to design and implement appropriate programs for each customer who can also help in marketing of products/services through direct marketing, e-mail and the phone.

With business now being mobile and on the move it is important to have access to the very latest data. With Mobile CRM you can have access to all of the companies’ data all the time where ever you are. Most modern account management software includes single database which have links to all data resources of the company which is perfect for those that work on the move like in road shows or sales representatives.

CRM software that works with account management programs helps employees to effectively provide appropriate services to customers. The sales force automation and effective communication also help employees, especially sales representatives, to easily coordinate different activities. The company management can also monitor and regulate their employees more effectively.

CRMworx™ | Contact Management for Workgroups

CRMworx™ is a robust Contact Manager and quote/proposal creation tool for up to 20 simultaneous users (requires license for multiple users). Contact activities may be recorded and tracked with the Clients and Prospect modules. The Contact records of Individual representatives or Account Managers may be isolated or filtered by User Login and by Work Groups.

Share Data with Common Application Files

CRMworx™ provides an easy and simple way to import contact records and/or item records from common business applications like QuickBooks, Microsoft Outlook, Google’s Gmail, and many other applications that can export to a standard.csv text file.

CRMworx™ can perform powerful mail merge and database sorting functions without an external word processor or spreadsheet. Therefore, using the CRMworx Report Builder you can create and print a wide variety of documents, labels and reports including:

  • Client List
  • Marketing Letters
  • Mailing Labels
  • Mail-merge PDF documents
  • Prospect List

CRMworx™ is a very flexible proposal or quote creation tool, which provides the end-user many options for multiple products, discounts, payment options and sales taxes. Here are some highlights of CRMworx as a quoting tool:

  • Bill To and Ship To Addresses
  • Discount by Item or Order
  • Option to include special contract terms
  • Progress Payment OptionsDetailed Table for Item Listing or Bill of Material and Labor
  • Option to Calculate Lease Payment
  • Option to add over-time rates
  • Option to create a trade-in schedule
  • Option to calculate commissions and to create a commission voucher and statement
  • Option to include Scope of Work and Job Task for Project Management
  • Option to include Sales Forecasting Data and Sales Lead Tracking

CRMworx™ Document Generator

CRMworx™ allows you create professional agreements, marketing letters, proposals, and orders for individual items and systems.. The program is designed to optionally work with Intuit’s QuickBooks inventory files, which are exported as ‘.IIF’ from QuickBooks and imported in to the Items file for CRMworx™.

  • Once the proposal data is created, the programs can automatically create important documents such as:
  • Sales Proposal, many formats to choose from;
  • Bill of Materials and Labor;
  • Purchase Agreement;
  • Purchase Agreement Terms and Conditions;
  • Delivery and Acceptance Certificate;
  • Print your Warranty Document;
  • Print your Labor Only Maintenance Agreements;
  • Print your Full Service Maintenance Agreements;
  • Plus, much more because you can create your own documents and reports using Report Builder!

CRMworx

Free download

Price: $ 100.00 USD

SalesNexus online CRM software

SalesNexus online CRM software helps facilitate many functions within your sales and marketing departments. By using SalesNexus you get all the benefits of no upgrade costs, no server maintenance, no IT costs and and  online customer relationship management that is available anywhere for your team. Our fully featured online CRM software includes sales automation, email marketing, team collaboration and database customization. Leading the online CRM industry is our Success Team support with access via phone, email and chat for every user. SalesNexus is built by sales people for sales people. It’s packed with CRM tools to generate and nurture leads while enabling your sales team to manage and close more deals with CRM Software.

What CRM online software can do for you?

Web Based Sales CRM Software

Built for salespeople by salespeople, SalesNexus online CRM software creates sales automation by managing intelligence and creating automated processes that save time and close sales.  Capturing new leads, automating the response and measuring your success has never been so easy!

Unlimited Email Marketing With CRM

With SalesNexus you get unlimited emails with no additional charges!  Complete, fully featured email marketing includes tracking of opens and clicks, automated auto-responder campaigns, insightful analytics and the ability to easily manage lists and create emails. Plus it’s fully integrated email marketing with online CRM for all your business needs.

Secure Information and Contact Sharing

Securely share contact information, notes, documents, reminders and ongoing step-by-step processes all accessible by any user, anywhere in the world.  SalesNexus lets you take action rather than waste time searching for information.  And it’s safe and secure. Guaranteed!

Customized CRM Made Easy

Customizing your CRM solution has never been so easy!  Quickly create personalized fields, screens, processes and campaigns in our online CRM software without restrictions.  If you need help, our Success Team won’t rest until you’ve achieved your goal!

World Class Support Team

Our support team is available via email, chat and phone to help you create successful online CRM and email marketing campaigns. We help you get started and stay on track to meet your CRM and email marketing goals.

Get free trail and more benefits of CRM online software at http://www.salesnexus.com?affiliate=tommy517

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