Category: SalesForce

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How To Get The Most Of Out CRM

crm software development

It has been seen that most of the time customer needs help of the customer to complete the purchase of the product . For any business organisation to run on the path of success , effective customer support is mandatory part . That is the reason , no matter what is the size of business , they all are loving to adopt Customer Relationship Management ( CRM ) solutions , which helps them to manage customer data , their order history , handling customer request and more .

CRM is a tool that helps the organisation to keep track record of customer information like order hostly , their preference and engagement and more . This facilitates organisation to know their customer at deeper level and showing the product or services that will be preferred by customer . CRM stores the information in central database which is easily accessible by all the departments of the organisation to make it more convenience for everyone present in the organisation .

To get the best out of CRM , it is important to focus on best practises that can facilitate us to get the maximum benefit out of it .

This article helps you to conceptualise most important things which you need to take care of while choosing your CRM . We at CRM software development company for over decades , and due to this experience we have prepared guideline to invest in new CRM .

Choose The CRM Required By You , And Not The Best CRM

Not every software is crafted according to your organisation need . It is always recommended to research on the CRM you are going to implement , rather than preferring the CRM solution often referred by your friends or business partner . Every CRM has their own pros and cons . So before finalisation of CRM solution you must check with all the requirement , and even if it does not contain some common features which is not required by you , you can choose that .

Also before choosing the CRM solution , you must also considered that whether you want local CRM , or you want cloud based solution . Whether you want to go on with monthly service contract , or want to invest one time upfront cost . Whether you are in need of customised solution ,  or common made features is enough for you .

So by keeping in mind of all the above points , you should take informed decision for solutions available in the market . It has always been seen that service contract may sounds costlier than upfront cost but may not support your future customisation and thereby increasing the cost .

Automate The Task Of Organisation

CRM tools are well designed to automate all the task of the organisation , thus saving heavy lifting of your business . For instance data entry , data entry is the real time consuming process if it is done manually , which can easily be automated by CRM . Taking the advantage of this automated system will not save your organisations precious time , but will also free up your employees and employing them in some other important task .

Training Of WorkForce About CRM

A good CRM system is not good until  you are aware of making full utilisation . So it is necessary to guide your workforce well about the benefits of CRM , why it has been implemented , how to use the same .

Periodic test to see how well they are been educated is crucial to ensure productivity does not go down .

Rules Are Important

For a CRM to function at its full potential , you should ensure that it is never being misused . For instance , you can put one rule that every lead lead data must be entered in CRM without any excuses . Enforcement of such types of rules helps data integrity , more transparency and smoother transactions .

Easy Availability Of Data Across All Departments

One of the major benefit of CRM is the data is easily accessible to all the department all the times due to centralised managed databased in CRM . By promising of data accessibility across all departments ,  CRM helps to avoid confusion which obviously may be the case when you are having to many cooking for preparing the single dish .

Assume if there is no CRM , it means once the customer raises any concern , the information may passed from one agent to another and then to another agent , which results in customer frustration and lost revenue . But with the help of CRM , a data entered by salesperson can be easily accessible by IT professional , or any one needy in the organisation within minutes , thereby facilitating best customer service possible .

Data Is Gold , Utilise It , Mine It

CRM are developed to handle mass amount of data . But what is the use of the data if you don’t have analytics of the data . CRM system has inbuilt feature to mine all the captured data and use that information to produce valuable conclusion which can help you to be future ready and make informative decision accordingly .

If your CRM does not allow you to analyse the data , then those information is nothing more than thus storing the data and consuming up your spaces !!

Also read : ERP Vs CRM Software

Choose Simple And User Friendly CRM

It is usually the case with many organisation that when they first encounter with the varieties of CRM solution , they want to invest in something that might be complex and far more than what is required by your organisation . Be careful with that and take the decision precisely – always choosing the best CRM that suits all your need is preferable . Choosing the features with lots of features that is none of the use for your organisation is ineffective for you . This step helps you and your organisation team member to take full advantages of your CRM , without wasting their time on unnecessary features .

Above all , you should always be willing to make changes in CRM in case required . The requirement  generates from your day to day operation and can guide you how they can be performed as per your expectation . CRM has more than the expected potential of performing well , but it will exist only if you successfully implement the CRM and do necessary customisation as required from time to time .

Winklix is also one of the best CRM software developer providing custom CRM software development , Salesforce Customisation and more .

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How To Regularise Sales Process Through SalesForce

salesforce consultant winklix

None of the product can find their own customers until and unless it has been promoted well . With technology becoming more and more smarter and customers are becoming sophisticated , business should also take technological advantage of the recent innovations .This article is all about how a CRM implementation in the organisation can organise the sales process in organised manner using Salesforce Sales Cloud drawing salesforce consulting experience .

Lead Qualification And Assessment

When it comes to lead qualification , it plays an important part in lead conversion process . Gathering customer data and taking regular follows ups play a important role in lead conversation . In this regard the importance of CRM tool is very hard to overestimate .

  • Salesforce sales cloud helps creating customer data , tracking of important customer together with regular follow ups . Their artificial intelligence report will help you better understand which customer conversion rate is higher and you can start dealing with more effectiveness . As the same time , it saves the sales reps time as all data is present in centralised database and saves time which may gets consumed in copying and pasting from different documents or searching for different data which are stored in silos .
  • Data gathering and analysing from social media aids sales reps to focus on the most important leads rather than wasting time on the leads which will never gets converted as per their social records . As the same time sales reps will get to know the prospectus and desired expectation of the leads thus helping them to understand their customer in more effective way .
  • Einstein lead scoring is a tool for prioritising leads on the basis of sales readiness . This is calculated on the basis of the interest a lead shown in your business . It uses the tool of machine learning and data science to discover lead conversion pattern and priories the leads to be focused on first .

Also Read : SalesForce Einstein Api Tutorial

Proposal

Making a proposal for your customer without having a Depp knowledge of their requirement is like running in a dark . It is the most common mistake that any business does is absence of customer data , customer might be in need os some other product , and business give other things as not required by customer leading to failure .

  • SalesForce Sales Cloud functionality has an inbuilt functionality for creation of proposal as well . A sales reps can make customise quotation as salesforce keeps the data right from beginning and will help you determine which product suits best for that particular lead , thus contributing to positive customer experience .
  • Salesforce allows quotes from opportunity and its product and then each opportunity can have end number of quotes in relation to synced with opportunity . In SalesForce , your sales reps can create different quotes offering different combination of products , quantities and discounts on the basis of which customer can take effective decision .
  • Creating opportunity team in Salesforce Sales Cloud will help the marketing department to tailored the needs of complex proposal making by consulting with the engineering department , thus making the complex proposal easier to make .
  • Cross questioning of customer at the time of making the proposal for customer is also facilitated by SalesForce .

Handling Objections

No sales can go on a straight peak line . In reality the majority of sales go hand in hand with objection . Some of the common types of problem and the variety of solution offered by Salesforce is discussed below :

  • Need :Umm … It might be the case that a customer may not be in need of your product , which can be true in various aspects but at that time your sales reps can come down by communicating pros of solutions they offer and how it can actually benefit them by adopting the same  . SalesForce also provides for showcase of products together with its benefits and capabilities .
  • Budget : When it comes to budget of the lead , it is one of the hardest decision which must be taken care of . Is this respect a sales representative can provide the prospectus budget with best features offering . A SalesForce always proven as a  helping hand by giving you a 360 view of the customer gaining a better understanding of their preferences .
  • Time : A hard and fast rule of ” Buy now or you will regret the offer ” always proven to be effective . The best way to convert the leads is to be in contact with them at regular intervals . SalesForce allows to fix a schedule to make a contact with the leads as and when stated thereby reminding the sales rep to contact one account to another .

Follow-Up

Having your sales lead closed does not mean having a job done . In fact it is just the beginning of new fruitful relationship with customer which will be gained on the basis of trust , provided you manage to maintain thew healthy relationship with clients .

Salesforce cloud facilitates the add on functionality of taking follow up with the clients on the due dates and making friendly reminder if client has not been contacted yet . At the same time sales reps can schedule meeting and see responses of meeting on Salesforce classic and SalesForce mobile app. SalesForce shows events and reminders on a single reminder window and can be personalised as per the needs .

In SalesForce it does not matter when the lead is converted into deal or not , if it is converted then it will take the regular follow up , but even if it is not converted into deal , it keep the track record of the lead and keep sending them promotion offers and mails in order to continuously engage with the lead , with a hope that it might be converted into deal later on .

Understanding Competition

Understanding what your competitors are offering and how you can actually take advance by offering your customer a eye catchy offer can act as a helping hand in maintaining competitive edge and always be a step ahead of your competitor . Some of the ways in which you can see a eye on your competitors are :
  • Reviewing how your competitors are reaching customer
  • Quickly checking out of competitor website .
  • Offering better pricing and offer than competitor .
  • Buying and enquiring of product directly from competitor .
  • Following competitor on social media .
SalesForce has a competitor module which helps you to track competitors by listing the name of the competitors . Creating a pick list of competitors and keeping a strong eye on the same can benefit you in numerous of ways . This will help sales reps to get the overview of the pricing offered by competitors to customer and sales reps can deal with customer accordingly by offer them great offer on the same product . At the same time sales reps can also get to know about advantage , weakness and other things of competitor.

In A Nutshell

Boosting your sales requires investing in right tool and smart technology . SalesForce cloud has the full potential to manage the whole sales process till the closure of the deal . In case you are looking for customised solution for your different sales stages , you may hire a salesforce consultant to customise the salesforce as per your need so that you can take the full benefit of the same .
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Hint To Choose The Best Real State CRM Software

real state crm software development

Apart from all the hurdles and affairs we face in an business organisation , the one which we can not neglect is customers ,  who keeps your company afloat . They may be feeling thankful when it comes to managing a customer with effective IT solution by way of CRM solutions which helps you maintain stronger relationship .

Business which are involved in real state business is mandatory in need of CRM solutions which can help them in maintaining a long term customer relationship which is necessary in this field along with storing customer records which need to be maintained accurately .

Now lets look at the criteria of selecting CRM software :

What’s The Real Aim Of Real Estate CRM System

Before coming to any decision and choosing the best CRM , let’s look at the features which is actually required in the real state CRM .

You should keep the following points in mind :

  • Is your business is about sales or rental ?
  • Is your CRM is going to manage low income or luxury ?
  • Does it contain the efficient sales management .

The first and primary aim of any CRM to manage the sales lead efficiently , regardless of the resources it came from , for instance email marketing , online advertising and so on . The platform should be digestive enough to ingest all the data and then filter the data as per the needs.

When talking about the CRM , we must primary focus on the following functionality :

  • An automated import of data leads .
  • An opportunity for the manager to track salesperson who have converted the most number of leads into deals .
  • The effective management of hierarchy of management .
  • The hierarchy of access depending on role of team .

Now lets look at the tips to choose the real state CRM software :

1) Don’t Let CRM Services Trick You

There are plenty of CRM solutions available in the market which is comes to real state activities . But the fact is every real state business have specific scenarios which are being followed and need also be present in the CRM they will choose .Apart from choosing the general purpose CRM having the general capabilities , every business organisation needs custom customisation and integration needs as per the demand of the organisation , thus thereby extending the capabilities of your CRM

2) Let CRM Store Your Data

When it comes to renting a property or selling out the property in real estate business , it required a series of documentation and processing . Depending on the type of business , you will have to face with different necessity to attach information about your customers .

For instance renting a luxury property required tax information , income proof and so on which may not be the same while renting a common property . Thus keeping in mind you should choose the CRM that must be able to :

  • Various formats of files .
  • Importing of document into the system .
  • Give high security of data .

3) Multiple Platform CRM Accessibility

It does not matter whether you are in a business of renting or selling , you should never underestimate the convenience of mobility . Most of the staffs in real state business are on the go , and hence the solution that can work along with their on the go can suits you best . The best example is sales staff in any organisation , which may need to update or find information of the records in CRM via their mobile phones .

This necessarily means you must have a desktop software along with the web version and mobile solution when choosing the CRM software solution . For that purpose code has to be responsive and capable of performing across all platforms .

4) Customer Interaction Is Needed

It is not over once your sales guy has closed the deal with the customer , rather it is just the beginning of customer with your organisation to experience all your services . Once you have signed the lease agreement with the customer , the next part is letting them know the operation related to property management and other stuff .

Whatever software solution you are using it to satisfy the maintenance request of renters should be well integrated with your CRM m in such a way that your staff gets all the information right from dealing to checking their past records , renewing their lease and so on .

Your CRM must also have a integrated with system of accounting in order to get automatic renewal reminder and will also be proven beneficial in case of delayed payment or damage of property .

So mapping a CRM solutions from different angles together with its integration with third part services to access the benefit of the same can help you find the best CRM solution

If you need to know the more detailed functionality of CRM or want to build a custom solution right from the scratch , we can help you out .

Winklix is leading CRM software development company who can help you ease on your real state business .