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CRM and SALES

Wednesday, November 23, 2016 2:11
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(Before It's News)

CRM – Customer Relationship Management Software in an important part of the growing business. If your organization has a need to keep track of all your customers / clients, then the appropriate solution is CRM

    How to choose the right CRM? 

       Initially you have to make a list in which you have to mention what feature you would need, your overall goals, your business process and new requirement etc.

 

Therefore, what are all the criteria for selecting the right CRM?

 

Know what all features you require

It is important that you understand what issue you are trying to solve.

Nowadays CRM is very powerful. In addition, make a clear-cut idea about your goals or requirements. 

 

Check how long it takes to implement. In addition, how much it costs

Nowadays CRM implementation processes are quick, easy and FREE. Ask your CRM vendor (OR shortlisted vendors) how long the implementation will take. And, how much it will cost?

Consider the software and hardware you already use

Before, you decided to implement the software you have to confirm that “will the new system is integrated with the existing system.” Integration with the existing system is important for ease of use; if the integration is easy then the new system can work seamlessly with your existing system

Consider a system that promotes user adoption

Try to find a CRM that minimizes the “friction” so your team will use the new system easily.  Make sure that the new CRM system will definitely ensure a great user experience and is easy to use. Because our employees will easily adopt with such systems

 

Check out your Customization options

Each business process is different these difference makes differentiates you from your opponent.  Business should grow so, business processes also changes, hence, make sure that your system has the capability to handle the processes, and it has the flexibility to adopt the new changes

Ask your vendor about the future customization level of the new system.

Inspect how it will improve efficiency

Your CRM should boost the productivity. Aim of any CRM is to produce the growth and profit. Hence, try to find out a CRM that automates the tasks

 

Is CRM to centralize your business processes and make you much more organized?

Is CRM to scale your business operation and make you more productive?             

 

Try before you buy

“It is better to go for a test drive”.Because, it helps the users to understand the features.If you get a chance for testing before buy,let your team test out every single feature available.Get their feedback and take it back to the vendor

These are some factors. However, open your eyes and ears to every corner of your business process…

Now, I would like to share some ideas about Odoo OPEN ERP CRM Menus and its functions…

 

Lead Management

One basic features of Odoo Open ERP CRM is lead Management. Here, you can manage all your leads by various users of your organization. You can further convert the lead into opportunity and further more. Creating lead is simple

 

Opportunities Management

The leads, which are converted,are considered as important to track the sales channel of your business. You can track the opportunities in various stages and can schedule meetings and phone calls or chat related to the opportunities

 

Meeting Management

 The Odoo Open ERP CRM you can manage and schedule all your meetings or demo with your client with single mouse click. Here we get another advantage that is calendar integration, which help us to schedule and manage all meetings and calls easy and proper

 

Phone Calls Management

 Next important module of Odoo Open ERP CRM is the Phone call management module. In which you can manage all your incoming and outgoing calls. You can easily plan and schedule the calls to various clients or customers

 

After sales services

 Support module of CRM within Odoo Open ERP allows you to help your customers with after sales services, some features of Support management is client claims management, technical support, help desk etc.

Generally, CRM fields includes;

Company Name

Primary & Secondary Contact

Company Address

Phone Numbers

Email Addresses

Website

Social Media Sites

Contact Dates

Status

Notes

From the above details, we can easily conclude the customer / client follow up details. We can easily identify the status of each customer or client. By analyzing these details, we can form any new marketing strategy

for more details please click here

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