Benefits of using CRM software

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Relationship with customer

Relationship with customer

From prospect to lead to customer, their journey is captured in the CRM. These insights put you in a better position to recognize people, their needs, and how business can work

Lesser data entry

Lesser data entry

CRM lets you automate mundane tasks like creating leads from signup forms and sending welcome emails to new leads. Spreadsheets demand data entry; CRMs minimize it.

Better communication

The CRM system becomes a single source of truth for every member in your team. No information gaps, no back-and-forth—the customer hears a consistent voice from business.

Healthier Pipeline

Healthier pipelines

Being able to visualize your pipeline makes it easier for you to prioritize deals and pick them off diligently. As a result, your pipeline stays clog-free and you remain committed to the bottom line.

Higher Revenue

Higher revenue

Because you have a well-rounded view of your customer at all times, you can cross-sell and up-sell at the right moments, with higher success rates. This also reduces the chances of attrition.

More collaboration

Information in the CRM is useful not just for your sales team, but for marketing and support too. They can plan campaigns and respond to tickets better using sales context of more collaboration.

Choosing the right CRM for your business

CRM software was originally designed to help businesses build and maintain relationships with new and existing customers. Since then, CRM software has evolved from a simple contact management system into a robust tool that helps users manage sales, marketing, point-of-sale (POS), accounting, vendor and other types of operational data, all in one easily accessible solution.


Simplicity

An intuitive user experience, a clean interface and minimal time required to get started: these are important indicators of simple CRM software.


Price

Watch out for hidden costs in terms of maintenance and implementation. Look at charges for basic features like phone and email. If there’s a free CRM version, give it a spin.


Relevance

The ideal CRM for your business solves your use case(s). Before starting a CRM hunt, keep your use case(s) ready and clearly defined.

Why use a CRM software?

Better Decission

Insights for better decisions

You can consolidate disparate customer data to look for patterns, trends, and other insights critical to strategic decisions or a timely response to market behavior. Likewise, you can translate customer data streams from different sources.

opportunity

Increase sales opportunities

With more information on hand, you can qualify new leads faster and focus on promising prospects. You can also see which customers are up for an upsell, cross-sell, or sort out and reactivate dormant customers. Likewise, better engagement.

Profile Customer

Profile customers easily

By organizing customer data in a centralized database, anyone with access have a 360-degree view of customers. Information like contact details, demographics, transaction history, support engagement are easily retrievable through tags and filters.

Sales and Marketing

Align sales and marketing.

Sales can feed on-the-ground data to help marketing craft campaigns and brand messages. Marketing can feed sales with new leads in bulk. Both teams can share contacts, deals, and insights that fast track the sales.

Sale forecast

Accurate sales forecast

With a clear sales pipeline it’s easier to see what deals and tasks are coming in and out, what are moving and stagnating, giving you patterns for forecasting of make accurate sale forecast.

Collect Data

Collect data fast

Sales can quickly store customer data on the field via mobile access. Support can save customer interactions in phone, email, chat with a few clicks. Marketing can automate sorting of campaign.

Essential features of a CRM system

Important: not all CRM systems have the same feature set. Some offer built-in phone, others don’t. Some let you create a basic bunch of reports from templates; others let you dive in, customize and create granular reports. All things considered, these six features are indispensable:

Lead management

With a CRM, you don’t have to sift through a lead list on your email client or a spreadsheet.

Everything you need to know about the lead—their demographic details, “lead score”, latest conversations with your business, activity on your website, even their recent tickets—is available on one screen

You get a dedicated interface with a list of your leads. Clicking on a lead opens up a screen like the adjoining image




Lead Management

Contact Management

Contact management

View your contacts

Edit your contacts

Prioritize contacts (lead scoring)

Automatically assign contacts to reps


Email management

Connect your mailbox to the CRM

Send personalized emails

Send bulk emails

Schedule emails

Filter emails

Email Management

Email Management

Managing sales reports

Create reports

Edit reports

Schedule reports

Share reports

Preview reports

Create report dashboards

Anything else you can do? Of course.

Add notes

Make quick notes about your leads, contacts, deals and accounts, in their respective profiles.

Create tasks

Schedule tasks like follow-up actions and call reminders for every prospect and/or account.

Set up appointments

Manage your calendar from the CRM, by setting up meetings across time zones.

Attach files

Upload files or add URLs from sources like Google Drive, before sharing these resources with your team.

Integrate with software

CRM software can sync with many tools, including marketing automation and live chat software.

Repetitive activities

Automatically create leads from emails and form submissions; let the CRM change deal stages for you.

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