Traditional tools of marketing, business management, and reporting are not enough, for small and medium-sized businesses to cope with the changing business dynamics, especially when, your competitors have crossed the moon marks. So, the question here is what to do and what is the quickest and feasible way for SMBs’ to adapt to such change? The solution is, to leverage innovative and flexible tools such as CRM.
CRM is abbreviated as “customer relationship management.” It is a combination of tools and technologies that helps a business in acquiring, nurturing, retaining, and managing customers along with business operation without leaving the CRM dashboard.
CRM Solutions
Based on regular operation, the businesses that are run manually have to face a lot of difficulties. When the day starts, the manager has to manually create and assign a task, HR department deal with recruit process, and interact with employees. On the other hand, if a business has to devise or improvise any content or a marketing strategy, they have to take an elevator to meet a certain person in the content department, for reminding him/her that you send an email. Here, the implementation of regular CRM is not enough. One needs a customized solution that addresses the challenges and aims to resolve pressing problems faced by the business.
Here it is also important to comprehend, what does your business need the most, either a smooth operation with a unique workflow, a commonplace for teams to interact and to store customer data, or analytic to improve business strategy? Well, instead of choosing one, it is better to go for these all with an all-inclusive and innovative CRM that can also cater to your needs of customization as well.
No worries, Techloyce is here to help you with the Custom CRM solutions. Our Certified CRM consultants can assist you in visualizing your needs, requirements, and most feasible solutions.
The solutions provided by CRM are:
1. Automation
Some of the significant benefits of business automation are it reduces cost, provides transparency in business operation, document management, and compliance with taxes.
Well, every CRM is programmed to perform these tasks, but what you need from CRM automation, that is important. For instance, automation can reduce the efforts of pharmacists in manually updating the records for every patient, prepping medication for delivery, and inventory replenishment, by customizing the CRM to assist pharmacists in their daily tasks. Integrate applications used by them and bring everything on a single dashboard for quick access. The same goes for eCommerce and other industries.
Moreover, custom automation not only includes custom workflow creation but also include custom feature and application a business needs for operation. Later, based on recurring tasks, the CRM is programmed to run a certain specific cycle of operation when a particular ticket is generated, when a business acquires a new client, or when a customer drops a question to the support team, etc. This automation automatically sends notifications to the respective person or generates a ticket for a specific department and automatically prioritizes tasks based on their nature.
Read: Marketing Automation Trends to Watch Out for 2021
2. Web & Mobile Application Development
CRM is a cloud-based system. It is extremely flexible as it can integrate with multiple applications and helps the business in providing a better customer experience. But every business has different requirements, and depending on their need the Techloyce provides customer CRM solutions.
For instance, a company that provides marketing solutions to other businesses is required to produce multiple applications or websites, with an altogether unique theme, touch, and feel. On the other hand, insurance industries have altogether different needs. To suffice this, Zoho Creator and other low-code development applications are integrated into CRM that helps the client in creating custom applications within a limited time.
Learn More About Why You Need A Low-Code Development Platform! Here Is A Guide To Assist You!
3. Team Collaboration
Every industry has a different team collaboration need and requires certain applications integrated with their CRM, that is used on regular basis by the employees. In an e-paper, the need for team communication and collaboration with other departments is more frequent, as for employees in the restaurant industry. But, both require a different application, first need document sharing, and others require information sharing either related to order preparation or inventory refill. To facilitate this collaboration multiple communication applications, such as Desk, Meeting, and RingCentral, etc. are integrated with CRM to provide quick communication solutions to the employee and management. For project management, applications such as Jira, Trello, and Asana, etc. are used. But, a pressing question is what integration you need for each task, and, it is determined during the CRM consultation session.
Learn More: Project Management Tools – How are they helpful for the PMs?
4. Data Sharing, Synching, And Storage
One of the most important things for businesses is to have a secure platform where employees can share, retrieve and access any information or document when needed. Depending on the industry need and secrecy of information SharePoint, Dropbox, and Google Drive, etc. are integrated into CRM. Software houses need secure archives to store codes and clients’ information. And, only custom CRM can provide this. Here at Techloyce, we take into account the needs of clients in mind before recommending a certain CRM.
5. Reports, And Analytics
The biggest challenge of every business at the end of a fiscal year is to produce an annual report comprising of net revenue, lost and acquired customers, expense details, and other significant information related to business operations. For example, a web streaming website has different reports that include the details of visitors, subscriber data, net revenue, earned and pending invoice, etc. for this CRM need to customize the report and need differ rent template. Likewise, real estate businesses have different requirements. Therefore, it is important to integrate CRM that is tailored to produce certain results.
How to Choose a Custom CRM Solution for your business?
Before reaching to CRM Consultants it is important for business owners and manager to pinpoint certain thing such as:
- What are the goals of your business, e.g. improving marketing strategy or inter-departmental communication, etc.?
- How much budget a business can allocate for CRM implementation?
- Integrations, the list of application required for a business to function
- What expectation a business has from a CRM and results?
To Sum Up
Investing in the right CRM is of equal importance as an investment in stock. To help businesses in making the right choice, Techloyce is offering the service of certified CRM Consultants. We are partnered with Zoho, Odoo, HubSpot, SugarCRM, and with KissFlow. Our experts are well-versed with business operations and conduct a thorough analysis of client’s business before recommending a certain CRM.
