CRM as a Factor of Growing Business

CRM tools enable businesses to select appropriate platforms based on size and need for
future expansion. But what does CRM stand for? CRM means customer relationship
management. Customer relationship management should be streamlined in order to make the
business process more efficient and adaptable.


Therefore key business resources such as CRM software should not be overlooked by growing businesses being anxious about building irrefutable brands. Creatio.com makes it easier to understand what CRM is by availing more details to businesses concerning business development opportunities that they get from a good CRM software. See more features below.

1. Automation of workflow

Automation saves you more time as well as reduces the costs of business operation. However, the business must identify and install the right CRM with the most appropriate features. Custom rules also allow the software to perform specific roles based on particular events. For example:
  • Any time a guest fills a feedback form on the company website, the software sends an automated message directly to the most relevant sales team or rep. 
  • When the sales rep receives the message, CRM prompts a response with an acknowledgment.
  • The CRM sends custom follow up messages after a particular period of time in case the lead does not respond to previous messages from the sales team.
Therefore, CRM helps businesses more tactically and this level of workflow automation saves time and energy spent on road works in trying to track and complete orders or even control inventories. 

2. Third party integration

The ability of CRM software to adequately integrate with existing company software is a great add as it reduces the cost of changing or removing existing tools as well as transferring data to the new media. Businesses should therefore prioritize compatibility before buying new CRM software, which means you need to get one that can easily connect with existing software.  This feature allows you to:
  • Build lists and launch marketing emails from the CRM software or email automatically without having to open both of them 
  • Sync data and back them up using Dropbox and many other clouds back up services.

3. Customization

Some of the best CRM in the market allow you to customize basic company needs into the CRM for business performance. You can add contacts, select which data to display as well as when to create and share custom reports. Some of them also allow customization with extensions, add-ons and even plugins. This takes a business to another level with respect to competing brands and gives you an edge for growth. 

4. Tracking your employees

Tracking employee performance and activities is important in keeping work processes in line and making sure quality time is being given to particular processes.  But how does a CRM help sales through employee tracking? Choosing CRM software that offers employees the opportunity to track their tasks, sales processes, goals or even hours makes them more productive as they can easily monitor their performance and effort needed to reach their sales targets. 

Managers should also be able to see individual employee’s dashboards to see tasks that have been completed, next actions as well as monitor other metrics of output. Consequently, the company management finds it easier to write employee reviews, reward top performers and identify those who are struggling with deals. 

5. Social media

Every business that understands CRM meaning looks for CRM software with an integrated social media. This is because more time is dedicated to engaging the customers through the same CRM system as opposed to switching between apps to track and monitor interactions. This helps you to get what people say about your brand and gain more market insights and prospective customers.

6. Reporting

Reports portray the business successes and failures that may need polishing for the business to grow more exponentially. Intuitive reporting features are key elements that define CRM and enable sales teams and reps to display timely findings for proper action. Such reports CRM can give you include:
  • Stages at which leads got converted,
  • Number of leads recorded within a specific period of time,
  • Which sales agent closed how many leads