1. Why You Should Invest
In CRM Software
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2. Why You Should Invest In
CRM Software
Investing on an online CRM software can be quite
overwhelming for many organization, as it can be a major
part of investment for a firm and not knowing the vast
functionalities of a CRM application.
Also, if not implemented properly with your organisation
system, CRM systems end up in a failure and so does your
business.
Whenever we invest our money on any tool or product, it's
natural to be skeptical about its usage and whereabouts
initially, but with proper research and complete
understanding of its functionality it will be clear on whether
we are making the right choice in investing our hardened
money on something or not.
CRM investment can also be done with proper research
and knowledge gathering on some basic queries which will
help us to make better decisions and ROI for our firm.
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3. What is CRM ?
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Customer Relationship Management(CRM) is a process-oriented digital system for managing relationships with
your customers. It helps to strategies and organise your customer information to improve your customer
relationship and overall business management system.

4. How does it work?
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CRM facilitates the execution of your process in a more organized and systematic fashion to improve overall
performance for every phase of sales process starting with lead collection, sales, retention, upselling, and
others. With CRM system in place, your business processes will be more proactive, efficient, and accurate to
engage more customers and improve your business revenue.
CRM softwares automated and organises your business process to increase your overall productivity, but it
doesn’t create these processes for you. The main thing to check while implementing CRM is whether or not a
CRM system is customisable and will fit into your business model without any major issues. We as a business
and CRM investors should spend a good amount of time in planning and researching your CRM integration
and have a clear view on the CRM strategies . Also, we should have a fixed vision on the expectation from the
software to properly implement it for our business.

5. How to understand that a CRM investment is worth it?
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If your sales and retention strategies are falling apart, if you are losing most of your leads and missing all your
important customer meetings - it’s time to switch to a good cloud based CRM software.
ROI for CRM systems is far more than manually dealing with human errors and repetitive work done through
spreadsheets and documents. With organised and systematically planned work environments, there are
thousand of advantages which can reap you much more investment benefits than doing it without a CRM.

6. If it is a good investment, how is it helpful for my business?
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By now, you would have made up your mind that CRM is the right way to go, but do you know which
functionalities are you primarily looking for in your CRM system? It is a lot to think about on how to distinguish
between the different types of CRM and pick the one that best fulfills your needs.
You need to understand your business requirement before trying to check the types of online CRM software, to
have a better knowledge of the software in picture. Along with basic functionalities you must always check
some addon features that you get from these CRM vendors like - after sales services for training your
employees on how to use CRM software, security, scalability and many other features which will help you in
longer through the rough tides on CRM implementation and rollout in your organisation.

7. Why to Invest in a CRM software?
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Data Collection
In this era of smartphones and social media, we can collect lot of important data related to our prospective
customer, our business strategy, online feedback and review from old customers, new technologies and
products in the market and more which can be useful for improving our business. Imagine managing all this
through excel sheets and sharing these information via emails to different stakeholders - Phew!!!. A good
online CRM software pitches in here to provide the perfect pathway to organize our valuable data at a
centralised location which can be accessible to all stakeholders at realtime. These cloud based centralised
database enables every team member to access well defined information of our customers, their needs and
preferences, what products your customers are purchasing and how to upsell them. A cloud CRM stores every
behavioral and social data to better foster your customer relationships and communicate in a more personal
way.

8. Why to Invest in a CRM software continues...
M: +91 9611 171 345 Email: sales@salesbabu.com
Lead Management
Lead management is the critical part of your sales process. Procuring qualified leads is very important to
improve your business revenue. Cloud based CRM softwares help to stores customer data in a centralized
location which helps to track and nurture customer systematically, create quotation, edit and send sales orders
to customer and more, in organised manner which will help to convert better sales deals.
Automated reminders, follow-up activities and trail meeting popups help sales team to track every interaction
with the customers and improve overall lead conversion rate.

9. Why to Invest in a CRM software continues...
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Increased Sales
With clear picture of your customers and their needs, you can manage customers with personalized sales
campaigns to close better, smarter and quicker sales orders. Live location sharing, mobile sales apps,
quotation creation and quick reworks, adding required promotional offers, discounts and send final sales order
details to customers in a systematic manner can definitely organise and maximise your sales order closure.
These organised approach to deal with customers and prospective clients create a customer centric
environment and help in closing better deal for our clients.

10. Why to Invest in a CRM software continues...
M: +91 9611 171 345 Email: sales@salesbabu.com
Reporting and analytics
Report and statics are very important to understand the current state of our business. Details like incoming
customer trends, statistics on reviews and feedback on products, understanding of customers concerns online,
most visited products and more, will allow sales leaders and business heads to make futuristic plans on
improving business productivity and overall process development.
Stats on sales team performance can be tracked using these metrics and keep a check on their productivity.
Also, appropriate measures can be taken to evenly distribute work and improve their performance by making
more customer and employee friendly policies.
Mobile Sales Apps in cloud based CRM software like SalesBabuCRM helps to strategies and improve
productivity of sales and marketing team by providing various metrics on sales team performance. Also, live
location sharing in this app helps to create plans for distributing work evenly among the team member and
assign work according to their locations.

11. Why to Invest in a CRM software continues...
M: +91 9611 171 345 Email: sales@salesbabu.com
Better customer Experience
Customer’s in today’s world need on the go support, investing on CRM softwares will help you to understand
complete details of the customer before providing any support to them. With multi channel support for the
customers, sales team can provide customer services with maximum productivity and stay connected for
critical issues. With centralised database system, every conversation with the customers are updated in a
common location which helps in synchronising support through various devices and sources like social media,
webchat, email services etc.
Synchronized communication with customer help to avoid repetitive conversation with the customers which
help in giving more efficient and broader visioned support system to our clients.

12. Why to Invest in a CRM software continues...
M: +91 9611 171 345 Email: sales@salesbabu.com
Security
With increased cyber crimes and information hacking in today’s world, it's very critical to secure your software
and customer information using a trusted system. Investing on online CRM software will provide cloud based
security measures to restrict your customer data access. Also, role based login details, sharing and storage
restrictions and other encryption security measures help in providing a safe and protect environment for data
transmission and communication over public network.

13. Conclusion
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An online CRM software investments can be a real boom for any business, but provided we choose the right
one as per our business needs and also implement it with right planning and well designed software and human
resource backups. Also, cloud based CRM softwares can serve as your right-hand tool to take your customer
relationships to the next level of success and generate great revenues for your business.

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