Considering Customer Relationship Management( CRM) Software
As your business grows, you will likely need to add customer relationship management( CRM) software. In some cases, your CRM will replace your email software, but a CRM is much more than an email service provider. It can, in fact, be difficult to pin down the exact role of a CRM because that role varies widely from solution to solution. That said, all CRMs are designed to manage the relationships with your customers and prospects, as well as the data associated with that relationship.
The best CRMs have the following characteristics:
Centralized data: Do your homework on the CRMs you’ re considering and make sure that the software collects the data you need for your specific situation, and in a central location.
Support and training: The more features that come with your CRM, the more training and support you’ ll need. Choose a company that is known for its support and training.
Reporting: You gain power from collecting data about your customers and prospects only if you to make good decisions based on that data. Your CRM should have a robust and intuitive reporting suite.
Our recommended CRMs follow.
Infusionsoft www. infusionsoft. com
With this CRM, you have the capability to manage products, record customers’ and prospects’ data, process payments, send emails, and more all from one system.
Salesforce www. salesforce. com
Salesforce is a cloud-based CRM that offers solutions for every business, from small to enterprise level. Salesforce is known for its robust integration with thousands of applications, from QuickBooks to Evernote.