Friday, May 10, 2013

CRM Solutions


Open-source solutions of CRM must be able, to manage existing customers, facilitate prospecting, generate online sales, absolute, and track marketing campaigns, analyze customer needs and preferences, with existing applications integrate and provide secure access to company data from any computer with an Internet connection and a browser.

Here are some keys to choose a CRM solution:

• Make sure that you can choose the CRM software, you have the option to capture all customer and sales related information. At least you have your CRM solution able to save all interactions with your customers easily. One of the main benefits of CRM software in their ability to support the storage and exchange of data for the appropriate ranges for your business in real time in the survey.

You need to know first • by implementing CRM tool, your existing sales and marketing workflow. Customer relationship management tool must be able to integrate with the existing procedures, or sales and marketing team is not used.

• It is necessary to understand the level of customization you need. Do you have the expertise on staff to implement the changes? Customer relationship management is an API (application programming interface), to extend the Statute? To prevent custom changes future upgrade options? The answer to these questions in advance will save later of time and money.

• Determine whether the CRM tool with applications that can integrate by your staff. For example, is to know it necessary, if the CRM tool can share or Exchange data with email software (Outlook or Thunderbird) for example. You also need to know if the CRM tool is an easy to use import offers or export function for data mining and other sales analysis functions.

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