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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