Customer Relationship Management Software and their Important Features

Customer Relationship Management (CRM) software is one of the important tool that can help you and your business to manage and grow faster. The information in regard of company sales targets, sales person prudent sales targets, managing leads effectively, sales follow-ups, sales quotations, sales forecast, analysing causes for winning and loosing business, communication history of sales leads, daily sales report, managing customers, client follow-ups, automated service / product reminders to clients, cross selling to clients and too more is done in a online CRM software.

These are highlights Features:

Sales Target:- Revenue wise sales target

• Sales person wise sales target
• Sales Lead Management

Lead Management:- Leads through a website and other social or internet marketing methods

• Leads through a call centre, e-mail, exhibitions and other marketing activities
• Importing leads
• Status, Stages & Categorising of leads
• Assigning leads manually or Round robin
• Expected Business and Close date of leads
• Sales Lead follow up (via call, email, meeting and sms)
• Communication history with leads and previous activity

Related: What's Lead Management and how to turn your insight into potential Lead

Sales Quotations:- Create and send quotations via email

• Quotation approval flow / yard stick

• Quotation status, stages & categorising
• Share quotations with collaborators
• Communication history for that quotation / client
• Reuse quotations for same clients or others

• Versions of quotations

• Attach bills, Purchase orders etc

• Follow up quotations via call, email, meeting and sms

• Order acceptance template if required

• Sales forecasting

Related: Quotation Management Software & their benefits

Clients:- Add and manage the clients

• 360 degree view point of client

• Details of Products / Services used by your clients

• Service / Payments reminders to clients

• Multiple branches, contacts of a company

Email:- Send email campaigns to leads & clients and varied categories

• Send offers , wishes , promotions etc to leads and clients

Related: Online CRM Software India

Contact Management:- Add multiple contacts to leads & clients

• No duplication of contact details

Reports:- Sales target reports

• Lead management reports
• Quotation management reports
• Daily, weekly & monthly sales report
• Sales performance reports
• Overall reports

These are the important feature of CRM Software that can speed up your business and maximize sales and marketing productivity.

Online CRM Software India

Online Customer Relationship Management (CRM) Software for small business has been designed essentially to cater small & medium sized businesses. Every business's unique in its progress and the way it manages. Keeping this insight, CRM software is a business management tool that organises sales force and progress management for various types of organization as per their structures. It helps businesses to boost productivity and easily streamline various business process.

Related: How CRM Software Beneficial in India for Small and Medium Sized Businesses?

With CRM business can easy track each and every client interaction and leveraged to maximize revenue point and improve client loyalty. Online CRM software helps the sales teams to manage their opportunities and automate administrative tasks, allowing them to focus on building business relationships. It endows to indepth insight to sales & marketing activities which may be filtered through the various dimensions including product, client, time duration and market fragment etc.

Related: How Small-Medium Sized Business use CRM software for streamline Sales and Marketing?

The Online CRM software easily enhanced specific business holding such as post-sales undertaking and contract management of different business types. Service staff can procure quick, accurate (exact), and sequential service to their clients, driving both enhanced a client satisfaction and organizational profitability.

These are the some key features:

• 360 degre view point of client details.
• Automatic schedules, sales and marketing tasks.

• Highly customizable data entry screens.

• Efficient sales forecasting analysis.

• Export and analyze data.

• Generation of follow-up activities.

• Detail tracking of campaigns.

• Real-time analysis of individual contact, lead, opportunity, contract and case.

• Contract management.

Thus we can say that CRM software is very important for running a successful business.

Account Management Software and Their Working Process

Accounts management software is a professional business accounting software, It's perfect for crm software in documentation and reporting on incoming and outgoing cash flow inclusive sales, receipts, payments and purchases.

·        Easily track payments and deposit transactions

·        Look at balances and reports to see how your business is doing

·        Email or fax report directly to your accountant management

Account Management Software Working Steps:

Sales and Accounts Receivable -

·        Track sales and accounts accessible

·        Automatically record recurring orders and invoices

·        Accounts management accessible & reports update as invoices are paid

·        Generate professed quotes, sales orders and invoices

Financial Analysis and Reports -

·        Easily produce over 20 necessary financial reports at any time

·        Income statement (Profit & Loss statement) shows how your business has featured

·        Balance Sheet shows your current assets and liabilities

·        Analyze sales by client, vendors or item

·        Financial reports help prepare your tax returns quickly

Accounts Management Software Payable -

·        Manage accounts management payable and pay bills

·        Track outgoing payment and purchasing transactions

·        Generate purchase orders

Additional Account management software Features -

·        Multiple clients with web access within the organization securely log on also use the program over the network or even the internet

·        Secure mobile access to the program via web interface (e.g., iPhone, Android)

·        Run various businesses with a single installation, even business operating with different currencies

How Inventory Management Software Helpful In Small Business?

Small business owners face many challenges when they are just starting up, such as securing financing, finding clients and managing inventory. Luckily, you can use inventory software to complete your task efficiently.

Inventory Management Software helps the small business in some main ways.

Cut costs: For many businesses, inventory software's their biggest expense. Small businesses do not have money to waste, so they may not tie it up in idle inventory. That’s why you should use small business inventory software to help you order just sufficient products so you won’t have a reduction or overstock.

Related: Cloud based Inventory Management Software and their features for business

Increase productivity: Inventory management involves a lot of charm. Business owners have to perennially keep track of how much inventory they have on hand, how much they are going to need and how long it would take to receive new inventory. Small business inventory software helps managers achieve everything of this in a fraction of the amount of time it would take to do it all by hand.

Eliminate errors: When you have a small arrangement, you might be tempted to keep expenses down by doing everything is your accounting and inventory management by hand or in Excel spreadsheets. But if you write or type orders via hand, you run the risk of making typos or other errors.

Related: Why Inventory Management Software is required for Business?

No matter of fact what industry your small business is in, you may enjoy many features through using inventory management software. It may not help you search financing or clients, but it may help you save money and keep the clients you have happy.