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.

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

Customer Relationship Management (CRM) Software go along with the sales teams to manage their opportunities and automatic administrative tasks, permitting them to focus on making lasting portable relationships.

CRM Software has been designed to first of all attend to small & medium sized businesses. Every business is unique in its procedures and the way it operates. Keeping this in view, CRM software may be a tool that organizes sales force and process management for a varied number of different organization structures. It assists businesses gain insight into the behavior of their clients.

Every client interaction may be tracked and leveraged to maximize revenue occasion and improve client loyalty. CRM software assists sales teams to manage their opportunities and automatic administrative tasks, permitting them to focus on making lasting portable relationships. It provides indepth insight to sales andmarketing activities which can be filtered by several dimensions including yield, client, time period and market fragment etc.

The CRM software module can readily be advanced to specific business holding such as post-sales operations and agreement management of varied business types. Service staff may provide quick, accurate and relevant service to their clients, driving both enhanced client satisfaction and organizational beneficial.

Key Features:

·        360 view of client details.

·        Automatic programs, sales and marketing tasks.

·        Highly customized data entry screens.

·        Efficient sales forecasting analysis.

·        Export and examine data.

·        Automatically generation of follow up activities.

·        Detail tracking of campaigns.

·        Real-time analysis of specific contact, lead, opportunity, contract and case.

·        Contract management.

Top 6 Management Tasks that matter the most for your Company

Occasionally entrepreneurs in the common time as addition to their tasks will work also on altogether various tasks called as management tasks. That means they also need to have few types of managerial skills required for well-turned implementation of management tasks.

There are extremely of tasks that managers will need to achieve in their day to day work routine which purpose is to bring effectiveness and efficiency in their organization.

Here is any list of the major part crucial managerial tasks.

·        Palnning: Planning is one of the management works and one of the most important everyday manager’s task. Managers are persons who scheme the future of the organization and think about all oncoming activities that will need to be versed from organizational members. So, planning become one of the most important management tasks.

·        Change Agent: In verity, you may not search even one day in your business without changes.

A well-turned change procedure will require powerful change agents, individual who will initiate and facilitate the detailed process.

·        Forecasting the future: Forecasting is other managerial task that will procure a picture of how the oncoming will look like from the business perspective.

This managerial task is most crucial, so-far-as if we have the preferable picture for the future, we can preferable prepare ourselves for that future.

·        Organizing: Organizing is also one of the management works aside from planning and motivating. Without few level of organizing, in your organization will only exist anarchy. Organizing is a management task that would build all organizational differentiation to work as one whole the company.

·        Staffing: Staffing is other managerial task. Because the organizational members or only said people is one of the most crucial resources for today’s companies present task becomes very vital for managers.

Choosing the correct staff for the company is the heart of enabling well-turned company’s future operations. A preferable  staff will mean existence of a highest business probable energy in the company.

·        Controlling: Controlling is also one of the managerial works like planning, motivating, organizing and staffing.

This task is anything that will give you the picture for potential mistakes and failures between what you have planned and virtual results from the implementation of plans.

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

Lead Managements are the crucial part of any sales and insight may help you to streamlined your lead management procedure. When you get knowledge about someone/anybody who might be interested in your yields or services, but have not yet verified their interest or capable for your business, then you can build a lead into sales order. You can get the leads from various sources, inclusive your website. With ‘web to lead’ analytics feature you can stored the information from your website and then you can automatically find lead just created. Once you have laid down a lead is qualified, you can convert the leads into sales opportunity and lead software would automatically build a linked contact and organization.

Here are few lead States:

Tags: Quickly classified your leads with tags

About, History, E-Mail: Speedily see every interaction with the leads in single place

Lead Status: Easily monitor lead status and sales follow-up

Lead Rating: Assign the lead evidences so your sales reps know how to prioritize leads

Website/Address: All contact information and statement on the lead record On the behalf of these state you can find your potential leads.