How CRM Solution is Helping Businesses Reach their Goals

by Justin on December 21, 2016

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Every business sets out with one goal – to maximize profit. Reaching this goal includes a lot of hard work, determination, and dedication. Business calls, meetings and conferences go on for what seems like forever. On top of that, you must make the most of the sales opportunities whenever they arise. All of this is much more tiring than it seems and results in an ever-present headache. To help you relax and keep on top of your business activities, we take a look at how you can leave no lead uncontacted and no stone unturned by using a performant CRM.

What is CRM?

Short for Customer Relationship Management, CRM is a category of software which allows you to manage many aspects of your business, including:

  • Customer data
  • Customer interaction
  • Access business information
  • Automate sales
  • Marketing
  • Customer support
  • Employee, partner and vendor relationships

CRM is vitally important to a business and is used in businesses of all sizes.

inBOLD Online CRM Software

In order to keep track of what is entering your sales pipelines, your own, personalized CRM solution is essential. The inBOLD online CRM software is designed to help you manage your leads every step of the way. It provides you with a premium business management experience.

How can it Help My Business Operations?

inBOLD CRM software helps your business operations progress by keeping logs of all your activities, including sales opportunities, meetings, calls etc. The advantage of this is that it saves your time and ensures all prospective clients are accounted for. You will have all the necessary information at your fingertips, and impress your leads by showing them that you already have all the necessary information.

Activity Logs using inBOLD CRM

The CRM software has a very simple and user-friendly interface to maximize user satisfaction. Each aspect of your business, like calls, tasks, and events, are broken down into several subdivisions, which stores all the necessary information in a neat and organized manner.

For example, the Calls field contains Subject, Contact, Call Type, Call Purpose, Call Date and Assigned User, while the Tasks field is broken down into Subject, Contact, Status, Start Date, End Date and Assigned User.

So, the next time you have a task at hand, you can simply access the CRM software to see what type of task it is, who your contact is, what the status of the task is at the moment, when it started, when it is due to finish, and who it is assigned to. It’s as simple as that.

Moreover, the user interface resembles an Excel spreadsheet, which makes it even easier to use.

Contact Management with the Help of CRM Software

In addition to making logs of all your activities, the CRM software also allows you to easily manage all of your contact information.

You can access the CRM software to take a complete and immersive look at your client base, activity history, key contacts, customer communications and discussions. It allows you to take all necessary preparations for every meeting, call, and sales opportunity.

Sales Report Generator Using CRM Software

The CRM software also generates in-depth and personalized reports, enabling you to identify your top leads, loss potential, sales pipeline, accounts by industry, and more. Some of the other sectors which you can go through include:

  • Campaigns Revenue
  • Contact Mailing List
  • Customer Account List
  • Lost Potentials
  • Open Potentials
  • Quote

Providing such extensive knowledge about all aspects of your business makes CRM an integral part of running a successful business. It gives you the opportunity to be more accurate and efficient about your business and helps you reach your goals with much less trouble.

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