Is it time for CRM?

How do you know that it’s time for your business to invest in CRM software?

Customer Relationship Management (CRM) is taking what you used to do manually to maintain relationships and making it automated. It’s centralizing all the details—big and small—about every customer in one place. With the proper system in place, your customer will feel just as connected to you without the impossible undertaking of memorizing personal information about every one of them.

Have you ever experienced these?
  • Did you just spend hours working on a business excel spreadsheet just to find out that it didn’t save correctly thus losing all of your data?
  • Did you or any member of your sales team just reach out to a prospect weeks too late and learn that they already went with a competitor?
  • Did you miss a deadline on an internal company project or initiative that cost your company time, money, or perhaps even a customer?
  • Are you tired of trying to manage your company through email and Word documents?
  • Is your sales force generating less new revenue than what is necessary for real growth?

If you answered yes to any of these questions, it is most certainly time to invest in a CRM software system for your company.

Customer Relationship Management is a model for managing a company’s interactions with current and future customers. It involves using software technology to organize, automate, and synchronize sales, marketing, customer service, and technical support. Although there are many similarities among CRM software providers, there are several things you will want to make sure the software offers.  These must-have features include:

  • Contact management where you can easily manage the people you communicate with on a daily basis.
  • Lead management & automation so you are on top of business leads while they are still hot.
  • Sales automation managing prospects through the entire sales cycle to ensure they become clients.
  • Sharing and collaboration on customer projects and internal tasks.

There are additional CRM features and services that will add value and help you stay even more organized to get the most productivity from employees. Some of these features include:

  • Easy access with login anytime ability from any internet enabled device.
  • Process building capability and workflow automation.
  • Prioritization tools with daily and weekly prioritized task management.
  • Email capability to easily convert messages to team tasks, appointments and projects.
This is where we can help you out

PlanPlus Online Business Edition CRM has all of the features listed above and has set itself apart as a unique cloud based CRM solution and SaaS provider. Our CRM goes even further by providing more customer benefits and areas to explore. PlanPlus Online Business Edition is the only software product that combines a proven productivity engine used by over 15 million people with powerful Customer Relationship Management system with collaboration, sales, marketing, and project management features.

Additional features…

The PlanPlus Online Business Edition allows users to create custom forms and web pages. The most common and easy way to get new leads is by creating a custom form that can be embedded into a website, like a “contact us” or “service request” area. Once the prospect fills out the information and clicks submit, that data pulls through PlanPlus Online and sends email notifications, text messages, and/or assigns tasks about the lead or request.

You can also set up territory rules or assignments based on various criteria that ensures you are contacting those desiring to do business with you in a timely manner. The Business Edition also has the ability for customers to create custom and unique surveys that might be sent after executing some form of service for example. On this survey the data filled out will automatically pull into the PlanPlus Online software in the appropriate sections and fields.

Our Business Edition also has email marketing capability built into the software to give even more tools to contact prospects and customers.  Execute all your email marketing initiatives and track results to optimize new customer acquisition for your company.

With PlanPlus Online Business Edition, you’re certain to stay in better contact with customers, close more sales, stay more organized, and have an easier time managing your business.  It may just be time to take the next step towards growing your business to the next level with CRM software.

Next step?

If you’re wondering if you need a CRM, click here for a quick video that might help.

Click for more information about PlanPlus Online Business Edition, the team CRM with a Productivity Advantage, get a free trial and schedule your free no-obligation demo.

Risk-free offer: PlanPlus Online has small business CRM experts standing by to help you. To schedule your free 20-minute, no-obligation consultation click here.