Are You Making the Most of Your Cloud CRM System?

30 Apr 2015

When it comes to cloud CRM systems, it can be difficult to choose which one is the perfect match for your company. We get that, what we find with a lot of our clients is that they might have a CRM program in place, but due to a lack of understanding, customer care and training it is not being used to its potential. It unfortunately happens all too often.

Something we all agree on is that a CRM system can do wonders for your business and efficiency. How you truly use your system will, of course, be dependent on your type of business and your requirements.

For example, a good percentage of our customers use the Opportunities module. Some use it, as it was originally designed, to track potential sales opportunities, tracking where in the sales process it is and what the evolution of the sale has been over the days, weeks, or even months. A few use Opportunities to keep track of the product trials they offer, giving people a chance to try before they buy, but keeping an eye on how long they’ve had to product, what they’re response has been so far, and what ongoing discussions have resulted.

Similarly, we have a number of our customers who use the HelpDesk module for its original purpose of providing a place to process support requests. Others, however, use HelpDesk to manage their ongoing servicing agreements for their customers. A Ticket is opened when a product needs checking and servicing. This way, they have a record of when the service visit occurred and what the result was, all tied to the Asset that is being serviced and the servicing Contract.

By working with your account manager you can ensure that your program is set up with you and your business in mind. OpenCRM creates tailored systems for every single client to ensure that not one function is left redundant.

So when choosing your CRM system, what should you include on your checklist to make sure you will get the most out of your system?

  • Cost
  • Ease of use
  • New business tools
  • Campaign implementation
  • Sales and marketing tools
  • Employee-tracking capabilities
  • Tailored functions
  • Third-party integration
  • Reporting and analytics
  • Mobile access
  • Customer service

But remember; does the CRM system work for you and your team? Do you understand how it works and it will truly benefit your company?