
The Buyer's Guide
What Is CRM?
The simplest definition of CRM software (Customer Relationship Management) is that CRM is a combination of technologies, strategies and practices that companies use to collect and analyze all information related to customers, with a goal to improve service and increase sales.

How it works
How Does A CRM Software Work?
BI (Business Intelligence) powered CRM software can automate everyday administrative tasks and free up time for employees to engage in more value-added activities.
Further, the CRM tool can efficiently generate business reports to provide better insights into each operation, allowing them to find new customers faster as well as keeping existing customers happy.
Boost business efficiency
How Does It Help Your Business?
CRM systems also help companies stay connected to their customers, streamline the sales, marketing and support processes to improve productivity and profitability.
Boost business efficiency
Why Is A CRM Solution Essential For Your Company
CRM software can be integrated with various systems and actively manage the huge amounts of customer data acquired from multiple sources, to successfully increase sales and marketing returns while keeping the operating cost low.
Key Benefits
Who Can Use CRM?
B2B
B2B (Business to Business) sales are complex to manage. In this type of sales, you would not be dealing with a person but a company as a whole. CRM systems in B2B will help you integrate and automate all back-end activities, from marketing to sales, evaluate key performance indicators and assist you in planning the most effective steps for sales closure.
B2C
CRM solutions designed for B2C businesses have the capability to deal with a much larger number of customers compared to B2B CRM applications. These systems keep track of all customer transaction history and preferences to allow users to better serve customers and design targeted marketing campaigns that can have a significant impact on the acquisition and retention of customers.
SMBs
Customer expectations matter the most for all SMBs. Spreadsheets and sticky notes can hardly be expected to manage their growing database. The right CRM systems centralize all the data so that you can address customer issues faster, prepare and execute smarter marketing plans and manage sales processes better.
Start-ups
Although CRM implementation doesn't require a huge investment, its use was earlier restricted to large-scale businesses. However, with the introduction of cloud-based, customizable solutions, CRM systems are now available for smaller teams as well. These systems can be easily upgraded as customers increase and the team size expands.
Enterprises
Enterprise CRM software is capable of managing establishment operations across varied geographic locations. All modules are interconnected. This allows for better accessibility and sharing of data, reduces management and system operating costs and eliminates the slightest chance of error in data duplication.
what to consider
Features Of A Cloud-Based CRM Software
Lead Management


Contact Management
Deal Management


Email Management
The email management feature in CRM systems enhances customer communication and keeps track of customer responses to each email. The software sends instant alerts to notify users about the emails received from deals and contacts to ensure all important emails are followed-up and responded to.
Sales Automation
Mundane, repetitive functions of data entry consume a considerable amount of time. Furthermore, duplication and other human errors are often associated with manual data entry. A sales automation CRM software systematizes the entire process, eliminating the chance of errors.
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CRM software also helps you control the all sales processes of your business and maximizes their efficiency. These systems allow you to define the auto-assignment of leads and create a list of tasks that should be completed in each sales stage to avoid missing important deals, enabling businesses to sell more in less time.


Marketing Automation
Marketing automation allows companies to strategically target buyers who have shown an interest in buying what sell.
An efficient CRM tool allows you to create and effectively control an engaging marketing program. The system would automate repetitive tasks, thereby improving marketing efforts to produce quicker, more qualified leads.
Reporting And Analytics
Business analytics not only allow you to capture website visit data, it also helps you evaluate the raw data obtained, provides insights into users’ behavior from how they interact with your website, identifies issues and offers suggestions for improvement.
CRM systems capture valuable information related to sales, marketing and customers, consolidate them to reveal crucial information about the market, business trends, buying patterns and customer behaviors. The reporting feature uses the information to speed up the process of producing reliable, real-time business reports.
CRM software applications with reporting and analytics functions provide intuitive ways to collect and access these statistics from a simplified UI. With its help, you can create more optimized targeted marketing campaigns and provide better customer satisfaction rates.


Customizations
RIGHT CRM
CRM Implementation Models
Based on the deployment pattern, CRM solutions are categorized into three models: on-premises, cloud-based, and hybrid.
Companies that use on-premise CRM solutions retain full control over their business. However, in terms of both installation time and cost, they require higher investments compared to cloud-based systems.
Organizations that opt for hybrid CRM systems have greater freedom to control their business data. They can use the flexible and scalable cloud system to store a massive volume of data while simultaneously handling critical business information in their own data centers.
THE benefits
Business Benefits Of Using A CRM System
Boost customer satisfaction
through improved understanding of customer issues and providing better services
Greater efficiency of team
by improving information sharing and increasing collaboration among multiple teams.
Gain data-driven decisions
with deep business insights gained through in-depth reporting from real-time data.
Increase sales
by retaining existing customers and taking the right approach to gain new ones.
Improve social media presence
through social media integration features, making it easier to reach and respond to customer complaints.
More controlled operations
with automation brought by advanced CRM systems in tracking and managing various business processes from a single platform.
Maximize revenue and profitability
with customer information collected in a centralized database, which can be used as required to increase up-selling and cross-selling opportunities.
Save operating costs
by reducing resource usage and time invested in the manual administrative tasks.
Share information
Customer Relationship Management Practices
Mobile CRM
Mobile CRM systems are typically designed for sales and marketing professionals who often need remote access to updated customer data in order to perform tasks when they are not in the office.
These systems allow your field salespersons to update information on the go, enabling them to share day-to-day activities right from their smartphones.
Social CRM
Social CRM systems feature integration of social media channels into the tool for managing customer relations.
In addition to traditional channels, this involves the use of social media platforms to engage and interact with customers, provide service and product support, promote and raise brand awareness, etc.
Customer interaction using social CRM ensures greater marketing insights and a better understanding of their needs, leading to superior product and service delivery.
B2B CRM
Business to business (B2B) CRM refers to systems that are capable of managing relationships with existing and potential customers of a B2B company.
This type of CRM software helps companies better understand B2B customers' detailed expectations and respects and understands the complex nature of their relationships.