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Custom CRM Development Services For Your Business Growth
Businesses are not just about making sales anymore; it’s about building lasting relationships with customers. And that’s happen, when businesses aware of customer’s expectation, problem and resolution. Earlier, companies used to keep customer info all over the place, like on business cards, in emails, and on spreadsheets. But as businesses grow, it becomes complicated to keep track of everything. In the 1990s, CRM systems began to take shape as software solutions designed to automate and streamline customer interactions.
As the name states, Customer relationship management is about managing your relationships with your customers. Thinkers Media provide CRM in a form of software that act as centralized platform to manage interactions and data. With CRM, you can keep track of customer inquiries, purchases, and preferences which allows you to tailor your communication and offerings to their needs.
It’s like a central hub where all customer info lives. That helps everyone in the company stay on the same page when dealing with customers. When everyone knows what’s going on with each customer, it makes things smoother. Customers feel like they’re talking to one company, not a bunch of different departments. And having all the info in one place helps the team understand what each customer needs and wants.
Core Feature of CRM
Contact Management: Seamlessly organize contact details including names, addresses, phone numbers, and specific service requests.
Interaction Tracking: Keep a comprehensive record of interactions by adding notes, documenting conversations, and tracking histories with individual contacts. Capture client feedback or technician insights during or after service, ensuring thorough documentation.
Lead Management: Efficiently manage service requests, track acceptance/rejection statuses, schedule service dates, and assign technicians. Streamline workflow by transitioning completed services seamlessly into contact management.
Email Integration: Leverage integrated email functionality to effortlessly send promotional emails to contacts stored in the CRM. Facilitate post-service communication by sending invoices directly to customers.
Document Management: Centralize document collection, uploading, storage, and sharing for easy accessibility. Empower stakeholders with streamlined access to critical information.
Quotes/Invoice Management: Simplify the creation and distribution of quotes and invoices post-service. Admins can easily generate invoices by inputting customer payment details, drawing from booking system data, and lead/contact management.
Billing Management: Gain insights into billing activities with a comprehensive overview of customer payments. Track revenue on a monthly and yearly basis for tax purposes, facilitating financial management.
Mobile CRM: Enable remote and field staff to access CRM features on the go. Empower them to input service costs, generate invoices, record sales interactions, and add special notes directly into the CRM from anywhere.
Reporting/Analytics: Receive routine summary reports on sales figures and sales representative performance. Customize reporting intervals to suit your needs, whether daily, weekly, or monthly, to drive informed decision-making.
Role-Based Views: Enhance security measures by restricting employee access based on organizational roles. Safeguard sensitive data and prevent security breaches by controlling user permissions within the CRM environment.
How Thinkers Media Will Do It?
Benefits of CRM Development
