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7 "Must-Do" steps before you buy online CRM software

Cloud based CRM softwares like SalesBabuCRM have lots of functionalities which can be helpful for your growing our customer relationship, but few main things an online CRM software can do to manage your business better. <br>

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7 "Must-Do" steps before you buy online CRM software

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  1. 7 "Must-Do" steps before you buy online CRM software

  2. Contact Us: M: +91 9611 171 345 7 "Must-Do" steps before you buy online CRM software What is CRM software? CRM (Customer Relationship Management) is the technology used for improving your company’s interactions and relationships with potential and existing clients and customers. When you need to manage relationships with people or accounts and grow your business, cloud CRM software is the right way to go. Cloud based CRM softwares like SalesBabuCRM have lots of functionalities which can be helpful for your growing our customer relationship, but below are the few main things an online CRM software can do to manage your business better. ● Tracks your probable leads ● Maintains potential and existing customer details. ● Schedules contact/meetings with leads and clients. ● Helps in providing customer support services. ● Manages marketing your products. Copyright Reserved @ 2019 SalesBabu Business Solutions Pvt Ltd. Website: www.salesbabu.com Email: sales@salesbabu.com

  3. Contact Us: M: +91 9611 171 345 Steps to choose the right CRM software 1. CRM features and its advantages to our business model With lots of online CRM softwares in the market, to choose the right one for your business can be a difficult choice. We should first understand our business requirements and identify the sectors which might need a software help. Contact and Lead management ● Automation ● One stop solution ● Read More on each advantages of a CRM software - https:/ /docs.google.com/document/d/1caHs34uc02mNWsSx5-tzcb ngFlzE7Zmn8u2jCS1Y_08/edit# - Need to change to published page Copyright Reserved @ 2019 SalesBabu Business Solutions Pvt Ltd. Website: www.salesbabu.com Email: sales@salesbabu.com

  4. Contact Us: M: +91 9611 171 345 Steps to choose the right CRM software continues... 2. Cost of implementing a CRM software Many fast-growing small and medium enterprises have restricted finances hence they would prefer to choose a software which provides a consolidated process management at a reasonable cost. Every buyer should select a vendor which has good reviews and have long term clients, to make sure he does not sell you something and vanishes. We should also consider both the direct/basic costs as well as the indirect/hidden costs. There may be additional costs that come up in the near-future, so we need to be futuristic in our financial planning. Also, the up-front cost should include training, set-up, maintenance, support integration and an upgrade cost which should block us at any steps of software integration. We should also be aware of after sales charges and licensing cost which might become a pressing issue at later point of software migration. Copyright Reserved @ 2019 SalesBabu Business Solutions Pvt Ltd. Website: www.salesbabu.com Email: sales@salesbabu.com

  5. Contact Us: M: +91 9611 171 345 Steps to choose the right CRM software continues... 3. Support system after purchase? Many companies select On-Site or On-Demand software solutions which might need specific after sales support. On-Site: In this case, both the hardware and the software is bought by the company. The companies who need a customized-solution to fulfil their specific goals use an onsite solutions. On-Demand: This is cloud based and saves money on buying equipment because it can be implemented faster. According to a survey by AMI Partners, New York (information courtesy of Ciozone), On demand software (SaaS) have been more popular with 20% of small businesses and 31% of medium-sized businesses using it. Once we decide on the type of software support, we need to clear on what kind of training, maintenance and after sales support will be provided from the vendors. Copyright Reserved @ 2019 SalesBabu Business Solutions Pvt Ltd. Website: www.salesbabu.com Email: sales@salesbabu.com

  6. Contact Us: M: +91 9611 171 345 Steps to choose the right CRM software continues... 4. Mobility and User experience The demand for mobile and user friendly software is on the rise and it is not a luxury but an ardent need for every company now. We should understand the user experience features that a particular CRM application offers and which all functionalities are available to provide round the clock support for our customers. These CRM softwares should also be easy to use for our internal sales and marketing team so that they are comfortable to adapt and use a new technology and leverage the advantages of a CRM software solution. Copyright Reserved @ 2019 SalesBabu Business Solutions Pvt Ltd. Website: www.salesbabu.com Email: sales@salesbabu.com

  7. Contact Us: M: +91 9611 171 345 Steps to choose the right CRM software continues... 5. Free Trials and other kickstart functionalities? In many cases, we purchase a software - we get a licencing key and the vendor disappears. CRM application being a huge investment for the company, we need to fully understand the software before finalising on it, by taking free trails to understand the complexity of its functions. We should be well aware of its installation procedures, usage experience, rollout mechanism and many such things which will give us a complete picture of what kind of software we are investing on and what should be our ROI expectation from the software. Also, training sessions for a CRM software plays a vital role in converting team’s mindset to use the new software. If your CRM system has complex processes, then your employees will end up doing everything manually instead of using the software and CRM integration will be a big fail! The best CRM for small business should have real-time user engagement process and a way to boost every employee’s usage experience. With trained and well informed employees, we can see increased productivity and better performance. Copyright Reserved @ 2019 SalesBabu Business Solutions Pvt Ltd. Website: www.salesbabu.com Email: sales@salesbabu.com

  8. Contact Us: M: +91 9611 171 345 Steps to choose the right CRM software continues... 6. Scalability and customization Usability and data backup can be a major concern for many fast growing small and medium enterprises. A cloud based CRM software should be well equipped to provide scalable solutions to its customers. Also, the CRM database should be properly backed up with an equally equipped server with minimum downtime to avoid any data loss. Many On-site CRM customer needs a customised version of the software based on the type of process the company follows or any requirements of the company. In such cases, CRM application should be customizable to understand the needs of a firm and create personalized addon features for its customers. Copyright Reserved @ 2019 SalesBabu Business Solutions Pvt Ltd. Website: www.salesbabu.com Email: sales@salesbabu.com

  9. Contact Us: M: +91 9611 171 345 Steps to choose the right CRM software continues... 7. Security Cybersecurity and data integrity is a major concern for many budding companies to keep their customer safe and secure. Onsite and On-Demand CRM system both need to have specific security measures to keep customers data in safe hands. On-Demand CRM system software may use cloud service provider’s security measures along with encryption key mechanism to keep its data secure along with other firewall and VPN functionalities. Also for On-Site CRM setup, proper user based data-access, login details and data transfer security measure needs to be taken to avoid any malicious activities. Copyright Reserved @ 2019 SalesBabu Business Solutions Pvt Ltd. Website: www.salesbabu.com Email: sales@salesbabu.com

  10. Contact Us: M: +91 9611 171 345 Conclusion Haste makes waste - Don’t rush into decisions before you have all the answer about the whereabouts about a CRM software. Also, we should always check what’s the ongoing trend and expected features from a CRM system to understand the expectations completely. Online reviews and social media comments on a company or its services which help you to make a better decision while deciding the best Online CRM software in India. Copyright Reserved @ 2019 SalesBabu Business Solutions Pvt Ltd. Website: www.salesbabu.com Email: sales@salesbabu.com

  11. Contact Us: M: +91 9611 171 345 Thank you for Visiting Us Our Address SalesBabu Business Solutions Pvt. Ltd. No.38/11, 3rd Cross, G Block, Sahakarnagar, Bangalore – 560092 Tel: +91 9611 171 345 , Mobile: +91 9341 323 571 E-mail: sales@salesbabu.com Website: www.salesbabu.com Copyright Reserved @ 2019 SalesBabu Business Solutions Pvt Ltd. Website: www.salesbabu.com Email: sales@salesbabu.com

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