CRM

How to use the Top CRM platform for Communications to Optimise Organisational Success?

Top CRM Tools for better communications

1. Email Integration

2. Calendars

3. Document Sharing

4. Reports and Feedback

5. One Source of Information

 


 

CRM software captures client's demographic information. It allows your organisation to strategise how the client will be contacted and its frequency. Generally, it is using an email platform. But other features like telephone/ video conferencing systems for those companies which often use this feature. This marketing automation software b2b orchestrates one-on-one communication that helps you in maintaining a good relationship with your customers. 

Businesses that use CRM to contact customers realise that it is an integral key to their success. Due to this, CRM is no longer brushed aside but is sought by every up and coming business. 

 

How to use the Top CRM platform for Communication 

1. EMAIL INTEGRATION

Typically, CRM software can be integrated with an email platform  to ensure that all your organisation's data is stored in one place. This reduces the hassle of transferring data from one place to another. This also enables you to avoid any errors that might occur during the said transference of data. Not only that, it ensures that the data is readily available at one click. You can share it with anyone when there is a need. . 

Optimiser's latest feature includes G-suite and Outlook Suite integrations. You can seamlessly access your data from one platform and accelerate productivity. This can simplify contacts and account management. Click on the contact and reach out to the client you wish to speak to. You can also link conversations to the contacts to refer to them later. 

These features keep your client's details like purchase history, communication, preferences, consumer trends etc., in one place. 

Not only that, with G-Suite & Outlook integration, you can easily manage your sales funnel. For example, a prospect can be easily linked to contacts, accounts or pipelines within Optimiser’s CRM. Which enables you to assign lead scoring, create segmented data and add other important information, to help you plan a more targeted sales strategy. 

Additionally, these email platforms sync with their calendar conveniently into Optimiser CRM’s calendar, so that you can have all your appointments and schedule at one place.

 


 

2. CALENDARS

Personal and shared meeting calendars will help your organisation manage upcoming meetings and schedule new ones. In addition, all your contacts data is stored in one place, so there is no need to worry about losing them or accidentally calling the wrong client. 

It is an internal process of organising calendars in every business. This enables the company to efficiently manage its resources. With a pandemic, usage of resources like conference rooms, presentation equipment, or even vehicles has reduced. But in its place, the organisation can drive their business further and dedicate them to marketing and sales to grow the business further. 

Calendar features will allow team members in your organisation to view each other's calendars, fix meetings when the slot is available, and even set the frequency of the meeting (daily, weekly, monthly). Since your calendar is open to all for easy viewing, other meetings can be planned without worrying about it clashing with another event. This ensures complete transparency within the organisation, furthering communication and team cohesion.

Another superstar feature of Calendar is “Book my Appointment”. This is a one way appointment booking system, which lets you save time coordinating your meetings. One can just share an Appointment Calendar link with available time slots and let the other party set up a meeting at their convenient time.

 


 

3. DOCUMENT SHARING

On CRM platforms, data about sales, proposals, contracts, other protocols etc., can be  stored in one place. The Cloud Computing enables the team to have instant access to common documents and files to be worked on. Thus, eliminating the hassles of  fumbling from one mail to another or  going through numerous paperwork to see what the client wants to be resolved.

Similarly, you can access these documents while speaking to the clients to provide superior customer service.Ensuring higher customer satisfaction and more chances of referral by the customer.

 

 

Furthermore, on CRM platforms like Optimiser, you can even save marketing campaigns, pipeline information, lead funnel, social media content information etc.

Suppose any member from any department is unavailable In that case, someone who requires access to the information can easily access it to finish their work, without being dependent on a particular individual. 

 


 

4. REPORTS AND FEEDBACK

Receiving feedback from customers is essential for every business. It allows them to measure their successes from their failures. The business can plan their strategies which are directed towards enhancing customer experience further.  This is of massive benefit to the industry that can innovate and strengthen their product to ensure more market visibility. Previous interaction with customers will allow you to provide top-tier customer service based on the customers' experience.

Reports on marketing and sales campaigns can be discussed with team members to narrow down the fields that have been aced and require further attention. This allows your team members to focus their attention on areas that need development and management of resources more competently.

A holistic report can give performance views of different aspects of business. Starting from sales to marketing, productivity, revenue and more. This brings different departments and their team members to work together on common information. Managers who have access to similar reports on the same CRM platform can collaborate and strategise future business actions. 

 


 

5. ONE SOURCE OF INFORMATION

Since maintaining relationships with customers is considered one of the most indispensable aspects of business, people often look forward to identifying ways of doing it. CRM software such as Optimiser serves as one source of information for businesses. It gathers all the customer data and information in one place and saves time, money and resources. Using such CRM software, businesses can get all the relevant information about customers at a single place and use that information to provide enhanced customer services. 

It manages contacts, helps to generate sales pipeline, and run targetted marketing campaigns, delivering exceptional results for businesses. Every feature you require for business growth is integrated with a single platform resulting in increased revenue, enhanced processes, and deliver tangible outcomes. 

 


 

Optimiser is a comprehensive CRM software company that provides a customisable solution to their personal goals for sales, productivity, and growth. Powerful integrated modules include lead management software, a B2B sales toolkit, an automated marketing suite and more for sale under a single subscription. Try Optimiser's CRM software demo with access to the full Enterprise License FREE for 30 days, and find out how you can skyrocket productivity in just one month!

 

One powerful platform
Simple to use
Comprehensive

30 days free trial. No credit card required

From Our Desk

Must-Know Web Design Statistics in 2022
learn more
How Enterprise can Frugally Market using Social Media for Sales?
learn more
How can Technology help with evolving Guest Expectations?
learn more