A Client Management Software or CMS is a specifically designed software for organisations that assist in managing customer data. It supports sales management, delivers actionable insights, integrates with social media and engages in team communication. The most important purpose of any organisation or business is to expand their operations, generate more revenue and gather more
Customer Relationship Management or CRM is a strategy envisioned to manage an organisation’s relationships with existing and potential customers. It conducts a data analysis on customers’ history with a particular organisation and renders strategies to improve business relations with customers, primarily focusing on customer retention, thereby generating better revenue. CRM for financial planners is a
Clinic management systems are specially designed computer software products that coordinate and integrate all the essential activities involved in the administration and running of skin and laser clinics. It essentially supports the ideology of “One patient, one record” through a smooth flow of information between varied treatments and the clinic system and promotes continual engagement
Are you still running your small business sales and marketing activity on spreadsheets, an email inbox and Post-it notes? That may have been suitable when you were just starting out however, it makes you vulnerable to mistakes as your business grows. We find many small business owners often procrastinate when it comes to utilising better
Speed of application use Probably the key for all business’s and the reason that more than 80% of the CRM market is still application based. If you have x amount of people using the system for X amount of time, you will have to understand that this is costing you up to 30% more because
Any good business owner knows the importance of CRM applications. However, if there’s one thing that needs to be answered even before you decide to invest in one, it’s this: should you have it hosted or in-house?
Web based CRM is also known as hosted CRM and is a new form of cost effective CRM delivery. These systems usually have poor user interface and are proprietary systems. It is very difficult and expensive to have custom development on web based CRM.
A lot of people buy a CRM solution because they know another business that successfully uses one or they just simply need a customer database. It is important to note that all CRM solutions are different especially when we consider interoperability with your existing and future systems.
There are a lot of people who are apprehensive about using CRM software. One of the primary reasons is that they find it too expensive. What’s more, they believe they can easily manage their existing and potential clients on their own, perhaps with the aid of a spreadsheet.
Have you ever found yourself in this scenario? You are excited on the prospect of using a small business software solution. However, once you get to open it, you realise that you’re exploring very unfamiliar territory. The features you are familiar with ant be found. Some buttons seem be in the wrong place. The entire
