Home > CRM software > IDEAL crm – Changing times and trends in CRM industry

IDEAL crm – Changing times and trends in CRM industry

In today’s rapidly changing business enviournment, a modern business needs as much help as it can get to compete and out perform its competitors, in order to do that, it will take much more than the traditional and simple business particles being used by businesses in the past, today’s Modern Business needs the best of all available resources & help it can get in order to increase productivity, maximize profit, cutting down unnecessary costs and building profits.

Most of the business running today in America use some or the other kind of Customer Relationship Management systems or CRM as they are popularly known as to successfully run and manage their business, a CRM software can be of two types, one which is a standard version and another one which is designed as per a specific company’s requirements Customized CRM,

Over the years CRM systems have evolved, and an IDEAL crm should have the following customer information

1)    Client Company’s Corporate Information – (Name, Address, Telephone Nos., etc).

2)    Key contact details (mediators OR other persons outside the organization).

3)    Bank Account Number’s.

4)    Customers Sales History (this week, this month, last month, last 6 months, last year, etc).

5)    Customers’ total enquiries & Quotes given to them.

6)    Quotes accepted.

7)    Quotes declined (also space to mention reason why).

8)    Outstanding quotes (last follow-up, Processing or reason why not accepted yet).

9)    Outbound communication trail & inbound communication trails (Notes).

10)  Special offers, Discounts offered in the past (Notes).

11) Future Work Scheduling (pending orders to be delivered in future).

12) Notes on any Service calls Made in past (Notes).

13) Complaints (Notes).

These crm systems help you do everything right from Generating new Leads to converting them into first time customers, processing orders, making order delivery, sending invoices, collecting payments & storing all data for all your customers in a database available conveniently at your finger tips.

But these systems with all the advantages they provide somehow seem to be prehistoric in comparison to the Services & Functions offered by a modern day CRM.

DISCLAIMER: – IDEAL CRM, blog post is a personal collection of  Research Oriented information, Focusing  on CRM and Customer-Centric Web strategies, comments or opinions expressed on this blog are those of the individual contributors only, and do not necessarily represent views of  coAction.com ,Readers may copy and redistribute blog postings on other blogs, or otherwise for private, non-commercial or journalistic purposes. This Content may not be used for any other purposes, in any other formats or media. The content on blog is provided on “as-is” basis, coAction.com shall not be liable for any damages whatsoever arising out of the content or the use of this blog.

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