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CRM for Sales

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What is CRM?

CRM solutions are technology suites that help businesses with most aspects of managing their relationship with their clients, from lead management, sales activity tracking through to advanced forecasting. Modern CRM software is cloud based, easy to use and give your business tools that you can customise to suit your needs.

CRM is

Customer Relationship Management.

How does CRM help sales?

A CRM system gives your team visibility to client interactions, provides history and sales forecasting, simplifying the entire operation by integrating with other systems, so you only have one place to go to get everything you need.

The benefits of CRM for Sales a Manager

The best CRM software offers you and your sales team a way to win more deals.

They do this by giving everyone in the business better visibility to client buying patterns, by centralising all important interactions (such as calls, meetings and emails) and by automatically escalating issues to ensure that important tasks always get done. Sales Managers can also assign leads and contacts for follow up, set targets and have real-time reporting on sales forecasts and staff activity, all from the same system.

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CRM tools.

What are the important features of a CRM?

  • Lead management

  • Phone and email integration

  • Forecasting for business pipeline

  • Contact management to ensure sales cadence

  • Reporting for individuals and management

  • Task and activity assignment for individuals and teams

  • Security controls to make sure only the right people have access

  • Automation & escalation to control risk and ensure nothing gets missed

  • Marketing for social media and EDMs (Email campaigns)

  • Integration into other systems to bring important data to a single place

  • Customer Journey Mapping for control of key interactions

  • Cloud based for centralised data

  • Mobile CRM app for staff in the field

  • AI and statistical analysis for better decision making

Sugar CRM

Choose SugarCRM for flexibility, integration, user uptake and control of your data. If you need an easy to use CRM with the ability to grow and customise as your needs change, then SugarCRM is strong option. With the ability to select in-house or cloud hosting and take advantage of multiple integrations with other systems, SugarCRM represents a mature, secure and powerful choice and is one of the best CRM for sales reps.

For more information on SugarCRM, click here.

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Find Win Control-Projects

Based on SugarCRM for the construction industry

Find Win Control–Projects is an enhanced version of SugarCRM that helps you find more projects, win sales and control them so you can deliver successfully. It gets the right information to the right people so you’re fully informed but never overloaded. Find Win Control–Projects improves your project’s compliance, meaning more revenue at completion and fewer penalties. Find Win Control-Projects is a powerful CRM for the construction industry.

For more information on Find Win Control-Projects, click here.

Zoho One

Choose Zoho One for an end-to-end product solution with many integrated applications at a competitive price point. If you’re looking for a fast-start or DIY CRM, then the Zoho CRM is a solid decision. With an intuitive interface and a raft of over related 40 applications, Zoho One is a powerful system with frequent updates. Zoho CRM is often considered the best CRM for small business.

For more information on Zoho One, click here.

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How Much does it cost?

CRM licenses are charged on a per-user basis. Contact us for special corporate pricing.

Zoho CRM Pricing

Flexible individual or whole-of-business pricing for Zoho One provides access to the full suite of 40+ applications. Optional plugins. Licenses start at Au $47.3 employee/month/annually.

SugarCRM Pricing

Cloud or on-site based licensing for full control of your data. Optional plugins. Licenses start at US $52 per user/month/annually.

Find Win Control–Projects (Based on SugarCRM) Pricing

Cloud or on-site based licensing for full control of your data. Fast start package. Optional plugins. Contact us for details.

How hard is it?

The first part of the answer depends on what problem you’re trying to solve. It may be simple activity reporting for your sales team, in which case you need little technical configuration. Or if you need integration with ERP systems, payment gateways or custom features, then the complexity of delivering the CRM scales.

No matter the complexity though–a clear definition of the problem you’re trying to solve using the CRM platform will always simplify the roll-out.

The second part of the answer revolves around the human element. Introducing a CRM to your business involves more than configuring software. For a CRM to give you the results you want, it needs to become the hub of your sales operations.

For the project to succeed, you need to prepare your staff and then commit to using, then refining your system.

Two approaches to CRM

DIY

  • You control the process end-to-end
  • Pivot as you need
  • You maintain full operational knowledge of your system
  • You roll out at your own pace and availability of resources
  • Short-term cost to implement may be seen as cheaper
  • Viable for business with prior CRM and technical experience, with a specific roll-out goal

Engage a CRM Consultancy

  • You don’t need to be technical
  • Actual cost to implement normally lower than DIY approach because of efficiency
  • You avoid most mistakes or dead-end decisions by taking advantage of the CRM Consultant’s technical / change management experience
  • Higher percentage of successful roll-outs and staff adoption
  • You get the customisations or integrations you need as part of your roll-out
  • Controlled implementations lead to predictable improvement cycles

How much can I customise my CRM?

The short answer: a lot.

  • Screen layouts
  • Reports
  • Custom input fields
  • Business rule automation (such as escalations to managers & approvals)
  • Integration with 3rd party systems

The longer answer:

The platform you decide on determines how much customisation you can have. Both Zoho One and SugarCRM allow you to customise aspects of the CRM at a user level. If you’re looking for a deeper level of integration with another data source, or extensive custom functionality beyond the core systems, then SugarCRM with its open source code base may be the stronger option. In either case, call us to discuss your needs and we’ll help you find the right answer.

CRM Integration

A powerful feature of Zoho One and SugarCRM is the ability to integrate with different systems into your CRM database. We’ve augmented these abilities with integration frameworks to fast-start all integration activities, supported by ETL platforms like Talend and SugarCRM Integrate. The result is high performance solutions that connect any system to any other system. This delivers all the data you need in one place, providing you a complete picture of sales and operations.

Current integrations include:

  • SAP
  • Navision
  • Arrow Accounting
  • MYOB
  • Xero
  • JD Edwards
  • Symix for accounting and ERP.
  • ATSIC
  • Green ID
  • Credit management services
  • Payment gateways
  • Document management systems
  • Digital vaults
  • Ask us for more

Average time to implement a CRM?

We can get you up and running in 30 business days.

What’s Next?

For the fastest results – Call us to discuss your needs. We specialise in turning business goals into outcomes. You can also download a trial of Zoho One or organise a tour of SugarCRM via the links.

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