CRM software, also known as a Customer Relationship Management system, is technology that’s used to track and manage interaction and engagement with leads, customers and clients throughout the sales cycle.
While ERP software allows you to automate your business operations, CRM tools are all about managing leads effectively, improving customer support and nurturing brand loyalty. Developed by a CRM software company, they help B2B and B2C businesses tailor and programme communications across all client-facing departments, including sales, marketing and customer service.
The application of CRM software adds a high level of automation and integration to your relationship with customers and prospects. This will drastically reduce the time you need to spend on manual tasks. And, because all customer interactions are stored in one place, it’s easy for your team to stay up-to-speed with client activity. Take a proactive approach to managing leads as well as improving your relationship with repeat customers.
Our client management software packages offer insight into how your sales and promotional campaigns are performing, helping you shape your marketing strategy and make smarter overall business decisions.
CRM programs collect an organisation’s customer data—any interaction with existing or potential customers—and organise it into a central online hub. This means the data is accessible across the organisation, via your CRM system, whether your team is based predominantly in Hong Kong or spread out in many different markets.
The implementation of client management software allows users to track past customer interactions. This in turn helps them engage with prospects more effectively, encouraging them to buy through automated outreach, sales campaigns, and targeted marketing.
Our CRM software is not just for accounting businesses. With quick and easy access to up-to-date customer data, a good CRM system will save your team members time, whatever products and services you offer, letting them to focus on developing and looking after business contacts. The centralised system also means you’ll be able to communicate effectively, both internally and with your client base, personalising customer messaging to make sure they have a positive experience at every point of contact.
The consistency and analytics that good CRM software brings to the table will also help you evaluate your business performance and tweak or overhaul your strategy if needed.
Using CRM technology, your marketing team can identify the sources of leads, opportunities and closed sales. They can also find customer information for upcoming campaigns and send targeted marketing emails.
When customers place orders for your products or services after these marketing campaigns, you can track the orders using your ERP or business management solution.
CRM software automates sales tasks, like creating quotations and orders, forecasting sales, progressing leads and converting them to opportunities using sales workflows. This allows you to simplify the sales process, shorten sales cycles and make the most of every sales opportunity.