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What Is CRM Software Solution?

Customer Relationship Management (CRM) is the business process of establishing long-term relationships with leads and customers. It helps to stay connected to customers thereby leading to personalized interactions, higher customer satisfaction, and increased profitability.

CRM software applications are instrumental in collating different blocks of information about leads, customers, and markets so that you can market and sell your products and services. They support the entire customer relationship lifecycle management solution and manage marketing, sales, and customer support and service.

Domains Fascinated by CRM Software


CRM systems have brought in innovations and new aspects to the field of marketing. They can significantly improve the marketing activities of an organization -

Email marketing

With more and more people online for a longer time, marketing via web channels makes the most sense. CRM tools support your marketing campaigns by integrating email marketing. Some of the features are -

  • Availability of prepackaged and customizable email templates.
  • Functionality to send targeted emails with interactive elements based on customer profiles.
  • Automation of lead management workflow so that leads can be classified and further action can be taken based on prospects of success.
  • Generation of metrics and analytics to track the results of email campaigns. Recipients’ actions like opening emails, click-throughs, bounce rate, email forwarding rate, etc. let you decide on how to take your marketing actions forward.

Online Marketing

CRM tools help you to reach out to a wider audience with social media campaigns -

  • Production of different types of content such as newsletters, Instagram posts, Facebook content, blogs, tweets, videos, and podcasts.
  • Management of social media campaigns and engagement with online audiences across various platforms.
  • Tracking and monitoring online marketing campaigns to identify potential customers and brand advocates and engage with them. Tweak marketing activities to get better results

Offline Marketing

Marketing teams can use CRM to automate offline marketing campaigns and measure return on investment (ROI) on their activities and campaigns.


Sales teams can use CRM tools to engage with customers better and manage the sales pipeline effectively.

  • The sales team can store prospect information, customer information, contacts, sales opportunities, etc. in a central database. They can access it anytime from multiple locations in a secure manner.
  • CRM can automate sales workflows. The entire sales cycle of contacting leads, scheduling appointments, preparation of quotes, order processing, deal closure, follow-up can be streamlined with a CRM tool. Salespeople can stay on top of their tasks and focus on increasing sales revenue.

Customer Service

Customer service teams can use CRM tools to increase customer satisfaction and improve customer retention rates. CRM applications provide the following features -

  • Creation and management of a self-service portal that the company’s customers can use for support and troubleshooting.
  • Set up automated workflows for responses to customer concerns or sharing information on products and services.
  • Ticketing module that allows registering customer complaints, queries, and issues. Authorized users can access the tickets, manage the priority of tickets, schedule their tasks, take actions to resolve tickets, and update their status. Managers can track the progress of tickets, monitor the resolution process, and view other reports and take action if required.

How Does CRM Integrate With Other Applications?

CRM software provides tremendous value addition to the business. They store and process marketing data and customer data. Integrating it with other business applications will facilitate business applications to interact seamlessly leading to reduced redundancy and maximum productivity. CRM applications can integrate with various systems -

Accounting Software

By integrating the CRM solution with the accounting system, you can view your sales information, create and view invoices and check account balance information in the CRM tool. This will guide your future interactions with the client.

Contact and Calendar Integration

Integrate the CRM application with Google Calendar or with Microsoft Exchange/Outlook365 to sync contacts, add reminders and meeting notifications in the calendar. Log a meeting and send invites in either of the tools and sync the tools to have the same information.

Social Media Integration

Integrate your company’s social media accounts with the CRM program for marketing activities and share content on popular platforms such as Facebook, Twitter, and LinkedIn. Engage with the virtual world and incorporate the information within the CRM application. Use metrics and analytics data given by social media applications to get an insight into your online audience.

Computer Telephony

Integrating CRM with the computer telephony system will enable sales representatives and customer support associates to view contact information, update data as required, and make calls from within the system. The integration will allow calling, call recording, call forwarding, and IVR processes. The sales team and customer support team need not switch between different applications and tools while handling inbound and outbound calls tasks and can work smoothly.

Features Of Our CRM Solution

We partner with clients to develop bespoke technology for customer relationship management. The key features of our CRM package solutions are -

Ease of Use

User-friendliness is a key feature of our CRM solution. It is easy to deploy and update; simple to use and applies existing UI standards and design conventions. Our aim is to ensure that your employees have a short learning curve.

Automated Workflows

Our solution has modules for setting up intelligent automated workflows for teams involved in sales, marketing, and customer support.

Mobile Support

We can deliver a full-fledged CRM experience on your mobile devices. Mobile integration is important in today’s world where the business is 24x7. Sales agents travel for their work. Employees need to access work information when they are not at their desks. The ability to access the CRM application on-the-go will allow your team members to dial into meetings from anywhere, access contact data when needed, view dashboards, and monitor performance.

Report management

We provide default reports on leads, marketing tasks, contacts, client accounts, and customer service tickets. Reports can be scheduled for generation and distribution. Some of the reports that we provide are -

  • Marketing reports based on timelines
  • Overall SEO Report
  • Social Media performance report
  • Sales performance reports on various parameters like location, customer, etc.
  • Lead Conversion Rate report
  • Reports on the status of customer service tickets
  • Average response time and handling time for tickets
  • Customer Satisfaction rating report

Our reports are visual with aesthetically pleasing charts and graphs. We provide dashboards and views that have features of drill-down and drill-up.

We provide key insights into your business with analytics data. For example, our revenue analytics report gives you vital information on revenue generation across products, employees, channels, and locations. Trendline reports and forecasts on deals, sales, and effectiveness of marketing campaigns are available.

Our complete CRM solution will empower your teams to optimize their efforts and focus on building great relationships with your clients.


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