CRM software as limitless as your imagination

Customer relationship management, or CRM for short, refers to a company’s focus on its customers in order to maintain and build long-term business relationships. This includes relationships with potential and existing customers as well as relationships with suppliers, partners, employees and other stakeholders. The focus of relationship management is always on the active, customer-oriented design of business processes in order to create optimal customer experiences, win and retain customers and, as a result, significantly increase the company’s success.

CRM software supports this entrepreneurial approach by collecting relevant data centrally and processing it accordingly. This allows you to interact with customers in a more targeted manner and provide them with offers tailored to their interests and needs. In addition, the use of a CRM system automates common processes and relieves the burden on various areas of the company such as marketing, sales and service, while at the same time increasing profitability.

With the right system, a comprehensive customer profile can be mapped. From simple master data (name, address, contact details) to previous interactions and conversations, services used, complaints, etc., all information is used to carefully manage customers and leads. Thanks to the functions of a CRM system, expected opportunities to close deals and cross-selling potential can be identified more easily and individual communication measures can be implemented.

The aim of CRM software is to process and prepare collected information about customers and stakeholders so that it can be used intelligently and profitably for customer acquisition and customer care. As a result, the use of a CRM system aims to achieve high customer satisfaction, strong competitiveness and long-term earnings.

However, these goals can only be achieved if you know your customers’ needs and how they tick and act. In other words, an all-encompassing customer picture. And this is exactly where CRM software comes in. It must bundle all information about your buyers across all channels in one central location so that employees in every department can access it and use it for their activities. This not only makes it easier for sales, for example, to track the path from inquiry to sale, it also makes it easier to tailor marketing measures and services to the interests and wishes of customers.

The uniform view of the customer also promotes collaboration within the team and ensures greater transparency and efficiency within the company. Another task of CRM software is to provide important key figures for analyzing and monitoring the success of your measures. This allows you to regularly optimize your activities and offers.

Lower costs and reduced time expenditure
Thanks to the automation of all administrative activities, the use of CRM software saves valuable working time. Employees can focus more on their core activities and customer care. By providing relevant data within a central platform, the time required to find information is also significantly reduced. In addition, many CRM software packages such as 1Tool cover the processes and workflows of an entire company with their functions. This saves additional costs for other systems and time spent switching back and forth between them.

More transparency, efficiency and productivity
Your employees can access a standardized database together. As a result, they are more connected, have an insight into the work of other departments and can use this for better collaboration and customer service. The automation of all activities and processes reduces the time spent on manual tasks and the number of clicks. As a result, employees get more done within their working hours. Another advantage is that you are no longer dependent on individual employees and their expertise – whether it’s a termination or sick leave, urgent information is always available to other employees in the CRM software.

Stronger customer loyalty and better support
The CRM software provides all the important information about a customer: contact details, interests, products already purchased, complaints, etc. This 360 overview enables targeted support for your customers. And in a matter of seconds – your employees can view all relevant data during a call and respond to your customers’ needs accordingly. Better service leads to higher customer satisfaction, which in turn leads to more profitable relationships and repeat customers.

Detailed forecasts and optimization potential
Thanks to the forecasting functions of CRM systems, the enormous amounts of data can be automatically evaluated and important key figures measured. This allows problems to be identified at an early stage, offers and products to be adapted in line with demand, future trends to be identified and potential for improvement to be recognized. In addition, the automatic forecasts highlight cross-selling and upselling opportunities and thus help with the planning and definition of future activities and goals.

Flexible and location-independent working
Thanks to its cloud-based use, CRM software such as 1Tool makes it possible to work from anywhere and at any time. Whether in the office, working from home or on the road with customers, data can be accessed anytime and anywhere. This enables companies to collaborate better across different locations and teams all over the world to stay in touch with each other.

A CRM system is essential, especially for those employees who are in close contact with customers. This includes sales, marketing and customer service. However, advanced CRM software such as 1Tool is not only based on these areas, but also includes all departments of a company. For example, management, IT staff and HR management also benefit from CRM software, guaranteeing consistent support for relevant stakeholders.

All departments in your company work together better and more productively thanks to increased transparency and easier access to data. Regardless of whether you are a large corporation, medium-sized or small business, a CRM supports companies of all sizes in successfully managing and maintaining their customer relationships.

You can find more information about the use of CRM software in the various departments of a company in our infographic.

When introducing CRM software, you should first ask yourself clearly which functions your preferred system must have and which activities it should simplify. A concrete definition of goals, workflows and processes is therefore necessary.

Once the CRM strategy is in place, you now need to plan the introduction of your system well. Ideally, there should be a team responsible for implementation that constantly monitors progress. In addition, all other employees should be informed about the introduction of a new tool in the company at an early stage. On the one hand, this increases your employees’ acceptance of the software. On the other hand, they can provide helpful tips regarding everyday tasks and the process of certain activities that are to be improved by the software.

Finally, it is also important to think about the access rights of your employees. Every modern CRM system has the option of defining roles and authorizations to ensure secure data usage. This gives your employees access to the data that is relevant to their work.

Read our blog article to find out what mistakes are often made when introducing CRM software and how they can be prevented.