September 19, 2014 01:51

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Five Ways That a CRM Can Help Your Business

When you’ve made the decision to implement a customer relationship management system, you’re going to have some big expectations and a lot of high hopes. That’s fine, because a CRMS is a proven way to manage and grow your business, and it can help you get to where you’re going faster than just about anything else.

If you aren’t familiar with using CRM, you may be asking yourself what to expect. This system has been sold to you as the greatest thing since sliced bread. Just what can you really expect it to do for you?

Improve and Enhance Your Data

Every business has data to deal with, and yours is no doubt the same. In the past all of this data has come into the office in every form imaginable, from emails sent by field reps to notes scribble on a napkin. A lot of that data gets lost or is useless to anyone who doesn’t have access to that email or napkin. A CRM lets you put it all in the same place so that everybody on your team can see all of it. Instead of scribbled ramblings it’s now transformed into useful information in the company database.

Put the Data to Work

With all of your data in one place and accessible, you won’t be losing anymore golden opportunities through the cracks. Use your CRM to find neglected and stagnant accounts and get them active again. Out of sight, out of mind no longer applies to inactive accounts when you put your data to work for you.

Coordinate Your Team

Team leaders can tell at a glance which customers your salespeople are calling on and whether they are new or repeat customers. Leaders can manage prospective clients and other activities through the CRM, giving those in the field direction and guidance towards meeting your company’s ultimate goals.

Increase Sales

Use CRM to coordinate activities to ensure that everyone is following the steps needed to expand territories and increase sales. Track essentials to make sure goals are being met, and use your CRMS to keep everyone moving in the same direction. Using the system in this way will ultimately lead you to increased sales.

Make Informed Decisions

You are the ultimate decision maker in your company, but what do you base those decisions on? A CRMS can give you clear reports with essential data to help you see what’s going on and provide you with the information you need to make your decisions.

In the end, the people are the ones making things happen, but a customer relationship management system provides you with information and guidance to take you to the next level. Use CRM to make sure that everybody in the company is working from the same information and not scrambling to read notes off of an old napkin.

To know more information about the author and lead management software please visit: - onsitecrm.com

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September 18, 2014 03:40

CRM for Tax Companies

If you are a tax professional of any kind, whether you are a certified public accountant or handle tax work in another capacity, you know what a headache keeping everything straight can be. Not just who needs what, but also who hasn’t checked in so far this year, who has checked in but hasn’t followed up, and who are the potential new clients you need to get in touch with. This is a juggling act at the best of times, but during tax season the demands on your time can be overwhelming.

crm for tax company — CRM for tax company

OnSite CRM can save you time, money, and a lot of headaches by helping to manage your customers simply and efficiently. Not only that, we can provide you with a clean, integrated system that does it all, letting you dump the old way of doing things and step up to our CRM system that is both efficient and intuitive. With OnSite CRM everybody in the office uses a single system, improving efficiency and your bottom line.

A Powerful CRM Platform

OnSite CRM for tax companies gives you the power to get the job done. Our system offers you a complete customer relationship management system. Track your leads, inquiries and clients across every department in your company. Anybody in your operation can enter data about a client, and everybody else can see it. This keeps the whole team on the same page and presents an excellent image of your company. You know the entire history of every client’s contact with your company, so you’re prepared to talk to them and help them, often before they even realize themselves that they need your services.

Integrated Verticals

One of the great benefits of working with OnSite CRM is that this system is far more than just a way to manage your clients. With our integrated tax professional vertical system, OnSite puts everything at your fingertips and makes it easy to manage. You no longer need one kind of software for the front office and something else for the back office. OnSite CRM does it all.

With our integrated verticals you can track a client, provide an electronic review of the client’s needs, identify the necessary tax forms for the specific situation, prepare them and print them out. We even give you a time-saving electronic client interview. Once everything is delivered to the client you can use the CRM to follow up to check on customer satisfaction; all this without jumping from system to system. It’s a proven fact that the more you have to handle data the greater the opportunity for error. With OnSite everything is in one place and there’s no chance for data errors to sneak in between the front and back offices.

Email Campaigns

We know your emails are important to you, and a great email campaign is essential to the success of your business. To give you the best possible experience, OnSite CRM has partnered with SMTP to give you the best delivery service available for your email campaigns. This is a top-notch company with over a decade of history delivering emails and making sure they get where they need to go. They are publicly traded and have set the standard that all other email delivery services strive for.

SMTP reaches more in boxes than any other service. Even when clients have requested the information, 22% of emails from businesses never make it to the client. SMTP has the highest rate of deliver ability in the industry. Don’t let your drip campaigns go down the drain – work with a partner that delivers the best.

Contact OnSite CRM now to step into the world of full-spectrum CRM and integrated verticals. Stop costly errors and wasteful jumping from one system to another. Let OnSite CRM handle it all and save you money every day.

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August 11, 2014 05:50

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Paying Attention to the Details

Paying Attention to the Details

A customer relationship management system can do more than just tell you who’s on the phone and what your customers might want to buy. A good CRM system can also help you pay attention to all those little details that are so important in running a business, things that may get overlooked in the day-to-day hustle and bustle.

Automated Reporting and Analytics

Being able to track trends, sales, and the buying habits of individual customers is a great way to stay on top of what’s going on with your business. Tracking this information the old way is not only tedious it can be costly in terms of the man hours required to identify and enter all of the appropriate information and then get it back in some type of usable format. CRM systems remove the hassle and headache from this essential marketing chore. The nature of CRM means that everything you need to know about your customers is already in the system, ready to go. You just have to ask for it.

A good CRM system has the capability to give you all of the reports and analytics you might need to answer important questions about your business. You can easily find out who is buying what, what you have that’s selling and what you have that isn’t. CRM reports can also help you take a good look at your sales pipeline to see how it’s working and where things tend to bog down. With the centralized data storage that is built into CRM, you can answer these questions and many more at the touch of a button.

Maximizing Cooperation and Coordination

Since everyone in the company shares the same CRM platform, they are all on the same page when it comes to what’s going on in the company. They all work from the same data and they all see the same reports. No more finger-pointing when things aren’t going right; the customer relationship management system makes everything clear because everybody sees the same information.

Suddenly sales, customer service, and marketing can all come together and work as a team. Goals are clear and what needs to be done to reach them are out in the open as well. Less time is spent on trying to decide who should be doing what and more time can be spent on actually doing it. The common, everyday administrative tasks are handled by the system so that your employees can focus on their jobs.

Handling the Details

The average company spends countless hours making sure records are kept current, appointments get scheduled, and follow-ups happen as they should. You may even have a person or two in your own company that spends the day handling these functions. It’s a tedious task, but a necessary one, and attention to detail is essential. When you use a CRM system it all gets handled almost as if by magic. Changes are quickly and easily made in one place, such as on the master schedule, and then they automatically get made in all the other places, such as on individual calendars, saving many hours of time and possible missed communications on a daily basis.

Even though many people think that a CRM system is nothing more than a marketing tool, it can bring so much more to your company. Once you get one you’ll wonder how you ever managed without it.

To know more information about the author and crm for tax company please visit here.

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August 8, 2014 05:19

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Lead Management Software

Lead management software is the ideal way for any company to manage leads. It lets you track the leads that come into your company so that you can see not only who they are but where they are coming from. As the leads arrive, you’ll also be able to sort out the good leads from the not-so-good ones, so that you can maximize the use of your staff’s time and not waste a lot of effort on contacts that are not yet ready to buy. It’s also the perfect way to manage contacts with your leads.

Tracking Your Sources

Lead management software is ideal in today’s business environment. It lets you see just where each of your leads is coming from. You’ll be able to tell which leads came from your website, which ones are the result of your email campaigns, which ones come from direct contact through a dialing system, and which leads come from any other source that you’re using, such as print ads or mailings. Knowing where your leads are coming from is an essential step in maximizing the power of your marketing dollars. No more wasting money on dead campaigns; put your money in the methods that are giving you results.

Customize Your System

One of the features offered by goof lead management software systems is the ability to customize your setup, allowing you to name reports, fields, and even dashboards in any way that you choose. This helps to make using the system easier for you and your team; no need to learn inaccurate or generic terms just to use the system. It tells you what you want to know in terms you can understand and relate to.

Integrate Your Systems

If you’ve already graduated to using a top-quality customer relationship management system, or if you’re thinking about it, consider that lead management software is the perfect addition. Everything flows smoothly into a single database, allowing you to manage your leads from the moment of first contact. Many CRMS have this helpful function already built into the system.

Enhance Your Customer’s Experience

Lead management is about far more than simply gathering and tracking data; lead management is about affordably and effectively delivering your message to your customers and potential customers. A lead management system lets you stay in touch with every lead in your system in a very personal way. You’re able to tailor and deliver messages to your leads that address their interests and their needs, providing a great experience for each person involved.

Logging and tracking the information about each lead you contact has a significant impact on your sales and marketing efforts. Your team members can see at a glance what each customer’s interests and needs are, allowing both sales and marketing people to be on the same page when dealing with leads. There’s less time wasted, less frustration for your staff, and in the end the customer gets to enjoy a much more cohesive and less fragmented experience with your company, and a happy customer is much more likely to buy. Everybody wins.

To know more information about the author and client management software please read here.

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August 7, 2014 06:23

Boost Revenue with Better Visibility through CRMS

The nature of the Internet and the many changes brought about by it and related technologies ultimately mean that your customers and your marketing team are spending a lot more time talking to each other. While this can be a good thing in the long run, it puts a serious burden on your staff. One of the things you need to consider is whether or not everybody your team is going to be on the same page when talking to their customers.

That’s where your customer relationship management system can really pay for itself and then some. A CRMS lets every person in your company see the same information about every customer every time. This insures that the entire team is working together instead of each one starting over with new and different data every single time.

But CRM doesn’t stop there. A great system is going to do so much more than just let you track customer info; if you’ve got the right system in place it’s going to help you take a close look at the entire process. The increased visibility provided by a customer relationship management system is your best friend when it comes to putting the entire sales process under the microscope and analyzing what’s working and what isn’t.

What you want is a CRMS that allows you to capture and scrutinize certain kinds of data. Here are a few ideas to help you get started:

Secure and Reliable Database

Your customer relationship management system gives you a secure, reliable place to keep all of the data for every customer contact, both new and old. This is an essential part of the process.

From Stranger to Contact

Your CRMS keeps track of everything you need to know about every person that makes contact with your company. This starts when the person first arrives on your website as an unknown visitor and continues until he becomes a paying customer.

From Contact to Customer

Use your CRMS to follow contacts to determine what eventually happens to them. CRM reporting and analytics will fill you in on what happens to these people through every step of the contact process. Use the system to track activity and review the ultimate outcome.

To sum it all up, when you’re using a customer relationship management system you’ve got much better visibility of your customers and their details; it’s easy to find the answers to all the tough questions of the past. You’ll know who these people are, where they come from, and just how many leads you’re getting from each different source that you use.

More than that, you’ll know the quality of your leads. At what point do your leads convert to sales, or where do you lose them? Where do your best leads come from, and where do those that fail to convert originate? Your CRM will help you boost revenue by answering these and many other questions through increased visibility of the marketing and sales process, every step of the way.

To know more information about the author and small business crm software please visit: – onsitecrm.com

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