Who can use CRM
WITHIN YOUR TEAM
Gathering information about website visitors using webforms and a chat application like Freshchat, setting up drip campaigns, and identifying the ROI of marketing activities are just some of the many uses that CRM software has for marketing teams.
Figuring out if a lead is hot/warm/cold, reviewing previous conversations with a customer, assessing the month’s sales pipeline, logging calls, sending emails, tracking them—are some of the many uses that CRM software has for sales reps. For sales managers, CRM software helps pull up template reports and create sales reports to track their sales team’s activities (like calls made, emails sent) and evaluate sales performance (deals closed).
Integrating your CRM software with a helpdesk software like Freshdesk gives information about the issues raised by customers before any upsell or cross-sell activity. It also gives details about the company and opportunities—like the number of open deals, the number of deals won or lost, and the total amount of deals—to customer support teams.
BASED ON COMPANY SIZE
Zero tolerance for complexity, no time for a steep learning curve—startups have very clear expectations from business software. CRMs for startups understand this. They’re easy to use, intuitive, and are designed with features to help the business scale quickly.
Today you’re a small business, but you won’t remain so forever. You cannot afford to spend like an enterprise does on CRM software; at the same time, your size shouldn’t prevent you from enjoying CRM’s benefits. You can set yourself up for sustainable growth with a small business CRM which provides extensive features at affordable prices.
In business you’re always looking to close deals; when you’re an enterprise business you want to close big. This means more sales teams, a wider casting net, and more opportunities. A CRM system is indispensable for any enterprise that wants to bring order, clarity, and a sense of purpose to its sales process.
ACROSS BUSINESS TYPES
If you’re a Saas business, you’re reaching out to resellers, partners, and businesses of all sizes every day. Whether you’re tracking sign-ups, managing subscriptions, or setting up demos for your contacts, a Saas CRM can help you handle all this data from one spot.
In a B2C landscape, customer satisfaction and loyalty is everything. And the CRM software should be able to help business rise above their competition and sustain in the market. Tracking website visit, storing customer information, identifying the sales-ready leads, sending emails, making phone calls—these are just some of the variables that make for vital knowledge in B2C businesses.