Home Tech News How To Leverage Features Of Modern CRM To Save Time And Increase Productivity?

How To Leverage Features Of Modern CRM To Save Time And Increase Productivity?

by Soft2share.com

When it comes to the list of tools that played a crucial role in revolutionizing customer service and sales during the last decade, the customer relationship management (CRM) system tops the chart. These days, modern CRMs integrate with social media platforms and offer a lot more than merely helping companies to manage customer service and up-selling. 

Using a single platform for all your emails

Using multiple email clients means toggling between various windows to find the relevant emails. Integrating numerous email accounts with CRM enables employees to check all their emails on a single screen. It saves time spent on retrieving emails and updating records.

Email management and automation are perhaps some of the most appreciated tools offered by customer relationship management systems. A good CRM software development company can help in integrating multiple email accounts with your existing customer relationship system as well. 

Email automation to help sales reps 

Sales and marketing representatives working on email campaigns spend a considerable time on crafting content for their sales emails to pitch their products and services. On the other hand, just one-third time is spent on interactions to build a relationship and winning business. 

CRM email automation features can work as an extra pair of hands for your team. Lead nurturing, retention, and welcome emails can be automatized with the help of the consumer relationship management system.

Welcome emails sent to new customers to introduce your brand and range of products as well as services can offer a high ROI. Studies suggest that people do read most of the welcome emails from companies after opting for new products or services. Automating the same can save time, resources, and chances of errors.

Automating lead nurturing emails consisting of the brand story, details for products and services, and of course, the links for your website can be a good idea.

It is of common knowledge that existing customers can spend considerably more on buying new products compared to the new consumers. Thus, firms should never put a brake on communication with existing consumers. Sending automated retention emails every month can help. CRM’s can be programmed to send notification appreciating their business, links for surveys, gift coupons, and pro-actively asking the customers if they need assistance.

Using social media platforms and CRM to offer a superb consumer experience

Studies suggest that the social consumer relation system can help in saving as much as 40 percent of the overall amount spent on the customer service department’s human resource. Besides customer service, SCRM can also help in saving costs across other departments like sales, marketing, up-selling, branding, etc.

Companies become more responsive with SCRMs as the solution promotes immediacy. Representatives can quickly review interactions and respond from anywhere, anytime to consumer’s queries. 

Brands that have implemented SCRM suggest it can help in retaining loyal customers. The solution saves time, resources, and helps in increasing retention rate by as much as 26 percent. 

A deeper level of personalization for sales, marketing, and customer service 

The social customer relationship management system enables brands to understand what type of content can trigger customer interactions. Such content can be optimized to get higher visibility.

SCRM brings sales, marketing, and customer service teams on the same platform. It helps three departments to share their message effectively besides ensuring that every inquiry is attended.  

The combination of social media and CRM system means more interactions and accurate data. Such insights help in achieving a deeper level of personalization for sales strategies. Experts suggest companies can easily double their sales conversion rate after deploying SCRM. 

One of the most splendid features offered by SCRMs is the ability to automate campaigns. Brands can publish personalized campaigns to target a selected group of customers across multiple platforms during the same chosen timeframe. 

SCRM for tracking influencers 

Advanced SCRMs can identify brand advocates on social media by analyzing thousands of interactions within minutes. Companies can use these brand advocates and influencers to send the marketing message across effectively.

Identifying problems and analyzing trends 

Real-time interaction-based data collected from SCRMs can help companies to keep track of the issues faced by customers with their products or services. The data can help organizations to resolve the issue and respond to customers effectively quickly. The task of identifying problems on a real-time basis was never so easy. 

Not just problems, but analyzing the latest trend also becomes more manageable. Until the last decade, understanding the market trend was a time-consuming and challenging task. It also required companies to gain access to a large chunk of data about competitors’ business. However, SCRM has revolutionized trend analysis. It can be done within minutes, and marketing strategies can be fine-tuned to make campaigns effective.


Are you looking for a CRM Development Company that has earned a reputation as one of the best CRM software providers in Mumbai? If so, you should discuss your CRM automation requirements with engineers from Smart Sight Innovations.

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