Know how to use Cloud CRM to its greatest advantage

There is no shortage of cloud CRM systems. You can pick the best cloud crm like Oracle or Salesforce, go in for Sage CRM or Microsoft Dynamics or any of the others that allow cloud as well as on-premise usage. The best cloud crm integrate marketing, sales, Email, calendaring and scheduling, all accessible from your desktop, laptop or smartphone. However, in essence, these are tools, mainly database tools and it is up to the user to know the crm in order to get the best out of it. Despite so many features, most managers use only a few reports and hardly take the time to explore possibilities the best cloud CRM offer. There is a noticeable lack of a central administrator of the crm system and this leads to complaints about not being able to get the maximum benefits.

Centralized Administration of Cloud CRM

Small or large, organizations could do well to have a single person to manage the cloud crm as an administrator, serving as a central pivot. In order to serve effectively in this role, the designated person needs to know in-depth everything and could do with training. The returns will far outweigh the cost and effort.

Adapting Company Culture to Cloud CRM

In most organizations, people find it takes extra effort to adapt to the cloud CRM in use. Executives will continue to submit reports in different ways and this can make the entire objective a difficult one to achieve. It is for a company to insist that everyone in the loop takes time out and makes efforts to learn to integrate the existing cloud CRM into their daily professional life. The tools are all there in the best cloud crm you have chosen and it remains only to adapt, learn, exploit and leverage the power for a full 360 degree view of your sales and service operations.  What your CRM does is it captures and consolidates data, gives you access anytime from anywhere and stay on top of any situation.

Make it Easy

While the best cloud CRM may have features that seamlessly integrate email and desktop enhancements, it pays to invest a little time and effort to check and do it if it is not automatically done. Activate the desktop client that allows drag and drop features, list exports, contacts exports and automatically saving mail contacts to the CRM contact list. Make history and collective information easily accessible for everyone in the chain. If the cloud crm allows it, you can interface it with your accounting system for better accounting and information management with everyone from sales to service. Another step is to integrate quote or proposal generation and management that makes it easy for the prospect and the sales personnel handling offers. Follow this up by using the CRM to create relationships with contacts and keeping in touch by, for example, sending birthday greetings or something similar. Take it further by social building, using information from a contact’s social networking profile to know him better.

Even the best cloud CRM is of little use if those involved do not immerse themselves and leverage its vast power to bring about efficiencies and productivity enhancements.

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