- CRM has been around since the 1980s.
- As a concept, it started with the idea of presenting customers
with a global face, thus increasing customer relationships.
- This was to be accomplished by providing a readily accessible
data repository which all employees across an organization
- This data silo would hold all the information a company
has gathered on every customer, effectively building a ‘customer
profile.’ Every time an employee had any interaction
with a customer, they would then leave a ‘fingerprint’
on the customer record, so that all interaction with each
customer was completely recorded.
- It would eliminate the need to use paper trails, disorganization,
and free up company time to dedicate to providing a more
customer-focused atmosphere. The realization of CRM spread
like wildfire and it quickly became a new catch-phrase in
the business world.
Key Concepts / Benefits
The key concepts of modern-day CRM have grown by epic proportions
from its original vision. Now integrating highly functional
reporting, analytics and business intelligence tools, as well
as branching into other areas such as Sales Force Automation
and Enterprise Resource Planning, a CRM solution today is
a lot more than what it used to be.
Customer Centric Focus
It’s been shown time and time again the biggest gripe
customers have with business interaction is uninformed employees.
By sharing a central data repository across your organization,
you can overcome these issues. All agents that have any interaction
with your customers can quickly reference the customer’s
history and view all previous dialogues or contacts that the
customer has had with your organization. This drastically
improves speed of service, and best of all, customer satisfaction.
A satisfied customer is the most valuable marketing tool your
organization can have - word of mouth recommendations don’t
cost you a dime, and do more to promote your company’s
products and services than any marketing campaign ever could.
Intelligent Business Decisions
Never make uninformed business decisions again. Using Salesboom’s
reporting and analytics tools, you will have a complete overview
of your company’s entire operations. From key tools
such as Revenue Forecasting, down to analyzing the effectiveness
of your marketing campaigns, Research & Development Projects,
or anything else, you’ll always have easy-to-use tools
to give you the reference point you need to make informed
decisions moving into your company’s future.
Automated Sales Force
No more disorganization or individualism in your sales team.
Define your process and watch as your sales agents all conform
to the most efficient manner of pushing prospects through
your sales process all the way into closed deals. More efficiency
in your sales team means a shorter sales cycle, which means
you can generate and process a higher number of prospects
with the same amount of human resources. Never let another
deal slip through the cracks due to being disorganized. Never
have your prospects fall out of reach of your company due
to employee churn. All the data is centralized, and you can
make as rigid or as flexible a sales process as you need.
Many of the tasks that are run in the background to make
sure your business continues to flourish can now be automated
with Salesboom CRM. Automating your R&D products through
Project Management, a complete history of all products and
services offered in the Product Database, as well as the pending
release of Billing & Invoicing Automation will all serve
to make these tasks less time consuming and more employee-friendly
- freeing up your resources to generate more sales through
Event & Task Management and Propagation
As soon as you log into Salesboom you’ll see a complete
Task list. All pending tasks, whether current or future, are
saved here. Keep organized. Never miss a follow-up with a
customer, forget to generate a report for your boss, or neglect
to get the new information to your other team members about
an update in policies. Plus, schedule events - from meetings
to dentist appointments - and invite the other organization
members who need to know what’s going on, while keeping
it private from those who don’t.
Instant Messenger Collaboration Tool
Instantly send messages to any user in your organization,
whether they’re on-line or off-line. From across the
room to across the globe, make sure that you’re collaborating
with the right individual real-time, to get all the necessary
information across as it’s available.
Keep tabs on current campaigns, plan future campaigns, and
reflect on past campaigns. Look at how much a campaign cost
you five years ago, and how much revenue it has brought in
to date. Be able to easily see what marketing campaign originally
brought in a customer that’s been with you for ten years.
Keep track of how your marketing budget is being spent - and
quickly find out the most efficient uses for your marketing
Keep your Sales Reps busy by building a large pipeline of
sales leads. Never let another lead slip through the cracks
again. Employee churn is no longer a problem. A central repository
of all leads - past and present - will assist you now and
well into the future. Keep track of how your leads are progressing
through your sales pipeline into revenues for your company.
Account & Contact Management
A complete database of all past and present customers, all
pertinent contact information including names, phone numbers
and e-mail addresses, all in one spot that they’ll never
be lost - Salesboom CRM. Easily accessible on-demand from
anywhere in the world with an internet connection, you’ll
always be able to get a hold of your customers whenever you
need to, and wherever you need to.
Opportunity Management & Revenue Forecasting
Track multiple opportunities and watch their status progress
for each account in the database. Run easy to understand revenue
forecasts on all your opportunities, past present or future,
to get an accurate idea of your company’s revenues.
Leave the guess-work to your competition - get quick references
on how much your sales team expects to bring in in revenues
for the next quarter so you can plan your budget accurately
ahead of time.
Keep an electronic reference for all the contracts your company
signs. From sales contracts to service agreements, non-disclosure
agreements to partnership documents. Store where the hard
copies are located in the office, where an electronic version
can be located in Salesboom or on your corporate intranet,
who signed the contract from both parties and when. Never
have another contract expire with Salesboom’s owner
Case & Solution Database
Keep track of all your customer service issues as cases,
and keep a database of solutions to common problems that are
easily searchable and quickly referenced by your customer
service agents. See which customers are bringing forth the
most problems, find out how quickly your cases are being addressed
and resolved, and communicate internally between all agents
needed to solve the issue.
A complete history of all past and present products and services
that your organization has offered. Keep track of prices,
and product numbers, group your products into similar categories.
Even offer multiple products in a suite for a discounted price.