What is CRM | Cloud CRM Solution

What is CRM?

Maxi CRM is one of the best softwares for building, maintaining and strengthening you relationship with customers. Or in some other words, it will make your customer relationship management a lot easier. But, what is CRM? And what can it give to you? Keep reading to find out.

What is CRM actually?

Just like I mentioned above, CRM is a term used for Customer Relationship Management. CRM is a combination of all things that represent some interaction with customers. CRM can used for B2C (Business to Customer Relationship) but lots of companies also use it for B2B (Business to Business Relationship). In some other article I will explain why the relationship with customers is so important but it is easy to figure out some stuff by yourself too. If you develop some connection with customers they will feel more important and therefore like you and your company better. Simple as that. And that’s why you should use CRM software.

CRM software is exactly what you want. It is a software that will allow you to interact with your customers and track everything about that interaction. Every CRM software comes with large number of different features that will help with increasing the relationship with customers. Every CRM system must allow customers to track names, e-mails, phone numbers and other basic information about clients. Some advanced systems can even track phone calls, sent e-mails, track their social media and similar while the most advanced ones can even save interactions and present you with some solutions.

Lots of people ask themselves if they need a CRM software and the answer is really and truly yes. Of course you can track customer information in some Excel file or in your notepad but it is hard. If you have 10 customers then it is possible but what if your business expands (and that should be your goal) and you get more than 100 customers, how will you track every each one of them? And that is exactly what CRM system does and that is exactly why you should get one.

Maxi CRM | What is CRM - Map

Still not convinced? Let’s see some easy examples.

You have a big company with a completely separate sales team that has to call people in exact time, how will you manage all of that without many mistakes? CRM will help you with that.

A company is in interaction with some other business and you have to deal with lots of people inside that company, how will you always remember which person to contact and what to talk about? CRM system can easily get all the data about everyone and organize it for you.

And the main reason is already mentioned above. It is really hard to track all the information about customers if you have some bigger number. It’s not actually hard, it is impossible and without CRM you will surely make some mistakes.

Main Maxi CRM features

Maxi CRM is surely one of the best CRM systems out there. Why? Well, because it offers you everything you need to manage business on an easy and a smart way. Some of the main features that Maxi CRM offers you are:

  • Sales automation. Sales automation will help you to manage clients and effectively increase sales and profit. You will be able to see all your clients with all their history in only one place.
  • Marketing automation. Marketing automation will allow you to create targeted campaigns based on specific client database to create profit.
  • Project management. Easily manage all of the projects you created. That includes following the overall progress of some project, check the performance of it, efficiency and activity of your customers. And make changes based on all of that.
  • Helpdesk allows you to manage everything about sales and helpdesk in only one system. If your customers have some problems all they have to do is file a ticket. And dealing with them is really easy thanks to this efficient and easy helpdesk.

Some of the other features include advanced calendar where you can note and track every one of your meetings, tasks and calls, a detailed statistics chart where you can check the number of everything, from sent e-mails and opened e-mails to devices used to open them. The complete CRM system comes in responsive design, it is fast and easy to customize.

So, that’s it for the first part. In our next CRM article you can see all the advantages that you get with CRM. Check out part 2 – Benefits of CRM.