How to buy a CRM software | OPAL CRM Software

How to buy a CRM software | OPAL CRM Software

Getting the right solution right the first time is a difficult task. When it comes to choosing a customer relationship management system for your business, the process can be long and difficult.

The first step in buying a customer relationship management system is to ensure that the sales team and sales managers, as well as decision makers, are familiar with the CRM system.

The following instructions for CRM purchases provide information for prioritizing the needs and goals of an organization.

Understand the concept of CRM.

Beware of the CRM system full of jargon and buzzwords! If the supplier cannot provide a convincing explanation of the functionality of their product, do not buy it.

Define your needs in CRM.

Once the fundamental concepts of CRM are understood, it is important that senior managers and decision makers sit down to decide on the requirements for implementing a customer relationship management system.

Select your CRM providers.

Once you have defined clear business objectives, the next step is to create a list of suppliers that meet your needs. OPAL CRM is the Best option for all type of Business.

Do business with several CRM players.

Getting the true cost of a customer relationship management system is difficult, especially when the deployment requires the intervention of a third party. However, you must submit your request for proposal to the few pre-selected suppliers and wait until they offer you a good deal.

Invite meetings and demos.

Nobody understands your business better than you. So invite suppliers to prove that they can meet your needs in your business environment.

Compare and negotiate.

There are many CRM comparison tools for comparing features and prices before committing to a specific CRM solution.

Deploy your CRM solution.

Once you have all the information, it becomes easy to choose the CRM provider that meets all your CRM needs.

For more Details about OPAL CRM Software and CRM Types Visit: www.kloudportal.com

5 Ways to save Time and Money with smart CRM features

5 Ways to save Time and Money with smart CRM features

Why use a CRM?

Customer relationship management is a strategy to manage our interactions and relationship with the present, past, and future customers. Various CRM software tools are designed to meet this strategy. Benefits of CRM software for any business are immense. They help to improve business relationships by staying connected with customers throughout the lifecycle, streamlining various processes and thus improving profitability.

Value of time and money in business:

Be it an upcoming business or an established one, Time is a vital element and scarce resource. It keeps ticking and once gone never comes back. Every step in business requires time- product research, development, marketing, sales and customization, customer service etc.  If we can save time by streamlining and automating certain processes, we can utilize it for the betterment of the company. The right decisions at right time can favor a lot for the progress of companies because Time is Money.

5 ways to save Time and Money with smart CRM features:

A smart CRM tool with features like a mobile app, email integration, and activity log, appointment scheduling, report generation, etc can save a lot of time and money for the organizations. Let us look into a few of the benefits of CRM software

Easy accessibility of customer data

One of the major aspects of CRM software is streamlining all the customer data in one place. It reduces time in searching for contact details if otherwise stored in excel or paper format. CRM tool helps in clean record keeping thus prevents from missing any valuable customer information, also ensure the company is audit-ready. It creates accountability, improves communication, accuracy.

Inter-team collaboration

CRM tool is used across different teams in an organization. Data stored in the cloud helps in easy accessibility of information across various teams, like sales, marketing, management, invoice processing, etc. A business without CRM tool has to spend a lot of time, by scheduling meetings to discuss customer progress, send emails or paperwork across the various team to be on track about what is happening in the business. CRM works as a common platform for various departments, bringing everyone on the same page. It saves a considerable amount of time and clears all confusion.

Marketing made easy

Marketing is made easy as all customer data is at one place. CRM software is also incorporated with emails and phone features, communication to customers can be made within the CRM tool itself. Without a CRM system, the sales/marketing agents spend more than 50% of their time doing mundane processes, like collating customer data, sending bulk emails, data entry work, etc. CRM does repetitive tasks for the agents and helps them to spend more time on value-added activities. The management can identify the best marketing strategy/product or service of high demand. They can stop or change the marketing campaign accordingly.

Easy reporting

CRM software centralizes all data giving quick access to any reports needed by the management. Ex: Product interest view, Leads to customer conversion, agent-wise performance, sale activities, quotes and invoices generated, products ordered, etc. CRM helps in analyzing the data and generating reports automatically.  With accurate reporting management can make better decisions and formulate effective strategies.

Customer service

Customer service is about addressing customers’ queries effectively and timely. With all information in one place, the customer service agent can process his duties precisely. Through mobile CRM customers can be communicated from the CRM tool from anywhere, anytime. CRM with email feature is equipped with a template where the customer service agent can send acknowledgment and bulk responses in no time. CRM helps to improve the level of service and quality of communication with the customers. CRM tool aids agents to plan the tasks and activities and prioritize the work for day time.

Below statistics shows the CRM benefits for business, according to the Forrester study in 2017:

  • Teams increased productivity by 50%  
  • Sales productivity increased by 5%
  • Consultation time was reduced by 10%
  • Revenue has raised by  2%
  • Customer service cost was reduced by 40%

OPAL CRM by KloudPortal is CRM software designed for small and medium-sized organizations. Committing a customer for a sale process involves a lot of skill from the sales agent. Several steps are involved to close a sale process. Fill in the forms, reports to be generated, follow up, creating quotations, address any legal or compliance issues, etc. all these steps consume a lot of time. Thanks to the OPAL CRM which does all the repetitive tasks for the agents. CRM software is definitely a time saver and quality product which can save time and money for any organization.

Why Your Retail Business Needs CRM Software

The concept of shopping has evolved considerably over the decades. A survey found that customers now make 51% of their purchases online. For retailers, this has fostered a greater online presence, even among companies specializing in local products.However, as a company’s customer base grows, customizing each interaction becomes a challenge.

The use of Customer Relationship Management (CRM) software is one of the best ways to provide tailor-made experiences and detailed management of your consumer customer relationship. The right solution will help you create a database that will help you achieve all your goals. Here are some examples of companies using CRM.

The benefits are:

Better customer relations: The more you know and remember about customers (or customers), the more your customers know you care about them. This allows you to forge a much stronger relationship and a deeper relationship with your customers.

Improved cross selling capacity: The more you know about the needs and desires of your customers, the better you will be able to provide the solution to their next problem.

Increased team collaboration: It is at this level that many companies that do not require their executives to use the CRM system fail to take advantage of it. I know that I have managed the implementation of the CRM software where the management team thought it was a good idea but would not learn or use the tool themselves.

Improved efficiency serving customers: Once again, the more you know about customers, the better you can serve them. If everyone uses the customer relationship management system to record their customer interactions, ALL customer interactions, other users can then inform the customer of what has already been discussed with him.

Better staff pleasure The more information your staff have, the more motivated and involved they are. Having an accurate and up-to-date CRM that everyone uses and has access allows employees to solve customers’ problems. It makes employees and customers happy.

Increased revenue and profitability: Once everyone has learned and used, CRM productivity increases, sales cycles decrease, you have the opportunity to provide additional products and services to your customers and their satisfaction increases.

Cost savings:  Although starting a customer relationship management software takes a lot of time and money, its benefits far outweigh its costs. Sales team members are better able to plan meetings with prospects in the same geographic area. Customer service representatives are better able to solve a customer’s problems. You now have a central database of customers and leads that everyone can access instead of keeping everyone a spreadsheet or a separate contact database on their computer.

Less attrition of the customers: When a client is hired with only one member of a professional services firm, the risk of attrition is 40%. When five or more partners are involved in a customer relationship, the risk of attrition is reduced to less than 5%.

What Does CRM Software Do For online Business | How to use CRM Software

What Does CRM Software Do For online Business | How to use CRM Software

How online business gained popularity.

The Internet revolution has changed the face of economy. With the advancement in technology business processes have become more effective and efficient.  Through easy connectivity and accessibility of data, starting an online business has become an inexpensive task. Online businesses are springing up like mushrooms day by day.

Importance of Customer’s role in online business

A Customer can access any or all information about a product or a company through a click of a button. Exposure to the business has increased. Every customer is vital; there are several players in the market ready to capture their attention. With increase in communication, a customer brings in more prospective customers through a mouth of word. Hence not just obtaining a customer but to retain him/her is also important.

Gone are those days when the customer has to stand in a queue to buy a product. Today customer is the king, selection of items, payments, delivery everything can be done sitting at home.

With several players in the market, rigorous marketing strategies are a must to attract leads. The order the day is to convert those leads to customers. The challenge arises on how to track them, collate the data and reciprocate at the correct time. CRM software solves the problem for you.

Read Also: Widely used CRM software for Insurance Companies – agents | Importance and benefits

CRM software for small business

Once there was a farmer who cultivated cotton. It took 6 months for the crop to be ready.  During the first month, a person gave his contact information to the farmer and asked him to call once the crop is harvested. Similarly, he got requests for many more people. Six months are over and crop was ready, but the farmer has lost all his contacts and no one turned up to buy his cotton crop. He ended up in losses. This is simple example why CRM is useful. Customer relationship management helps in collating, storing, analyzing customer information and helps in bringing new customer, retaining the existing ones and winning back old customers.

Best CRM for startups

Startup, as we know, is a newly emerged business. Success of a startup needs:

  • Effective business model
  • A passionate leader, team work
  • Knowledge of market trends
  • Good timing
  • Well-organized plan and execution
  • Appropriate marketing strategy

Although there are thousands of businesses emerging every year, only few succeed in the market.

For a Startup to become an established firm, customer base has to be strong.  Customer Relationship Management enables to manage different people within the organization. Not just brining in customers and analyzing the data, CRM helps in collaborative decision making between sales, marketing and management teams.

Startups don’t fail because they lack a product: they fail because they lack customers and a profitable business model.                 –Steve blank

For most of the startups cost is a major concern, any strategy followed should be within the financial budget of the company. Therefore CRM software has to meet not only the needs and but also the cost of the company.

OPAL CRM by KloudPortal

KloudPortal is a mobile app and SaaS product development company. We understand the needs of Online and startup businesses. Through our products we have been successfully serving global customers for the past three years.

OPAL CRM is a user friendly, customizable application that can be easily acquired by any online business. Main features of our app are:

  • It captures leads from various channels, both online/offline
  • Records all communication with the leads
  • Lead management
  • Lead quotation and invoice management
  • Easy integration
  • Two line of code integration for website, ecommerce.
  • Detailed reports on product interest view, Lead conversion reports and possible lead reports.
  • Pipeline management
  • Self-registration and self-explanatory
  • Multilanguage support
  • Convenient to use mobile app

We have different pricing plans to cater to the needs of different segments. You can choose the plan that best suits your business. Our support team always welcomes customization.

Technical Features of our application are:

  • Restful Endpoints for integrating to Android/iOS applications
  • SMTP options for monetizing your requirement
  • Update application name and Logo of your choice
  • Supports any host providers   
  • Supports integration with Java , objective C, C#, Android, Swift, perl client integration code base

Try our OPAL CRM it’s best CRM software for small business. Find your business flourish through effective Customer relationship management.

For demo reach us: contactus@kloudportal.com

Widely used CRM software for Insurance Companies – agents | Importance and benefits

Widely used CRM software for Insurance Companies – agents | Importance and benefits

Insurance company

Insurance companies provide coverage to the insurer against damage, injury, hardship and losses. Insurance can be done on properties, goods, vehicles, life, health etc. Insurer is given a guarantee in the form of a contract by paying premium.

With an increasing number of insurance companies, one can sustain in the market only if they have good number of clients. Customer is base for any organization and in insurance business, it is the most critical factor.

Therefore finding ways to attract insures is a vital aspect in insurance business. On other hands, the cost of attracting a new customer is five times more than making the existing ones happy. So both existing customer and prospective customer are equally essential to make insurance company flourish.

Read Also: Why Sales and Marketing Teams need OPAL CRM?

Instead of concentrating on mere selling plans and products, insurance companies should focus on understanding customer and their future needs. This creates trust in existing customers and brings in more business. The customer is the key to success.

How is CRM helpful for Insurance Companies?

For a customer centric business like insurance, Customer relationship management plays a key role.  Several marketing strategies have to be adopted in order to attract clients for insurance companies. Policy should be attractive and also provide long-term benefits. Insurance companies generally adopt strategies like advertising campaigns, social media marketing, email marketing, personal marketing, online reviews etc. Challenge arises how to convert interested leads to customers. Leads have to be proactively tracked, communicated effectively/timely, induce interest and stay connected. There is no better solution than CRM software.

One of the drawbacks of insurance companies is that customers are not aware of policies and services rendered by insurance companies. CRM for insurance companies helps them to impart this knowledge.

Benefits of implementing a CRM software in Insurance Companies

If you are insurance company without CRM, you will have loads of disorganized data in the form of various emails, excel sheets, writing documents, filled in applications, call data etc., you will be under huge risk of misplacing it. Data lost is customer lost. There is an immediate need for CRM software to be ahead in the industry. Following are the list of things that a CRM software does for you:

  • Chaos free customer data management
  • Work-flow assignment; daily, weekly and monthly activities can be effortlessly allocated to agents by the management.
  • Insurance company is all about keeping the promise (contract) therefore a better record keeping of client’s data results in best customer service. Customer data has to be segregated according to various categories like premiums, renewals, applications submission, policies covered etc.
  • Detailed product wise, campaign-wise reports can be generated. It helps in changing strategies if necessary, also prevents from spends on nonvalue-added campaigns.
  • A CRM software helps in managing a clean record of customer data, there by the insurance company will be in a position to manage regulatory challenges effectively.
  • With good records keeping internal and external standards can be adhered to.

Benefits of CRM Software:

  • Identify value-added marketing strategies
  • Increased accountability
  • Increased revenue through better customer experience
  • Improved collaboration between team members and management
  • Compliance adhered

There are quite a few CRM software list which consider themselves to be the best. If you are a small and medium scale company who need a simple CRM solution, we have one for you.

Know more about : The Most Customizable & Flexible | Customer Relationship Management ( CRM ) Software 2018

KloudPortal’s OPAL CRM is simple yet most effective CRM solution for insurance business. Its uncompromising features aid in managing clients of insurance companies in the best way possible. Following are benefits of OPAL CRM

  • Tracks lead from the various channel. Both offline and online
  • Funnels lead into hot, cold and warm
  • Gives agent a clear picture of to-do activities for a given day
  • The Manager can view what agent is working upon
  • Gives detailed reports
  • User friendly and easy setup process
  • A convenient mobile app, allows to track clients from anywhere.

If you want a customizable version of CRM software for your insurance company, yes we are ready for it. We at KloudPortal are always open for customization.

For demo reach us: contactus@kloudportal.com

The Most Customizable & Flexible | Customer Relationship Management ( CRM ) Software 2018

The Most Customizable & Flexible | Customer Relationship Management ( CRM ) Software 2018

Customer Relationship Management is a strategy for managing company’s relationship and interactions with existing and potential customers. Success of any business depends on how well the customer relationship is maintained. In the current competitive world bringing in new customers is a challenge. A CRM system helps companies stay connected to customers, streamline processes of bringing new lead thereby improves profitability.

Retaining a customer is equally important for the success of any business. So it is vital to maintain all customer data throughout his lifecycle. With good record keeping we can bring back the old customers back to our business.

Importance of using CRM application:

With lot of upcoming business Customer Relationship Management software is a must, it manages customer interactions, access business information and keep updated about what is happening in the industry.

Both business-to-consumer (B2C) and business-to-business (B2B) companies communicate with their customers through various channels like email, phone, mobile apps, social media and marketing materials. It involves lot of manual effort to track and analyse the data. CRM software does it all for you.

Sales and marketing are of the most crucial teams in any organisation. They take the product to right audience thus making the product or service successful.  If the data isn’t organised properly it results in total chaos amongst the sales or marketing agent

CRM software can be used to streamline various functions like marketing, sales, customer service, and support both large and small scale organization.

OPAL CRM marketing software by KloudPortal

KloudPortal is a successful mobile app and SaaS product development company for the past 4 years. We understand the small and large scale companies, need for CRM application. OPAL CRM is the most user friendly, customisable and flexible software.

So be ahead in the industry and effectively manage the leads and convert them into customers through OPAL CRM’s effective CRM marketing software. Here all the activities are done in one window: tracking leads, communication, generation of reports, access to complete customer information.

Opal CRM aids the company to effectively manage the leads. This is how it is done:

  • Captures leads through different channels (Online/Offline)
  • Segregates the leads to Hot/Warm/Cold
  • Classifies  the stage of leads
  • Records all the communication with leads
  • Manage different products and departments

Opal CRM helps the sales team

  • To know their daily tasks
  • Prioritise work on a given day
  • Follow up with leads through reminders
  • Approve and reject leads
  • Calendar view for all the leads and available tasks for the day / Week / Month
  • Know about the activities happening around the industry
  • Aids the sales manager to know the activities of each sales agent

Reports can be generated by click of a button:

  • Product Interest View: List of the Leads who are interested in the products
  • Graphical Report: Leads, who are interested, won, lost
  • Possible Lead Report: List of Leads who are interested from various channels

Work made easy for the sales and marketing team as writing quotations, invoices, generation of reports all done in application. Customers are maintained and easily retained with the data available.

Read Also: Why Sales and Marketing Teams need OPAL CRM?

We use:

  • API integration for enterprises
  • Two lines of code integration for website, ecommerce
  • User access management
  • Multilingual support

Access the CRM application from mobile App, get updates about your leads anytime and anywhere using your mobile phone.

Functional features:

  • Self-registration
  • Can be used to manage multiple companies/portfolio. Add/Edit/Delete Users
  • Track & add activities of individual Lead
  • Automatic lead addition in CRM with 2 lines of Code Integration
  • Manage Quotations
  • Manage Discounts, Tax
  • Approval Workflow for Quotation
  • Convert Quotation to Invoice
  • Events & Notifications are triggered for allactivities.
  • Recurring subscriptions using paypal button integration.
  • Multilanguage support, upto 94 languages

Technical Features:

  • Restful Endpoints for integrating to Android/iOS applications
  • SMTP options for monetising your requirement
  • Update your application name and Logo
  • Supports integration with Java , objective C, C#, Android, Swift, perl client integration code base
  • Supports any host providers

Good bye to data entry, using excel sheets, manual tracking of data and missing important communication. Adopt our new methodology and get more collaborated, improve communication, increase revenue thus become a better company.Be ahead of the competitors, convert your leads to customers and be in touch them even after the sale, through OPAL CRM.

We at KloudPortal are ready for any customization for optimum satisfaction of our customers.

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