What is Client Relationship Management Software?
This is a client relationship management tool that simplifies client relationship management processes that businesses engage in. It achieves this by automating these processes, thereby increasing efficiency and overall business profitability.
Looking at this definition, it is important to answer another question:
What Is Client Relationship Management?
Client Relationship Management (which is also more popularly known as CRM or Customer Relationship Management) refers to all strategies, practices, processes and technologies that businesses and organizations make use of in the management and analysis of their interactions with their clients from their very first contact. The goal of these practices and processes is achieving better service delivery, which will in turn improve client loyalty and retention, leading to increased revenue.
Benefits of Client Relationship Management Software
Having looked at the above definitions, it is pretty clear that client relationship management is something that is very critical to the growth of any business. Knowing this, let us look at some benefits of using client relationship management software.
Some of these benefits include:
Easy Access to Data
Data is centralized and easily accessible. This makes it easy for marketing, sales and service to get relevant information necessary to effectively serve a client in a timely manner. This also improves the synergy between marketing, sales and service, allowing each department to work towards the same goal, complimenting each other rather than working at cross purposes.
Improved Analytics and Reporting
With the centralization of data, information is easily analyzed for the easy assessment of team performances, evaluation of goals and targets, identification of lead sources and the quality of each source, assessment of lead quality and many others.
his function will enable a business know exactly what is working and what is not. This will lead to an increase in performance as the business can then focus only on the things that work and not expend energy on non-performing activities.
Improved Marketing, Sales and Service
With access to important client information, marketing can create highly personalized campaigns that will effectively nurture a lead, increasing the chances of the lead becoming sales qualified.
In the same vein, sales can easily follow up a qualified lead and with the readily available information on the lead, convert the lead to a customer by making a sale. After the first sale, the customer service can also with the same information gathered on the client, begin to deliver personalized services that will delight the client, improving client loyalty and retention.
Communication is way more than just getting in touch with a person. A client relationship software does not just offer several communication channels, it also improves communication by giving you a 360 view of the client and every past communication that the client has had with the company. This ensures you know exactly the client’s history with the company and can therefore communicate effectively based on this.
The above are only a few benefits of using a relationship management software.
Choosing a Client Relationship Management Software
When choosing a customer relationship management software, there are several features you must look out for. These include:
You must be able to scale the software to fit your business’ needs whether it is large or small.
Without this feature, a major part of the benefits of using a client relationship software will be forfeited.
Your relationship management software of choice should offer you the ideal deployment option. The best of them will offer an onsite as well as an cloud option. This will allow you to choose the option that best suits your need.
Flexible Payment Plans
You should also look for one that offers you a number of payment options. This gives you a level of convenience as you can pick a plan that favors you the most.
Ability to use the software with a mobile device is vital as this will make it possible for you to access your CRM platform from anywhere.
The bpm’online Solution
Bpm’online offers a robust solution for your CRM processes. It provides three individually powerful tools – bpm’online marketing, bpm’online sales and bpm’online service. These products can be used as standalone solutions or together as offered on the bpm’online CRM platform.
With this CRM solution, you will enjoy client relationship management tools that will help you accelerate your marketing, sales and service. These tools include:
This offers an easy view of customer information, thereby improving communication and service delivery.
This helps in the improvement and automation of business processes which in turn leads to greater efficiency.
This helps improve synergy between teams and team members, as well as manage communications even with clients.
This feature improves the process of lead capturing, lead nurturing and other processes through the lead’s life cycle.
With this feature, opportunities are better managed because the history of interactions can be tracked and a personalized strategy adopted for each opportunity.
This greatly simplifies the process of working with documents. The right documents can be created, processed and tracked easily.
This offers mobile access to the platform so team members can access vital information from any location from a mobile device.
This allows for easy and quick analyzing goals and targets. It makes for an easy assessment of key indicators for any given period.
This makes managing daily tasks much easier. Service reps can efficiently manage requests and queues while managers can monitor the progress of their team members with ease.
The above are just some of the tools that the bpm’online CRM software offers. It offers a lot more than these.
If you are ready to accelerate your marketing, sales and service with a client relationship management software, then get the bpm’online CRM software today and enjoy unmatched acceleration. If you want to get a feel of what this solution really offers, you can take advantage of our 14-day free trial.
Bpm’online was named a Leader in The Forrester Wave™:
CRM Suites for Midsize Organizations, 2016.
In addition, bpm’online has been recognized as a Strong Performer
in The Forrester Wave™: Sales Force Automation Solutions, 2017,
The Forrester Wave™: Lead-To-Revenue Management Platform Vendors, 2016;
and The Forrester Wave™: Customer Service Solutions For Midsize Teams, 2017
as well as included into The Forrester Wave™: Dynamic Case Management, Q1 2018.
Bpm’online has been named a Challenger in the Gartner Magic Quadrant for Sales Force Automation, 2017 and the Gartner Magic Quadrant for CRM Lead Management, 2017; recognized in the Gartner Magic Quadrant for the CRM Customer Engagement Center, 2017, 2016, 2015, included into the Gartner Magic Quadrant for Intelligent Business Process Management Suites, 2017 and Gartner Magic Quadrant for Enterprise High-Productivity Application Platform as a Service, 2018.
Nucleus Research consecutively positioned bpm’online in the Leaders Quadrant of the Nucleus CRM Technology Value Matrix 1H 2018 for its unprecedented agility to modify processes on the fly.
Ovum, one of the leading global technology research and advisory firms worldwide, has Bpm’online named among the world’s top 10 CRM vendors in latest Ovum CRM Decision Matrix. Bpm’online has been recognized for its process-centric approach and intuitive platform.
CRM Magazine, the leading publication of the industry, named bpm’online the Leader in Enterprise CRM Suite and Midmarket CRM Suite categories of the CRM Market Awards 2017 by CRM Magazine. This is the third year in a row that bpm'online made it onto the leaderboard in Midmarket CRM Suite category, with impressive scores all around.
bpm’online has been honored as Gold Stevie® Award Winner for the Best Relationship Management Solution of the Year in the 11th Annual International Business Awards. Winners were selected from over 3,500 nominations.
In 2015 for the second time in a row bpm’online is selected as ISM Top 15 CRM Award winner by, ISM Inc., Customer-Centric Strategic Advisors. The company is positioned as a leader in the fast-paced CRM industry.
Bpm’online received a 2015 CRN® Enterprise App Award for its bpm’online mobile CRM application. Bpm’online’s mobile app was selected by a CRN editorial panel based on a combination of critical factors including functionality; suitability to task; ease of use; innovation; and potential value to solution providers, their customers and the market in general.
bpm’online is proud to be named the winner of the European IT & Software Excellence Awards 2013 - the pan-European awards event for IT, ISV and Telecoms channels.
Bpm’online named a CRM Watchlist 2016 winner among the top global CRM vendors.