Workflow Automation – Key feature of any Smart CRM

Maple CRM

Automating day to day operations play a major role in improving your business process. The feature helps in eliminating most of the manual tasks and streamlines the business process by running on rules.

CRM solutions offer workflow automations making your business hours more productive by taking care of the routine tasks for you. With the competitive market around, many of the workflow automation feature comes with powerful and modern tool to configure rules based on each business requirement.

Here’s a look at some of the most common examples of workflow automation:

Never miss a due date

Using the workflow automation you can configure your rule engine to remind you prior to the contract/subscription renewal. You can set time based actions as per your process. The action could be directly an email notification to customer or a reminder to your own team to take appropriate actions.

Manage Service Desk Notification

Keep your customers informed on the ticket or query raised by them. You can personalize the content by letting your customers know the time frame for resolution, issue status and which agent is taking care of it. The more information and message you pass, the more customers would be happy that they are being informed. You can set such triggers to be for email or SMS.

Extend your CRM solution with Customized Triggers

Each business has its own process model. Your CRM solution can be configured to set custom based triggers based on any field or at various stages. These conditional triggers can be defined with one or more actions that can take place automatically as configured.

The key benefit of workflow automation is to provide a consistent customer experience and at the same time eliminate all the redundant or routine tasks. Workflow automation allows you to develop standardized response protocols and ensures that they’re followed.

Smart & Flexible is the key to the Future CRM!

One size fits all“. Does this phrase hold good when it comes to business and software applications?

Many CRM systems are built to fit varied industries and business sectors. In the early days, having any CRM would mean that you have multiple options that you can use as your CRM would comprise of everything to anything and that’s why you had to pay a hefty price for the same. Hence, the one size fits all approach was acceptable.

Over the years, CRM solutions have evolved to offer many features that can work on a customized approach to fit into any business. The focus has changed to a flexible mode that that can be opted as needed. It comes down to the features and functions that any business wants to priortize and the costing varies based on what has been chosen rather than everything.

The current demand is that CRM has to respond in a different way to every individual in the organization. That would mean virtually every individual interacting with an organization’s CRM system needs a view of that system that is uniquely personal. So in fact, it becomes contrary of the one-size-fits-all system. Instead of being a huge system offering everything to everyone, it should be a system that simply returns whatever information, in whatever form, to whatever interface, an individual needs – whenever it’s asked to.

The future CRM demands to have a personal view which should present the information I need, remind me in the way how I want it to be reminded and the CRM should definitely be smart enough to deliver my personalized experience in a device – appropriate manner.

And ‘Smart” is the real key here. Moving forward, market is looking for the CRM systems that can truly deliver value to users and customers, CRM systems that are smarter, dynamically personalized for each individual’s needs, and capable of helping us handle the more complex challenges.

Saying that, there are a lot of CRM software choices today in the market, but consider the importance of using a system that was designed with you in mind. One that fits your business.

Cloud based Help Desk System to make you win at Customer Service

Customer Service being the crucial part of any business gets prioritized over any other departments. The reason to it is because it can differentiate a company to its competitors. Also, not to forget the repeat business which the company expect if provided excellent customer service. In financial terms, it costs at least five times as much to win a new customer as it does to keep a current one.

In this customer driven market, where competition is becoming stiffer day by day and critical deadlines are rife, one cannot think of business growth without exceptional customer service.

To provide an excellent customer service is not an easy task. There are any software solutions in the market that can help you to provide great service and also ease up the work.

Help desk software solutions can not only help to ensure that all issues are dealt with in an efficient and timely manner; it can automate a large part of the process and streamline it.

Help desk software offers to:

  1. Record and track customer queries and requests and also the actions & tasks related to this.
  2. Defined assignment & priority levels can help greatly for resolutions.
  3. Tracking of queries & requests from start to the closure.
  4. Automated workflows to ensure timely escalations to maintain SLA agreements.
  5. Scope to summarize and view the history of tickets and queries for detailed analysis.
  6. Uniform & consistent format of data for better analysis.

These are some of the basic level features of an Help Desk software. A good help desk software improves the overall productivity of the company and also cuts down the operational costs.

Quality customer service can benefit your business in countless ways and by observing the importance of customer service you can take measures to provide your consumers with a positive experience.

For a free session on Customer Management or Customer Support Service, contact me at +91 95389 25641 or email to me at info@maplecrm.com

Having a project plan ready for CRM Implementation

CRM Implementation

The success of a CRM project greatly depends on the planning and strategy that has been done for the CRM implementation. The CRM Implementation project plan is like a road map connected to various activities of each department which must be clearly defined and understood to make it work.

This article can help you plan on the successful CRM implementation, so lets get started.

1. Detailed Analysis

Ensure to review your internal process. What are the steps involved from the initial contact of the customer to winning the deal? How does the contact get allocated and assigned? What are the most time consuming steps? What steps in the process can be automated? etc.

2. Current System

How are the quotations and invoices being generated? How does the team manage the documents? How are all the details recorded and where is it stored? If you were already using a different system, then what went wrong with it? This can help you have clear idea on what you can expect from your CRM system and how to implement the missing points.

3. Get the team involved

Talk to your team and understand the pain points of their work process and what can help them to improve their productivity. Understand which people are involved in what process and how this can be set in place when you have a CRM system.

4. The data migration

Understand the possibility of migrating your existing data into the system and also ensure to move away the junk data which is no longer needed so that once your CRM system is ready, your team can focus on the things that are needed to. The unnecessary administrative work need not be pushed again into the CRM.

Once you have the above points ready, chalk out a plan on the kick off dates. Each of the stage can have a time line associated based on the priorities for your process.

The CRM configuration is the base to get your CRM process into the execution. So it is important that you have the configuration plan ready based on the above points discussed. Altering the configuration after the system being rolled out can bring chaos to the entire plan and also to the team.

Remember not everything can happen in one day. Configuration is one side of the story. But the other side is when your team has to get involved, start understanding the system and get the CRM system rooted into their everyday process and only after certain period of time things would change and the process becomes much easier.

If you would like me to help you on the above plan or answer any questions on what is involved in a CRM implementation, then contact me at +91 95389 25641 . You can also send your email to info@maplecrm.com

Why to shift your business operations into CRM?

The seemingly unending list of task and follow ups to do and with so many activities is it not a daunting task for you team to keep note of things here and there and finally end up forgetting where? & who will take the responsibility of missing those follow ups?

Ultimately it is the frustration that comes out from every individual who is not able to efficiently manage the work and the from the management who believes that the problem lies within the team.

Here are few of the reasons why CRM can be a great help to you business:

1. Administrative burden

When manually done, it is an inefficient way of managing activities and ends up in encountering with a lot of human errors plus it comes with unnecessary time wastage which can definitely be avoided by having a CRM in place that can help not only to eliminate the administrative tasks but also to improve the output results.

2. Process Issues

Maintaining and managing records in an efficient and easy to use manner is vital for every business. When needed, the details should be easily accessible and available for your team. The problem of having the details stored at individuals desk or paper may not solve the problem rather, an online CRM can be of great help to quickly access what is needed at anytime anywhere without consulting one another.

3. Keeping a tab

Being in the management is no less an easy job when it comes to tracking & monitoring the staff performance. With an efficient CRM solution in hand, you can connect and look into the staff activities and their performance without any trouble. You would not need your staff to come to you when you need to know something rather you can simply use your CRM to fetch & analyse what you need.

CRM is not just a customer management system, it is strategic tool that helps in managing your complete business process with ease.

Maple CRM software solution is an easy to use online CRM application that offers comprehensive packages with high capabilities suitable for both small & medium level organisations.

Call +91 95389 25641 to know more on Maple CRM offerings and how it can be helpful for your business.

or Visit http://maplecrm.com/ to subscribe for a free demo session.

Maple CRM Software for Small & Medium Businesses

Being an online Cloud CRM Solution provider, Maple CRM offers powerful, fully integrated and easy to use solution to manage customer base across the spectrum of Sales, Marketing and Service activities. Maple CRM enables a wide range of services and features that enhances the customer relationship and helps in meeting specific requirements of customers from business to business.

Featuring advanced product features and enhanced automation capabilities, Maple CRM integrates the power of Email & Phone along with its other functions. The automation can be plugged in as per the business process requirement to enhance the customer interaction experience.

Maximize the Operational Efficiency:

Maple CRM’s flexibility offers the added advantage of reducing operational costs associated with the customer interaction for both sales & support. With fast & easy administration, Maple CRM enables:

  • Integrate into website or landing pages using the Web API through Maple framework.
  • Defining customized views for each of the user to access the content as needed by them. The customized views provide flexible structure to create own pages and content.
  • Run defined rules to enable Maple to operate automatically based on certain actions. It can be connected to send email or SMS, notify user or the owner on variety of actions.
  • Have predefined Quotation & Invoice templates and use them to instantly generate quotes & invoices within seconds. The solution supports Product & Service Catalogue to ease up the process.
  • Easily track & report the entire sales process and the staff performance with just few clicks. Reports can be shared within sub-ordinates through the CRM interface and can be downloaded at anytime.
Maple CRM is a sales & customer focused software that offers powerful automation capabilities along with robust CRM that makes sales & customer service process easier than before.

For any questions, send an email to info@maplecrm.com 

Reviving Old Sales Leads!

Every business or the sales team faces this – seeing the dead leads going to waste! We know that list of leads are like gold mines which can bring possible revenues. A significant time spent and there goes a huge lead list which never turned out to be potential or once promised but went on negative at a later stage. Or you yourself had missed it out without realizing.

No matter what, this list goes down with no hope of revival. Before you let it go, why not see how to revive even the coldest of leads.


Don’t forget them

Be in constant touch with the lead whether they buy it or not. Do not let the lead get cold because of no proper follow ups. In defined intervals of time, stay in touch with the prospect by adding value in the form of newsletters or articles that they can find it interesting. Or even inviting to some events or webinars. This way, the lead does not feel that you are contacting them only when they need to renew or make payments. By following up, you stand a chance of standing out.

Conversation matters 

Every old lead has to be reviewed once in a while. It’s like everytime you open the old lead, you can probably see if there is a better chance at this moment and it is a worthwhile to give it a shot.

Not all cold leads are worth. If it was not a qualified lead, then do no waste any time there. But if it was a pre-qualified, you should definitely give it a try.

Never Give Up

Getting some reaction is a good sign, whether it is positive or negative. Many a times negatives can be converted into positives by just continuing to pursue them.

It’s important to remember that reconnecting with a client – no matter how you do it – is an opportunity.

So bottom line is that cold prospects are worth pursing and there are many strategies that one can put in place to revive the opportunity that is lying there.

Need some help on how to strategically improve your lead follow ups and sales process? Consult us today! Call + 91 95389 25641 or drop an email to info@maplecrm.com

Redefine the way you do BUSINESS!

For business owners, the start of the new financial year is the time to look back, analyse and start planning ahead on taking the business to the next level. Every business has its opportunity to start something better with an innovative strategy that can add more success.

Planning the ‘next’ strategy

You definitely know that there is a better way to do something – and who else can introduce it into the system other than you!

A change in the strategy that can help you and your team towards the path of success can add up a great value to your business. The base foundation of this strategy has to be well planned – whatever that is, must be a fundamental part of your company going forward.

Start with a look at how your team is performing, what methods they use and how better you can support them to achieve more. And definitely consider analysing whether you are fully utilizing your teams potential.

Businesses have less control over the customer engagement today than ever before. But by rewriting the business processes and deploying technologies to implement it, businesses can create closer and more mutually satisfying relationships with customers.

Success also depends on whether your organization can respond with speed and knowledge to the ever shifting needs of your customers.

Maple CRM – an online solution is a complete Customer Relationship Management solution that provides your organization the capability needed to create and manage customer base right from first contact, through conversion as well as post sales.

With modules for Sales, Customer Management & Service, Maple CRM delivers a flexible and an affordable solution that drives measurable improvements in the business process and helps in achieving new levels of profitability.

Redefine your Business with an affordable and easy to use CRM solution. To know more contact +91 95389 25641 or drop an email to info@maplecrm.com

Top 7 ways how Customer Support System can help you

Customer Support System or in other words Help Desk software is designed to enable the staff to work more effectively. For many small to medium level organizations, the Customer Support System helps in eliminating the pesky manual process which is not only time consuming but also laborious.

While there are multiple reasons how Support System can ease up your business process, here are top 10 listed below:

1. To work more efficiently

The system enables the staff to manage their work in the most organized way reducing manual errors and increasing work efficiency.

2. Access to Information

Users will have customer related information at their tip of hands. Be it service related, ticket related or customer details, every information is accessible to the team to provide instant & better response to the customer.

3. Track Tickets

Users can easily filter out the priority tickets as well as escalated issues and work on getting closures for the same faster. System shall timely remind and lets in tracking the tickets at anytime.

4. Manage Contracts

It is not always easy to remember which contract is expiring when. The support system here helps in listing out expiring contacts and can also send emails or sms to customers letting them know about the contract expiry.

5. Quicker Response using TAT

Keep track of the time spent on each ticket. Escalations can be configured on TAT and reports can be generated to determine the time taken for every ticket.

6. Automation

Support system can do multiple things all by itself. You can simply configure the action plans and system shall take care of doing things automatically.

7. Customization

Your support system can be customized as per your need so that it can perform or work according to your business process.

 

Does Customer Support System really suit for your business?

Software Solutions are designed to make life easier. With a Support CRM, interactions are simplified and tracked, information is organized and the process is much more efficient.

 

How to maximize the value of a lead?

Lead Management

Maximize the value of leads

Well, before talking about how we can maximize lets first understand whether we do consider the following in the business process:

  • Have you done a measure on the sales performance?
  • Do you have a tracking mechanism to find out the lead stages?
  • Any analytics on how is the business process going?

If you have most of the answers as NO, then it is more likely that you are managing inefficiently when it comes to your sales process. If YES, then lets have a quick review on whether or not you are able to produce better results.

Often business owners don’t or do not know how to track leads effectively. May be it is easy to know how many leads are coming in but may not be easy to find out what is happening with the lead and where it stands today. So here are few ideas on tracking on the lead status.

Tap the source of each lead:
It is important to identify from where you are getting the leads. This vital information can be used to derive the effective source from where most of the leads come through. The analytics can further help you to make decisions whether or not to invest on some of the sourcing methods.

Analyse the stages of leads:
With many of your executives actively working on various leads simultaneously, it is more than a necessity for the manager to keep a note of where each of the leads stand today. Your sales staff must ensure to mark the lead stage as and when it is pushed forward in the sales process so that the manager can easily pull out stage wise reports on every lead.

Segmenting your lists:
Identifying the leads at the right time makes a lot of difference for your sales staff or the manager. This is why segmentation is very important for lead nurturing process. Segmentation can be done using various ways of classification which can be defined based on your business process.

Get an instant response system:
A lead is hot when it is contacted on time. Make sure that your lead is contacted back immediately as soon as it arrives. To accomplish this, you need to have a system in place which notifies you on whom to call when.

There are few programs called CRM systems (Customer Relationship Management solutions) that can be used to track and follow up on the leads. A CRM system can definitely make a difference in business tracking and decision making.

Would you like to try out a CRM first? Sign up here now!