At CRM Perth we often get queried by clients about the difference between certain features and types of softwares, one of which is contact management.

CRM systems are more than a PIM or contact management solution. The latter, such as a software like Contact Wolf or Microsoft Outlook, helps in recording contacts. The software stores database records of the customers, but that’s about it.

However, a proper CRM system does a lot more than that. Contact management is a component of it, but there are other important features which help integrate business activities and management solutions in a much more comprehensive manner. Let us take a look at these relationship management and sales & marketing features:

Opportunity tracking: A CRM solution software such as Sugar CRM, or Microsoft CRM 2013 provides a much more comprehensive customer relationship management solution. The software would store all the details regarding the deals the sales & marketing team is working on at present. The management can check such information from the CRM software anytime they want and can communicate more easily with the members of the Sales & Marketing team.

Lead Generation: A CRM software would store details about customer and prospect separately in its database. A prospect only becomes a customer when a deal has been finalised. From the prospect database, one can check details of an ongoing deal and this helps in effective relationship management.

Email integration: Developing and maintaining effective relationship with your customer is important for all businesses. Management can do this by the help of a CRM Software Perth which comes with easy e-mail integration features which let you integrate communication with online e-mail database such as Gmail as well as other e-mail management systems such as Lotus Notes, etc.

Collaboration: Again, a CRM software will help in relationship management by allowing effective collaboration between different actors working on the same sales deal. These include the customer, but also different sales and marketing teams who could be working on the different aspects of a single sales deal.

Reporting: This is another important part of relationship management. With the help of the reporting features of a CRM software, both the sales and marketing team members and management can be in effective communication with each other at any point of a sales deal or activity.

If you’d like to learn more about CRM, feel free to contact us and we can have one of our consultants help you out. For more details Please Visit: http://crmperth.com.au/ and do a mail enquiry@CRMperth.com.au You can call on the no.: (08) 9325 4505.