Say you have a business that depends upon long-term relationships with customers. At a specific time and stage of your business, using physical means to deal with all your tasks becomes next to impossible. Considering that we move towards a smarter world, the right thing to do would be to digitalize your business. And not just that, you eventually need an easy and comprehensive way to deal with all your customer data.
Using the Perfex CRM mobile app, you can easily manage everything from keeping customer data, recording their conversations, to regularly updating customer records. If we truly take the digital world into perspective, it presents us with the opportunity to reduce costs, save time and implement new practices.
Perfex CRM is a user-friendly, cloud-based software that can help you tackle all the general challenges that come with managing customer activities. More interestingly, it can automate all your business operations, financial activities, and team management techniques that help generate more accurate, authentic, precise, and descriptive reports.
Here are some of the ways that Perfex CRM can make your life a whole lot easier:
Staying one step ahead:
With time, as your business grows, so does the number of tasks you need to accomplish. And with those growing tasks, there comes a point where it is impossible to do everything at once. The best thing to do is prioritize your tasks and create a to-do list. Doing this will leave less room for urgent or unexpected tasks. Furthermore, it will lead you to a more productive day. Here, you need a CRM that can help you integrate everything, develop a to-do list, and keep an eye on your overall performance.
Using a client app for Perfex CRM will help you effectively fill your activity list, and you can also get reminders for the things you have missed. Another major bonus is that it can integrate different functions into a single system that runs across multiples fields of your business. It presents you with all your information at a click’s notice. Additionally, a client app for Perfex CRM allows you to access the system through your smartphone, observe what is going on, calculate the performance, identify loopholes, assign new tasks to team members, update the statistics, and generate more progressive results.
Better planning will significantly improve the efficiency of customer-facing teams and save you both time and money. It simply means you do not need more managerial staff to keep an eye on every aspect and generate reports manually. This way, you save money you spend on managers and reduce time to generate reports for identifying loopholes and fill them with proper strategy.
Recording more efficiently:
As a business owner, it’s completely logical to know all the processes performed within your business. But recording every move or conversation manually is too much for anyone to handle. So, for this purpose, you need to hire a specific individual for every department.
Using Perfex CRM, on the other hand, can help you manage all of this efficiently without the need to hire multiple people. It, in return, saves you a lot of valuable time and money. Also, a Perfex CRM android app gives you the option to retrieve previous recordings in just a few clicks without leaving your desk. You can also make it possible if you are on the road, in the air, and at the restaurant with your smartphone. So, having Perfex CRM mobile app means convenience at every level without thinking much about your location, situation, and appearance.
Reducing paper usage:
The old days of pen and paper are far gone. It brings about unnecessary costs and storage space needed. Using CRM will significantly reduce these costs and even storage needs by sorting all the customer data in a single central location. And you can do all of that electronically.
It leaves you needing to print only the most necessary documents, which require a manual signature and the company’s seal. Even you can do with certain software present on the internet. Thus, significantly reducing the costs of paper outlay and even using printing machines.
Using Perfex CRM means that you reduce paper use. This way, you have decided to become an environmentally-friendly organization and contribute towards the betterment of the environment. We claim it because papers are made from trees. So, the paper manufacturers cut trees to produce papers. More importantly, they also use an enormous volume of water to make this product for you. With a customer relationship management solution, you do not need printed documents. So, when you reduce paper usage, you help paper manufacturers cut fewer trees and keep our environment safe.
Electronic communication:
If you look at the traditional business model, sharing data manually is time-consuming and inefficient, and vital documents and information can get lost in transit, and this data has the risk of being leaked someway.
CRM software allows you to share documents and information via several extensions and CSV formats. You can send this information via email with just a couple of clicks. More importantly, you can also integrate 3rd party apps with CRM to make your documentation convenient. For example, CRM helps you integrate digital signature online apps to get the signatures of all stakeholders online. Another crucial aspect is that you can strengthen the protection and security of your documents because no one except the stakeholders can access these documents without permission.
Perfex CRM is designed to store all the information in a centralized database. So, with proper clearance, it is available to all the members and shareholders to view and share without rummaging through extra files. Generally, these documents are placed on cloud storage. So, you can access this information through your smartphone. However, no unauthorized individual can get access to these documents.
Overall, it can help you save money and time and even remove the risk of human error resulting in the loss of valuable information.
Effortless reporting:
If you are running a strong business, you require consistent progress reports. The managers/team leaders spend several hours taking and collecting these reports. All with the risk of human errors can lead to deficiency in the system. It is not required to mention that it is extremely exhausting and time-consuming.
Perfex CRM has all your data in a single place and has a tool for automatic reporting which can generate reports for instant use. It saves your time on paperwork and can help you focus on the thing that matters most, results!
Saving contact information:
As a business, you largely depend upon your employees to get accurate data about your customers. And that too quickly. It is again a very error-prone task that can result in a deficiency. To save yourself from it, you can use a CRM. It stores the data as it comes in and in a single centralized location. More interestingly, employers and employees can access this data on the go. Thus, resulting in saving valuable resources.
Organizing your system:
Usually, if your business requires you to track data, you use Microsoft Excel and manually do it. It makes the cost of running your business higher because of the repetition of daily work. Also, this gets exhausting after some time. Using Perfex CRM mobile app, you can organize the data by streamlining all the customer data and information. Having an organized system will help you serve customers quickly, efficiently, and effectively. Thus, saving you a lot of time and money, which you can utilize more productively. Now, you have opportunities to spend time exploring more opportunities, choose the better ones, start working on them, and open new windows to generate revenues. So, is this benefit not enough to consider the best Perfex CRM with the integration of third-party apps.
