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A Quick Guide to CRM Software

What is CRM Software?

CRM software or customer relationship management software, in case you are unfamiliar with the term, is growing in popularity, especially among SME’s. The main reason for this is the automation of certain processes, such as data entry, that would otherwise take up hours of administration time, making them a vital tool for businesses.

Customer Relationship Management is designed to help your business improve your marketing and sales functions, by linking information and keeping track of your customers. CRM software therefore makes it easier to gather and organise your information exchanges allowing you to develop a better relationship with your customers and progress your sales easily and efficiently.

CRM software is not a new thing, in fact they’ve been around for awhile now but as more software companies invest in the production of CRM’s, better and more advanced CRM softwares are becoming available now. As well as that, the better CRM softwares come with free updates that are usually customer driven and originate from customer feedback, this generally ensures that the software is focused on what the user requires rather than a tonne of unnecessary features.



How do you know when you need a CRM software?

When you have more than a handful of clients a CRM software can become very useful as it’ll help you keep track of your customers easily and effectively.

In the cloud or on your server?

There are valid arguments for both. There’s plenty of talk these days about the advances of cloud based computing, what with advantages such as accessibility and speed, but don’t discount server systems . Having your data on your server or ‘on-premise’ as it can be known, has certain advantages such as increased security, heightened control over your data and in certain cases, customization and integration with other business applications.

Some Areas You Should Consider When Choosing A CRM Software For Your Business

1.  How easy is it to get started?

2. Are you looking for a cloud based or on-premise (software on your server/ machine) software?

3. How much mobility do you want? Do you need the system to link up to your mobile phone?

4. What support/training services does the company in question offer with the CRM software?

5. Does the software have any partnerships with other companies? Could it integrate with Microsoft Office?


If you want to know more about our Property CRM software get in touch with us

Are you using a CRM software for your business? Which one do you use? How do you find it?

Phone: 01 4978671



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