What are the Benefits of CRM Software For Your Business?

One of the main goals of CRM software is to go above and beyond in the areas of customer contact and relationship development. This is why it’s more than important to have a system in place that not only supports great customer relations but also makes it easier to connect with customers in the most efficient ways possible.

Getting Organized

The best tool for organizing customer contact information and more is CRM software. This dynamic tool is well-known throughout the business world for its ability to filter and classify even the most complex assortment of customer contacts, and that’s only the beginning.

Many CRM software systems allow users to link information such as purchase history, billing details, notes, documents and emails. It’s the perfect tool for clearing the clutter and getting organized

Efficient Use of Time

The universe of CRM software focuses heavily on providing time saving techniques for improved customer relations. The average office worker spends 50 minutes a day looking for lost files and other items. CRM software addresses this and other potential losses of valuable time by categorizing and collecting information that can then be placed at each user’s fingertips with a quick click of the mouse.

Email and Marketing Automation

One other vital component of customer relations is the ability to get the word out about a particular product or service. With CRM software, companies have the unlimited ability to design and automate emails and marketing campaigns with ease. This is especially relevant for companies in need of customizable, one-stop shop software with the ability to both manage contacts and facilitate marketing activities effectively.

Customer Service Management

Central to customer relations management is a well-organized and efficient customer service operation. Even the brightest customer service team is nothing without a great CRM software system to back it up. CRM software works wonders for companies struggling to make a top-notch, and lasting, customer service impression.

With its ability to enhance common exchanges between customer service workers and customers and to document and store relevant information from each point of contact, CRM software is an essential assent for any company in need of a boost in the customer service department and beyond.


The Winner of Our “Get Organized for 2013” Twitter Contest Is…

As you may know, from Monday January 28th until February 4th, we held our first twitter contest. To enter, individuals simply had to follow us on Twitter @Infoflosoftware and tweet why they loved using our Infoflo CRM Software to win their choice of the Infoflo Core System plus two add-ons, or  any three add-ons of their choice.

We loved seeing all of the tweets! It was great to hear why people loved our CRM software, and how they were using it to organize their businesses and improve their sales. Take a look at a small sampling of great tweets from our happy customers:

The winning tweet, (chosen by http://textmechanic.com/Random-Line-Picker.html) was:

We enjoyed this Twitter contest so much, we’re thinking about doing another one. Tell us what you think!


Top 3 Must Haves for CRM Software

Certain features in the vast array of all that Customer Relationship Management software (CRM) has to offer are absolute stand outs, and it’s worth it to take the time to identify which of these are most beneficial to your company. Here are the top three CRM software features to look out for.

Superior Contact Management

Contact management forms the basic backbone for any CRM software system. That said, it’s easy to overlook or take for granted that every CRM system carries a quality contact management feature.

Companies should look for contact management that is as versatile and user-friendly as it takes to consistently meet or exceed set company goals and milestones. Benchmarks will vary from company to company, but quality CRM software should be flexible enough to handle every nuance with ease.

Social Media Integration

It almost goes without saying that in this day and age social media savvy companies have the potential to be industry leaders and innovators. The ability to connect via social media gives transfers a positive vibe from company to customer that keeps both in tune and connected. Since this is usually the goal of most every company, social media represents a new business standard quickly becoming established in the marketplace.

Working with a Customer Relationship Management software system that capitalizes on full social media integration gives companies the competitive advantages they’re so desperately in need of in order to make gains in today’s business world. This means that workers can stay connected to the pulse of customer relations by reaching out and proactively interacting with a diverse and dynamic consumer base.

Analytics and Reporting

Companies should be doing more than just analyzing and tracking the number of site visits for the company website. It’s time to move into the modern age of tracking customer activity throughout the entire customer life cycle.

Be on the look out for contact management software with the ability to generate customizable reports and analytics. This can give your company the power to accurately reflect on customer relations, making it easier to determine the best strategies for an increasingly productive future.

photo credit: Daniel*1977 via photopin cc


Join Our Twitter Contest: Get Organized For 2013

 Infoflo Software “Get Organized for 2013”  Twitter Contest
Terms and Conditions


Infoflo’s   “Get Organized for 2013” contest starts on Monday January 28th, 2013  at 12pm  EST and ends on Monday Februrary 4, 2013  12pm EST.  The winner will be notified by a Twitter direct message. The winner will have 7 days to respond before an alternate is chosen.

How to Enter:

Entering is free. Just use your Twitter account to complete both steps below:

1) Follow us @InfofloSoftware*
2) Post a tweet about why you love using InfofloSoftware. You must include @InfofloSoftware and the hashtag #CRM in your tweet to be entered into the contest.**

Please note:

*If you don’t have a twitter account, you can get one for free at http://www.twitter.com
**If you have not tried InfloFlo CRM software, you may download a free trial at http://www.carmelvision.com/downloads.htm


This contest is open to anyone who is currently an infoflo user. No purchase is necessary.   If you have not purchased Infoflo software, you may download a free trial here, http://www.carmelvision.com/downloads.htm , try it and enter the contest.


One follower  will win The Core Infoflo System with free lifetime updates, plus any two add-ons.  Approximate Value: Up to $237.  If the winner already owns the Core Infoflo system then they may have three add-ons of their choice. Approximate Value: Up to $207

Additional Rules:

  • You may only use one account to enter the contest. Anyone found using multiple accounts to enter will be ineligible to win.
  • Tweet only once per day. Multiple Entries in a single day will not be accepted.
  • Be sure to include our username (@infoflosoftware) and the hashtag #CRM  in your tweet so that we will see your entry.
  • Chances of winning are unknown. It will based on the number of tweets.
  • The contest begins on Monday January 28th, 2013  at 12pm  EST and ends on Monday Februrary 4, 2013  12pm EST.  Winners will be announced on Tuesday, February 5.

5 Ways to Improve Your Customer Service

Customer service is the pulse of life for companies large and small. Without proper organization of it’s ins and outs, sales slump and the way forward can quickly become a murky mess.  Consistent customer service gains is not a mystery however, for those who’ve managed to whittle their customer service game down to a few crucial essentials.

1. Invest in a powerful contact management software system

Today’s smartest companies have realized that contact management must go beyond Outlook in order to meet the challenging needs of an forward-moving company.  With the variety of choices available today, it’s worth it to research top contact management systems and determine which will work best for your company’s present and future needs. A good  software system will organize your contacts, grant shared access to calendars and facilitate email marketing.  An excellent contact management software system will track sales, provide detailed customer analysis and statistics, automatically connect contact information with data from any source within the system and more.

2. Create Visible Success Markers

Your customer relations efforts need a swift pace and pulse to get things moving forward consistently. What better way to achieve this than to set visible and realistic markers for success among your customer service workers. For instance if your goal is retaining customers, give rewards for workers who successfully achieve present numbers over sales cycles.  If consistency is also key, be sure to reward workers who may not have the numbers but can be counted on for recurring accomplishment.

3. Realize You’re in the Education Business

Injecting the notion of constant education into your CRM never fails. Customer service departments with a good grip on practical and informal ways to educate customers about the product and train them a little bit with each conversation on how to use it and its unique benefits repeatedly excel beyond the competition.  No matter what the nature of your business is customers will appreciate and emphasis on education and so will your bottom line.

4. Employ only the Best

Keep in mind that the definition of “the best” has changed in today’s modern markets.  What used to be the go-to criteria, the familiar “at least five years experience” is not necessarily the most effective – especially in customer service.The same five years of experience that made the grade in the past could be what’s holding back your team today as workers used to the routine are less welling to connect with customers in new ways. It may be risky, but an alternative is to hire fresh outlooks and positive, upbeat character and train for skill later.

5. Deepen Your Customer Perspective

Do you know what it’s like to buy one of your own products or what it’s like to chat with one of your customer service reps? One of the biggest customer service pitfalls companies make is being completely out of touch with their customer base.  Surprisingly, it takes more than full attention to the bottom line to keep customer service ticking. An in-depth analysis of customer obstacles, beliefs and opinions about your company could be an invaluable resource you have yet to tap.  Try reaching out to your customers with a blog comments section on your website or conduct an survey to ascertain where you customer’s interests lie.

To improve your customer service efforts give InfoFlo a Try! Free 30 day trial…here

Top 5 Customer Service Standard Guidelines

No matter how great your company’s mission statement or how qualified your executive staff, your business simply cannot thrive and prosper consistently without a solid customer service standard.  All the service-related conferences, seminars and workshops rolled into one can’t deliver the one that’s right for your company.  A customer service standard must be tailored specifically to the unique and special characteristics of your particular company.

Acknowledging this, here are a few guidelines to try on for size. Feel free to creatively shape and hone those that stand out the most for your business until just the right fit emerges.

1. “Success is in the details.”

It’s always good to start with a few good customer service values like the familiar ‘success is in the details’ to get a solid foundation for developing more specific customer service standards.

2. “If you call or visit a branch office, you will find…”

Try developing standards based on the various customer relations scenarios that a customer might encounter.  For instance, determine what level of customer service a customer will find if they were to write to one of your facilities, call or visit a branch office or visit your website.

3.  “You can expect…”

Developing a standard based on what the customer can expect in terms of service provides a clearly communicated, shared service objective.  This results in mutually agreed upon criteria that sets the pace for your customer service team and grants an added sense of security to customers. Customers just may be more open to sales tactics and strategies when they know what level of service they can rely on.

4. “We’re committed to providing service according to the following standards…”

A clearly stated and well-defined customer service commitment can work wonders.  Employers gain added confidence with a clear cut standard that focuses their intentions and customer service aspirations.  A stated commitment can also boost morale among teams. A shared customer service belief system that teams can easily stick to begins with a realistic commitment statement.

5. Timeliness, Accuracy and Appropriateness

These are the three key elements can help define customer service standards like no other.  They form the backbone of any successful customer-company relationship and just so happen to be a close description important service issues. Try setting basic standards with these elements in mind. Broad strokes at first can develop into more specific definitions tailored to fit your company’s unique characteristics. Starting with key elements that keep customers happy will get your company well on its way to standards that produce solid results.




Taking Stock with Contact Management Software

Often back-end activities like taking stock of inventory and order management need complex arrangements and multiple database management software systems in order to run smoothly on a day-to-day basis.  Companies need business software that can streamline front-end service like email management and calendar coordination with back-end essentials.  Contact management software has the ability to do just that and more.

A complete contact management solution has the ability to track all vital information associated with an account including inventory statistics, order details and other back-end information.  Because this information is also automatically linked with contact information, a tremendous amount of time and energy is saved for managing your activities.  With contact management software, it’s also easy to pool information from a variety of different sources within the system for comparisons and annotated contrasts. The document management features make it possible to create detailed reports of fundamental business practices.

The best strategy for management of business activities that form the backbone of a company is integral organization. This software not only delivers integral organization, it defines it and lets you customize and tailor it to your company’s changing needs.  Every shift and transition affecting back-end procedures can easily be updated and tracked using document management features as well as added pluses like task management and even remote office integration, a feature that allows employees and contract workers alike to remain in the loop and stay on task.

The heart of any business sometimes lies not in what can be seen on the outside, but in what is done and successfully accomplished on the inside, where employees and executives strive to remain as productive and organized as possible. Contact manager software meets these needs and exceeds expectations, managing much more than contacts and keeping emails in order.  Give it a try as soon as possible to learn more about its dynamic features for taking stock and staying on top of the back- end.


Best Ways to Improve a Project with Contact Management Software

With business software, what makes a difference is not what business tool you use but how effectively you use it.  Business tools used ineffectively can fall short of their promised glory not because they are not excellent tools but because they were underutilized and left with untapped potential.  Many companies who choose to implement contact management software make the mistake of doing so, especially when it comes to project management.

This is unfortunate considering the dynamic impact contact management software can have on company projects. For companies struggling with persistent team communication issues, this software can be the best solution for keeping team players talking.  Through shared notes, teams can keep projects updated in real time without the usual delays for turnaround.  With just a click of a mouse, most solutions allow team members joint access to vast amounts of company information for better communication across the board.

In fact, contact management software has the ability to address even the most complex project management concerns. Companies everywhere are in search of the best devices for putting an end to project management pitfalls such as routine wastes of time and resources.  With the effective use it’s possible to conserve resources by reducing paper waste and printing costs.  Data can be scanned and stored easily into most systems and even linked to company contacts for greater compatibility with existing company organization – a feature that saves both time and money.

Adding contact management software to your project management methods can make team tasks run a whole lot easier. That’s because it’s a solution that is easily customized, with management and classification controls that can be adjusted to fit the particular needs of any project.  If, for instance, your project involves only certain key accounts, parameters can conveniently be set to filter contact information linked to documents, emails and account history as a solid foundation for the project’s completion.

Using contact management software also stands to improve the skill set of team players.  Collaborators learn how to chisel and hone the software’s organizational features and can become experts in accessing key components for the best results possible.  Learning to communicate via software and update data in real-time, fielding  a variety of inputs from coworkers, is a 21st century skill that innovative companies should encourage as often as possible.

The good thing is that no matter which solution your company chooses, the benefits just keep getting better.  As vendors continue to develop increasingly interesting ways to streamline communication and expand collaboration capabilities, contact management software continues to be the top business tool for successful project management.


Keep Documents Organized with CRM Software

Keeping documents organized with CRM software may be new to many companies who have not yet discovered the versatility of this unique business tool.  Many may believe that it is limited only to organizing lists of company contacts, much like Outlook.  The truth is, however, its capabilities cover far more territory and may be just the tool your company needs to excel beyond the competition.  Particularly in the area of document management, software has the ability to keep items organized with clarity and ease.

The advantages of CRM software with key company document organizing features are numerous. Most software systems organize documents by linking them to contacts, so that each time a user clicks a contact’s name, all electronic documents associated with the contact are in full display.  This provides a sensible system of order and reduces clutter within the company’s computer system.  It also means that document retrieval is a snap, creating better workflow and saving precious time.

Further document archiving features include ways to keep folders organized. Top systems create folders for documents automatically each time a new contact or company is created.  Again, much-needed time can be saved when users avoid creating the same folder for each account over and over again.  This, added to the ability to copy and paste folders, files and documents across contact entries, opens up greater and greater possibilities for workers to use time productively.

The document management feature also has more beneficial advantages.  Take, for instance, version control. This term refers to the user’s ability to check documents in or out of the system for updates, changes, comments and general editing.  This allows multiple users to collaborate on document creation, complete with access to previous versions for referencing.  It can also reduce the frustration involved when multiple writers collaborate on a document, allowing each writer to pick up where the other left off without skipping a beat.

Keep in mind that some software solutions include document management as an added feature in addition to a list of core software features.  It’s best to keep an eye out for this important feature whether it’s an add-on or a core offering.  Its advantages make CRM software well worth the investment.


Contact Manager Software for Non-Profits

The features of contact manager software work extremely well with non-profit organizations in need of tools for keeping afloat in changing times. Whether its fundraising support or document storage that your non-profit needs, it is able to ensure the best results for non-profits both large and small.

One of the biggest responsibilities of non-profits is fundraising.  It’s an area that can easily become unmanageable without proper planning and foresight.  A non-profit organization needs the best tools available in order to keep the details of fundraising campaigns under control.  These include keeping tabs of donors and the amounts of donations as well as tracking frequent givers and recurrent volunteers.  Contact manager software has the ability to categorize each of these type of contacts for a variety of key actions.  Whether the desire is to schedule repeat emails or to strategically plan the best focus of time and energy, this software has the answers.

Many non-profit organizers may wonder whether contact manager software is worth the investment, but the truth is there are many non-profit solutions that are well worth it and very affordable.  For as little as $99, non-profits can take advantage of all the benefits of on-premise software that behaves like cloud software, but without the loss of control and exclusivity.   This allows the organization to act as tits own software host using a private server.  This small investment is for the life of the software, a one-time cost that comes complete with many integrated features such as document and email management, tracking and reporting, as well as features that can support event registration, and membership management.

The challenge for today’s non-profit is to make a significant impact with smart and effective programming.  Contact manager software can also help in this area.  Most contact manager software solutions contain a project management add-on that can significantly increase the overall effectiveness of non-profit programming. Sharable features such as calendars and documents, including presentations, flyers and press releases allow for joint collaboration throughout a program’s lifespan.  Non-profits can also take advantage of remote office management features in contact manager software which allows for group collaboration beyond the four walls of an organization.

The best non-profit operations start with an effective contact manager system, one that goes beyond the basic organization of contacts.  Fortunately, today’s contact manager software offers solutions that do just that.  Explore the depths of what contact manager software can do for your organization.  It could be just the solution your non-profit needs to tap into the next level of charitable success.