Top 5 Benefits of On-Premise CRM

These days, there is much talk of cloud based CRM software. Everyone is doing business in the cloud, and it seems like the right move for you to do so as well. However, while cloud based systems are certainly affordable and easy to maintain, they may not be the best choice for your growing small business.

On-premise CRM software, however, is still a valuable option for many. There are a number of benefits that will allow your business to be more productive, safe and successful; consider the top 5.

Higher Safety Levels

We’ve been hearing a constant flow of chatter about cloud safety in the business world. With more hackers getting higher levels of illegal access, your information and that of your customers, is certainly at risk. While there are a variety of safety measures you could put into place to combat such problems, simply choosing on-premise software can avoid it all together.

  • Tip: Still, be sure to choose software that can be password protected. With customer information at risk, it’s all the more important that no one else can log in.

Greater Integration

CRM software is an important aspect of business. With leads, current and previous customer information, and important details, you may need to integrate with other systems. To do so, you’ll want ultimate access to over-all customization. Often times, cloud software can be difficult to integrate because of its one-size-fits-all build – but most on-premise options are just the opposite.

  • Tip: Consider hiring a specialized contractor or employee to manage the software changes and customizations, as it may require a specific skill set.

Better Reliability

Cloud based software gained popularity because of its ability to be everywhere that you are. Being online means you can check from your phone, your computer, your tablet, etc. However, what happens when your internet connection is down or your cell phone is dead on a business trip? Suddenly, it’s not so convenient.

  • Tip: Be sure to have the program installed on all laptops so the program can be accessed on business trips as well.

Easier To Budget

Most cloud based software programs are paid for on a monthly basis, as they are “hosted” through a third party webmaster. For a growing business, this can make budgeting tricky – if you switch programs, add more features, etc, your budget is thrown off. On-premise software, however, can be purchased in one payment, which is easier to build into your budget.

  • Tip: Although you’ll be looking at a singular payment, be sure to check for options. Breaking it up into a year’s worth of payments may make it more financially feasible.

More Control

Over-all, the greatest benefit of on-premise CRM is the level of control that you have. From customizations to integration and safety, it’s important that you can make the changes you need to better your customer service or business practices.

  • Tip: You may have a number of employees that will need access – be sure that your program allows that many users, so everyone can make the necessary changes and updates.

While cloud-based software has certainly taken center stage, it doesn’t mean it’s the best choice for your business. If issues such as security and control are concerns for you, then on-premise software will be your best option.

Bio: Jessica Sanders is an avid small business writer touching on topics that range from social media to document management software. She is a professional blogger and web content writer for


CRM Software for Account Management

Most business owners and department heads will agree that CRM software for account management is a crucial company asset.  Exceptional management of company accounts can be an important bridge to overall success, so a sophisticated ability to analyze important account data is often top priority.  Many companies, large and small, have chosen to invest in the latest CRM technology in hopes of capitalizing on key features for account management.

CRM software makes it possible for sales and marketing teams, administration and even management to handle the sometimes complex nature of company accounts with ease.  It’s scalable nature means that, whether organizing a handful of accounts or vast numbers of accounts, all information can be aptly configured to meet the rigorous demands of any business scenario.  This saves valuable time otherwise lost to complicated, manual operations.

Custom CRM software for account management equips a growing business with important tools for detailed account management.  Most CRM software enables the user to synchronize information associated with various accounts across departments and to track and search key account information such as purchase history, invoices and sales orders.  Information can be fully analyzed with built-in search filters as well as parent-child relationship identifiers.

Some CRM software goes above and beyond when it comes to account management providing users with greater flexibility in supervising accounts.  Parent-child identifiers allow users to navigate the complexities of relationships within accounts with large numbers of employees and personnel to track.  Users may even gain the ability to export account data to a spreadsheet and attach and share necessary documents for each account.

With features like these, CRM software for account management has a critical role to play in ensuring that business accounts are handled accurately and efficiently from start to finish, increasing chances for the overall success of any enterprise.


Contact Management Software: The Best Tool for the Job

Searching for the perfect tool to get your business ahead in today’s economy can be like searching for a needle in a haystack?? The sheer number of options available can boggle the mind.  The chance of finding software that’s the best tool for your business may be slim, but it’s definitely not impossible

What is contact management software? There are few definitions that do the difficult task of accurately and succinctly defining it. Simply it operates very much like the telephone operators of yester-year who, through a menagerie of corded connectors, linked people and their various conversations across physical locations.

Likewise, contact management software takes a company’s diverse contact list and links it with a variety of business functions facilitating collaboration throughout the organization. It integrates daily tasks, such as email, faxing, document control and project management just to name a few, into a concise and efficient software package.  This makes it convenient for sales, marketing and administrative departments to organize and streamline company information.

The capacity for businesses to function beyond its limited manual capabilities begins to skyrocket once employees are properly trained to use it to its full potential.  From calendar coordination to the creation of virtual offices, today’s software can do it all – at least in some cases.  Not all contact management software vendors are on the cutting edge, so be on the lookout for the top providers for the best tool for the job.


Critical Training for Contact Managment Software Users

If you’re looking for ways to get the most out of your contact management software investment, consider getting critical training for both staff and executives.  Proper training ensures the software will be used in ways that can maximize its potential without wasting valuable time and money. Training should not only include teams and departments. Top level managers and executives stand to gain as well.

Contact management software training begins with your vendor.  Most vendor websites contain convenient video tutorials. Also, most companies will have a knowledge base that contains instructions on how to use and set up the software.  If this is not the case with your vendor, consider consulting the website blog for tips on ways to customize the software or suggestions about add-on features. Contact technical support to get answers to questions about the software’s less obvious capabilities or to inquire about solutions specific to your particular business functions.

For the best training results, it may be useful to begin with a software training plan as well as a schedule for implementing the plan across departments.  In fact, the contact management software itself can be used to organize a training project within the company. This is a great way to give project leaders as well as staff hands-on experience with the software right from the start as they learn to navigate through each feature for successful project completion.

Whatever the method chosen for  training, keep in mind that training is absolutely critical for effective use.  Even simple systems need the proper introduction and explanations necessary to get your company familiar with all the possibilities and processes involved. The time taken to ensure that training is as thorough and as widely implemented as possible can go a long way toward increasing the maximum return on your contact management software investment.


Gain Customer Satisfaction with Contact Management Software

The number one issue on most managerial minds is often how best to gain customer satisfaction. One manager takes the fastest route possible eyeing the prospect of winning customer favor by providing speedy service.  Another manager prefers a different approach – focusing mainly on quality dispute resolution to win over those who would otherwise find themselves disappointed with company products or service.

No matter which approach to customer satisfaction is chosen or preferred, contact management software can help.  With its ability to organize even the most complex list of company contacts complete with links to specific client information, it’s a powerful and useful business tool. For improved customer satisfaction, it places the most important information right at the user’s fingertips making swift and thorough responses highly possible.

Many times, contact management software allows users to go above and beyond customer expectations.  Customers will be thoroughly impressed when users are able to recall past account activity within seconds of each new conversation.  Customers confused about or frustrated with company services or products can easily be guided to the best possible solutions quicker and easier with the effective use of contact management software.

Gaining customer satisfaction is not always easy.  Customers are well-educated and can sometimes be quite demanding. They have a variety of choices in almost every industry, and if they aren’t satisfied, will quickly move on to the company that will address their concerns and meet their needs the best.  Use contact management software to get your customer’s attitudes moving in the right direction about your company.  Ultimately, it’s a sure way to make a truly positive and lasting impression.


The Perils of Outdated Contact Management Software

It’s a fast-paced world we live in, and hardly anyone can deny what’s outdated is always in immediate danger of being eliminated by the next big thing.  In a matter of minutes, the entire landscape of an industry can go from the comfortably familiar to a game of anything goes, and companies must be prepared to navigate such shifting waters of profit and commerce with an eye towards staying up-to-date on everything.  This includes contact management software and for good reason.

Contact management is at the heart of most businesses and companies.  After all, it’s the clients, customers and accounts that form the basis for generating profits, increasing revenue and staying afloat in good times or bad. Thus it is often center stage when it comes to the day-to-day company functions that can either propel a business forward or leave it stagnate and far less productive than it should be. This is bad news for businesses using outdated software.

What does it mean to be outdated in the core processes of your business in today’s world? It means you’re dangerously slower, less flexible and less capable of consistently responding to customer and client needs.  It means you’re stuck with fewer opportunities to tackle the big money, brand building projects that could set your company apart as the leader in the industry.  Ultimately, it means forfeiting success in almost every area to your competition day after day.

To remedy this risky scenario, consider only installing contact management software that’s already on the cutting edge. One that has telephone system integration, document management, project management and even virtual office technology creating your own private cloud such as InfoFlo software.  Add to the mix free built-in system updates, and you’re well on your way to avoiding the many perils of outdated contact management software.


CRM Software for Your Entire Company

Want to understand fully how your entire company can benefit from CRM software?  This is easy to do once you get to know the dynamics of the best CRM software on the market today.  Quality systems offer fully integrated software with the ability to create contact rich databases full of detailed information for each client.  Even greater, this information is conveniently available in visually pleasing displays for all of your company to see with just a single click.

Everyone in a company should be able to harness the power of CRM software. A client/server solution and the option to set up a static IP everyone inside or outside of the office has the ability to share and collaborate. This leads to cohesive, company-wide success.  From top executives to marketing teams, your entire company can stand to gain from the organization and streamlined processes that CRM software has to offer.

Specifically, better management and sharing of emails, calendars, relevant documents, sales history and more throughout your company means that customers and clients will also enjoy greater satisfaction as business processes are streamlined.  Through increased communication using customizable CRM features, teams and departments can collaborate unhindered by complicated manual tasks that normally inhibit company growth and stifle potential.

Also, with great features such as project management, reporting and analytics, CRM software can help with long-term planning and development to sustain marketing campaigns, new product launches and even lead generation. This means that every department can join in on company-wide initiatives with each supporting the effort in its own unique way. The right CRM software can be a small investment with a huge return and endless possibilities for your entire company.


CRM Software for Small Businesses

CRM software for small business possesses almost unlimited potential to take your business to the next level.  CRM software is designed to place powerful tools at your fingertips to decrease the amount of time spent on manual tasks and increase effective management of communications and customer information.  By saving time, CRM saves you money, and money and time saved in the small business world means more earnings potential and overall success.

How can CRM software increase your earnings potential? For starters, the software can streamline your lead generation process by capturing leads in record time with a single click, including all relevant information organized into categories you yourself design.  Also, CRM software can allow important documents and emails to be attached to each account so that all client information is on full display every time an account is pulled up.  This means faster service and ultimately, increased customer satisfaction.

CRM software makes doing business easier through automation of specific daily tasks such as email, calendar entries, document control and even audio recordings.  This is achieved through a precise linking of almost any type of daily task to your contacts.  Any contact entry can be linked to every email exchange, document created and even sales conversations related to the client for an enhanced, in-depth business-to-customer experience each and every time.

This is why when searching for the best CRM software for your small business, it’s important to investigate the systems that have the most potential to achieve the success your small business deserves.  The best CRM software for small business will cover all bases of client relationships with the convenience of a single click.

However, keep in mind, not all CRM software is alike, so be prepared to do your homework in order to find the one that’s sure to take your small business to the next level.


The Art of Asking Good Questions with CRM

Without good questions to bring them into agreement, the customer’s agenda and the sales team agenda can often be at cross purposes. Asking the right questions could quite possibly be the single most significant challenge in sales, and that is why quality CRM is so beneficial to companies large and small.  A good CRM system can directly influence the process of sales conversion by enabling your team to ask the right questions with the proper data conveniently at their fingertips.

The art of asking good questions with CRM is a crucial business tool that deserves a closer look. First, precise and considerate sales questions can provoke positive action in a company’s favor.  A skilled sales team armed with relevant and detailed customer information knows what information is needed to achieve a particular result as well as how to get it.  Only CRM software can provide such information in a way that benefits both your sales team and your customers.

CRM has the potential to routinely organize large amounts of specific customer information and place it at your sales force’s fingertips with a single click.  Not only can CRM provide information that covers the basics, such as customer identification, but it also can provide information on sales history, and product preferences, notes from previous conversations, documents associated with an account or even logs of important email exchanges relevant to each sale.

Equipped with such precise and detailed data, your sales team can focus and fine-tune each question asked during internal communications as well as customer conversations to ensure sales increase consistently.  This is the art of asking good questions with CRM. Its essence lies in a versatile CRM system with convenience and flexibility as its foundation. Get the most out of your CRM when you select a system that keeps the art of asking good questions in mind.


Using CRM Software Effectively

Using CRM software effectively begins with a good understanding of what exactly CRM software is. A very basic definition might describe CRM software as the proper management and use of stored, raw data for company growth. However, a quality system will go far beyond that in terms of add-on features and extras.  In fact, the possibilities are endless, but getting the most out of your system means knowing what you want and how to get it by using the software in the most effect way possible.

Every good CRM system should at least be able to cover the basics: secure storage of contact information.  The effective use of CRM starts here.  Understanding how the system will effectively manage client relationships can determine how well your company uses all other features of the chosen CRM software.  This is because most systems enable businesses to link a myriad number of data types to contact entries such as documents, emails, sales history and voice recordings, but it all starts with contact management.

Armed with the basic knowledge of what your system can do for you and your company, it’s easy to customize and add on features that will make the software even more effective.  Perhaps your company’s biggest need is detailed reports on which clients prefer a certain service and how these clients relate to each other within your industry.  Use your CRM system’s reports and analytics feature to get the details for moving forward and making strategic plans for future growth.

For even more effective use, it’s important to utilize tutorials offered on most CRM software sites.  In most cases, these will feature the major attributes of a system.  Doing so will bring familiarity with the principle operations of the software as well as introduce the best methods for the use of add-on features and customization.  If a CRM software site does not include tutorials, consider creating a few on your own for training purposes.  After all, using CRM software effectively also means getting the proper training for your staff and departments.