604.424.8578

Hosted Customer Relationship Management System

Enjoy the convenience of cloud-based deployment with our hosted CRM services.

 

The Benefits of CRM Software

Keep Track of Your Customers and Turn Leads into Clients

Keeping a regularly updated list and profile of all your customers is extremely important for any business. Once a customer has purchased an item or service from your company, you will want to send them updates about the relevant products, promotions or offers.
Anyone who has visited your site and filled in a form or called your office is a lead to be worked on: keep them warm. Manage communications and interactions with leads by assigning them to different categories depending on their activity. This will help you promote the correct items and services to them.
Having access to a CRM solution makes all these things a lot easier. Instead of using complex excel sheets, setting up a CRM will save you a lot of time and resources in the future.

Tracking Your Customer Interactions

Performance and personalization are two key elements in modern sales. Utilizing a CRM makes both of these tasks easier. In traditional methods, you would search through your records to find the previous communication details for a specific customer.
If you don’t do this carefully, you can send duplicate offers or promotions to the same customer, which could lead them to believe you are not serious about your relationship with them. When you use a professional CRM solution, you have detailed records of all the communications with that customer. You can instantly get the previous history and start where you left off. With proper integration you can have a customer profile popup when they call so you can jump right in with them improving their view of both your preparation and their importance as a client.

Improve Your RoI

There are far more benefits to using a CRM than collecting individual customer details. Having an accessible database of collective customer information is an excellent resource to assist in determining the performance of your current business policies. This valuable customer insight can assist in detecting potential future trends and formulate new strategies to improve your conversion rates.
Additionally, by integrating other systems and services into your CRM (phone, email, document sharing and collaboration, quotations, invoicing…) you can streamline your business saving time and money.

The Benefits of a Hosted CRM

Ease of Access

Anywhere, any time accessibility is by far the greatest benefit of a Hosted CRM.
As long as you have internet access you never need to worry about that urgent, game-changing sales call. You can access your CRM for details while on-the-go, send an updated sales proposal, or quickly find a contact’s phone number or an e-mail when you are out of the office. In essence your office can become portable.
A Hosted CRM provides users access to the system from anywhere – in the office, at home, at a café; on any device – desktop, laptop, smart phone, or tablet. All you need is the internet. You and your staff can access the centralized database at any time, 24/7.
By always being able to connect to your CRM, a Hosted CRM provides you the flexibility and freedom to do what you need to do when you need to do it.

Flexibility and Ease of Expansion

When signing up for a Hosted CRM, most businesses start with only the features that they know can help them in their current needs.
However, as a company grows, and you learn the full potential of your CRM, you may decide that you need: more capacity, new features or more advanced modules. In this case, a Hosted CRM can be instantly updated to satisfy your new needs. No need to wait, upgrades to your CRM can be provided to you right away..

Enhanced Compatibility

The limitations of stand-alone products in today’s IT world that demands flexibility of integration can leave you at a great disadvantage. To streamline and grow your business, information exchange technologies are imperative.
Investing in limited stand-alone software that cannot open your documents, save your contacts or integrate with the e-mail system that you’re using can slow your business to a crawl. That is why compatibility with other products and services is the key to ensuring CRM’s longevity and effectiveness.
A Hosted CRM can be easily integrated with other applications or software, such as e-mail clients and Office products (Word, Excel, PowerPoint, etc.). It is this compatibility that makes a Hosted CRM a great tool for any sized business.

Want to work with us?

Get in touch and we’ll walk you through the rest.

203A - 19232 Enterprise Way
Surrey, BC
Canada, V3S 6J9

Home     Services     About     Contact     Privacy

Contact Us

604.424.8578

604.424.8579