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5 Lesser-Known CRM Uses

Posted on 6.09.2016

:: By Abhishek Sharma, Sage Software Solutions ::

Customer relationship management (CRM) is an art of skillfully managing customers and retaining them, inducing loyalty by providing efficient customer service and care.

Loyal customers ensure a heathy business, help in brand building and eventually enhance sales performance. To add more to it, a customer content with your service also brings in trustworthy leads through word-of-mouth marketing.

Now, owing to such benefits, it is no wonder businesses of all sizes are putting their best foot forward to bring in CRM experts and add CRM software services to optimize their performance. While the experts can guide your company through their years of experience and expertise, CRM software can assist you in analyzing and planning your course of action effectively.

To add more to it, CRM software solutions have made their name over the business firms around the world for their proficiency and assistance in managing customers. It can help you keep a track of market trends, record conversation and transactions, generate precise reports on the data collected and help planning effective strategies to top your sales performance. It can also aid in customer service by providing intuitive customer support.

However, the efficiency of the CRM software depends upon the wit of it user, that refers to its ability to multiply sales performance under a smart leader/manager but can also have a devastating effect, if put under wrong hands. Moreover, to face the challenges in CRM implementation and unleash its full potential, the user must have a sturdy knowhow of it.

So let us have a look at five things you can do with your CRM software:


CRM software is not just helping hands for your business, but can also function as brain, storing all your important data and processing them. And as your business grows, you have more customers to take care of, for which maintaining their documents becomes a tedious task. However, with CRM software backing you up, memorizing and storing all your customers’ data appears to be a cake walk. Moreover, it also helps in reminding dates and events, and send automated reminder/notification mails to your customers as well.

A glimpse of future

A glimpse to the future is something everyone desires, and it can surely change how we deal with our problems and be prepared for the good and the bad. CRM software can keep a track of market trends, customer requirements and previous sales record and provide precise sales forecast enabling you to plan stay prepared for the upcoming season.

Go beyond the boundaries

CRM software vendors provide you with multi-channel integration, which opens doors for endless opportunities. For instance, integrating your social account with CRM software not only provides a single platform to manage your social activity but also helps you track mentions, precise analytics on your social campaigns and provide live solution & feedback to customer reviews. Thus, integrate your CRM software services to various tools and devices and break the barriers.


For a company to function seamlessly, it is essential for its marketing and sales team to collaborate to enhance each other’s performance. While the marketing team needs to know what the requirements of the sales team are, the sales team also needs quality leads to close their sales, which is possible with an effective collaboration. Hence, CRM software solutions and its cloud servers, allows both the teams to get on same page, provide details that can be accessed by any authorized member at any time of the day, anywhere, helping them to perform and collaborate better.

Customer self-service

Providing customer service is necessary in order to retain your customer and build your business up as brand. However, as technology has grown vastly, giving people the ability to manage their needs themselves. Similarly, give your customers the opportunity to help themselves through self-service portals with CRM software.

Thus, no matter how big or small your business is, CRM for SME and MNC can effectively take care of your business and customers, providing a world class customer management. With a smart leader, an innovative approach and few expert tips and tricks, take your business to new heights and a customer service like never before.

Author the Author

Abhishek Sharma covers cloud computing, SMAC, CRM and ERP technologies. Abhishek is a wannabe cloud evangelist with a great penchant for digital marketing. He writes for Sage Software Solutions Pvt. Ltd., a leading provider of budget and user-friendly CRM software solutions for small and mid-sized companies in India.

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