How CRM Can Help Run Your Business Remotely

As an SME, you must have already suffered from the consequences of the pandemic. Now that you have accepted that work-from-home is the new way of professional life, it is also time for you to start looking into ways in which the adoption of such practices can be made seamless and easy.

CRMs can make this transition simpler for you and your team. Apptivo’s CRMs are multi-functional, because of which you can perform many tasks remotely, and at the same time. These software are compatible with all devices and can run smoothly, without disrupting your daily activities.

5 Ways In Which CRM Can Help Run Your Business Remotely

1. Leads management

A CRM tool is capable of storing, managing, and analyzing all the customer and leads details. Apptivo CRM Software works in a systematic way to convert your prospective clients into customers. It works effectively to give you detailed insights into leads from multiple sources with which you can sell your product better- all of this is done through the software. So, you don’t have to depend on office resources, anymore. The CRM tool drags all the client-specific information from the integrated emails, websites, and even your work phone and brings them into one place, which can be accessed by all the team members. You can also manually enter new data into the system. This makes CRM the best tool to manage your leads and convert them, while you work from your home.

2. Deals management

Once you have acquired the customers, you need to close the deals. But doing that can become a chaotic situation when you have multiple locations storing different sets of information, especially when working remotely. The Contract Management tool from Apptivo lets you create, evaluate, optimize, and oversee all the deals that your representatives make. Because all the CRM data is stored on Cloud, all the team members, leaders, and managers have access to the regularly updated information regarding each deal. The Contract Management tool from Apptivo is fully customizable to match the requirements of all kinds of businesses.

3. Account management

Managing all the fine details of your business deals and accounts could be more challenging when you are working remotely. But with Apptivo CRM, not only can you reduce the total time taken to balance your sheets, but also reduce the number of brains working on it. You can bring all your business-related information in one place, manage parent and child accounts for the same organization, and analyze the business performance. You can monitor resources utilized by each department, the strongest and high-performing teams, and those areas which need your attention the most. Using Apptivo’s CRM and its analytics, you can make crucial judgments based on actual data available in real-time and get better returns.

Apptivo provides you with the Ledger app that can help you keep a tab on your account activities. With this tool, you can create balance sheets, ledgers, and accounts analysis.

4. Projects

One of the major difficulties that arise from working remotely is keeping an eye on progress, especially because you cannot oversee the target achievements directly. But not anymore. Apptivo’s Project Manager is an effective tool with which tracking events, KPIs, routine tasks, and employee performance can be done remotely. Apptivo Project Management tool offers features like project schedule management, team collaboration, finance planning, and task management to help keep your team motivated and make deliveries on time. The Project Manager also comes with other added tools to monitor the timely completion of tasks and create, manage, and complete project-related activities. You can finally say good-bye to cubicle visits.

5. Help Desk Management

When you are working from home, multiple areas of business are impacted. While enterprises try to do their best to get everything working smoothly, they often overlook one crucial aspect of their business activities- customer service. With a simple tool like Help Desk Management from Apptivo, you can manage all your customers’ queries, resolve issues, and re-build connections with your clients- all from your home devices.

Since all the client and customer information can be stored in an organized manner on this tool, it is easily accessible to and editable by all the concerned employees. With this tool, team members can easily send out replies to customers’ queries in pre-set formats, for a quicker response. Each query can also be marked as per their urgency so that the concerned member of the team can address those issues on time.

Final Words

CRM tools are multi-faceted tools that have taken the world by storm. They have simplified the way businesses executed themselves. Online CRM tools like Apptivo are the best option if you are considering working from home. With the added advantage of Cloud storage, Apptivo becomes a common point of contact for your teams.