Heard about SuiteCRM?
If it is unfamiliar to you, at its heart, SuiteCRM is a database and is a prime example of a solid and robust CRM platform. It is customizable, can used for generic database work as well, is modular and can be installed on your own servers (or ones we can set up on your behalf).
What are the benefits?
Most businesses are using spreadsheets, accounts packages, email or something else to keep track of their customers or leads, this is all very good for invoicing etc. but when tracking projects, leads or opportunities or even keeping an eye on how you or your staff are supporting existing customers, you may very well need more.
A CRM can integrate with your email system and save emails from/to customers against their records in the CRM. With a few modules, you can also store social media interactions as well. You can integrate your VOIP system so calls can be logged automatically and keeping track of conversations is a great benefit to the customer when you can answer the phone and immediately pick up their details and see the last conversations you had.
Increase sales & build relationships
Your best new sales come from existing customers and you can use your CRM to email/SMS your existing and new customers with sales and marketing media. You can report on sales and set up “What if..” marketing communications such as; “Those who bought this liked this other service/product so you may like it too”. Linking to eCommerce systems can then track a lot of this information automatically. You can even link to accounts systems and see which customers are bringing in the money and if you are using it for support, see which ones are costing you more as well.
Integration
There are many modules for SuiteCRM, however, it also smoothly links with Zapier which is an online workflow automation tool that connects your apps and services and connects two or more apps to automate repetitive tasks. SuiteCRM has an extensive range of plugins that enables you to integrate seamlessly with 3rd party applications creating one central location for your customer information. Applications include:
- Outlook
- Xero
- DocuSign
- Google Maps
- Mailchimp
- Quickbooks
- Zoom
Engage with your customers
Within SuiteCRM you run regular reports to see when you last contacted your customers and in what capacity (i.e. call/meeting/email) and then auto-schedule a task for your account manager to give them a catch-up call or follow-up message.
Interested to know more about SuiteCRM? Give us a call
We will not recommend SuiteCRM to a business if you simply do not need it. Certain businesses will definitely benefit from the deployment of a CRM system, and equally many will not need it, however, if you are not sure either way then give us a call and we can help you analyse your requirements and see if it’s worth it for your business or not.
