By: David Wayne, Marketing Specialist
Although most businesses have heard the term CRM, there is a great deal of confusion in the marketplace over whether one is needed, how complex it should be, which one to use, and how much should one pay. CRM stands for Customer/Client Relationship Management and there are hundreds to choose from. It comes down to evaluating which CRM has the right functionality for your firm, and most importantly, the one you can easily implement and use. No matter how fast your new car drives, if you are afraid to take it out for a spin, it’s going to sit in the garage and collect dust.
If you are still tracking customers in Excel spreadsheets, you know there are limits to handling the data, sharing files, and how to ensure you have the latest version on your network. CRMs should be cloud based, flexible, and easy to use. For nearly twenty years, B2i Technologies has been providing Fortune 500 and smaller private firms with flexibility, a centralized view for all team members, and ease of use. Additionally, there are no limits at B2i on the number of users and each has independent access rights and user controls. There is even built in work flow automation, such as placing contacts into pre-set groups and tags that can help companies to streamline their marketing and communication efforts, allowing them to save time and money.
CRM tools can be used within large or small companies and the features offered can look significantly different. Most track customers or potential customers, but some are only list managers with no integration included and require additional costly vendors to get the job done. These tools are quite limited when compared with a full-featured CRM system such as B2i that can be seamlessly integrated with your website activity. Do you just want to send out emails, or do you want to capture leads from your website and integrate the activity into your CRM? B2i’s solution provides email opens, captures correspondence, page views and downloads from your website to post to the user profile to assist you in focusing energy with the right targets and not just shooting in the dark.
Mastering a CRM suite from some of the larger well-known players is not always an easy task and can be quite costly. Sometimes the implementation can take a significant amount of time and require lots of dedicated resources. At B2i Technologies, they have prided themselves on customer service and the ability to implement customers quickly while helping them to understand easy to use “point and click” tools. B2i has a culture of making themselves available for questions with live support instead of forcing customers to take tutorials and read manuals .
Reporting is another key feature that allows B2i’s customers to easily extract data and generate a virtual snapshot of your contacts and activity at any moment. B2i’s constant communication with their customers makes their CRM tool continue to improve.
If you want to know more about how a CRM solution can help you and your team improve marketing and sales efforts, please call them today to answer any questions or to schedule a free demonstration. You will learn how cost effective their tools can be and how quickly you can start managing your customer relationships more efficiently .
Phone: 972-234- 9222 | Email:support@b2itech.com