CRM Tools in 2019

Top 5 CRM Tools in 2019

Using the top 5 CRM tools to help manage a business is a good strategy for 2019.  Customer relationship management software has come a long way since the Rolodex from the 80s.  Using the best CRM tools, software providers are now producing robust systems.  These systems are providing many CRM solutions for managers and business owners.

When a business is growing, the notepad by the phone where messages are kept becomes inefficient.  The more a business grows the more likely it is that the managers will need extra help keeping track of employees, inventory and sales.  Hiring and training staff is too costly for many business owners, which makes an automated CRM solution ideal for growth.

The best CRM systems take advantage of the innovative technology available.  Easy integrations and web based CRM tools are the most effective way to streamline processes. Customizable features and reporting that are accessible anywhere keeps business owners informed and employees working in the most efficient manner.

Top 5 CRM Tools in 2019

Are CRM solutions worth the cost?

One of the biggest concerns many business owners have with implementing a CRM solution is the cost. Comprehensive CRM systems are worth the cost if they integrate easily into the way you already work and if they have the best CRM tools for how your business operates. Not all customer relationship management software works well for every type of company and every work flow.  The best CRM systems have customizable features that enable managers from several different industries to streamline how they work.

CRM cost is less important than how the CRM system works with your business.  The value of the time saved by the best CRM tools is more than worth the added expense. Calculating the CRM cost should be a small part of the decision to implement an online customer relationship management software. Far more important is the improved customer service and decreased time spent tracking down employees or inventory.

CRM Runner - CRM Tools

The best CRM tools are cloud based

In 2019, having an online CRM platform makes the most sense.  Software that works with CRM applications and update in real time will keep businesses ahead of their competitors.  Cloud based applications keep managers and employees on the same page with integration of communications channels.  Managers can see where field staff are and when the last communication with a customer took place all by just logging on.

The best CRM systems on the market integrate features that allow managers to oversee all parts of their business in one place.  Inventory, scheduling and reporting is all housed in one program with an all inclusive CRM solution.  With a web-based system, managers can access everything about their business from anywhere that has internet.

Top 5 CRM tools

When business owners begin the search for an online CRM platform, it can be overwhelming. With so many companies and programs to choose from, the research gets put on the backburner.  Keeping up with trends and customer expectations in 2019 may require the use of the top 5 CRM tools available.

 Integrated Invoicing

Most CRM systems track customer information but few are able to produce an estimate, an invoice and take payment with just a few clicks.  One of the most effective CRM solutions for improving customer service, invoicing and payment capabilities also helps managers keep better track of revenue. The best CRM systems include seamless integration with other popular software programs like QuickBooks to further decrease the time owners spent on administrative tasks.

GPS Tracking

One of the best CRM tools in use for 2019 is GPS tracking.  A large percentage of businesses rely on field staff and mobile sales teams to help them grow and many of them report being unable to tell if those team members are actually working.  With GPS tracking employees can be located by using the CRM application on their device.  Managers report that the use of GPS tracking increases their ability to hold employees accountable and evaluate their performance.

 Inventory Notifications

CRM solutions in 2019 should include inventory tracking.  Business owners are often forced to use different programs to manage inventory and work orders.  The best CRM systems have inventory tracking built in.  Taking it a step further, leading software providers are also including inventory notifications as one of the top 5 CRM tools.  Anyone with inventory permissions can receive notifications on their screen when supplies run low with the use of an effective customer management software.

 Customizable reporting

A must have feature in the best CRM systems is customizable reporting.  Many programs include reporting features but few allow the manager to curate a report that mimics what they currently use.  With reports that are similar to what they are accustomed to using, managers report less pushback from employees using the new process. The best CRM tools are easy to use and give managers the flexibility to only find out the information they need.

 Timekeeping

CRM systems that include timekeeping for employees are remarkably more helpful than those without the feature.  Employees can clock in and out on their CRM application.  Integrated with GPS tracking, the best CRM systems all managers to know where employees are when they are punching the clock.  Built in timecard features also make payroll and budgeting staff hours as simple as clicking a mouse.

CRM solutions for businesses in 2019 include a large variety of features and customizable options.  Online systems provide a more streamlined approach to managing a business that ultimately results in more satisfied customers.  The best programs include the top 5 CRM tools and provide a web-based solution for tracking day to day operations.  For more information on a CRM system with the top tools and features of 2019, click here.

Features the Best CRM Systems Have

7 Simple and Easy Features the Best CRM Systems Have

If you’re hoping a Customer Relationship Management (CRM) software might make it easier for your company to function and generate more revenue, you’re right… so long as the system is simple and easy for you and your staff to use. Otherwise, it could become an expensive tool no one at the company uses.

Features the Best CRM Systems

Using a simple CRM software is the easiest way to increase the efficiency of a small business.

Many CRM systems have varying features within certain packages or level of usage. You only want to pay for what you really need and what makes the most sense for your team. Before you buy anything, consider what sort of information would make it easier to run your business. For example, if you run a delivery business, maybe what you need to see in your reports is how long it takes each employee to run a certain number of deliveries. Look for a CRM with features to track progress and make decisions faster when it comes to top performers and how many people would be required to increase deliveries.

A simple, easy-to-use CRM software will cut down on the administrative work load which likely falls on a business manager who could better use his time improving customer relationships. Aided by the right data automatically collected by a CRM system, business managers have more time to develop products and services that appeal to their loyal customer base.  With managers focusing their time on more important tasks the possibility for growth and revenue increases. Whenever corners are cut without losing quality, a business is set up to succeed.

7 Features You’ll Find in the Best CRM Systems

When you’re ready to look around at different CRM systems, there are 7 basic features which definitely stand out for user-friendly implementation in work life.

1: The best CRM systems offer accessibility everywhere via mobile applications.

If you own or operate a small business, you likely wear several hats. The best CRM systems for small businesses tend to include a mobile app to allow managers to access vital business information no matter where they find themselves. In addition to a desktop application for the office, a CRM system available on a mobile app will keep you up-to-date. For example, if a customer has a question you can answer in a timely manner while on-the-go and the CRM will track it and then all staff can see it in real time instead of waiting to hear it from you when you get back in the office.

2: Role-based access is another key feature for small business owners looking for the best CRM system.

While your CRM system should be easy for anyone to use, not everyone should have access to the reports managers need in order to make decisions for the betterment of the company. A simple CRM software system should allow for managers to choose who can view what reports as well as who can use certain features.

3: The best CRM systems of 2019 offer GPS Tracking.

Knowing where your staff is and how long it takes them to complete work are valuable data points to consider for hiring and scheduling purposes. The best CRM systems offer GPS tracking for people as well as property – know when company vehicles or equipment are checked out for work use and the longevity of the items purchased by the company.

4: The best CRM software comes equipped with customization reporting

Even businesses within the same industry do not necessarily thrive in the same system of operation. You want to find a CRM system which allows for customization reports so your managers have the information they truly need to increase company efficiencies. For example, rather than knowing only what products are ordered, maybe what you really want to know is how much of a product is bought by your loyal client base in order to get dud products out of your inventory and make room for the upgrades your customers really want. Customization reports will help a business manager employing a CRM platform narrow down what is truly valuable for the business to know in order to improve customer satisfaction.

5: Real-time tracking is a vital component to a simple CRM system

Answer customers asking for an ETA from their service technician with the click of a button rather than multiple texts and phone calls. This level of awareness is a critical component to customer satisfaction. Most customers who abandon a business for a competitor do so if they are treated like a number rather than a valued member of the brand team. Additionally, answer your own need-to-know questions on the go with real-time tracking on the progress of the work day.

6: The best CRM systems offer integration for invoicing and popular communication channels.

Your business has likely lived longer than your search for a CRM software solution – you may already have practices and software systems with vital information. You want to find a simple CRM software which will integrate the information you already have without a lot of hassle or longer man hours transferring everything over to the CRM platform.

7: Automated quotes and invoicing are included in the best CRM systems.

Automating whatever you need to make business operations move more smoothly will save time and money in the long run. Quotes for typical work orders can be sent without drawing up a whole new document every time the order is made. Similarly, an integrated system for invoicing and receiving payments make billing and getting paid easier than ever before.

CRM Runner offers the best free CRM software trial available.

CRM Runner is proud to produce a CRM system which meets the needs of all businesses and their employees. They stand behind their product with a 30-day trial so you can try it out at no cost and verify if it’s the right CRM for your company. Check out the features and start a free trial by clicking here.

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