The customer relationship management strategy manages the customer activities, accounts, and future opportunities even on mobile devices.It is a helpful feature of the online CRM system for the sales representatives as they do not need to get back to the office especially for this task which might even decrease their productivity which could rather be enhanced by working in the field.
Accessing the system remotely is one of the key factors that contribute to increasing revenue of the organization. It makes the data accessing faster, reliable and result-oriented which is achieved by working with a broad range of customer data on an easy-to-use platform which has all business departments and functions integrated.
The web-based customer relationship management strategy greatly enhances the business performance by having the ability to get integrated with social media such as many social media websites with the email tool for online collaboration with existing and potential customers. This even allows easy document sharing and sales intelligence in which the marketing department can introduce products to potential buyers by uploading the product catalog with sufficient information to generate quality sales leads.
The web-based customer relationship management system can allow connecting to email applications in which email was archiving along with calendar and contact syncing can be performed by the sales team. Furthermore, the system has the built-in module to acquire the most updated information of customers.
The web based CRM system adds value to the business by having a feature to share the address book with the team online. This feature allows the team to access the customer information online in a secure mode and from any location. The system creates ease by storing all contact details in one place, sharing the same contacts with the Sales team and other relevant people and accessing controls to give rights to the people that can view the contacts. Similarly, the system can help achieve more sales by easily managing the sales pipeline and viewing the profitable customers and keeping track of where the most of the leads can be obtained from. This way, the online system creates an opportunity to target the more profitable customers as the organization knows which customers like the company’s products the most. It provides a dashboard view of the sales activities along with reports on sales, status, complaints, and solutions.
One of the best features that the online or web based CRM can provide is the ability to manage the ‘to do list’ or the online diary of activities. The supervisors can assign tasks to their subordinates online which can even be monitored for performance management. Many more features such as using the online calendar to manage tasks so that they can be remembered with the help of online reminders, categorizing and tagging activities, adding notes and documents to tasks and getting reminders through email are found in the system.