Custom CRM Solutions: 3 Ways to Tell Your Business Needs CRM

custom crm solutions 3 ways to tell your business needs crm

Many companies still rely on obsolete methods of managing their customer information. They use unorganized spreadsheets or even worse, they rely on their contacts they keep stored in their email software. If you and your staff are relying on these methods, it is time to consider a CRM (customer relationship management) solution.

Custom CRM solutions are more than just software.

They allow you to identify your customer’s needs and wants, where they are in the sales process, as well as helping to provide excellent customer support. CRM can also help you and your staff streamline sales, support, and marketing processes. Below are a few signs that your business is in need of a CRM solution.

Multiple Employees Speak with Your Customers

Chances are you have more than one employee who interacts with your customers. A fast way to annoy your customers is by having them explain their issue from the beginning each time they have to speak with a different person. Without a CRM, it is difficult for each employee to know what has already been addressed with the customer. With a CRM, your staff has access to the customer’s history, from their first interaction to their latest one.

There are Multiple Spreadsheets for Storing Customer Information

Spreadsheets are useful for organizing and storing data. However, they can get out of hand quickly when numerous people are editing the same spreadsheet. Not only that, what happens when your employees begin creating new spreadsheets for themselves that contains important client information? A CRM provides one central location for employees to update customer accounts.

Employees are Leaving and Customer’s are Left Hanging

Employee turnover happens for every business and it is devastating to lose sales and/or support representatives. They are often your customer’s primary point of contact. Once an employee leaves the company, it is difficult for their replacement to develop relationships with customers and prospects without important customer information. What happens if these details are in spreadsheets that cannot be located? A CRM keeps customer data in one place and the data is seamlessly transferred from one employee to another.

A custom CRM solution is an ideal choice for any business in order to develop better customer relationships. You and your employees are able to stay organized and focused on generating more sales. Your customers receive improved customer service and will continue to use your services.

Contact us today and learn how a custom CRM solution can benefit your business.

What alternative email solution is better than Microsoft Exchange?

Microsoft Exchange and its associated Outlook client have been the face of enterprise communications for many years and are pretty much synonymous with the idea of work email. That does not mean, however, that there are not open source alternatives. There is a slate of clients/email servers that replicate the functions of Microsoft’s email solutions and not only have transparent code but plug into Linux server backends. One of the most well-known is Zarafa.

Zarafa released its email client/server technology as open source in 2008. Its distinguishing feature is that it is offered as a full-fledged, transparent replacement for Exchange, giving all its benefits as well as some additional features not available on the proprietary system:

Similarities

Zarafa has maintained an almost identical look and feel compared to Outlook, which is good news for any organization that decides to switch over as users can easily adjust. It not only is familiar in layout but carries similar features such as the address book, calendar, and public folders to which Outlook users have become accustomed. It also provides connectivity with Outlook by means of a plugin. Microsoft uses the proprietary Messaging API (MAPI) for communication between Exchange and Outlook. Zafara has implemented its own version (Mapi4Linux) for compatibility. Like Exchange it can also perform authentication through LDAP and Active Directory.

Differences

Linux is the platform of choice for Zafara, as you would expect, and it plugs into a MySQL database for added security. In addition to the difference in OS, the email client for Zafara is an AJAX-based web-app as opposed to being a stand-alone application like Outlook, giving it high accessibility as well as ease of use from mobile devices. As with all open-source solutions, it is cheaper than Exchange to license but not entirely free, as it comes in Standard, Professional, and Enterprise editions at different price points.