Elotree

Elotree

Elotree

Elotree

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Frequently asked questions

Below you’ll find answers to the most common questions related to applying CRM to your Small Business. If you still can’t find the answer you’re looking for, just contact us !

CRM stands for Customer Relationship Management. It is software built to manage your company’s communication with existing as well as future clients. It mainly focuses on creating an environment where there is an improvement in your relationship with your client. Smackdab CRM thrives on strengthening your connections with your customers, so your overall process is easygoing, thus boosting revenue.

A CRM is an essential part of business, be it multi-layer, spread across various counties, or just a startup. Smackdab CRM will help you identify disengaged customers, automate assessment call schedules, enhance email marketing personalization, and much more. Talking figures, a mere 5% increase in your customer retention efforts can increase profits by between 25% and 95%.

Leads are the people who walk to you to get information or you approach them to deliver an overview of your product. These are the raw details gathered about individuals or representatives of organizations from varied sources.

Accounts are the actual companies or a department of these companies you have your business deal with.

Contacts are the individuals representing a particular company, you are communicating with, to successfully close a deal in the future.

Potentials are the business deals with organizations that generate real revenue for your organization. Here, it passes through varied stages, namely, sales, prospecting, qualifying, analyzing, value discussing, and many more, before it is finally declared a win or a lost deal.

Yes, Smackdab CRM is such a technology that can scale up or down as needed and easily support multiple dealership locations. You can rest assured about it.

Traditional CRM systems are typically more costly than hosted CRM solutions. This is due to its IT overhead. Traditional systems require dedicated hardware, software installation, ongoing maintenance, and staff to manage them.

In contrast, hosted CRM solutions are maintained, upgraded, and backed up by the provider, meaning businesses only incur subscription costs.

CRM is a business that plays a very vital role. It aids in effectively managing relationships and maintaining clear communication with customers. By leveraging data on customers’ interests, purchase history, and preferences, companies can tailor products, marketing, and services to meet clients’ needs more effectively. This way, you can deliver more tailored services and cement your bonds with the customer, which will ultimately increase profits.

Companies often have existing financial and contact management databases or spreadsheets. Many financial systems come with an associated CRM system that integrates seamlessly. When expanding or outgrowing their current system, businesses may need to migrate data from the old system to the new one. CRM consultancies can usually handle this data transfer.

CRM systems have security profiles to prevent unauthorized actions by staff. For instance, deletion rights can be restricted to prevent disgruntled employees from deleting the database. Most CRM systems allow data export to Excel, but this feature can be disabled for certain users if needed. It’s essential to discuss any security concerns with your CRM provider.

Yes, the Smackdab CRM system supports remote users. In the following ways you can turn ON this feature::

  • 1. Remote Web Access – Allows users to log into the live CRM system via the internet from home.
  • 2. Remote Installation – Enables remote workers to have a copy of the software on their laptops, update the CRM database even without internet access, and sync data when connected.
  • 3. Mobile CRM – Allows access and updates to the CRM system via a PDA or mobile phone.
  • 4. VPN (Virtual Private Network) – Connects users to the work server via the internet from home.

Simply your business processes with a unified platform for the entire team.