What is cloud-based CRM?
Cloud-based CRM (or cloud CRM) is defined as Customer Relationship Management (CRM) software where the CRM software, CRM tools and the organization’s customer data is hosted in the cloud.
Traditionally, all CRM systems were internal applications and they were installed and ran on servers inside an organization. This caused numerous difficulties due to inability to timely update important information and make it available to all employees simultaneously, no matter they are in the office or not. Solution was found and had a great perspective to be integrated to growing companies.
Access to free cloud based CRM software is implemented trough internet which makes it easier for clients to get all the information they need whenever they wish. Furthermore, as data is kept in the cloud, you and your team can look through client data even when you are far from the office by connecting to the CRM data through mobile devices. Cloud based CRM system commonly offers access to the application through Web-based device (or Web program) logins where the CRM system administrator has already defined access levels across the organization.
7 benefits of a cloud-based CRM
Cloud based CRM systems have a number of advantages and here are some of those:
You do not need any local servers to run the CRM system. Easy access to cloud CRM is probably one of the biggest changes to come to customer relationship management systems. Thanks to the nature of cloud based CRM systems employees can login from just about anywhere with Internet and access their account and customer information. This can be useful when making last minute sales calls, closing a deal from a remote location, and finding contact information at current moment.
The other privilege is the ability to access information from anywhere, which most CRM solutions do not have. Variety of the service providers have a heavy mobile application that cannot be downloaded. This really comes in handy to those who travel often to meetings.
The nature of cloud based CRM solutions means that it is often more affordable than many traditional solutions. Very often with cloud based CRM systems a company can notify the provider and instantly expand their capacity based on current needs. This can happen almost instantly. The nature of cloud based CRM solutions implies that it is often more acceptable than many traditional solutions. As cloud based systems are supple with providing capacity, cloud-based CRM can allow a company to scale up or down depending on their needs.
The way many companies use CRM systems is keeping it updated and serving as a database of all information about customers. Other applications or software that provide additional services are linked directly to the CRM to give an opportunity of complete information exchange between the technologies. With a cloud based CRM system, these integrations are usually much easier to initiate and maintain. A situation may come up that company will only need a certain amount of contacts and storage, but as their company grows, they need to enlarge capacity without waiting for a totally new program to be written to satisfy their new needs.
Cloud based CRM systems allow users to have their own logins and therefore, multiple accounts can be logged in simultaneously, and it is possible to work on edits to contacts, client’s data and other information. This also prevents information from being stored, isolated and forgotten on individual devices, as it provides an easy-to-understand option for sharing. It is usually more flexible in its offering, allowing different levels of access that have different pricing brackets.
Since a company stores such a vast amount of confidential and powerful information within a CRM, a key component is to be sure the data is backed up in more than one place, and an external data warehouse can be secure, safe, and provide the bandwidth needed by a company with lots of data. Cloud based CRM systems pay close attention to their backup policies and usually have a recovery process if data was disturbed or breached. As with many online platforms, practicality comes in the form of speed. The real-time nature of any relevant updates means that cloud based CRM users are always using the most up-to-date version of the software, benefiting from fixes, updates, and changes when they happen. That means no more having to wait for downloads and reinstallations or working from legacy software.
The highest levels of security.
Security and peace of mind are important to all businesses, especially when handling sensitive data. The best cloud based CRM application gives you the opportunity to safely store valuable information on the remote datacenter. The chance of unauthorized access is eliminated by superior levels of security. Host servers of cloud CRM apply additional security measures and cutting-edge technology to monitor the safety of your data. Cloud based CRM solutions not only guarantee access at all times, removing the potential of losing information, but also ensure that the data is kept safe and secure with high-end encryption and security systems.
What are the top crm systems?
Bpm’online is a process-driven customer relationship management (CRM) solution for marketing, sales and service automation. The solution allows companies to manage the customer lifecycle from lead to sales and to ongoing customer service.
The solution gives users the ability to view marketing, sales and service activities through a single CRM platform. Bpm’online provides three integrated products, which can be used separately or in a single CRM bundle.
Bpm’online can be deployed on-demand as a cloud based CRM solution or on-site, where data is hosted in-house on the company’s servers. In both cases, users can access bpm’online using a web browser or the mobile app. The system is both Windows and iOS-compatible.
The Salesforce cloud is an on-demand CRM suite offering applications for small, midsize and enterprise organizations, with a focus on sales and support.
The Salesforce app has capabilities that include sales management, marketing automation, partner relationship management and customer service. These applications help organizations manage customer accounts, track sales leads, conduct and monitor marketing campaigns and provide service post sale.
CRM Salesforce solutions are available only for software-as-a-service (SaaS) deployment. Force.com provides a technology stack that covers database and security as well as workflow and user interface.
NetSuite CRM+ is a cloud-based customer relationship management (CRM) solution for small and midsize organizations. NetSuite caters to thousands of customers across a wide range of industries including wholesale distribution, manufacturing, media and retail.
The analytics functionality is able to integrate back-office metrics and data with front-office operations to provide upper management with a complete view of their organization. NetSuite CRM+ architecture and platform allows organizations to personalize and customize the solution according to their business requirements.
NetSuite CRM+ offers software-as-a-service deployment. The solution operates on a multi-tenant architecture and all information is stored in a secure data center. NetSuite also offers an application development platform known as the NetSuite Business Operating Platform (NS-BOS) that provides tools and resources for developers to plan, build and deploy industry-specific customizations and applications.
Less Annoying CRM
Less Annoying CRM is a customer relationship management solution that accommodates the needs of small and midsize businesses. The CRM offers cloud-based deployment, several configuration options and a dashboard which provides an overview of contact information, projects, files, etc.
Configuration options enable users to customize sales processes and lead definitions to be able to maximally align with their own business processes and needs of the industry. Less Annoying CRM has 256-bit encryption security. Its servers are hosted on Amazon.com’s infrastructure and have a number of data backups kept off site, which allows data to be restored if needed.
Contactually is cloud based CRM software that enabling companies to have personalized communication with their clients. The CRM helps with setting up new relationships, tracking possible leads, generating new referrals, closing opportunities and driving growth of the company. With Contactually companies can divide their contact list into several categories and deal with different sets of audiences accordingly.
The CRM has a dashboard for tracking daily follow-ups, scheduling events on a centralized calendar as well as monitoring engagement with key clients. Companies can create different buckets from their contact list and configure sales pipelines through different channels.
Implementing Contactually businesses can automate their workflow by applying rules to numerous actions. The solution can integrate with multiple e-mail service providers such as Gmail, Outlook or any other IMAP-based email. Among other features are processing client engagement history and generating business insights, assigning and distributing leads among the workforce, as well as tracking business activity via the Contactually mobile app which is available both for Android and iOS.
ProsperWorks CRM Software
ProsperWorks is a cloud-based customer relationship management tool providing users with the opportunity of having complete views of their customers. The program can be applied to any industry, including advertising, distribution and real estate.
The CRM solution includes email integration, opportunity management and lead tracking among its features. In ProsperWorks customer data is saved automatically, and the system independently searches online to find relevant data. Each file sent through email is immediately stored in a contact’s portfolio, and the system profiles each interaction in order users know when exactly they have contacted each customer.
Such past and future calendar events as meetings and calls are logged within the program, and the software also suggests contacts that could be possible to make based on previous correspondence. Through the program’s email integration, tasks are visible in Gmail, and the opportunity management feature enables users to visualize and manage their sales pipelines with functionality of drag-and-drop.
HubSpot CRM Software
Thanks to its cloud-based CRM platform HubSpot helps companies of all sizes in a variety of segments, including accounting, construction, retail, real estate and others. The CRM offers a visual dashboard that has a real-time view of the entire sales funnel. Customer interactions can be tracked automatically through email, social media or phone calls, and each interaction is stored in a timeline organized by lead.
HubSpot CRM allows users to create and manage email templates and track their performance. The solution is also capable of sending real-time notifications for such events as customer’s opening an email or downloading an attachment.
Cloud based CRM Free Trials
In a variety of Cloud based CRM systems there is always an opportunity to find the one that suits better to your business.
It is important to remember that cloud based CRM system does not belong to the company. All data including main program codes, updates, backups, is stored in a remote server for data security. The company that provides the CRM platform delivers full-fledged service. And responsibility for the functioning of the system in its turn also lies within this company.
There are various options for free cloud based CRM systems that are implemented without the ability to update, improve, and adjust the system to the needs of the company. This is a good solution for companies that do not have sufficient budget for additional costs and where sales are carried out on an unchanging scheme. In other words, all processes in the company are carried out cyclically and nothing is changed.
In the case of developing companies where the main goal is to increase sales, cloud based CRM is the key to success. There are free demo versions of such programs that allow to use the basic capabilities of the system for free for a limited period of time. If the company finds this platform helpful, it can continue to cooperate and come to agreement on the price and package of services.
Though this possibility is relevant, studies show that the advantages of using the CMR system are evident after quite a long period of time.
The implementation of the cloud based CRM system is a solution that will help your company grow and develop in the modern world and remain a competitive company, which is already an important achievement. Specialists in the field of sales claim that it is necessary to implement the system in the company as early as possible, even when the number of employees using it is not more than 4-5. Thus, it will be possible to avoid situations where the introduction of a new system leads to a stoppage of work or mismanagement in the company.