Ultimate Guide on Unified CRM

A unified CRM is a system that integrates different company activities into a single data platform, such as marketing, sales, contact management, and project management. Its solutions assist in aligning teams by streamlining internal procedures, automating manual activities to improve productivity and efficiency, and streamlining internal processes. As a consequence, they provide a more consistent and better client experience as well as company development.

Important CRM Features

Since some unified CRM systems may offer more than 100 functions, we’ve created a list of must-haves.

• Management of opportunities
• Lead management
• Android exchange public calendar organic
• Accurate contact and business profiles
• Project management capabilities
• Robust metrics, analysis, and reporting
• Integrated telephony features
• Custom data fields
• Robust marketing automation features
• Customizable dashboards
• Integrations with third-party applications
• An intuitive drag-and-drop user interface
• Customizable, automated workflows
• Mobile access
• Automatic lead routing for new leads
• Role-based user permissions
• Customer service that is responsive and effective

Top 10 Advantages of A Unified CRM

The system’s integrated suite of apps enables you to manage all of your company’s operations in a single ecosystem. Here are a few ways that a unified CRM may help your business:

1. Improved Productivity, More Time for Customers

A unified CRM solution automates processes that you and your team would otherwise have to perform manually. Moreover, you can drastically decrease the time your employees spend on manual activities, like data input. That data is automatically provided from various locations across the system, such as lead forms.

With automated procedures, you save time, and your team can do more. Your staff may use this additional time to serve consumers better.

2. Good Customer Service, Improved Client Satisfaction

By 2020, customer experience is projected to outperform price and quality as the primary difference in consumer buying choices. Moreover, a positive customer experience boosts customer retention, loyalty, satisfaction, and company development. Integrating a CRM with a cutting-edge analytics platform may assist you in providing a world-class client experience.

3. Data Reliability and Accessibility

Data inconsistencies arise when different contact or other data are put into two distinct systems gathered by different teams. Everyone uses the same data, and improving data integrity, the system updates in real-time when new data is input.

The flexibility to access your system from anywhere (assuming it’s cloud-based) and complete contact and business profiles make obtaining vital info simpler than ever.

4. Marketing and Sales Alignment

Marketing and sales teams no longer operate in silos, each with its software system. Instead, they use the same data and collaborate to move leads through the funnel—workflow automation and tasks with reminders aid in bridging the gap between the two teams. As an added benefit, keeping all data in a centralized database promotes CRM adoption among salespeople.

5. Increased Understanding from Analysis & Report

Metric tracking and analysis assist companies in determining which strategies and approaches are delivering the intended outcomes. It enables users to concentrate their efforts on effective methods while discarding those that are not. Furthermore, unified CRMs provide customized reporting that gives insight into the KPIs you need to see the most. It allows top management to put assumptions to the test and make data-driven choices.

6. Stronger Relationship with Customer

Unified CRM’s contain prospect and customer data. Its data enables customer-facing teams to rapidly learn about their customers, goods, and satisfaction levels. It allows them to connect with prospects and consumers on a more personal level.

7. Mobile Accessibility

In 2017, 87 % employing a CRM used a software-as-a-service (SaaS) solution, up from 12 percent in 2008. It’s a vast advantage to access critical business information and operate in your CRM from home while commuting or waiting for a restaurant buddy. Users may examine critical data anytime they want and take action as necessary.

8. Increased Business Sales Conversion Rates

A unified CRM with strong lead disposal capabilities aids in the coordination of marketing and sales increases the company sales conversion rates. A company’s ability to effectively manage lead disposition—the set of criteria that govern how sales advance a sales qualified lead to an opportunity or disqualifies it as unsuitable or returns it to marketing for additional nurturing—is essential for businesses of all sizes.

Moreover, insights into prospects’ requirements, problems, and objectives improve sales conversion rates. Hence, using a CRM may improve conversion rates by up to 300 percent. That alone justifies using CRM technology.

9. Ease of Dealing with One Provider Instead of Several

Businesses of all sizes are rapidly moving to unified CRM solutions to enable users to perform a wide range of activities in a single, suitable system. It means you won’t have to go between several displays to access different techniques and get the information you need from each, which can slow you down.

It also eliminates the need to buy separate systems for different purposes. A unified CRM, for example, removes the market to buy an independent marketing automation platform since it is already integrated into your CRM. Furthermore, companies that utilize unified CRMs avoid dealing with three or four suppliers.

When dealing with a single vendor, you will only get one invoice. You deal with a single customer support person who gets to know you and your use case better than you would with representatives from four different vendors. Also, a dedicated account manager is assigned to you, and they get to know you better than anyone else inside your vendor’s company.

10. Business Growth and Faster Business

Revenue growth and faster business round out our list of unified CRM advantages. Most of the benefits mentioned above—time savings, better customer experience, more happy customers, more significant recurring income, higher sales conversion rates, and so on—add to quicker revenue growth, more reliable company growth, and more dependable recurring revenue.

When you use a unified CRM to unify teams and better serve your customers, your company will expand faster than ever before. Throughout the organization, one unified CRM platform offers businesses a competitive advantage for quicker response times, stronger connections even as they expand, and improved revenue certainty.

Save time and money by avoiding the need to build connectors with other CRMs, prone to mistakes and risk increasing expenses when new upgraded solutions become available. A single platform will ensure that your consumers are satisfied and your company is growing steadily.