There are some exciting developments on the customer service front. Keeping your customer engaged, involved and in control is a recipe for a successful and profitable long term relationship. Navigating a fast-paced business world is difficult enough and with so many people now working on the go, it is imperative to make sure that everyone – both clients and team members – are on the same page and connect at any time.
Utilizing customer service support ticket software is a great way to achieve that and zendesk is rapidly becoming an industry leader. zendesk is a cost-effective solution that pools together support tickets and enables your business to work more effectively with less clutter. Best of all, zendesk seamlessly integrates with popular CRMs like Sugar, Salesforce and Microsoft CRM. With zendesk, no matter how busy a day gets, the conversation will remain in one central location which ultimately means that a customer’s issue gets resolved quicker and on their time.
Now, simply getting customer support ticket software is one thing. But once you get it, what do you do with it? We have set up a downloadable white paper to give you ten tips on how zendesk can benefit your business.
When talking with prospective CRM users, we hear the same issue time and again. “We know we need a CRM product, we just don’t know where to start.” Oftentimes, this is the most frustrating part of your CRM search. My response to people is always: “I understand. You don’t know what you don’t know.” A saying I learned from my mother in adolescence, but which has stayed with me to early adulthood, much to my chagrin.
Well…it’s time for you to “get in the know.” That is why we created “10 Questions to Ask Before Choosing Your CRM Software.” In order to find out what the best CRM solution is for your business, you need to know the specifics about your business needs. This whitepaper will help you delve deeper into your CRM needs so you’ll have a full checklist of requirements before you buy. This will help you pinpoint which CRM solution is perfect for you and which ones won’t be a fit.
If you’re researching a new CRM solution, this whitepaper was made with you in mind. Don’t miss out, download it now!
What are the best CRM add-ons? We review products for Sage, SugarCRM and MS Dynamics. Now you get to customize your solution to increase user-adoption and ROI. There are some really powerful third party integrations out there. We have created a CRM software reviews post on the top 5 CRM software add-ons for 2014, here they are:
Collabspot – Gmail for SugarCRM
Integrates with: SugarCRM
Collabspot brings CRM directly into your inbox – and is the add-on SugarCRM users have been begging for.
A sales email platform that integrates CRM with Gmail – collabspot offers seamless integration to SugarCRM, the fastest growing CRM system on the market today. Collabspot allows SugarCRM users to work directly from their inbox which has shown increased productivity and user adoption rates – as well as much desired simplified data entry! What more could you ask for?
Collabspot is designed to enhance sales by allowing users to keep track of and manage customer info from Gmail. Collabspot It’s the perfect plug-in for any salesperson or avid email user because the inbox is where things happen.
DocuSign – the gold standard in eSignature technology
Integrates with: Salesforce.com, SugarCRM, NetSuite and Microsoft Dynamics CRM
DocuSign for CRM helps sales users close more business more quickly. Imagine a tool that allowed your customers to sign contracts from any browser within minutes – and then updated your CRM data at the same time. Sounds pretty good right? That’s DocuSign.
Sending a contract or any other type of document for electronic signature is simple using the DocuSign for CRM connector. Just click the “Send with DocuSign” button from an Opportunity, Account, Contract, or Quote object to send related documents to the appropriate recipients. Once a document is signed, it is automatically brought back onto the record as a signed PDF, and the status of the document’s progress is tracked the whole time.
DocuSign’s key features are:
Send documents from any Opportunity, Account, Contract, or Quote object
Track the status of documents
Configure and customize to any business process using DocuSign APIs
QuickBooks Integration
Integrates with: Salesforce and SugarCRM
A seamless integration between SugarCRM/Salesforce.com and QuickBooks, Intuit’s accounting software for small businesses, enables organizations to streamline accounting and more efficiently manage customer relationships so they save time and close more deals. This QuickBooks integration is listed on the Intuit App Center.
By leveraging this integration, SugarCRM/Salesforce.com users can view account payment status, payment terms, days aging, account balance, and other QuickBooks information inside of their CRM. Additional features include syncing and creation of new Accounts, Products, Quotes and Invoices between Sugar and QuickBooks.
Google Apps
Integrates with: Salesforce.com
Jitterbit – Integrate Any App
Integrates with: SAP, Oracle, Siebel, Microsoft Dynamics, Salesforce, SugarCRM… and just about everything else.
We hear the same thing from so many customers when they start their research into CRM software. “We want a CRM solution, but we don’t know exactly what we’re looking for.” Many people know they need CRM, but they don’t know which product is right for them or why.
We’ve always told people that most CRM products are fairly similar, but they all have individual nuances that tailor fit them to a business’s specific need. Finding CRM software is easy. Finding the right CRM software is difficult, but will pay you back with huge dividends.
That’s why Softwarefit has created a list of 10 questions you should ask before taking the next step in CRM selection. These questions will help eliminate software that doesn’t fit your specific requirements and point you in the direction of software that suits your needs.
If finding the right CRM is something you are seriously interested in, this whitepaper is a great place for you to start.
Here are a few examples of questions that should be asked:
Do you want your CRM system to be hosted or on premise?
Interested in an on-premise solution? If yes, you should think about why you’re considering an on-premise software. Some people think it will cost less if they host it themselves on site, which isn’t necessarily true, and dependent on the software. Often times, it takes several years for on-premise solutions to “pay for themselves” after licensing, server fees, and yearly maintenance fees are accounted for. Some businesses have sensitive data and worry about security issues on the cloud. If you want to host your CRM software, make sure the reason makes sense.
What Department is driving the CRM search?
It’s important to know why you need your CRM software. Is the push for new software coming from your IT department, sales team, marketing team, or customer service department? Each department has very specific needs out of a CRM solution. If the push for new CRM software comes from your marketing team, then it’s important your CRM solution has great Marketing Automation integration. If it comes from your customer service department, then ticketing, field service, and case escalation is vital. Make sure you know which department is spearheading this purchase so you know what features are the most valuable to you.
To read a list of all the questions to consider before buying CRM download our white paper here.
