5 Ways to save Time and Money with smart CRM features

5 Ways to save Time and Money with smart CRM features

Why use a CRM?

Customer relationship management is a strategy to manage our interactions and relationship with the present, past, and future customers. Various CRM software tools are designed to meet this strategy. Benefits of CRM software for any business are immense. They help to improve business relationships by staying connected with customers throughout the lifecycle, streamlining various processes and thus improving profitability.

Value of time and money in business:

Be it an upcoming business or an established one, Time is a vital element and scarce resource. It keeps ticking and once gone never comes back. Every step in business requires time- product research, development, marketing, sales and customization, customer service etc.  If we can save time by streamlining and automating certain processes, we can utilize it for the betterment of the company. The right decisions at right time can favor a lot for the progress of companies because Time is Money.

5 ways to save time and money with smart CRM features:

A smart CRM tool with features like a mobile app, email integration, and activity log, appointment scheduling, report generation, etc can save a lot of time and money for the organizations. Let us look into a few of the benefits of CRM software

Easy accessibility of customer data

One of the major aspects of CRM software is streamlining all the customer data in one place. It reduces time in searching for contact details if otherwise stored in excel or paper format. CRM tool helps in clean record keeping thus prevents from missing any valuable customer information, also ensure the company is audit-ready. It creates accountability, improves communication, accuracy.

Inter-team collaboration

CRM tool is used across different teams in an organization. Data stored in the cloud helps in easy accessibility of information across various teams, like sales, marketing, management, invoice processing, etc. A business without CRM tool has to spend a lot of time, by scheduling meetings to discuss customer progress, send emails or paperwork across the various team to be on track about what is happening in the business. CRM works as a common platform for various departments, bringing everyone on the same page. It saves a considerable amount of time and clears all confusion.

Marketing made easy

Marketing is made easy as all customer data is at one place. CRM software is also incorporated with emails and phone features, communication to customers can be made within the CRM tool itself. Without a CRM system, the sales/marketing agents spend more than 50% of their time doing mundane processes, like collating customer data, sending bulk emails, data entry work, etc. CRM does repetitive tasks for the agents and helps them to spend more time on value-added activities. The management can identify the best marketing strategy/product or service of high demand. They can stop or change the marketing campaign accordingly.

Easy reporting

CRM software centralizes all data giving quick access to any reports needed by the management. Ex: Product interest view, Leads to customer conversion, agent-wise performance, sale activities, quotes and invoices generated, products ordered, etc. CRM helps in analyzing the data and generating reports automatically.  With accurate reporting management can make better decisions and formulate effective strategies.

Customer service

Customer service is about addressing customers’ queries effectively and timely. With all information in one place, the customer service agent can process his duties precisely. Through mobile CRM customers can be communicated from the CRM tool from anywhere, anytime. CRM with email feature is equipped with a template where the customer service agent can send acknowledgment and bulk responses in no time. CRM helps to improve the level of service and quality of communication with the customers. CRM tool aids agents to plan the tasks and activities and prioritize the work for day time.

Below statistics shows the CRM benefits for business, according to the Forrester study in 2017:

  • Teams increased productivity by 50%  
  • Sales productivity increased by 5%
  • Consultation time was reduced by 10%
  • Revenue has raised by  2%
  • Customer service cost was reduced by 40%

OPAL CRM by KloudPortal is CRM software designed for small and medium-sized organizations. Committing a customer for a sale process involves a lot of skill from the sales agent. Several steps are involved to close a sale process. Fill in the forms, reports to be generated, follow up, creating quotations, address any legal or compliance issues, etc. all these steps consume a lot of time. Thanks to the OPAL CRM which does all the repetitive tasks for the agents. CRM software is definitely a time saver and quality product which can save time and money for any organization.

Advantages Of Online Exam System

Exams/Quizzes acts as a feedback platform allowing the instructors and students know where they stand in the subject being taught. Quizzes are generally shorter in duration and are used as a measure to evaluate the knowledge of the audience. The audience can range from school students to patients, survey members, online course participants, employees etc. Be it anyone quizzes are mostly fun oriented and does not impact academic performances. However, quizzes can be a tough job for the organizing staff as it involves equal effort similar to organizing professional exams. Following are the challenges faced by the organizing staff while conducting exams/quizzes:

  1. Set up a venue
  2. Initiate the audience about the schedule
  3. Arrange for stationary, papers, pens or pencils etc
  4. Extra effort to randomize questions
  5. Appoint an invigilation staff
  6. Need to correct the answers and provide timely feedback
  7. Address any technical difficulties

Due to the above constraints, the fun-oriented quizzes sometimes end up as an inconvenience for both the organizer and participants.

How are quizzes helpful across different streams?

Quizzes are widely used in different fields. Let us have a glance about a few of them:

  • Medical diagnosis

Quizzes help to determine the health of patients. A well-structured questionnaire formulated by experienced doctor’s aids to access the physical and mental health of patients. Quizzes become critical in some cases where patients deny to speak out their concerns.

  • Online learning

Nowadays online learning has increased tremendously. In order to access/Judge the knowledge of the participant, quizzes are the best means. The quiz scores will determine the progress of the reader.

  • Classroom training

During classroom, training quizzes are generally conducted to create enthusiasm in the participants. They make the session lively and improve participant’s interests to learn more.

  • Feedback/evaluation of employees in an organization

A progressive organization is one which collates regular employee feedback and acts upon it. Because employees are the backbone of any company. The intentions and feedback from employees can be easily obtained by encouraging them to participate in quizzes.

  • General audience

Apart from the above, quizzes are conducted everywhere. During presentations, parties, get-togethers etc.

How advancements in technology changed the face of quizzes

With advancement in technology and a huge surge in data usage, every task of humans was made easy and comfortable. Quizzes are no exception. Online examination software has brought in more fun to learners; most importantly it made life easy for the organizer.

Online quiz VS regular quiz.

Task Online quiz Regular quiz
Set up a venue No Yes
Initiate the audience about the schedule Yes Yes
Arrange for stationary, papers, pens or pencils etc No Yes
Extra effort to randomize questions No Yes
Appoint an invigilation staff No Yes
Need to correct the answers and provide timely feedback No Yes
Address any technical difficulties Yes Yes

With the above said advantages Online examination software wins the race against regular quiz. Nowadays Free online test maker software’s are also available. Being said now the challenge arises which software to choose amongst the hundreds of options available in the market.

Choose the right software

We look for following aspects while choosing online test platform

  • Can it accommodate simple yes/no to multiple choice questions, fill in the blank, matching, sequencing, plugin questions etc
  • Can images and videos be included in question/answers
  • Auto-correction and real-time personal feedback.
  • App purchase and licensing costs.
  • Push notification feature
  • Timer on assessments
  • Report generation
  • Easy-to-use, clear interface
  • Cloud or in-house based

KloudPortal’s mobiquiz

MobiQuiz allows a user to create and host quiz all by ourselves without any coding experience. It is the best online test platform.

Following are the features of our test creation software:

  • Can launch an Unlimited number of Questions and unlimited Levels
  • Quiz Type includes Simple Yes/No to complex Multiple choice questions
  • Randomize your questions
  • Show images and videos in your answers
  • Time-Based assessments
  • Immediate performance reports can be generated as soon as the exam is completed.

KloudPortal is a Mobile app and Saas product development expert. MobiQuiz is one of our well-known mobile app which is most liked by the users.

 

How to avoid long queues in a shopping mall?

It is not a good sight to see a store, where you want to make a purchase with long waiting queues and the overwhelming crowd. Most of us avoid shopping or go online shopping due to the long lines.No matter how good the product or service is, if the customers had to wait long in the queues then they are most unlikely to return to the store. We often see customers who walked up to the store, give up the purchase due to the long queue.

So, being a store owner how to stop the customers from switching to another store due to the long waiting at billing? Here are few measures to avoid long queues.

Increase the billing counters

If there is continuous crowd day in day out basis then it is obvious to increase the POS or billing counters. However, it takes the extra cost to install devices and hire staff for the same.

Hire smart agents who are quick at processing

Most of the times customers get frustrated that their queue is moving slowly compared the next queue and often get into a fight with the billing agent due to their slow processing. To avoid these frustrating situations, it is very important to hire the smartest and quickest processer for billing.

Reduce the time-consuming security check

Even today few stores do multiple security check to verify if all the products are being billed properly. It not just kills time but imparts a negative impression about the stored procedures.

Introduce special counters

Make separate counters for availing discounts, exchanges, customer queries, less than 10 items etc. Specialized counters give a good experience to customers and reduce the waiting time for billing.

Give special discounts on, non-crowded days

Customers who are monthly salary holders, want to shop when they have recently received their pay. It is often during the first week of the month we see a lot of crowd in the store. Identify the days when the crowd is less and offer special discounts to attract customers to shop even on non-shopping days.

Smart apps

By adopting new technologies, the store can switch to queue less billing. Eazekart is one such retail shopping app, where the customer can simply scan the products and pay quickly without having to wait in long queues.

How does it work:

  • Download the app in the mobile
  • Let your customer scan their product and add to cart
  • Pay online
  • Verify the bill with the store agent.
  • Leave the store with no waiting time

At the present days, any item can be purchased from online store comfortably sitting at home. However, most people still prefer shopping at retails store, simply because they love shopping. But don’t let the long queues kills the joy of shopping for your dear customers.  Integrate your store with an Eazekart app and bring in a fantastic shopping experience.

What is an online exam (online tests)?

At the moment, where technology governs the world, how can we think that something as important as the exams can remain intact with its grace? Therefore, the online exam is a great way to test the intelligence of a group of people around the world participating in a given topic. The online exam systemallowed students to give an exam according to their convenience and the availability of time. No distance needs to be traveled or any waste of time, just open your device and you’re done.

How to set up an online examination system?

The online examination software is designed to simplify the online examination system as much as possible. Carefree and endowed with a variety of features, Mobi Quiz is a one-stop-shop for all your exam requirements. This will open your world to unlimited features of an online exam system that allows you to freely design your online exam according to your choices and requirements.

Advantages of the online examination system

The online review system has many benefits, such as saving paper (saving trees), reducing costs at both ends (exam takers and students), saving time that can be used by students for better preparation for the exam.

Industries using an online examination system

With the aim of covering a large number of different sectors such as companies, public administrations, colleges, institutes, and world-class industries, the examination has been conscientiously designed.

Typical features of an online exam system

The most fundamental feature of the online examination system is that it should be able to create an exam. But when it comes to thinking about an exam, the software is made up of 8 high-tech features.

Question Bank: The Question Bank feature consists of different types of questions: Multiple Choice, Multiple Response, True False, Next Match, Fill in Spaces, Match Matrix, and Writing. This gives you the freedom to write your question using complex mathematical images or equations.

Candidate Management: This feature allows the tester to assign their students to particular groups and then test the group based on their groups.

Test Creation: Several user-friendly test parameters so the tester can be comfortable designing the test.

Monetize: With this feature, you can put your test papers for sale and profit from them.

Tester Panel: With the quality of giving the tester a real-time feel, this feature has many diverse features, such as notification of active, missed, or future tests, dashboards, and statistics.

Reporting System: The most essential part of the test is the marks obtained by the students. The reporting system does this by giving a detailed view of the results obtained and the performance of the candidates.

Security: By providing secure gateways for payment transactions, this feature knows how to ensure customer reliability.

Mobile App: No need to open your laptop and limit your activity. Mobile application support platforms such as Android and iOS can give you access to your Mobi Quiz account while on the go.

Why Your Retail Business Needs CRM Software

The concept of shopping has evolved considerably over the decades. A survey found that customers now make 51% of their purchases online. For retailers, this has fostered a greater online presence, even among companies specializing in local products.However, as a company’s customer base grows, customizing each interaction becomes a challenge.

The use of Customer Relationship Management (CRM) software is one of the best ways to provide tailor-made experiences and detailed management of your consumer customer relationship. The right solution will help you create a database that will help you achieve all your goals. Here are some examples of companies using CRM.

The benefits are:

Better customer relations: The more you know and remember about customers (or customers), the more your customers know you care about them. This allows you to forge a much stronger relationship and a deeper relationship with your customers.

Improved cross selling capacity: The more you know about the needs and desires of your customers, the better you will be able to provide the solution to their next problem.

Increased team collaboration: It is at this level that many companies that do not require their executives to use the CRM system fail to take advantage of it. I know that I have managed the implementation of the CRM software where the management team thought it was a good idea but would not learn or use the tool themselves.

Improved efficiency serving customers: Once again, the more you know about customers, the better you can serve them. If everyone uses the customer relationship management system to record their customer interactions, ALL customer interactions, other users can then inform the customer of what has already been discussed with him.

Better staff pleasure The more information your staff have, the more motivated and involved they are. Having an accurate and up-to-date CRM that everyone uses and has access allows employees to solve customers’ problems. It makes employees and customers happy.

Increased revenue and profitability: Once everyone has learned and used, CRM productivity increases, sales cycles decrease, you have the opportunity to provide additional products and services to your customers and their satisfaction increases.

Cost savings:  Although starting a customer relationship management software takes a lot of time and money, its benefits far outweigh its costs. Sales team members are better able to plan meetings with prospects in the same geographic area. Customer service representatives are better able to solve a customer’s problems. You now have a central database of customers and leads that everyone can access instead of keeping everyone a spreadsheet or a separate contact database on their computer.

Less attrition of the customers: When a client is hired with only one member of a professional services firm, the risk of attrition is 40%. When five or more partners are involved in a customer relationship, the risk of attrition is reduced to less than 5%.

What Does CRM Software Do For online Business | How to use CRM Software

What Does CRM Software Do For online Business | How to use CRM Software

How online business gained popularity.

The Internet revolution has changed the face of economy. With the advancement in technology business processes have become more effective and efficient.  Through easy connectivity and accessibility of data, starting an online business has become an inexpensive task. Online businesses are springing up like mushrooms day by day.

Importance of customer’s role in online business

A Customer can access any or all information about a product or a company through a click of a button. Exposure to the business has increased. Every customer is vital; there are several players in the market ready to capture their attention. With increase in communication, a customer brings in more prospective customers through a mouth of word. Hence not just obtaining a customer but to retain him/her is also important.

Gone are those days when the customer has to stand in a queue to buy a product. Today customer is the king, selection of items, payments, delivery everything can be done sitting at home.

With several players in the market, rigorous marketing strategies are a must to attract leads. The order the day is to convert those leads to customers. The challenge arises on how to track them, collate the data and reciprocate at the correct time. CRM software solves the problem for you.

Read Also: Widely used CRM software for Insurance Companies – agents | Importance and benefits

CRM software for small business

Once there was a farmer who cultivated cotton. It took 6 months for the crop to be ready. During the first month, a person gave his contact information to the farmer and asked him to call once the crop is harvested. Similarly, he got requests for many more people. Six months are over and crop was ready, but the farmer has lost all his contacts and no one turned up to buy his cotton crop. He ended up in losses. This is simple example why CRM is useful. Customer relationship management helps in collating, storing, analyzing customer information and helps in bringing new customer, retaining the existing ones and winning back old customers.

Best CRM for startups

Startup, as we know, is a newly emerged business. Success of a startup needs:

  • Effective business model
  • A passionate leader, team work
  • Knowledge of market trends
  • Good timing
  • Well-organized plan and execution
  • Appropriate marketing strategy

Although there are thousands of businesses emerging every year, only few succeed in the market.

For a Startup to become an established firm, customer base has to be strong.  Customer Relationship Management enables to manage different people within the organization. Not just brining in customers and analyzing the data, CRM helps in collaborative decision making between sales, marketing and management teams.

Startups don’t fail because they lack a product: they fail because they lack customers and a profitable business model.                 –Steve blank

For most of the startups cost is a major concern, any strategy followed should be within the financial budget of the company. Therefore CRM software has to meet not only the needs and but also the cost of the company.

OPAL CRM by KloudPortal

KloudPortal is a mobile app and SaaS product development company. We understand the needs of Online and startup businesses. Through our products we have been successfully serving global customers for the past three years.

OPAL CRM is a user friendly, customizable application that can be easily acquired by any online business. Main features of our app are:

  • It captures leads from various channels, both online/offline
  • Records all communication with the leads
  • Lead management
  • Lead quotation and invoice management
  • Easy integration
  • Two line of code integration for website, ecommerce.
  • Detailed reports on product interest view, Lead conversion reports and possible lead reports.
  • Pipeline management
  • Self-registration and self-explanatory
  • Multilanguage support
  • Convenient to use mobile app

We have different pricing plans to cater to the needs of different segments. You can choose the plan that best suits your business. Our support team always welcomes customization.

Technical features of our application are:

  • Restful Endpoints for integrating to Android/iOS applications
  • SMTP options for monetizing your requirement
  • Update application name and Logo of your choice
  • Supports any host providers
  • Supports integration with Java , objective C, C#, Android, Swift, perl client integration code base

Try our OPAL CRM it’s best CRM software for small business. Find your business flourish through effective Customer relationship management.

For demo reach us: contactus@kloudportal.com

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