HOW CRM SOFTWARE CAN HELP REDUCE BUSINESS COSTS

Are you continue to printing paperwork to add your feedback by pencil?

And printing and including paperwork to a file folder?

CRM software can help you to get more digital and reduce prices within the office.

We use social media and advertise for our enterprise online but we still have a high paper waste which costs both money and time. According to a latest study, 58% of workplaces in world store paper data on workplace premises rather than choosing a digital system, and 2% of enterprise don’t have any structure whatsoever for storing customer communication.

How are we going to create exceptional customer service and loyal customers once we use time and and money on administrating paper?

A digital record management provides you:

• Improved enterprise processes via quicker access to and retrieval of data.
• Better-informed decision-making by quicker entry to all the proper info.
• Better service delivery because related info could be located simply.
• Less workers time spent looking for data.
• Lower compliance prices and enhanced skill to offer accurate, well timed and transparent responses
• Cost financial savings from much less creation, storage, retrieval and dealing with of paper data.

Every initiative begins with one person and I wish to share 8 tips with you on how you can set up your workday and be on the way to digital management for your organization.

I like my desk clean and my day organized. I’ve over the years discovered that this makes me rather more efficient. I additionally put less strain on my colleagues and it reduces stress. For years, I assumed I had a fairly good system based on notebooks.

The motive for that is the CRM software and the best way it helps me to plan and handle my daily.

1. Plan your tasks and actions ahead

When you’ve a lot on the agenda it’s not possible to do “everything” without delay. Sit in entrance of your diary and plot within the completely different tasks over a time period. Make laborious priorities and maintain some open room for urgent or surprising tasks.

2. Log every little thing

As your database, the diary is barely a good device for those who use it consequently and maintain it up to date. Book in every little thing from ordering flowers for a colleague’s birthday to the management meeting. Not only does this assist you to, however it additionally provides your colleagues, and not to forget the entrance desk, an summary over your day or week. Just keep in mind to make private bookings seen just for you ;-)

3. Avoid the print button

What is actually essential to print? Of course, this will depend of the role you’ve. But most of us don’t need a lot on paper. My paperwork, activities and mails are saved in projects in Odoo CRM.

4. Share electronically

Use a CRM system or/and an external project room to share paperwork and emails. You will then have all of your info storied in one place the place it’s traceable. In addition, you save time on not having to send an e-mail to for instance your project group, and the possibility that your “important” message get misplaced in lots of of different e-mail’s. If you, like me, work with graphic suppliers or companies, ask them to do the same via, for example, WeTransfer or FTP.

5. Use electronic templates

Many organizations use lots of time making individual templates for sales offers, promoting, invites and so on. If you make an electronically library obtainable for the organization you’ll not solely save time but money. Each employee can then concentrate on their original job, and don’t need to spend time “inventing” new templates. Another benefit is that you simply guarantee a uniform profile and that the wording is in accordance with company coverage, which is for instance vital when it comes to sales offers. Below you will note an example of a template library from Odoo CRM:

6. Reporting

Tired of using hour after hour placing collectively that Excel unfold sheet with the most recent sales figures? Today all of us need to carry out 110% and present results to the highest management. In order to do this we have to take out data from completely different sources, for instance, sales by month or quarter or open charge on emarketing mailings. With an Odoo CRM system, you’ll have, for instance, all of your sales in a single system and might simply take out standard reports, or add an Analytics module to get sprint boards.

7. Contact information

Have you ever used a search engine to search out firm contact information or visited an organization website to discover a contact person? When a corporation doesn’t have a enterprise directory or a contact database it’s time-consuming for every worker to find the proper information quick, or possibly you think you’ve all of your important contacts on your cell? Collect all firm and personal information in a single centralized system and you’ll all benefit from that.

In a CRM system you’ll be able to search for every little thing, which means that if you for example only have an e-mail addresses you’ll be able to search for that. Or if you need an e-mail from a contact you’ll be able to search for that. All in one place.

8. Mailing lists

As a part of your prospecting, are you shopping for lists from external suppliers, like “we have 100 companies on our list ready to by xxx product”?

I might advocate you begin constructing your personal prospect record, which can show to be higher certified leads and cheaper in the long term. This has additionally affected marketing under GDPR.

If you are searching for new ways to use CRM that will help you reduce costs, then request a personalized Odoo demo.