Small business solutions are no longer optional. They're imperative in business environments. Regardless of type and range of activity, almost every business today needs a CRM software solution to help plan sales, carry out marketing operations, and manage customer service. Although the most popular CRM systems are highly sophisticated they are extremely expensive, and that's why many small business owners are wary of investing much in CRM.
However, there are other CRM apps in the market targeted specifically at the small business sector. These solutions provide right mix of features and functionality with affordable pricing. Some systems are offered in a web-based model, others are available as desktop applications, and the rest are designed for mobile users. Which solution to choose depends greatly on every business's specific needs. Below you can read about CentriQS, a desktop application for CRM and database customization.
Collect and Keep Customer Data in One Base
Small business CRM starts with collecting all related information that needs to be sorted, retained and provided decision makers for further analysis. In particular, when a company wants to plan sales, first it needs to gather all information on prospects, actual customers and their expectations, analyze this data and then decide on the most relevant methods and tools of sales management. Ideally, there should be a single client base that could allow the company to save and update customer-related records and docs. Salespeople would access this base to keep track of their assignments, manage sales orders, view customer profiles, and report on sales performance.
In CentriQS CRM solution, you can create the Customers view and keep there all of the records and other data related to your business clients. For each client you can make a detailed profile that includes 'Name', 'Photo', 'Job Title', 'Company', 'Phone Number', 'Email' and other attributes. Also you can enclose sales-related information to client profiles, so that when salespersons open their customers' profiles they will view the details on what products are sold, at what amount and price, whether the orders are paid, etc.
Sales Tracking through a Single Small Business Dashboard
Sales tracking is considered an essential component of the larger CRM process, and it greatly impacts business success. Tracking of actual sales allows small businesses to estimate revenues, monitor client orders and account for inventories. When you know how many products have been sold over the last month, at what amounts, by whom, and what revenues have been generated, you can analyze the overall sales performance of your small business as well as the individual performance per agent. All this information is helpful for evaluating your sales strategy and selecting right methods and approaches for sales force management.
CentriQS small business solution provides you with the dashboard capability that allows you to create dashboards and include there all information you need from your database. For instance, on a single small business dashboard you can visualize sales orders, revenue performance and inventory levels. This dashboard provides up-to-date data on your sales, and you can change it right from the dashboard view.
Small Business Solution Customization for Complete CRM
Small business CRM is a sophisticated process that covers a range of business data. In order to be successful, a small business firm needs to keep, update and operate complete CRM data, and CentriQS will be the right solution for doing so. CentriQS provides data customization capabilities that enable your organization to customize and configure your database according to your specific needs.
The application features Configurator in which you can create custom entities, including properties, workflows and tables.
For example, Configurator lets you create such custom entities 'Assets', 'Order', 'Vendor', 'Product', 'Payment', 'Accounts' etc. Almost any business activity or object your form has to deal with can be modeled and configured with help of CentriQS Configurator.
Besides, the program extends CRM small business solution with the following features:
- Keep all CRM data in one centralized database which can be stored locally or remotely
- Manage tasks and sub-tasks, projects, schedules, docs and files, payments, accounts, and more entities related to CRM and small business management
- Send reminders of urgent and priority tasks right to user's inbox
- Receive email and bubble notifications of the latest changes made to CRM data in your database
- Monitor history of changes made to the business data
- Build pivot tables, graphs and reports for advanced data analytics.