Different types of client/customer relationship management tools

Posted: Aug 08, 2010 |Comments: 0 | Views: 162 |

Satisfied customers at are the core of any successful business. As such, effective customer relationship management (CRM) is a vital consideration for each and every company, large or small.

Companies in any industry can benefit greatly from the large variety of customer relationship software and other CRM tools that are widely available today. Advantages include:

•    Increased profitability
•    Increased market share
•    Decreased expenses
•    Improved customer service
•    Improved client loyalty and retention
•    Streamlined marketing and sales processes
•    Higher productivity
•    More efficient targeting and profiling
•    More efficient call center operations
•    Increased cross-selling and up-selling

There are a wide variety of options when it comes to choosing a client relationship management program, but these are some of the more common choices:

Sugar CRM – When it comes to software specially designed for CRM, Sugar has been a leader since the company debuted in 2004. The complete line of programs, which includes various editions and versions, helps businesses in the key areas of sales, marketing and support. It allows for easy organization and sharing of customer information, as well as precise and useful measuring, analyzing and reporting of critical metrics. Users can also develop platforms customized to their specific needs, allowing them to communicate internally and externally in a manner that works best for them.

Sage CRM – Sage CRM is perhaps best known for being very easy to use and quick to deploy. With automated features that retrieve sales information and track marketing data, as well as real-time mobile access to all vital customer information, this client relationship management tool can suit just about any type of business. It also allows for complete, two-way synchronization with Microsoft Outlook email, calendar, tasks and contacts.

Sage ACT! CRM – For individual users or smaller organizations, Sage ACT! CRM is one of the preferred CRM tools. It assists in creating and maintaining long-lasting customer relationships, increasing profitability and streamlining operations. The straightforward dashboard platform and intuitive interface allows for easy organization of and access to contact data. Like Sage CRM, it works with Microsoft Outlook to ensure all necessary information is always close at hand. Sage ACT! customer relationship software is also available in a version crafted specifically for accounting professionals.  

Businesses select a customer relationship management tool based on individual operational needs.  While some may do well with one that provides general functions, others may require specialized programs targeted for specific niche markets. Advice and consultation from an experienced software consultant is recommended to make the most effective choice.

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