Posts Tagged ‘CRM’

Software Company Anahata To Deploy SugarCRM

May 16th, 2013

On Thursday 16th May, 2013, Pablo Rodriguez Pina, founder and director of the Perth (Western Australia) based software company announced the company has deployed SugarCRM.
Pablo Rodriguez Pina outlined the reasons for the choice: “We were looking for a tool that would help us managing all our interactions with clients. Whether is it is a phone call, an email or an a field trip, we were looking for a solution that could help us keeping track of our interactions with clients as well as potential clients. We found Sugar Community Edition to have all this functionality.”

About Sugar CRM

Founded in April 2004, SugarCRM has become one of the highest growth CRM software publishers in the world. As of May 2012, the Cupertino, CA-based company has received approximately $80M in venture financing, and has amassed over 11M downloads, 1M users in over 80 countries, 170K paid subscriptions, 30K registered developers, 1K projects on SugarForge, 400 VARs on five continents and 100 products on the new SugarExchange.

The company is showing traction in both customer acquisitions and business performance. Revenue growth maintained high double digit figures throughout 2011 and Q1 2012 began with triple digit growth. In addition to its business performance, SugarCRM’s brand and reputation are unique in the CRM industry. The company has built a passionate and loyal following of partners and customers.

In an industry of innovators or fast followers, SugarCRM is one of the few innovators. The company was born with the SaaS incarnation and has since pioneered commercial open source within the CRM software industry.

Source:http://www.sfgate.com/business/prweb/article/Software-Company-Anahata-To-Deploy-SugarCRM-4518512.php

3 Keys to Better Customer Service and Evaluating CRM Software

January 10th, 2013

Customer service knows that the customer is king. CRM tools are the key to understanding your “king” and allowing your service teams to deliver the royal customer experience your customers deserve.

Everyone agrees customer loyalty is important. Where we part ways is how to get it. Building customer loyalty requires connecting the right customers with the right products and services. We can spend all of the time we want in developing products and services, but if we can’t connect the solution with the right customer who needs it, we’ll get little from our efforts.

In our quest for the best customer service experience, we have to optimize customer service and arm our service team members with the technology to make a service impact.

CRM tools aim at making it easier for organizations to manager customers, customer data, customer preferences, and more easily connect the needs of customers with the offerings of the organization. With CRM software, organizations can effectively communicate with customers, track customer actions and preferences and deliver the right service to solve the right customer problem.

Effective customer service CRM needs organizing, arranging and interpreting data to meet customer needs.

1. Use CRM to improve customer service collaboration

CRM has to create better working teams, teams that collaborate to make customer service better. A common frustration customers experience is information repeat, disconnected people and departments. CRM software is built to eliminate this customer frustration. If your CRM software isn’t doing this, you need to evaluate why you’re using it. CRM software isn’t for the call center experience, it’s for the customer experience.
2. Use CRM to help customer service make better decisions

CRM software has to improve the decision making ability of your customer service team. Customers often hit barriers with customer service teams that have massive amounts of customer data available, but no power to make decisions for the customer. Imagine having a computer connected to the Internet, but no keyboard to actually search for anything online.
CRM software HAS to help call centers and customer service teams make information customer management decisions. CRM software can help analyze data and patterns and offer suggestions for courses of action. CRM software should plan suggested customer actions, upgrades, marketing plans, account updates, product changes, etc.
3. Use CRM to assist customer service teams build unity

CRM software has to bring all of your team members and other organization departments together, allow them to work together, and facilitate the access to and action based on customer data. The larger the organization, the more complex the internal customer service support structure. But even with complex organizations, service action can remain simple and effective.
The key is to use the available technology to empower team members and unite them in the cause of the customer.
Using CRMs effectively means:

Effectively qualifying the right type of customers for the services you offer.
Effectively targeting customers with the most pertinent solution that they need.
Understanding customers and where they may be in the buying process.
Enhancing the effect of marketing actions by reaching those most ready for your solution.
Adapting to customer habits to deliver an exceptional customer experience.
Confirming customer behavior vs. initial organization expectations.
Are you seeing your CRM tool in a totally different light now?

Are you treating your CRM tool with the respect it deserves? A CRM tool isn’t just software to manage customer contact information. It’s a powerful tool that should be integrated into your customer service process.

Source:http://www.business2community.com/customer-experience/3-keys-to-better-customer-service-and-evaluating-crm-software-0370241

Envestnet Announces Integration With Junxure CRM Software

November 15th, 2012

Envestnet, Inc. (NYSE: ENV), a leading provider of technology-enabled wealth management solutions for investment advisors, has announced that it has agreed to integrate with Junxure Cloud, the upcoming web-based client-relations management (CRM) program for financial advisors. The integration is expected to be included with the initial release of Junxure Cloud, expected in the first quarter of 2013.

“We are pleased to be enhancing the Envestnet platform by integrating with Junxure Cloud,” said Stuart DePina, Group President, Envestnet | Tamarac. “Junxure’s leading client-relations management software reflects a deep understanding of the needs and experiences of financial advisors. Together, the two applications will empower advisors to manage their practices more effectively, and will provide tools to achieve better client outcomes.”

Many practice management experts recommend using CRM software as a focal point for a financial advisor’s daily routine. Advisors who do so can deploy CRM software as their calendar, record-keeper and workflow manager, standardizing and memorializing their client-management processes. With this integration, Junxure clients will get direct access to the Envestnet Advisor Suite® portfolio management platform, integrating portfolio management with client recordkeeping and workflow management for a comprehensive business solution.

“We’re excited to be integrating Junxure Cloud with Envestnet, one of the premier providers of technology for independent advisors,” said Greg Friedman, President of Junxure. “We share a mission to help independent advisors do a great job on behalf of investors.”

Source:http://www.equities.com/news/headline-story?dt=2012-11-14&val=711356&cat=tech

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