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Author: admin4

  • FinCRM.com Admin Guide

    FinCRM.com is CRM software for managing sales force, lead management, sales pipeline and marketing in an organized manner. It helps the management of a company streamline the sales, marketing, customer support departments and bring it on a single platform.

    Admin Modules in the CRM Software are:

    Getting Started

    Features

    Login

    To login the admin panel of CRM application, click on the login link and it will be redirected to login page. Enter email id and password and click sign in button. After login, admin will be able to view the CRM dashboard page

    Forgot Password

    When admin forgets the password, they can click on forgot password link and it will redirect to forgot password page Give your email id which is registered in application and you will get a mail to create new password

    Dashboard

    When admin logins into the software they will view the dashboard page. Here the statistical analyses of CRM Software modules of all users are displayed in the form of charts and graphs. That includes sales funnel, latest leads, and details of leads, contacts, sales, orders, customers and snapshot of global reports of all users

    Administrators

    Admin can create other similar accounts with admin privileges. The account is activated upon email verification. The admin can set feature restrictions as per requirement and it covers all the modules of the CRM Software like leads, contacts, accounts, product, projects, settings etc. Admin can also edit and block the accounts.

    Users

    Admin can view the list of users registered on the CRM Software. User account is activated upon email verification and then be manually activated by admin. Admin can also search, edit and block the user accounts. The admin can set user feature restrictions as per requirement and it covers all the modules of the CRM Software like leads, contacts, accounts, product, projects, settings etc

    Web to Lead

    Web to lead is the process of using a website form to capture visitor information and storing that information as a new lead. Web to lead directly collects and captures the leads from contact form of your website. The admin can view number of views, details of contacts who submitted the form, conversion rate etc for each form by user wise, drop down

    Accounts

    Accounts are the companies which are in contact with the user or are involved in business deals. The accounts are further represented by contacts and leads. Admin can see list of accounts by user wise, drop down and can manage them. They can edit, delete and can also download in CSV format.

    Contacts

    Contacts are the people who are in touch and are saved by a company in the database. They may be individual or representing an enterprise. Admin can see list of contacts and can manage them by user wise, drop down and can manage them. They can edit, delete and can also download in CSV format

    Leads

    Leads are the people who show interest in your product or service. They can be created new or status of existing contact can be changed to a lead. Admin can see list of leads and can manage them by user wise, drop down and can manage them. Admin can edit, delete and can also download in CSV format

    Deals

    Deal is the process of business agreement between user and leads. These also display an amount involved in the transaction. Deals have different stages and have estimated time to close. Admin can view deals by – name, deal stage, lead, account, product, amount, lead source, closing date, deal type etc. Admin can manage deals and can search, add, edit and delete deals can also download in CSV format

    Customers

    Those who have bought a product or service are customers. Customers are leads who made successful deal with user. Admin can view list of customers by user wise, drop down along with the lead, deal, amount, payment status, lead source and product details.

    Sales

    Sales are the business deals which are successfully done by customer. Admin can view list of sales along with the lead, deal, amount, payment status and product details by user wise, drop down

    Orders

    Order is a confirmed request by the lead to buy goods or services under specified terms. An order is confirmed from the deals section. Admin can view list of orders along with the lead, order number, deal, shipping date, amount, payment status, shipping date and product details by user wise, drop down

    Forecast

    Forecast is the process of making predictions of the future based on past sales. Forecast amount can be allocated to users as target goals on monthly, quarterly or yearly basis. Admin can also view forecast vs. achievement of all users and by user wise, drop down

    Territory

    Territory is region, country, state or city which is part of a business operation. Territories are used to categorize the business based on the location with respect to user. Admin can also view list of territories of all users, sub users and by user wise, drop down

    Products

    Product is the item offered for sale and can be a service or an item. Admin can add product detail like name, category, price, image, size, units. Admin can also view, search, edit and delete the products

    Document

    A document management system is a system used to receive, track, manage and store documents. Document or images can be in the CSV, Word, Excel, PDF, PNG, Gif, Jpeg format. Document can be added using the – add document button. Admin can view all the documents added by users

    Invoice

    Invoice Management module helps businesses automate vendor invoices. Admin can view invoices, edit and search them. Admin can view invoice by invoice number, name, bill to, amount, status and date and by user wise, drop down

    Groups

    Group is collection of users which are a part of a business operation. They can be used to setup a Team. Groups can also be used to categorize the business based on the products with respect to user. Admin can also view list of groups of all users, products, leads and by user wise, drop down

    Projects

    Project management helps teams to plan, track & collaborate online. Admin can view, add, edit, and delete project. The Admin can view projects by name, type, notes, creation date, project status, members of project, man days, user, project manager etc.

    Tasks

    Task management allows users to create, track and manage tasks. Admin can view tasks by Task title, owner, priority, type, start date, due date, completed date and status

    Ticketing

    Ticketing module manages the query and problem solving system of the clients. Ticket is the enquiry of the client made to the company for informing the particular problem to the company. Admin can view support tickets, contact name, email, priority, type, date of ticket creation, assignment, tracking of changes and status of the ticket by user

    Settings

    Admin can change different configurations and categories like Roles, User Types, Account Types, Industry Types, Lead Source, Lead Status, Deal Stages, Deal Types, Payment Status, Project Status, Product Category, Departments, Countries, States, Currencies, Email Categories, Email Templates, Email IDs, Units, File Categories, Cron Jobs, Task Outcomes, Task Types, and Ticketing etc

    Reports

    Present insights and information in an organized format in the form of graphs and charts. Admin can view reports of Web to lead, leads, accounts, contacts, deals, customers, tasks, tickets sales on daily, weekly, monthly basis.

    Trash

    Trash is temporary storage for information and files that have been deleted by the user, but not yet permanently erased from the system. Admin can check the respective messages in Trash and restore them

    Search

    Use search option to search data, information, document or file on system. Admin can search by keyword in contacts, leads, deals, customer, sales and order modules.

    Notifications

    Notifications are the list of dates and event which show closing dates of deals and events scheduled on the current day. These unread notifications are visible on header with bell icon showing count of unread notifications

    Calendar

    It provides an overview of your appointments and schedules. Calendar has daily, weekly, monthly display format. Deals and events are visible on the respective dates.

    Events

    In the Events module, admin can schedule his meetings and engagements. They can manage event by add, edit, delete and also view upcoming events. The events on the current day are notified and can be seen in notifications and calendar. Admin can also view list of events in calendar and by user wise, drop down. Admin can post new event in calendar and add – event title, description, start date and time, end date and time, relationship to contact, lead, and account and event type.

    Profile

    Profile is an information page of the admin. It shows names, designation email id, address, reports etc. The admin can edit the profile anytime

    CRM Software from FinCRM.com covers all CRM modules like Marketing, Sales, Service management and customization. It provides an affordable and trustworthy CRM solution to the companies looking for increasing efficiency and productivity.

  • Open-Source CRM Software

    What is an Open-SourceCRM?

    When software is referred to as “open source,” it means that its “source code,” or the code that allows the application to run freely, is freely available to the public. Users may share, modify, and redistribute this source code according to their requirements. The notion is that if any developer can go beneath the hood and change the program’s functionality, the software will grow more helpful and error-free over time.

    On GitHub or other platforms, developers collaborate to solve issues, add functionality, or alter existing ones. Companies may engage developers to customise an open-source CRM solution of their choosing, resulting in a platform that is tailored to their exact requirements.

    Open Source CRM software

    Open Source CRM systems are often Linux-based (as opposed to the more common Mac/Windows support) and incorporate freely accessible software such as the Apache webserver and PHP. Any software that is licenced under the open-source Initiative that is OSI-compliant can be incorporated into a CRM platform and utilized commercially.

    Customer support, pipeline management, market automation, and contact management are all important aspects of open-source customer relationship management. Nevertheless, there are major variations between the two types to consider.

    We go through everything in detail here.

    The dilemma of whether to open source or not to open source has always been there. At least it is if you’re attempting to pick a CRM for your company.

    In terms of pricing, complexity, upkeep, and general user-friendliness, both
    open source and proprietary CRM software have their advantages and disadvantages.

    Which one should you use to make your job easier? Which customer
    relationship management software is ideal for your business?

    As is customary, the answer is a little complex, but we’ll break it down for you.

    The Advantages of Open Source CRM Software

    The open-source trend that surrounds CRM may appeal to some. Contributing to open source might seem like you’re manipulating the system, or just generating something unique, thanks to its feeling of reciprocal community and freedom to develop rather than just buying Salesforce or Microsoft Dynamics and calling it a day. Others may see open-source software development as a time-consuming side project which takes them away from their main business.

    However, one advantage of open-source CRM systems is that they tend to have more extensive connectors. You may also create the precise integration you desire, free of vendor constraints. If you’re looking for long-term flexibility
    and scalability, open-source is the way to go.

    Another highly practical reason to choose open-source tools is their cost—they’re usually free or reasonably priced, and software licenses are less likely to include time-based commitments. You’d be paying a lot of money if
    you signed up for a year with a proprietary CRM and then decided it wasn’t right seven months in. With most open-source tools, this would not be the case.

    But now after reading this, you might be wondering Hmm well what kind of Open-Source CRM will be best for you. Well, no need to worry as we have got you covered. We have already listed some of the best Open-source CRM which are out there based on their performance, Flexibility, and some other criteria too which will help you out to pick the best Open-Source Software for your Business/ Organizations to better suit your needs in the best manner as possible.

    So without any further ado let’s get started:

    Here are the Open Source CRM’s we are going to explore one by one.

    • SuiteCRM
    • OroCRM
    • Odoo
    • CiviCRM
    • FinCRM.com

    #1) SuiteCRM

    SuiteCRM is a server-based Customer Relationship Management program that is free and open source. It’s written in the PHP programming language. Open-source CRM is frequently used as a replacement for commercial CRM software from large businesses, such as HubSpot, Salesforce, and Microsoft Dynamics CRM. SuiteCRM is a derivative of SugarCRM, a prominent customer relationship management (CRM) system.

    Benefits:
    SuiteCRM is a sales, service, and marketing platform with configurable modules, layouts, and relationship-building capabilities that will delight your IT department as well (if you have one). This CRM also features a real-time
    dashboard, which means that when new data comes in, fresh numbers provide deeper insights into pipeline indicators, open project statuses, and cash flow.

    You may use it for basic or sophisticated projects because of its endless
    modular customizability and add-ons. It also runs on every major operating system, including Windows, OS X, Ubuntu, Android, and iOS.

    It’s one of the most approachable open-source systems on the market, with a short learning curve and a simple setup.

    Price :

    • Pure SuiteCRM is free.
    • Starter plan (recommended for 1-10 users) priced at $123 (billed as £95)
      per month, billed annually.
    • Business plan (recommended for 5-50 users) priced at $430 (billed as
      £332.50) per month, billed annually.
    • The premium plan (recommended for 10-150 users) is $614 (billed as
      £475) per month, billed annually.
    • A 30-day free trial is also available for all SuiteCRM. Both for OnDemand
      hosted solution plans.

    #2) OroCRM

    OroCRM is an open-source Customer Relationship Management (CRM) system featuring sophisticated customer management capabilities, reporting & analytics, and a slew of additional CRM features. OroCRM is an open-source CRM platform that has been designed to be extremely flexible to satisfy any

    company’s demand. Customer management features, sophisticated reporting and analytics, and a variety of complementing third-party connectors are all included in the solution. Customers can use the product in either a SaaS/cloud or an on-premise setting. OroCRM is the finest solution for exploiting customer data, establishing connections, and growing sales, whether a firm is a huge multi-national corporation or a mid-sized store.

    Benefits:
    OroCRM is known for being the most adaptable open source CRM. It’s built on the popular and extensively used Symfony2 PHP framework for web development. As a result, many open source developers find it simple to grasp Oro’s code and make new adaptations, making it very simple and cost-effective to adapt the platform to your requirements.
    Integrations with Zendesk, MailChimp, and a variety of other essential applications are also a great touch.

    Price :

    • The Open-source edition is free.
      For Enterprise Edition access, contact the seller.

    #3) Odoo

    Odoo is the most popular open-source CRM software, with over 5 million usersOdoo CRM makes it simple for sales teams to keep track of their most important leads and prospects. To improve their total sales success, users may customize their sales cycle, take control of their statistics/forecasts, and even develop marketing campaign automation.

    Odoo CRM allows users to generate more leads than ever before. They can also track down information from phone conversations and meetings. By integrating emails from all contacts straight into this completely integrated
    application, sales teams may assess the quality of their prospects, make faster choices, and save time.

    UTM fields are also provided as optional fields in their most recent version (Odoo 14). Users may also control recurring income and renewal periods. You may also convert emails in your Outlook mailbox into leads and keep track of
    their content as internal notes. Users may now search for leads and opportunities based on phone numbers as well. Odoo’s user-friendly Kanban view allows users to manage their opportunities pipeline in just a few easy steps. Users obtain a visual representation of their sales funnel, as well as information about their next actions, fresh messages, greatest opportunities, and projected earnings.

    Odoo CRM’s unique marketing campaign system automates lead generation, follow-up, and special offers. Users can also use specified rules to decide automatic actions. The following are some of Odoo CRM’s major features: a Kanban view to manage the sales possibilities pipeline, a clear picture of the

    next stages and activities to complete, automated lead creation based on incoming emails (or straight from a website), and users’ ability to use their email client.

    Benefits:
    With a modular design that allows you to mix and match different functionalities, Odoo is all about ‘extensible architecture.’ Odoo CRM’s open-source Community Edition integrates with the vendor’s 10,000+ apps, all of
    which are set up to work together effortlessly.

    If you work in a supermarket, restaurant, or other brick-and-mortar business, you should know that Odoo offers a great point-of-sale app. Point of sale data can easily flow into your supply chain management, email marketing, and sales
    operations when combined with other Odoo apps.

    Price :

    • The Open-source edition is free.
    • Paid add-ons are also available.

    #4)CiviCRM

    CiviCRM is a non-profit open-source program. Non-profits are often obligated to accomplish one crucial thing, and that is establishing and maintaining a relationship with their partner constituents. It requires a little more than
    merely gathering constituents to do this.

    It’s all about maintaining excellent ties with your fans over time, according to statistics. During extended lengths of time to address this, CiviCRM created a powerful web-based, open-source, and simple to use CRM system.CRM should
    be used to meet the highest expectations of everybody who utilizes it.CiviCRM, unlike proprietary software, pays attention to its users and each other update responds to the actual requirements of those who utilize it.

    Benefits:
    At a price that can’t be beaten, you get excellent event registration and membership administration. Best of all, it integrates with and complements our clients’ websites.

    CiviCRM is a free open-source CRM designed for non-profits, associations, and civic groups. CiviCRM is a user-friendly CRM with full-featured CRM capabilities

    including contact management, accounting integration, case management, and email marketing. It is meant to be adaptable to a wide range of purposes.

    Price:

    • It is Completely Free.

    DigitalCRM

    FinCRM.com is open source CRM software for managing a company’s customer and prospective customer relationships and interactions. It helps the organisation in improving customer service or supporting client retention, as well as increasing revenue through the use of analytics.

    Advantages of FinCRM.com:
    CRM frequently involves the use of technology to organise, automate, and synchronise a company’s service, sales, and marketing functions. Customer complaints can be resolved, prospects can be tracked, opportunities can be closed, sales processes can be automated, and a complete view of your customers’ lifecycle can be presented with FinCRM.com.

    Conclusion
    Open source may appeal to you more than a free or paid closed source CRM, depending on your requirements and what you want to do with it.

    If you’re a small business owner seeking certain functionality, open-source CRM software may be the way to go. However, if your company is doing something more “typical” in a well-defined industry, requires more
    complicated tools, and/or requires highly responsive product support; a feature-rich proprietary solution designed specifically for your requirements could be a better choice.

    Hope this article will help you in finding the right CRM Software.

  • 10 Best CRM Software`s in 2023

    10 Best CRM Software`s in 2023

    What is a CRM Software?

    CRM – Customer Relationship Management software is a system that lets different departments like customer service, marketing, sales organize their notes, activities, and other important data into one platform. Every member of your team can access real-time client data they might need.

    These days CRM software stores data in cloud systems, this lets team members seamlessly coordinate with each other from anywhere and simultaneously providing enhanced services to customers.

    The old traditional systems were not competent enough to match the performance and capabilities of the CRM software. CRM systems simply revolutionized the whole way businesses used to operate and interact with the customers.

    This pandemic has changed the way businesses used to operate; work from home has become the new normal, thus forcing companies to adopt digitalization at a much faster pace. The way departments like the sales team communicate with customers or simply communication between customers with them has changed. This has led to problems like client communication, marketing troubles, and Potential revenue. To eliminate these problems and stopping new problems to arise you need customer relationship software but with thousands of software’s in the market how will you decide which one to opt for.

    To make this process a little easier and save time, we decided to create a list of the top 10 best CRM software.

    10 Best CRM Software’s in 2023

    1). FinCRM.com

    CRM Software

    FinCRM.com is a robust CRM Software that is especially meant to benefit sales and marketing teams who use CRM and productivity apps.

    FinCRM.com has made the transition from a formidable CRM system to a specialized sales-growth hub with the recent debut of its project management feature. Webform capture, drip marketing, and contact-email linkage are now all automated. Algorithms and alerts make life simpler, since working hard may be exhausting at times.

    You’re better than those teeny-tiny things you have to complete every day. You’re aware of the data input and odd chores that must be remembered. We were able to reduce such duties by using Workflow.

    Key Features:

    • Customer Relationship Management – Manages and follows up on leads, looks after current customers, maintains data, and responds to queries.
    • Sales Cycle Management – Identify and pursue prospects more efficiently, as well as track the state of the sales cycle and optimize your efforts.
    • Leads Tracking – Ensure that leads are followed up on and their status is updated promptly so that you can track and respond to them effectively.
    • Sales Tracking — Aids in the tracking of sales across different channels, the monitoring of sales force and the recording of lead and customer information.

    Pros:

    • Built in project management module for adding tasks and documents etc
    • API that allows Integration with third-party apps
    • Filter, sort, and store data in the manner that you require.
    • Self hosted CRM Software (inexpensive and easy setup)

    2). Pipedrive CRM

    CRM Software

    Pipedrive is one of the most loved Customer Relationship Management software built for minimizing input and maximizing output. It uses AI to automated tasks that are repetitive and effectively manage leads and sales. With its smart and industry-leading features like chatbot creation for websites, efficient reporting, and best user experience, it easily surpasses any CRM software present in the industry. Currently, they support over 90k customers and over $24 billion in deals have been done through their platform.

    Key Features:

    • It comes with good email integration and a sales pipeline.
    • You can track leads and sales from chatbots, forms, and more on a 24/7 basis.
    • It lets you organize your pipeline and create custom stages (cold, warm, hot) by rep or team player.
    • You can use Pipedrive from your smartphone and even integrate it with other sales applications to increase your sales.

    Pros:

    • You can easily add deals, win probabilities, values, and close dates.
    • With the option of unlimited custom fields, you can collect any information about the customer.
    • Custom reports let you track recurring revenue and revenue estimates.
    • You can track individual sales calls, emails, demos, and events through activity reports.
    • Lead source data reports exactly show where your leads are coming from (direct, SEM, organic, social, outbound sales, etc.)
    • You can create performance tips and automation recommendations through “Sales Assistant” to saves your productive hours.

    3). Zoho CRM

    CRM Software

    Excellent CRM for Small Businesses (SMBs)
    Zoho CRM offers a 360-degree view of your business, tracks essential sales and marketing opportunities, and increases your conversion rates. 250,000+ businesses in more than 180 countries have trusted Zoho CRM globally, making it one of the most trusted and loved tools globally.

    It is also the only player in this industry to have over 40 in-house apps for businesses that support mobile and also integrates with over 500 most popular business apps.Zoho CRM has also won the PCMag`s Editor`s Choice Award in 2020 and the Business choice Award in 2019 (the only player with a +ve NPS score) making it the most recommended CRM software by critics and users worldwide.

    Key Features:

    • With sales automation tools you can manage contacts, deals, leads, accounts through macros and workflows.
    • The omnichannel platform lets you connect with customers across multiple channels.
    • Customizable reports and dashboards with different options to compare derive insight from your data, and contrast.
    • Mobile CRM app lets you store data, connect with customers, schedule tasks, and update information even when you`re not connected with the internet.
    • Inbuilt chat tool plus forums, notes, and groups to facilitate efficient team collab.

    Pros:

    • Zoho CRM offers omnichannel customer support via live chat, email, phone, and social media.
    • Offers a highlevel of automation.
    • Highly customizable, scalable
    • Free 15-day trial
    • Integration of more than 100 third-party apps including Zapier, email integrations like Outlook. Google.

    4). Salesforce

    CRM Software

    Best CRM Software for Enterprises
    Salesforce is one of the most liked software in the industry with more than a million users worldwide.It`s a cloud-based CRM system that caters to almost all the fields of a business, including service, sales, analytics, marketing, and more.

    Key Features:

    • Salesforce offers markets and communities and markets for leads and sales.
    • Email integration support is provided and helps to run apps
    • You get analytics, real-time visualization, and chatter.
    • It assists you in forecasting and keeps the customer engagement rate high all the time.

    Pros:

    • Salesforce provides a custom dashboard.
    • User experience and navigating are very easy to use.
    • Social media tools help you to gain more attraction.
    • Its cloud-based abilities offer efficient management with business automation.

    5). HubSpot CRM

    CRM Software

    HubSpot CRM offers a full-featured marketing suite and it is one of the most popular CRM software available in the industry.

    Due to its great capabilities and time-saving features, it becomes the best option for sales personnel. It can be of great use for marketing teams due to its industry-leading features like capture, track, and grow leads within a database. You get a 100% free version of this tool.

    Key Features:

    • With great customization capabilities, you also get a board for tasks and great synchronization for marketing teams.
    • You also get great smartphone, mail, and website integration.
    • You can manage the pipeline with total visibility.

    6). Insightly CRM

    CRM Software

    It is one of the modern CRM software that helps you grow your business at an unprecedented rate by building great customer relationships with customers.

    Key Features:

    • This enables you to build strong relationships with your existing customers as well as get new customers.
    • You can integrate this with a wide range of apps like Gail, Mailchimp, Dropbox, Outlook, and even more.
    • You can monitor the performance of your sales team, track sales pitches, and monitor minute details of your sales funnel.

    Pros:

    • Insightly CRM is compatible with mobile devices.
    • Highly flexible events and calendaring options.
    • One of the most affordable software`s and you can even get a 14-day trial.

    7). Engagebay

    CRM Software

    Engagebay is a cloud-based CRM that unifies various company operations and activities, such as sales, marketing, and accounting, on a single platform. Furthermore, the program focuses largely on automation for optimum productivity.

    EngageBay’s unified marketing suite gives organizations the tools they need to create, manage, and execute personalized marketing campaigns. Email campaigns may be created using a variety of pre-designed email templates or by utilizing the drag-and-drop interface to create them from scratch. Email marketing templates may be customized with custom photos, content, layout, share buttons, and more to create a branded message that engages new and existing consumers. To target particular groupings of users, EngageBay allows customer segmentation, which is determined by conditional variables such as age, geography, kind of consumer, purchase history, and more.

    Key Features:

    • Email Marketing — Engagebay has a fantastic module with A/B testing, autoresponders, CAN-SPAM compliance, dynamic content, event-triggered mailings, and more.
    • Marketing Automation — Customizable CTAs, drip campaigns, sales intelligence, website visitor monitoring, and more features are available.
    • Lead Generation — Import and export contacts, lead capture, database integration, nurturing, scoring, segmentation and more tools help you generate more leads.
    • Social Media Marketing —Analytics, contact management, automatic posting, content management, and multi-account administration are all possible with social media marketing.

    Pros:

    • Integrations with a variety of third-party apps, including Zapier, Xero, and others.
    • Ensures data security, integrity, and compliance with regulations (GDPR-compliant).
    • Customer service is available through phone, live chat, email, and ticket.
    • It’s very adaptable and scalable.
    • For all customers, real-time, consolidated information is available (including previous interactions and purchases).

    8). Nimble

    CRM Software

    Nimble is an award-winning contact management solution for teams and individuals that is built on the industry-leading CRM for Office 365 and G Suite. It takes care of everything by connecting with productivity applications like inboxes and calendars, providing a simplified user experience, and was created to assist business teams in closing more transactions, quicker.

    It has several useful features, including the ability to update contacts, quickly access company and contact data, and manage transactions from within your workflow. Thousands of small to mid-sized company teams use Nimble to effectively nurture their personal and professional connections across email, social media, and over 90 cloud-based business apps.

    Key Features:

    • Relationship Management — Combines and collates social network relationships, conversations, inboxes, and calendar appointments automatically.
    • Pipeline management – Uses visual representations of pipelines to keep on top of every stage of the sales funnel.
    • Segmentation – segmenting your contacts into lists to execute various activities helps you stay organized.
    • Live Profiles – Also with actionable, accessible contact records that allow you to instantly find contact information and history.

    Pros:

    • The prospector tool enables you to go to a website and obtain professional information on people who aren’t listed there.
    • A revamped smart contacts app is available (enhanced widget to support, calendars, tasks, deals, and more).
    • Task management allows you to create and allocate tasks to various team members.
    • Gmail, Outlook, HubSpot, Mailchimp, and other third-party connectors are among the many available.

    9). Monday

    CRM Software

    Monday CRM software will help you to handle client data, interactions, and procedures in the manner that you choose. It will keep all of the information safe. Through an integrated contact form, you will be able to gather leads online. Leads gathered on other forms can likewise be automatically added. Monday.com allows you to import leads from a variety of sources.

    Key Features:

    • Customer Relationship Management – Manages and follows up on leads, looks after current customers, maintains data, and responds to queries.
    • This CRM software will allow you to create and modify a dashboard to meet your specific needs for data analysis.
    • It includes options for establishing automated reminders, receiving due date alerts, and automatically allocating new tasks to colleagues.
    • It will provide you a comprehensive picture of your sales, procedures, and performance, among other things.

    Pros:

    • It is a one-stop-shop that is simple to use.
    • It may be tailored to your sales process.
    • It features a powerful search engine.
    • It also has features like time monitoring, chart viewing, and a private board.

    10). Nutshell CRM

    CRM Software

    Nutshell Marketing was introduced in 2021, allowing Nutshell clients to design and send attractive marketing emails while also measuring their interaction in real-time. Nutshell Marketing integrates perfectly with your CRM data, allowing you to quickly target specific audiences and manage all of your outreach from a single platform.

    Nutshell is an all-in-one CRM and email marketing platform for companies that are wary of juggling several sales and marketing tools and don’t want to hire a full-time administrator to keep track of their software.

    Nutshell is simple enough for any user but sophisticated enough for any business. Every subscription includes world-class live support and unlimited data storage, as well as a wide range of automation tools that help sellers and marketers save time on customer outreach and collaborate to close more deals.

    Key Features:

    • Reporting & Performance Tracking –Instantly monitor your sales performance by diving down by product, salesperson, lead source, and more with reporting and performance tracking (sales report, forecast report, loss report, activity report, funnel report, dashboards).
    • Sales Automation – Use sophisticated technologies to automate most operations for optimum productivity.
    • Extensive Integrations — Eliminates the need for an IT department by integrating with Mailchimp, Constant Contact, Intercom, Outlook, Slack, and other third-party services.

    Pros:

    • Pipeline management in its entirety (drag-and-drop board view, list view, chart view).
    • Data security, data integrity, and regulatory compliance are all ensured (GDPR compliant).
    • Takes snapshots twice a day, weekly, and monthly to provide continuous backups.
    • You can send bulk emails.
    • Mobile devices support is provided.
    • Importing and exporting information is simple.
    • It creates an environment that is conducive to collaboration.

    Conclusion
    Because not all CRM systems are suitable for all company needs, it’s a good idea to scan the market and test out Self Hosted CRM Software like digitalcrm.com also. In the end, the ideal CRM system for a business is determined by the balance between a company’s needs, the size and breadth of its sales staff, and how the firm interacts with its customers.

  • Small Business CRM Software

    What is a Small Business CRM?

    A CRM Software helps build business relationships and lets a company focus all their attention on the clients. Small Business CRM is CRM software that is specifically tailored for a Small-Scale Business while keeping all of the needs as a typical small-scale business. It involves many functionalities like maintaining all of the Client communications in one go, giving a better view of the sales reports and providing with a better insight on the marketing strategy effectiveness, and more all of this specifically tailored to the Small Business.

    Now we know what a Small Business CRM is let’s discuss why you need a Small Business CRM.

    Why do you need a Small Business CRM?

    When often thinking about opting for a Small Business CRM for the Small-scale company you might ask that why should a company opt for a small business CRM? also what will be the benefits of a Small Business CRM?

    These are some of the reasons why the small-scale business company might need a Small Business CRM:

    • It organizes all of the company’s sales reports, emails, roles, and much more in one place thereby making it much easier for you to see the bigger picture.
    • It helps the company to get full insights on the Market strategy and provides you with a precise Sales report to propel the business even further.
    • It gives a small-scale business owner to deal with a variety of issues that the business might face. It includes customer sales decrease, various mismatches between corporate revenue objectives, and salespeople’s territory management among others.
    • It helps a company to manage the customers in one go.
    • It gives better insights into the client base thus helping you to create better strategies for much better outcomes.
    • It reduces the workload as a company by providing you with accurate financial reporting.
    • It minimalizes the risk of losing the data as it stores all of the data in the cloud thus giving an extra layer of protection for the precious data.

    Why FinCRM.com for the Small Business?

    There are various reasons why you should choose FinCRM.com for the CRM as unlike other small Business CRM present out there. FinCRM.com provides you with the software which you can install on your server which allows you to customize it according to the business. While allowing you all the important functionalities which any top-tier Small Scale business needs to thrive in this competitive world.

    These features include dynamic dashboard to get different types of insights on the daily sales and marketing reports thus helping you to better plan the marketing strategy with ease.

    FinCRM.com software is specially designed while keeping in mind all the diverse needs the Small-Scale business may have like customer management, project management, sales management and so much more.

    Key Features of FinCRM.com

    Contact Management
    With FinCRM.com Contact Management feature which is fully dedicated to providing you and the business with all of the crucial information regarding the business Contacts thus making it easier for you to better understand the contacts in a whole new way.

    CRM Dashboard
    FinCRM provides you with a modern and adequate CRM Dashboard which has many different features like Sales reports, Lead management, Orders, and much more to help you and the small business thrive. It gives the real-time information about the potential leads with the most recent deals, including deal titles, lead names, and lead amounts.

    CRM Software

    Web to Lead
    With FinCRM’s Web to Lead Feature you can directly capture different types of potential leads directly from the website and enter them into the CRM which makes it easier for you to generate much more promising and potential leads in one go.

    Database Management
    FinCRM Provides its customers with a dedicated Database management feature that allows you to store the contacts, potential leads, emails, the customer info, and phone numbers all in one centralized place which provides you with faster and easy access to the data.

    Lead Management
    FinCRM has a devoted lead management feature that allows you to access all the vital information about the lead in a much simpler way.

    Accounts Management
    With the FinCRM accounts management feature you can easily manage and view all of the account’s vital details which include contact information, phone numbers, and e-mail addresses, as well as sales data in one place.

    Reports and Analytics
    With Reports and Analytics you can easily view the product reports, potentialleads, the sales pipeline, and sales forecast in a much seamless graphical format.

    Rest API
    With Rest API developers can interact with the site remotely and more securely by sending and receiving data which can also be used to develop various custom mobile applications to make the business flourish.

    Ticket Management
    FinCRM is equipped with dedicated ticket management which helps you to manage all the complaints and issues from various sources in one place while keeping track of all of them for you. This helps in fast issue resolution and thus increases the overall productivity of the business.

    These are some of the features which FinCRM offers for the small business at an affordable rate.

    Conclusion
    Every small business needs a CRM Software these days. FinCRM provides the best CRM for Small Business. It provides an all in one solution for small businesses with a set of powerful features of sales, marketing and project management to improve a company’s productivity and sales.

  • Self-Hosted CRM Software

    The primary goal of CRM Software is to grow the business by focusing on improving business relationships. It involves customer contact management, sales management, and so on. With CRM Software, companies can manage their customer relationships all through the sales lifecycle. This then defines the quality of service you offer to your customer.

    There are cloud-based CRM software that gives you preinstalled or preconfigured server software as well as self-hosted CRM software that allows you to host the software on your local server.

    Let’s take a look at the self-hosted CRM software.

    What is Self-hosted CRM Software?

    Self-hosted CRM software is software that is hosted on-premises. This means the CRM software runs on your local hardware and the storage, database, and security are managed locally by your personnel.

    Benefits of Self-hosted CRM Software

    Self-hosted CRM software is not too far off from its cloud-hosted counterparts, especially when it comes to the features they offer. Most of the difference has to do with the flexibility you have with administrating self-hosted CRM software as most of them allow you to make modifications to the source code.

    If you are considering adopting self-hosted CRM software for your business needs, then the following reasons may help you make a more educated decision.

    Faster Maintenance

    One of the biggest selling points of self-hosted CRM software is the fact that its maintenance is your responsibility. Of course, this is best enjoyed by users that prefer to have full control of the maintenance of their systems.

    The fact that maintenance for the system is done on-site means that it can be carried out quickly and at any time without any dependence on a third-party vendor.

    Easy Customization

    Sometimes it can be challenging to get a CRM solution that ticks all the boxes for your business needs. Self-hosted CRM software is quite advantageous in these circumstances as you can customize these features on the open-source application to meet your business needs.

    No Long-term Commitment

    Unlike the cloud-hosted CRM solution, a self-hosted system does not require regular usage payments and subscriptions to maintain the system. Therefore, apart from the initial cost of setting up the system, you don’t have to pay regular operational costs, so in the long term, the ownership cost is reduced.

    Examples of Self-hosted CRM Software

    Now that we understand what a self-hosted CRM solution is and its benefits, let’s take a quick look at examples.

    FinCRM.com

    FinCRM is an excellent example of self-hosted CRM software. This CRM solution gives you the traditional CRM features of evaluating and managing relationships with your clients and customers. It also offers features like marketing automation, sales automation, inventory management, and so on.

    This software helps you handle your marketing, sales, and service with layout, custom modules, and other related development tools. The real-time dashboard gives you regular insight into your various campaigns.

    Final Thoughts

    The efficient use and management of data is a primary success driver in business today, so adopting CRM software for your business should not be up for debate. If you are considering going for self-hosted CRM software based on your business needs, we hope this article has helped you in making a more informed decision.

  • Enterprise CRM

    CRM software helps businesses manage customer data efficiently to improve customer relationships and consequently customer interaction with the brand.

    What is Enterprise CRM?

    Enterprise CRM software is designed for larger and more multi-national companies that have large databases, more robust needs, and more customer-facing departments. In enterprise business, it isn’t unusual to have multiple sales teams and departments in need of access to customer data.

    Enterprise CRM software is often offered by several vendors in the CRM space and, of course, they are significantly more expensive than the standard software.

    Choosing a CRM solution

    Deciding on a CRM software solution mostly depends on the vision of the business as well as its size. Mid-market businesses and SMBs that don’t have big expansion plans may go for a cheaper standard CRM solution. With this, the sales team can work efficiently with customer data thereby increasing the profit potential of the business.

    A business with multiple sales departments or multiple teams that work with the same customer data may decide to adopt a more expensive and robust enterprise CRM software solution.

    Features of Enterprise CRM

    Large businesses need CRM software more than smaller ones. Here are must-have features for any enterprise CRM software:

    Customizable Dashboard

    The user experience of CRM software is almost as important as its functionality because more users will be interacting with the software daily to try and drive the company’s sales up. A more intuitive system will be more beneficial to a business.

    Field Sales Force Automation

    Enterprise-level organizations tend to have multiple field sales representatives interacting with leads in person. These reps need to be able to interact with customer and company data on the go to perform their tasks more efficiently.

    Sales Collaboration

    The bigger the business the more important collaboration is among various departments. This should be considered when choosing enterprise CRM software.

    Other more general features that are expected are contact management, lead management, opportunity management, and so on.

    Benefits of Enterprise CRM

    There are numerous benefits a CRM software offers any business, and these benefits are even more pronounced on the enterprise level.

    Better customer knowledge

    As your sales team interacts with customer data, they can familiarize themselves with customer preference and how to relate with each customer. This results in better segmentation and more deliberate marketing campaigns.

    Better customer retention

    This is another benefit of CRM software as having better and more planned marketing campaigns means there is a higher possibility of converting leads and retaining them.

    Increased profitability

    The primary goal of any business is to make a profit, and an easier way to guarantee this is by using CRM software. From greater customer retention to saving costs on unnecessary marketing actions, the business can reduce the cost spent per lead converted.

    Enterprise CRM Implementation

    Having an efficient CRM implementation strategy could be the difference between a successful implementation and one that isn’t. Here are tips for a successful CRM implementation:

    • Plan out your needs
    • Shop for a custom software
    • Choose an implementation team
    • Plan a budget
    • Prep your CRM data
    • Onboard users
    • The rollout for an initial stage.

    This list is not in any way exhaustive and only contains steps that are important for consideration. It is recommended that you choose an experienced implementation partner to carry out the implementation for your business.

    Common CRM Challenges

    Some challenges often face the successful adoption and implementation of CRM. Some common challenges include the following:

    Implementation time and cost

    A genuine concern for most businesses is the implementation time and cost. This can be reduced by choosing a solution from a reputable provider and executing a good implementation strategy. Moreover, the cost benefits of CRM are usually experienced in the long term.

    Lack of implementation plan

    This is another challenge that could affect the implementation success, albeit it is an avoidable one. Having a solid implementation plan will help in avoiding any risk attached to a planless implementation.

    Lack of training

    CRM is quite complex, especially for the untrained mind. This lack of training can potentially throw a wrench in the efficient use of the software. Businesses should adopt an effective change management strategy to get all necessary stakeholders the necessary training.
    Of course, there may be some concerns and challenges but with the right information and strategy, most of them can be mitigated.

    Enterprise CRM Software

    FinCRM.com is a leading CRM software provider, offering an array of solutions for large businesses to help them easily and quickly manage their customer relationships.

    It allows a company to stay connected to the customers, meet key business objectives and effectively grow their business. And manage your contacts and leads, monitor campaigns and keep track of your company’s sales funnel.
    The CRM Software is easy to use and offers a plethora of features, like marketing automation and sales analytics, dashboard and real-time data.

    With an integrated approach to sales, marketing and service, FinCRM.com helps you put the right information in the right place at the right time so your organization achieves success.

    Final thoughts

    CRM software solution has become quite indispensable to all businesses, especially large businesses with multiple sales team and departments working with customer data.

    These are some of the key points for any business considering adopting an enterprise CRM software solution. Care should be taken that the solution comprises the right features and the implementation plan is equally as important.

  • What is a CRM Dashboard

    A CRM Dashboard provides a company with an overview of sales and marketing success with key performance metrics. Rather than extensive chunks of data, CRM dashboard generally relies on pictures, graphs, and numbers. The company management can use them to get a quick overview of the performance of the sales funnel and figure out which activities need to be done next.

    CRM dashboards are configurable. This customization allows you to highlight the metrics that are most important to the team. Acquired leads, closed transactions, and, of course, KPIs are examples of such measures.

    CRM dashboards may also be used to track the progress of individual salespeople toward specific objectives. Dashboards are a valuable feature of any CRM software.

    Benefits of a CRM Dashboard?

    These are some of the reasons why any firm might benefit from a CRM dashboard.

    CRM Software

    It improves the team’s focus
    An in-depth sales report isn’t always necessary for the team to stay on track to accomplish its objectives. A CRM dashboard’s top-level information can be adequate to notify salespeople of what has to be done right now and what can wait, saving time and effort on reviewing comprehensive reports.

    It streamlines the overall work of staff
    Not only does analyze reports take time; it also takes time to create those reports. Without having to go through CRM software to pull up reports, team can quickly identify which activities should be completed first with CRM dashboards. This feature can help you save a lot of time.

    Sales Procedures are improved
    CRM dashboards improve overall sales success by bringing sales team’s activities into the current tense. CRM dashboards are especially useful in directing the sales team because they provide a current view of the sales funnel and the prospects’ progress through it, which is considerably more valuable to the team than data from an old report.

    It is constantly updated
    A CRM report is a static document that displays data for a specific period in an inflexible manner. In contrast, a CRM dashboard reacts to and reflects changes in the data in real-time. This allows the sales team to develop a plan based on the most recent KPI data rather than old data.

    What should a CRM dashboard consist of?

    The following components on the CRM dashboard are important:

    The sales pipeline
    The CRM dashboard should show you the status of all the pending sales transactions based on where they are in the pipeline right now. Transactions in process, aging leads, lost deals, and urgent requirements should all be highlighted. The value of all transactions at each step of the pipeline (e.g., $10,000 in prospective post-proposal sales) will often display as a set of horizontal bars in the sales pipeline widget.

    Recent actions of sales staff
    Given the volume of calls, emails, and other communications that a sales team may generate in a single day, it can be difficult to quickly establish who did what and when. This information may be shown alongside other engagements with prospects, such as website visits and social media participation, on the CRM dashboard. You can adjust the plan if you notice flaws in the team’s approach.

    Recent leads
    Leads and transactions are frequently represented in CRM dashboards in terms of the proportion of total sales value they represent across all available possibilities. The dashboard may just display a list of fresh leads and deals in other situations. With either configuration, you’ll be able to see which leads require quick attention to become prospects. You’ll also be able to observe which leads have turned into customers.

    Resolve Urgent Tasks
    A CRM dashboard, like any decent software interface, should feature a list of critical activities as well as their deadlines

    Indicators of critical performance:
    KPIs are maybe the most essential CRM dashboard component since they provide you with the current values of the statistics that matter most to you. The staff might not know which tasks should come first if you don’t have a clear KPI display.

    Why FinCRM for CRM Dashboard?

    FinCRM provides a more than adequate and dependable Customer relationship management (CRM) Dashboard that helps any type of business to maximize all CRM-related operations while optimizing their marketing efforts and plans while featuring various types of features like:

    • Total Sales chart where you can see all the critical information about the total sales which includes the confirmed sales,
    • Negotiating sales, ready to pay sales as well as the number of orders taken
    • Real-time analytics of how many of the sales have you won and how many of them you have lost which gives you a broader idea of the sales portion
    • Real-time information about the potential leads with the most recent deals, including deal titles, lead names, and lead amounts
    • Deals in Stage, Accounts, Contacts, Deals, Customers, Sales, and Global Reports are some of the other noteworthy features.

    FinCRM.com gives you the finest of all of these capabilities integrated on a single but attractive dashboard.

    Key features of FinCRM.com – CRM Dashboard

    Sales
    The sales section is fully dedicated to providing you with all the basic and crucial information regarding the sales which makes it easy for you to better understand the business sales more than ever.

    Deals
    The Deals section is dedicated to providing you with the information regarding all of the deals like the name of that particular deal, the company that deal is associated with, lead name, the name of the product, and closing date of that deal, and the stage at which that particular deal is while also giving you the option to make changes to that deal’s stage or edit or delete that particular deal.

    Leads
    The leads section enables you to dive more into the potential as well as the engaged leads the business is currently working with while also giving you insight about the lead’s source as well as the opportunity to add it as the customer or do any action on that lead.

    Orders
    The order section gives you all the basic but crucial information about the orders which you are currently working with while providing you with the name of that particular order, the lead, product, company, total amount, order date, shipping date and so much more thus granting all the crucial information to you in a fraction of seconds.

    Conclusion
    A CRM Dashboard in a CRM Software can analyse the data to generate reports that can give a true estimate of customer expectations and how well the company’s efforts match these expectations.
    FinCRM.com has all the key features required in a CRM dashboard.

  • How to Choose Customer Relationship Management (CRM) Software

    By Kaya Ismail – Founder of Wordify, a content marketing agency for software vendors

    If you’re looking for a Customer Relationship Management system, you aren’t alone. In fact, the demand for CRM technologies is fueling growth in the CRM industry worth over $40 billion in 2018 alone, according to Gartner.

    But with all those shiny CRMs out there adorning the market, what’s the best strategy for your brand when it comes to choosing a CRM? To help you formulate that strategy, we’ve asked industry experts for their advice.No One-Size-Fits-All CRM

    If you’re asking around about what the “best CRM” solution is, you’re asking the wrong question, according to JP Lessard, President, Business Software Solutions at Miles Technologies. “CRM solutions aren’t one-size-fits-all, and the features you should insist on will vary from industry to industry, organization to organization. Before you start shopping for or building a new solution, you should conduct an analysis to determine which features map best to the vision you have for running your business,” said Lessard.

    Read Full Article:
    https://www.cmswire.com/customer-experience/how-to-choose-customer-relationship-management-crm-software/

  • Using Twitter as a Marketing Tool

    Twitter is a micro-blogging site where you can share your text, videos, photos, status and links online. Twitter allows 140 characters for each post, known as a tweet.

    Twitter works as a real-time social media platform for users to update their followers with information and messages that are broadcast to a group of users who have chosen to stay updated to your messages.

    Using Twitter for Marketing:

    Twitter works for marketers for several reasons:

    Members only type a restricted number of characters making it a much focused company information blog.

    Companies can use Posts for Promoting new products or advertising, or event, or sale/ discount/ prizes/ gifts, or benefits of product/ event/ service/ organizational policy, etc.

    Companies can use Mention to highlight within the Sales Team possible options for Lead Generation, and Trends to create advertisement, and so on.

    Most of the information exchange is live so companies can immediately resolve customer issues or complaints

    Twitter can be used along with multiple accounts using tool called Tweetdeck. This can be done either by using the integrated Dashboard for multiple accounts’ Trending, mentions for all Users, and Web/ Twitter Trending.

    It has a big database of 300 million users and is seeing traffic growth every year.

    Communicating in short texts can actually foster real relationships because you have to focus on your word choice – with only 140 characters, you take the time to make sure every word counts.

    Twitter can also be used with mobile. This makes it more appealing and personalized, and can have genuine and more market penetration. Retailing, Service, Customer Support, and Media are major industries where Twitter marketing is used at the best.

    info about followers, Likes, Comments, Trends (Geographical/ Web/ Twitter/ HashTags/ Topic Trends)

    The analytics report is simple and smartly built which makes it easy to present it to your requirement for detailed analysis.

    Using basic Twitter Data many tools can be developed such as for CRM, User Trend Analysis, Lead Generation, Mentions, Twitter posts integration, and Web Analysis tools with simplicity) of Twitter along with Multiple User Representation and Analysis etc

    Twitter Analytics can be used for high-end Business or Marketing Analysis. This can be made use for Marketing, Customer Relationship Management, or reduce customer disloyalty, or organization employee outflow, or product related issues on Twitter or Web.

    Each Twitter data or feature has a different use, and they can be identified as to how to implement specific need in Marketing or can be tweaked accordingly.

    Twitter is a great marketing tool because you can find a targeted audience for your product or service.

    Resources:
    https://twitter.com/
    https://tweetdeck.twitter.com/

  • CRM Training and Certification

    Customer Relationship Management (CRM) is combination of a tools, software and strategy for managing a company’s relationships with leads and customers

    There is huge demand for candidates who are trained in the major CRM certification courses. All organizations prefer such applicants. There are several companies that provide CRM training and certifications

    CRM Certified staff a key to success in the field of Customer Relationship Management sector. Some of the major CRM software companies who also provide quality training and certification are SAP, Oracle, Salesforce and Microsoft.

    SAP Certification

    SAP is a German Software Company mainly into enterprise resource planning. The SAP CRM applications is an integrated on-premise customer relationship management software which targeted business software requirements for marketing, sales and service of midsize and large organizations in all industries and sectors.

    Professionals with SAP certification are always in demand. The training is divided into specialization to provide deep knowledge of each module. Individuals can have personal growth assured and organizations can improve the productivity.

    SAP Certification details:
    https://www.sap.com
    https://www.sap.com/products/crm.html
    https://training.sap.com/

    Oracle Certification

    Oracle Corporation is an American multinational software company headquartered in Redwood Shores, California. Oracle sells database software and technology, cloud engineered systems and enterprise software products particularly its own brands of database management systems

    Oracle CRM is divided into different product lines. Siebel 8.1.1 is the latest release of their on-premises solution.Oracle CRM On Demand Release 26 and Oracle Sales Cloud Release 10 are the latest releases of their SaaS solutions

    Oracle is a major player in the database software field and is trusted by many organizations the world over. The CRM training program by Oracle requires the professionals to get thorough knowledge of the software and its training can be tailor made to suit the specific needs of concerned organization as well. The training is organized either in virtual classrooms or onsite with instructor led to provide proper knowledge and insight.

    They ensure that the staff has in-depth knowledge even in real life like scenarios that may happen. The other benefit is that whenever there is any addition to the workforce the organization, if they have acquired the CRM from Oracle, can have training scheduled whenever needed without any extra cost.

    Oracle Certification details:
    https://www.oracle.com
    https://www.oracle.com/applications/customer-experience/what-is-crm.html
    https://education.oracle.com/

    SalesForce Certification

    Salesforce.com, Inc. is an American cloud-based software company  headquartered in San Francisco, California.

    Salesforce also sells a complementary suite of enterprise applications focused on customer service, marketing automation, analytics and
    application development.

    Saleforce CRM is a preferred SAAS based CRM solution. They provide knowledge to implement the program. Training option varies and as per the need may be acquired. Self paced online courses, instructor led virtual or individual user

    classroom can be chosen. Certification from the Salesforce is sure to give the is very important in the cloud CRM sector.

    SalesForce Certification details:
    https://www.salesforce.com/
    https://www.salesforce.com/dreamforce/certification/

    Microsoft Certification

    Microsoft Corporation is an American multinational technology company with headquarters in Redmond, Washington. It develops,
    manufactures, licenses, supports and sells computer software like Windows operating system

    Microsoft Dynamics is a line of enterprise resource planning and customer relationship management software application.

    Getting trained by Microsoft will have positive impact in employees’ personal as well as organizational career. They provide certifications to people so that they can put forth their proficiency which can then benefit the whole enterprise. Microsoft Dynamics CRM solution helps organizations to manage customer service operation along with sales and marketing.

    Microsoft Certification details:
    https://www.microsoft.com/
    https://dynamics.microsoft.com/
    https://www.microsoft.com/en-us/learning/default.aspx

    Organizations can have huge benefits by employing CRM certificated people. As it gets personnel with knowledge of CRM and who can improve company productivity

    Resources:
    SAP Training and Certification – https://training.sap.com/
    Oracle Training and Certification- https://education.oracle.com/
    Microsoft Certifications- https://www.microsoft.com/en-us/learning/default.aspx
    SalesForce.com Certification – https://www.salesforce.com/dreamforce/certification/