There’s no better tool than CRM software when it comes to managing and tracking customer interactions. It works as a centralized hub to store customer data, track sales and marketing activities, and automate tasks such as customer support, billing, and invoicing.
Whether you are a startup or a big enterprise, CRM software is an essential tool for you to streamline their customer interactions and grow your business. However, you need to choose the best kind of CRM system based on your needs.
In this blog, we will take a look at the three different types of CRM software – on-premise, cloud-based, and mobile – and help you decide which one is right for your business.
Types of CRM Software and their usage
There are three different types of CRM software – on-premise, cloud-based, and mobile. Each type has its own set of features and benefits, and the right one for your business will depend on your specific needs and requirements.
On-premise CRM software is installed on the company’s own servers. It’s more like the company buys a CRM product. This is often a preferred choice for those who can make an up-front investment, but it gives you more control over your data and security. It’s good for organizations that are capable of managing their own servers and data.
Cloud-based CRM software is hosted by the CRM provider and accessed through the internet. This type of CRM is typically more affordable and easier to set up and maintain than on-premise CRM software. However, companies will have lesser control over your data and security with a cloud-based CRM. Cloud-based platforms are great for startups and SMEs that mostly look for an integrated solution at an affordable price.
Mobile CRM software can be effortlessly accessed from a mobile device. This type of CRM is perfect when you need to access customer data on the go. Companies having remote workforce can invest in the mobile CRM solution.
Which CRM software is right for your business?
The right type of CRM software for your business will depend on your specific needs and requirements. On-premise CRM software is a good option for businesses with more than 500 users so that they can manage their own servers and data. Cloud-based CRM software is a good option for small businesses that want an affordable and easy-to-use CRM solution. Mobile CRM is a good option for businesses that have a mobile workforce.
How it helps small business scale up
Having CRM software helps companies adopt data-driven business decisions. It helps plan their growth strategy and at the same time helps them stay updated about customer demands and market trends. Startups that are looking to scale up need data to arrive at any decision. With an enterprise-grade all-in-one CRM solution, they can have access to customer data and sales data. Moreover, modern CRM software like ConvergeHub comes with various marketing automation features, which makes marketing easier than ever. It automates key tasks like emailing, running drip campaigns, email newsletters, sending the personalized newsletters, creating marketing campaigns, and more.
One of the biggest benefits that CRM software offers is that it helps store customer data, track sales and marketing activities, and automate tasks such as customer support, billing, and invoicing. All these are key segments of data collection that help companies gain real-time insights about their business. Whether you are a startup, SME or enterprise, having a CRM system certainly helps you grow up.
Getting started with a CRM software
If you’ve decided that CRM software is right for your business, the next step is to choose a product that meets your needs and requirements. Once you’ve selected a CRM software, you can start using it by following these steps:
1. Register for an account with the CRM software provider.
2. Follow the instructions to set up your account.
3. Add your company’s data to the CRM software.
4. Start tracking your customer interactions.
5. Use CRM software to automate tasks such as customer support, billing, and invoicing.
So, what are you waiting for? Adopt a CRM product for your business to streamline operations, customer dealing, sales, marketing and more.