Seek first to understand than to be understood

Open & quick communication with customers will help you to progress deals quickly and resolve all outstanding issues you may have. Collaborative CRM software is ideal for unifying the efforts of various business functions in achieving common goals.

Customer Portal

If a digital solution gives you the possibility to see customer engagement, like opening quotes, e-mails, sales orders, etc. you can take actions based on customers reaction (like call the customer, correct the quote, sales order, or any other document). Such smooth communication eliminates silos and leverages communication channels, interactions, and document management to augment your efforts.

Interaction Management

It allows you to record all your customer interactions and monitor them so that you get a 360-degree view for complete understanding. This will enable you to optimize every interaction for the highest customer satisfaction.

Collaborative CRM helps different departments in your business, such as marketing, sales, and finance, to work together smartly by sharing customer information, not calling or e-mailing other departments for required information. You get a true synergy in your business.

Benefits of incorporating collaborative CRM software in your business:

  • Foster stronger customer relationships: Real-time information sharing within your organization helps you significantly improve the customer experience. Collaborative CRM helps in the automation of marketing, sales, and customer service functions and enables you to build lasting relationships with your customers.
  • Reduce service costs: Enables you to rationalize your spending by reducing service costs. This is achieved by automating repetitive tasks and reducing manual work where possible. These measures let you get more out of the money you spend and boost profitability.
  • Increase revenues: Sales reps can smartly up-sell or cross-sell to their customers by leveraging information from the customer database collated via the collaborative CRM software. This helps increase the revenue significantly.
  • Helps your teamwork smarter: Centralized customer information storage makes it easy to access individual files. Your teammates need not rely on multiple meetings to gain a deeper understanding of the customer requirements. All of this helps in reducing service costs and boosts team productivity.
  • Collate multi-channel interactions: Collaborative CRM collates data from all the communication channels. Teams can utilize this data to deliver interactions to the customers uniformly irrespective of the data source.