Customer Relationship Management (CRM) refers to the technology used to manage an organisation’s interactions with its customers. Operating across all areas of the organisation, from sales and marketing to customer services and IT, CRM functions to streamline leads, boost sales and build positive customer relationships – all with the aim of increasing profitability.
There are a variety of CRM systems available to businesses, each unique in its design and targeted audience. Recently, I chose to try out Investglass CRM software and found a variety of fantastic benefits for my business. Read on to find out more about my favourite feature of my new CRM tool.
What does Investglass CRM offer?
Investglass is a forward-thinking customer relationship management solution that provides me with actionable analytics from which I can work on improving my business. Its features include:
Unlike other CRM systems, Investglass offers digital onboarding – an advanced feature that is simple to navigate due to the software’s user-friendly interface. Digital onboarding collects information from my customers that I can later use to create targeted marketing and generate leads.
Automated actions and responses
Investglass enables me to automate a range of actions, thus streamlining my business’s operations. This includes creating automated email responses, event listings, follow-up notifications and approval processes.
Using Investglass means that I can customise fields across my CRM to match my business processes. This ensures that my customer relationships are working for me, allowing my business to thrive.
By connecting my organisation’s email to Investglass, I am able to send hyper-targeted marketing campaigns to potential customers. Investglass uses customer information to identify sales leads, all whilst respecting GDPR regulations.
Centralises customer data
By centralising the data of my customers and potential customers, Investglass makes it easy for employees across my organisation to access important market data. This provides analytics that can influence the actions of my sales, marketing, IT, commerce and customer service teams.
So, what is my favourite feature of Investglass CRM?
Investglass CRM has transformed the way my business relates to customers and market data. It is an accessible CRM solution that requires no coding experience and runs from a user-friendly platform. As a result, I have found it an invaluable addition to my business operations.
My favourite feature of Investglass is definitely the ability to create pipelines. By creating separate tabs for my business processes and accounts, and highlighting which stage each one is up to, I have been able to better streamline my business and forecast for the future.
I would highly recommend integrating CRM into your business, as I have found Investglass to be an invaluable resource for making the most of my customer data and relationships. You can learn more about Investglass’s CRM sales tools here.