Online CRM: Why is it more beneficial?
Tell the truth: what was the last program on your computer that you physically installed on your machine?
Make an effort, let's go!
From video games to spreadsheets , from personal finance management tools to an application that helps you find a better way in transit , more and more the use of the cloud is consolidating.
And with business management tools it couldn't be different. An online CRM, in the current context of digital transformation in which we live, becomes a much more powerful tool than on-premise versions, in which it is necessary to buy licenses, install on individual machines and servers and cannot be accessed from mobile devices.
Learn more: What is a CRM system and how it helps your business sell more
Online CRM System: All About Your Customers Where and When You Need It
Anyone looking for a CRM for sales will find several advantages in online sales CRM systems.
Understand why in these 10 items:
1- Trial and premium version
When you go looking for CRM for sales, you'll want to try them out.
In an online CRM system this is much easier. You enter the company's website and request a system trail, which is downloaded to your computer and you can use it for free for between 7 and 30 days, depending on the company.
Other CRMs for sales go further and offer a Freemium CRM. A free version of the company's CRM – with less functionality than a paid plan – and that you can use indefinitely.
That way, you can test the CRM system online before purchasing it and be sure it's the right one for your needs.
2- Remote access
It may seem obvious that an online CRM will have remote access. But it's important to understand the advantages of this.
Imagine a company with multiple branches. All of them will have access to CRM, without the need to install anything on any machine.
Also, home office and work on the go are commonplace today. And with a CRM for online sales, this will be totally possible without any difficulty.
3- Investment diluted in time
Another of the great advantages of an online sales CRM is that they are SaaS . That is, Software as a Service, which means that instead of paying an expensive license for each user of the software, your company purchases an access plan that is paid in the form of monthly fees.
The investment is slow, it's much more affordable and, if things don't work out as expected, just cancel the subscriptions. No fines or the loss of “dying with the monkey in hand” of useless licenses and no use in your business.
4- Scalability
If your team increases or decreases, just choose a new plan, with more or less users and that meets the real needs of your business.
5- No need to invest in servers
Servers are remote. You won't need to invest in hardware to house a sales CRM system that has online access.
6- Information security
Contrary to what many think, information security is greater with an online CRM.
Why? Because it is hosted in data centers managed by large companies in the field, which follow the strictest security protocols.
In your company, if your focus is not IT, you will hardly be able to install the protection barriers and encryption mechanisms, in addition to automatic backup, that these specialized organizations can.
7- Use of apps
An online CRM, in some cases, can even be used by smartphones.
This makes life much easier for the seller who has all the information he needs during a customer visit in the palm of his hand, even if it happens in another city and even in another country.
Thus, in addition to details of all previous conversations and contacts, it is also possible to trace visiting routes.
8- Automatic updates
An online sales CRM, as is common with software sold in the SaaS model, receives updates and new functionality frequently.
This is part of the marketing strategies of companies, which continually want to please customers.
Updates occur automatically and nothing is charged extra for use.
9- Knowledge management
Using an online CRM system, the information is all available in the cloud, with total transparency.
Thus, if a seller leaves the company, whoever enters his/her place simply accesses the data of the customers who belonged to the other seller and continues to serve them normally.
There are no shelved spreadsheets that can even be taken to the competition.
10- Integration with other tools
An online CRM, being cloud-based, can be integrated with other tools.
Thus, those who use an online payment gateway, for example, can automatically register a new customer for each purchase made in the CRM.
The same can be done with several other tools, such as marketing automation, ERP systems and even Google spreadsheets.
See Also: Go Far Beyond Collaborative CRM Using API Integrations
Want to integrate your CRM with other tools in the cloud? Then take a look at some of Pluga's latest integrations with an online CRM , the Agedor CRM .
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