CRM: The Cornerstone for Top-notch Customer Experience

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Nowadays, CRM is the epitome of growth and success for many businesses, be it the retail, real estate, healthcare or manufacturing industry. In fact, most of the small enterprises too are embracing CRM solutions for start-ups for growth prospects.

According to a report, the most successful and productive customer service teams are three times more likely to connect and collaborate with other departments to help drive consistent and smooth customer journey. Thus, for a startup that faces all the routine business problems that too whilst operating within a limited budget and tough completion from big sharks, it is advisable to look out for a CRM tool.

Another key facet of CRM solutions is the adoption of Dashboard Reporting process. Dashboard has been helping companies meet customers’ demands for improved human interaction: Predictive dashboards enhance customer experience by adding humanlike intelligence to automated processes.


Click here to uncover four CRM dashboards every sales manager should have.


Further, when opting for a CRM software, always look for an easily customisable dashboard feature that can be configured to your business needs and preferences. Additionally, it should provide real-time reports and insights into all your sales prospects and pipeline ensuring that your sales and marketing teams do not miss any opportunities.

Customer experience is one of the most pivotal factors that draws the thin line between companies that grow and companies that fall behind. This is the reason it is imperative for every company to prioritise customer experience. A CRM tool can help to leverage customer intelligence data to help you know your customers well.

CRM is all about assembling and centralising customer data, all on a unified hub. Businesses can evaluate and analyse this data to fuel sales growth and improve customer loyalty whilst forecasting sales behaviours.

CRM solutions often come with the provision of a highly secure and safe data storage environment. Thanks to the current breed of CRM software companies that have stringent data security protocols and policies in place to safeguard your data.

On-Premise and Cloud: 2 Flavours of CRM

CRM solutions come in two prominent flavours/models. There is the traditional on-premise CRM, which is mainly used in large enterprises with more sophisticated IT departments, whereas hosted or cloud CRM solution is popular among small and mid-sized companies. Both these models have their own share of advantages and disadvantages and both are worth considering. Let’s have a detailed view:

When you opt for on-premise CRM solution, you have to bear the cost of software as well as hardware needed for setting up the system. Whereas in hosted or cloud CRM solution, it is purchased as a service with regular fee attached to it. Here, the installation and maintenance is taken care by the CRM software company.

Often, small enterprises tend to go for a fixed monthly cost with no additional cost for maintenance, whereas large enterprises have their own capability to bear the maintenance cost of a CRM system. However, both the CRM models have to be evaluated separately depending on your organisation’s needs, preferences and budget.

To pick the perfect CRM model, it is important to identify and figure out all the features that you will be needing in your CRM system. Ensure the availability of features that you intend to have in your system and will these features adapt to your business environment.


Click here to learn about six key CRM usability features.


In addition, jot down the list of tasks you want the CRM solution to perform for your marketing team, sales crew, etc. Make sure that the solution doesn’t offer you features which aren’t important to your business. One should also think from usability point of view, because it all boils down to the end-users, who will be using the system inside out.

Last but not the least, ensure that the CRM system you choose is compatible with other business process solutions. It ought to support seamless integration with other enterprise solutions for optimum efficiency and adoption across the organisation. Simply put, CRM software ought to be flexible enough to support seamless integration with third party apps.

Whether you choose on-premise or cloud CRM solution, make sure that it meets your expectations and requirements.

Last but not the least, the best CRM for small business provides a bird’s eye view of the entire customer lifecycle right from reach to advocacy thus becoming a great companion for sales and marketing people in a company.

If you are looking for the best CRM software for your small or mid-sized business, then your search ends here. Sage Software Solutions (P) Ltd. has been developing, designing and implementing CRM solutions for a range of businesses for over three decades. You can SMS SAGE to 56767 or drop us a mail at sales@sagesoftware.co.in for free demo and consultation.

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