More than ever businesses depend on the sales department to build maintain and recruit new customers. Using a web based CRM or Customer Relationship Management system allows sales people to use the power and convenience of the Internet. Some programs will require you to download software to utilize the web based CRM. Others simply run off a web based CRM program.
What is a web based CRM program?
Web based CRM programs help manage contacts, leads, and existing accounts online. These contacts can be managed but using email, calendars, and sorting functions that are available with most web based CRM systems. Sharing information with other sales people, your sales manager or even the president of the company is a breeze using a web based CRM program. Every sales person has to submit reports right? By using a web based CRM program, sales representatives can do that over the Internet.
How the web based CRM program works.
It's not enough to build just a local client base anymore. By using a web based CRM program it's possible to land and support customers all over the world. Correspondence through email is a snap. Keeping track of overseas sales leads, opportunities and appointments is critical for making travel plans. Your web based CRM program can help with all of these. When you get to those far off sales appointments accessing any necessary client information will be quick and easy if you use a web based CRM program. What if you forget to print out a needed sales projection report? Not to worry, with a web based CRM program, all you have to do is log in to your account and retrieve the needed report.
Finding a web based CRM.
How do you know what web based CRM is right for you? What do you look for? Functionality, and ease of use are a couple things to look at when considering what web based CRM to use. Not only is the web based CRM program important but so is the company behind the web based CRM. Is it a solid company with a proven track record for supplying not only an outstanding web based CRM program but superior customer service as well. Will you or your sales team need training for a new web based CRM program or can you find one that will work with some of the software you already have? Ideally, the web based CRM program that you pick for you and your sales team will have all these things and still be affordable.
Prophet from Avidian.
The Avidian Company has developed such a web based CRM program called Prophet. The Prophet web based CRM program is fully integrated to work with your existing Microsoft Outlook program. You do need to purchase software for the Prophet web based CRM program but it is very affordable and comes in three different levels of use. The Prophet web based CRM program comes complete with an installation guide. You can even check out a demo of this web based CRM program by visiting the Avidian Company website at Avidian.com.
About Prophet.
What exactly does the Prophet web based CRM program include? The Prophet web based CRM program comes with a contact manager. Access details for clients with the click of a mouse. Web based CRM systems like Prophet allow users to keep meeting and contact notes and send group emails. The Prophet web based CRM program opportunity manager also allows for automated follow up with clients and sales assistants.
The Prophet Program.
The Prophet web based CRM program has an opportunity manager to work hand in hand with the contact manager. With this web based CRM opportunity manager you can create sales opportunities from any email or contact. Review your sales status, closing dates and revenue of all your clients within the opportunity manager. Like the web based CRM contact manager, the Prophet web based CRM opportunity manager has tracking capabilities to track notes, emails and allow for easy follow up for sales opportunities.
With the Prophet web based CRM program you can easily see your daily sales activities. Organize your daily appointments and see what opportunities for follow up are available. This web based CRM program provides online tutorials and help files so getting you up and running with the Prophet web based CRM program is quick and easy.
The Prophet web based CRM program has a built in report wizard. Create and maintain sales summaries, forecast amounts and design reports specific to your company. Because Prophet is a web based CRM program you can save your reports as PDF, word, excel or aspx file types making them easy to share with anyone. Non-web based CRM programs don't allow you to do that. These are just some of the features available with the first version of the Prophet web based CRM program called Prophet Standard.
Prophet Professional and Enterprise.
Additional features are available with the Professional version of the Prophet web based CRM program. Features such as shared data through a central server, centralized team reporting and automated sales assist follow-ups are great to have with a web based CRM program. The most complete level of the Prophet web based CRM program is called Enterprise. Take all the features of the Standard web based CRM program plus the Professional web based CRM program and ad automated workflow activities and advanced user permissions for the centralized server and you have the most complete web based CRM available. All from the Avidian company at Avidian.com.
About the Avidian Company.
The Avidian Company isn't just another software company pedaling their web based CRM program to turn a quick buck. They have over 6000 satisfied clients currently using the Prophet web based CRM software. Clients such as Sony, Smith Barney, GE and AT&T top the list of clients that is available on the Avidian Company website. The Prophet web based CRM program received a 4 star rating from a leading computer magazine as well as the Avidian Company as a whole as the winner of the Seattle Mayor's small business award.
Looking for an advanced web based CRM program? Check out Avidian.com for the Prophet program from Avidian. You will find what you are looking for.
Web Based Crm Solution
Securing Your Databank
Your databank houses information entrusted to you by your online customers. They have parted with more than just their phone numbers. They've given you their SS and credit card numbers, confident that these wouldn't be compromised and used by online crooks. Safeguard their information and your company details with web based CRM solutions.
Customers now know which online sites to trust. These sites show government digital certificates like Thawte or VeriSign confirming the sites' legitimacy, or the gold key or lock that informs customers that their information is scrambled or encrypted the moment it leaves their browser to zip to the intended site.
Web based CRM solutions also provide the necessary firewalls to protect the databank from malicious adware, spyware, and other external electronic mischief. These web-based solutions strengthen security with layered systems that can spot attacks which otherwise would go undetected.
When deciding on a CRM system, ensure that you are getting the best protection for the information you share with your customers and other businesses. Ask the service provider for other mitigating systems in case your security has been breached.
When the Unthinkable Happens
When your data security has been violated, report the incident immediately to the service provider and to the proper authorities. Check out which of the information was violated and freeze access to that segment of information.
The best thing you can do for your customers is to report the incident to them so they can immediately inform their credit card companies or their banks. Time is essential in this kind of theft before the crooks withdraw all the money from bank accounts and run up credit card purchases in the thousands of dollars.
Bear in mind the unwanted possibilities when you are getting web based CRM solutions to manage your accounts and other business information. Service providers or the sellers of CRS software can have your system customized to respond to your needs. But make sure that your personnel handling the system should undergo training before handling the system.
Customized Solutions
Different businesses require different information. Restaurants will need a system that can help them decide menus after studying the changes in customers' tastes and buying trends; another will want tools that can link the customers' information immediately to the company information they want. Some would require online chat features.
When considering CRM solutions for your business, assess its needs. Consider the type of business, the information needed to facilitate business transactions, and the tools you want integrated to improve online customer service. Consider the web based CRM solutions for the protection and management of your suite of information.
If you have heard that some systems did not work for others, this could be traced to several reasons like an unsuitable system, staff untrained to handle the new system, or management failing to use the information for their long-term goals. When getting web based solutions and applications, be ready to work. You still need to work out strategies to get customer loyalty and manage information sharing professionally.
Both Jose Vanegas & Nahshon Wingard are contributors for EditorialToday. The above articles have been edited for relevancy and timeliness. All write-ups, reviews, tips and guides published by EditorialToday.com and its partners or affiliates are for informational purposes only. They should not be used for any legal or any other type of advice. We do not endorse any author, contributor, writer or article posted by our team.
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