Empower Your Business with Lead Management CRM in United Kingdom

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hello and welcome to engage crm uk within this video we're going to walk through the introduction to crm so straight away moving into the all-important question what is crm now there are many different reasons and ways we can explain this but i always like to go to wikipedia and see what these guys have to say so crm stands for customer relationship management and is one of many different approaches that allow a company to manage and analyze its own interactions with its past current and potential customers it uses data analysis about customers history with a company to improve business relationship with its customers it's specifically focusing on customer retention and ultimately driving sales growth one important aspect of the crm approach is the systems of the crm that compile data from a range of different communication channels including your company website telephone system email live chat marketing materials and now more recently social media through the crm approach and the systems used to facilitate it businesses can learn more about their target audience and how to best cater to their needs now that's a very fancy summary of what our crm means but what are the real benefits that we get from a crm system they improve reporting forecasting and sales for organizations they can integrate and centralize with a lot of data sources and bring everything into one place including documents and internal processes you can then add automations and notifications for staff during those processes which ultimately reduces data entry and then ends saves time for your company they are completely online and they are accessible anywhere now moving into engaged crm and what do we use now we use sweet crm and we'll learn more about it now now breaking down into your business areas how can it help in marketing it has a html template generator it has a web form generator that you can put your web forms on websites and bring on to your crm straight away has an email campaign manager for you to send emails to your targets leads and contacts and that has email tracking with views and clicks now moving into more sales side of your business so when you get those all-important leads you can have a lead management section organizations and contacts opportunity and that sales pipeline management quotes that can convert into invoices that can then be converted into contract and managed further and calls meetings and tasks throughout the system linking to those organizations contacts etc keeping all of your history in one the system also syncs with outlook and gmail moving into the delivery so once you've made that sale how can it help with maintaining and helping your customers it has a cases module which allows for a portal an email support ticketing specifically and for your customers to email back and forth with it also has a project management module that allows you to create projects and project tasks now moving into development and one major reason we feel that suite crm is the best it has a basic reporter that you can create unlimited reports and a basic workflow manager that you can create basic automations meaning if a lead comes into the system create call and assign it to a user the basic ones it also has a studio and what studio comes with is allows you to create fields and change layouts and languages inside the system to really make it your own you also have module builder which actually allows you to create additional and completely custom modules and forms for your business and then you can continue with the system and just plug it into other modules we strongly advise you compare it with salesforce hubspot and zoho a number of other crm systems that are available and but we do feel this one is the best for a number of reasons one thing about sweet crm is it's open source and what that means in the long run is that it has a gmu license which actually to us basic folk it means no user license fees so you're not paying per user it can go across all platforms you see the image below so it works on browsers there is also a page for application called quick crm if you need a more more mobile focused system you can group your users and limit them into terms of roles and give them permissions as i spoke about earlier it houses in-house workflow and developer tools for you to completely customize the system for yourself it has a plug so we talk about plugins and connecting it to everything talking about there's all important plugins i'm sure there's a number of logos you can see there that will be relevant to your business and organization if there aren't give us a ring we can talk about plugins we've also created our own and integrated with invoicing systems and more now moving into engage crm and how our support helps so we have online and on on-site support and training as i say we also have video and pdf training available as well we've broken down the training into three areas basic which is really walking around the system creating editing and just seeing against and feel from the system and searching etc then moving into sort of a super user role and seeing users and passwords how the roles and security groups work etc and then the administrator so really looking at the developer tools adding fields and changing layouts and actually building your own modules and any further advanced development needed so that's a very brief overview of engaged crm and a crm system please get in touch we'd love to talk to you thank you