Four automation to enhance your SuiteCRM Software

By August 26, 2020 January 2nd, 2021 CRM Essentials

You have just launched or in the second year of business, you won’t succeed without reputable clients and brand power. Delivering 100% resolution that exceeds customer expectations is essential for any business. Customers are intelligent and they might always be right, but as Steve Jobs is well-known for saying, customers don’t know what they want until they see it.

This is where SuiteCRM software comes in, and how you manage relationships with your customers makes all the difference. SuiteCRM software is a business suit designed to handle and take care of all your sales, productivity and business-related processes. SuiteCRM is not just your average address book, but past, present and future of your business growth. SuiteCRM users can rapidly ease out from their manual entry processes of maintaining a customer’s list, updating records, follow-up reminders and so on, and focus on major tasks

Use this Four automation to boost your SuiteCRM experience:

The important aspect of any SuiteCRM software for businesses of all sizes is Lead management. It becomes a nightmare for every organization to manually update and store leads coming in from different sources, add their leads requirement, follow-up reminders etc. Manual entry jobs will just chew your super productive time and will have no or little time left for your actual productive tasks that matter.

As the leads progress through varied stages of workflow, the SuiteCRM ought to mechanically change the stages and statues and trigger email messages outlined at various stages. This includes endlessly adjusting lead score supported purchase history, promoting marketing messages and actions.

  • Forecasting and Analytics Automation:

SuiteCRM Software systems are proficient in generating precise reports and insights through with the help of data mining. This insight will include sales pipeline, opportunities missed, statistics on customer service performance and even assist with product development ideas.

The ability of the SuiteCRM software to provide unerring analysis and reports make them a loyal companion for every sales & marketing manager. Moreover, the latest SuiteCRM software allows its user to customize the dashboard as per his/her convenience, making it easier to use while saving crucial time.

  • Client Service Automation:

The most primary function of SuiteCRM is to provide a service, after which no customer would want to leave by your side. SuiteCRM automation for customer service can include brand tracking, social automation, etc. where you can directly provide a solution to customer queries or complaints.

Moreover, you can schedule follow up emails, notification, update and end of subscription reminders, which the software can automatically send emails and messages as and when the conditions are triggered.

  • Get in Sync:

Keep data up to date by implementing sync options in the SuiteCRM. This will help the users to save the data from any device and resume where they left from any device. It so happens when the users use SuiteCRM from multiple devices and forget to save or get the real-time sync of the data to be shown on another device. This automation is a hot cake for all the SuiteCRM users.

  • Track customer behaviour throughout the sales cycle:

Set the sales stages as per your business and track the behaviour throughout the sales cycle to ensure and follow-up with the leads accordingly. The general sales stage has at least 7 stages: First interaction, Needs analysis, Prospect, Qualification, Negotiation/Review, Closed Won and Closed Lost. 

Tracking the leads according to the sales stages will give you the metrics to make a strategic decision and close the sale.

Nasir Opensource CRM

Nasir Opensource CRM

CRM expert with 15+ years of industry exp in Open source CRM Software