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More than half of the world’s population is now online. Yes, you heard it right. Internet has taken us and everyone around us by the storm. The year 2017 experienced was big for IT industry. According to the Global digital reports by We are Social and Hootsuite, about quarter of a billion users came online for the first time in 2017. Internet is changing the way humans lead their everyday lives and there is no doubt that mobile phones are contributing to support this positive change wave. There are around 5.135 billion people using mobile phones and among them 4.021 billion people are online and using internet to enhance their lifestyle. The above numbers are huge and they will keep on increasing year-on-year. Along with the numbers, the technology is also advancing at the same pace. Everything available on desktop is doable from your mobile and mobile apps. Basically, you can perform any function from any corner of the world. Nobody is bound to the desk anymore. And this trend is making a huge dent in the CRM industry too. There are mobile apps available that are capable of performing most of your CRM functionalities. And if you don’t believe us, then here are top 5 ways CRM mobile app is changing the CRM industry.
And CRM mobile app lets you do just that. You can reply to customer queries on the go, provide support whenever asked, and solve cases from anywhere. This also enhances customer satisfaction which builds a solid foundation for long-term customer relationships.
Moreover, they can track the social media activities and create unique content for them.
This way the sales department becomes more productive which makes the overall development of the organization inevitable.
These are just 5 ways a CRM mobile app makes a huge difference in business operation and more importantly the productivity of everyone in the organization. Doesn’t matter which CRM using there are mobile apps for each and every one of them likeTapCRM - SuiteCRM mobile app, Salesforce Mobile App, SugarCRM mobile app, etc. Such apps help all the business owners to facilitate their customers in the best way possible creating a win-win situation for everyone. Customer relationship management is a cyclic process. And like everything else, the process evolves over time. There’s always going to be a new problem to solve and new technology to solve it. Today, a major portion of the sales is based on reviews. Ironically, this form of word of mouth is quickly becoming an important decisive factor. This means you must get it right, every single time. To get positive reviews you must make sure that you don’t miss a single follow up or have a single bad call. If you’re reading this, you are probably a part of this process. And you must be aware of the current predicament. Sales are happening globally, 24x7. That means you need a solution that is accessible, on the go, 24x7. Do you see what I’m getting at? We know that CRM software such as SuiteCRM and SugarCRM have helped you take control, in the troubled seas of today’s market. And they will continue to do so through your Sugar CRM or SuiteCRM mobile app. The CRM solved a major problem in marketing and sales. As the markets became broader with the advent and expansion of the internet, a lot of the old methods and tools did not scale congruously. Having a CRM solved a lot of the problems that arose, with a single solution. The CRM is indeed a great solution for the traditional business model. But in contemporary enterprises, a significant portion of the sales, marketing, and support teams works remotely. These departments need to be mobile. But, in this aspect, the CRM - their primary resource is deficient by design. So, how does a CRM mobile app change the way this works?!
The CRM mobile app presents the data in the form of graphs and charts, which makes it easy to analyze. The pictorial representation helps better understand the different metrics and their comparisons.
It ensures that everyone has a thorough understanding of the facts and figures. And the discussions are about the next step, instead of trying to make sense of the raw data.
There will be occasions when you need to refer to or share documents. You can do that and a lot more with the app. Imagine having to do all this on a computer, every single time a prospect or a customer needs assistance. Cumbersome, isn’t it? Thank the engineers for coming up with this solution. Most features of the SuiteCRM mobile app function offline, which means you don’t have to rely too much on the internet connectivity. You can even search for the record you need from the dashboard itself. Additionally, you get the convenience of a user interface that is easier to navigate along with app exclusive functionality that integrates the smartphone use cases with the SuiteCRM android app.
The shift from CRM to the app doesn’t take much conscious effort or time as the app itself is intuitive. The app uses the necessary modules of your CRM. Meaning, anyone who is familiar with SuiteCRM can pick it up in no time. There are a countless number of products that we use every day. Some of these products are good, some of them are terrible. But there are very few products that excite us. And somewhere deep down our hearts, we crave that excitement. And we experience that excitement when we come across a product that is everything we expected it to be. When the design is sleek and the navigation is smooth. Ownership is pleasurable. Greed is good. So, does it excite you? Because fun, as it may be to think about it, experiencing it, is a different thing altogether. View Source: https://www.appjetty.com/blog/crm-mobile-apps-what-freedom-feels-like For any business to run smoothly, it is important to conduct research and garner information from potential customers, regulars and consumers. Some of this information is collected before introducing products in the market and some after the products are launched. In any of these scenarios, customer feedback stands of major significance.
Surveys are one of the well-accepted methods when it comes to gathering customer feedback. But creating surveys can come with a lot of complications as one has to collect details individually and feed the data in different fields incessantly until the survey results are achieved. And thereafter, even if you get the feedbacks, it is difficult to use the data as it isn’t automatically available in your CRM. To help you get over such hassles, we created Survey Rocket which is the perfect survey solution for Sugar CRM. And the best part about it is, when it is integrated to your CRM, you do not need a third party integration solution to work with your Sugar system. HOW DOES SURVEY ROCKET HELP WITH DATA PIPING? Data piping involves moving the existing information from the CRM to survey. It ensures that one makes the most out of a survey built dedicatedly for SugarCRM. Using Survey rocket, one can pre-fill different survey fields from the existing CRM data. This process is best known as Forward Data Piping. It saves all the time and efforts of the sales executives spent behind filling each module. Now, there are also times when the survey is given to the respondents and they edit or make changes to the pre-filled information. Survey Rocket directly updates and records this information in the CRM database. This is known as backward data piping. It is not possible for all survey forms to be generic and have a ‘one size fits all design’. Survey Rocket can help you to pipe CRM data into specific survey modules or questions. This creates a better personalization experience. WHO ALL CAN BENEFIT OUT OF DATA PIPING? Every industry needs to make sure that they engage in a quality customer satisfaction process. And when it comes to customer centric businesses, there often arises a need to collect information through surveys. Data piping can be very helpful while creating surveys for the industries given below: Banks: Banking surveys should be very easy to create, brand and take care of all the research needs. Using the CRM, banking professionals can also create KYC (know your customers) kind of forms for updating customer data easily. The data gets automatically filled to the respective survey fields by fetching data from the CRM. As these surveys are run regularly and changes have to be tracked each time, data piping feature comes of great help. Be it particular questions related to banking operations or generic ones, all the information can be fetched/updated in your CRM through Survey Rocket. Hospitals: Traditional marketing methods are not working for hospitals anymore. After the term ‘patient-centered healthcare’ has been introduced, there is a dire need to integrate additional customer information so that the demands of patients can be taken care of. Data piping will help you to have more of evaluated information by offering convenience and save a lot of time. Insurance companies: Insurance agents need to adjust to customer needs from time to time. Survey Rocket’s data piping feature helps insurers to gain data in a more comprehensive way and helps them to retain loyal customers by providing substantial results. By fetching customer data from the gained survey results, insurers can make significant enhancements in service and sales, and take care of client expectations as well as priorities. How often you use the data piping feature of Survey Rocket totally depends on the kind of industry you belong to and the type and requirements you have. THINGS TO REMEMBER In order to enable the data piping feature while creating the survey, the CRM admin has to choose particular modules from Leads, Contacts, Accounts and Targets. If there are changes made to the data piping module while creating the survey, all map fields will be reset. A STEP BY STEP INSIGHT Given below is the basic flow of creating surveys using the data piping feature.
Original Post : https://www.appjetty.com/blog/importance-data-piping-creating-surveys |
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Appjetty is a digital software products store specializing in extensions, plugins and apps for host of software platforms like Magento, WordPress, SugarCRM, SuiteCRM, Odoo, Dynamics CRM, etc. Archives
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