Managing CRM from a Desktop
Whether your goal is lining up one new customer a day or one a month, having a strategy to manage customer leads will save you time and energy. This is the fourth of a four-part series on CRM, customer relations management. Read the first part, “Getting the Most Out of a Lead”, here. Read the second part, “Organize Your Leads for Max Profits”, here. Read the third part, “Benefits of Using Mobile Devices for CRM Systems”, here.
Last week’s blog entry mentioned that 75% of small business managers are doing work from their mobile device, but we all know that a good amount of work is being done from our trusty desktop (or laptop) computer.
When looking for CRM software, it’s important to have access to your data through a desktop or laptop computer. These machines can quickly access data from other sources (for example, your email program, and they are often connected to large monitors that let you view a greater amount of details than what you can see on the small screen of a mobile device. Desktop software in general offers more functionality and options than one made for a mobile device.
Equally important is having information stored in the cloud. When user data is kept in the cloud, it does not need to be manually updated or backed up. There’s also virtually no delay. When you type in new information or upload a photo, it’s instantly viewable and editable by your team.
The Service Proz Solution is accessible through both mobile and traditional computers, and data is kept in the cloud. This is why for many of our users, work crews and managers access their company’s information on their mobile device while the office manager or project coordinator is the one sitting at the powerhouse.
How do you use your desktop to manage your leads? Do you use the cloud? Tell us in the comments section.