What is Customer Relationship Management Software? 

You’ve probably heard the term “CRM” if you are a business owner or sales manager. But what does it really mean? C-R-M stands for Customer Relationship Management. At its simplest, a CRM system allows businesses to manage business relationships and the data and information associated with them. With CRM, you can store customer and prospect contact information, accounts, leads and sales opportunities in one central location, ideally in the cloud so the information is accessible by many, in real time.

What do we provide small businesses reviewing or using CRM Software? 

We provide guidance and expertise on how to select and use CRM to it’s fullest. In most cases, CRM service is not about deployment rather it’s about business processes and how to be use the tool to develop and foster relationships. Over  the years, we have studied the market and used many tools. Suffice it to say, we developed strategic partners with many of the leading vendors in the market today and have truly grown to appreciate the capabilities of CRM and evangelize this segment of technology.

We believe it goes without saying that you need tools in place (Both CRM and Marketing Automation) which help build your funnel but also respond to the metrics of the buyer in order to realize when it’s time to send information and when to take various actions. Customer Relationship Management is paramount in that effort.

Our Software Partners in CRM: 

As with our consistent belief that not one size fits all, we are continually evaluating technologies which can help organizations grow their business. In recent years, we have grown to appreciate many CRM software tools which seem to provide value to address many needs for the constituents we serve. Here are a few that we have selected in the for profit CRM community below: Nimble CRM, Pipeliner CRM, and LeadSmart CRM.  

Nimble CRM: 

We believe that a true social selling software such as Nimble CRM is paramount for any size organization today. Nimble gives you everything you need to organize your contacts, build relationships, find opportunities, and reach your goals. You may automatically combine contacts, social media connections, communications, inboxes, and calendar appointments with over 160 apps and CRMs into one unified relationship manager. We have partnered Nimble CRM to help small to mid size business benefit from social intelligence and develop better relationships with their future and current customer advocates.  

Nimble CRM Dallas Fort Worth

 

If you are interested in learning more about the value of Nimble CRM, you may find value in setting up a free trial below: 

 

SmartThoughts is a Nimble CRM Business partner in the Dallas Fort Worth area!

Pipeliner CRM: 

Many CRM players such as Pipeliner CRM go beyond Social CRM to provide greater functionalityPipeliner has revolutionized CRM with our unique visual interface, no-code workflow automation engine, and instant, dynamic insights and reporting. There is few CRM options that provides both salespeople and sales management with so many ways of displaying and analyzing sales data while also delivering intelligent, system-generated insights. Pipeliner is a unique option.

 

Pipeliner for DFW Small Mid Size Companies

LeadSmart CRM: 

LeadSmart is a purpose-built technology solution on the Salesforce.com platform. Unlike generic, one-size-fits-all software, LeadSmart is a puzzle piece that is custom-fit into your business. The foundation of the software is their CRM platform, LeadSmart Plus™, but it is topped with customized features and modules to ensure that each company has the tools and data that is necessary for their specific partner industry needs.

 

Whether it’s a vertical or horizontal CRM software platform, we are well positioned and experienced to help your find the software tool your organization requires to succeed. Contact us today to help you dig into the details you need to make a smarter software decision.

Until then, keep SmartThoughts in mind.

CRM Software for Commercial Real Estate
CRM Software for Small Business in Fort Worth