If you search the internet for CRM, you will find well
over 10 million results. This is because CRM, or customer
relationship management, is often regarded to be just as
important to a business as the people running the business itself.
In today's world, there are little to no untapped markets anymore, all
industries have become competitive, and the businesses that
flourish are the ones that are able to effectively develop relationships
with potential customers, while maintaining and growing the relationships
they have with existing customers.
With Perfect CRM, we take a fresh and
effective approach to systemizing your business and its relationships:
It
may seem ironic, but the most effective way to help a business start with a
new CRMSoftware solution is to start by planning
out the areas that will usually be used last - the reporting. By planning
out what reports your business needs now as well as in the future, we'll
configure the areas that are reported on in a manner that there will never
be a report you cannot make in the future. The next step we take we have
internally named "noise reduction", this is where we take every measure
possible to limit your CRMSoftware interface to only what you need while eliminated unneeded mouse clicks. The
goal is for each one of your team members to look forward to logging in
everyday to aesthetically attractive software that reflects the way they
need to work each day to produce the results expected of them, regardless of
their position.The final step is making it yours; we import all data from
previous systems and provide private online training designed specifically
for your staff. We do accept requests to provide the training onsite for an
additional fee, but the other than that the rest is all included with the
low monthly licensing options.
Our mentality is that no voice is louder than our customer's, the more
they love Perfect CRM Software, the more we can
continue to invest in providing amazing customer service instead of
expensive "no actually we're the leading CRM" marketing
campaigns! We look forward to working for you.
Perfect CRM offers both web-based CRM and Offline CRM Software for NO additional charge:
We couldn't believe our ears when we were told by several CRM
Solution providers that we would need to pay extra to support our
field reps with an offline version. How ridiculous? Either you pay extra to
provide your field reps with mobile internet solutions so they can connect
to the internet from anywhere, or you pay extra for the offline licenses
that allow the field reps to use the CRM without the
internet and sync up upon returning their desk or home office. In a time
where businesses are forced to examine all channels for developing new
business, why would the CRM providers that claim to
understand our needs punish us for wanting to support our field reps that
desperately need a smart way to manage appointments and information about
their contacts in order to prepared for each meeting? Naturally we
decided that in providing an offline version of Perfect CRM we would absorb the costs of maintaining this feature rather than try to
pass it on to our customers.
PerfectCRM - Because CRM is something everyone has to enjoy logging into...
PerfectCRM and the Sales Professionals:
Manage
your schedule from anywhere, and setup SMS or email reminders for
appointments or calls that can be sent to remind yourself, co-workers
you are collaborating with for this appointment, as well as the prospect
or customer to minimize rescheduling.
Build your schedule with both activities you schedule manually, as
well as activities that are automatically scheduled based on your
preferred lead follow up methodology.
Use traditional opportunity or sales stages, or create your own
based on your unique methodology.
Streamline proposal creation with intelligent templates that merge
in customer information, products and/or services details related to the
proposal, as well as custom sections based on the variables that make
one proposal different from the next.
Email proposals as attachments within Perfect CRM and know when the email is opened, and how many
times it is opened to gauge when to perform your next follow up.
If applicable, territory management is made simple with Perfect CRM. Lead and opportunity assignment can be automated
based on territories, and reassigning territories during holidays or
extended absences can be done with a few clicks.
Use outlook email integration to consolidate all records of
communication with a lead or account within Perfect CRM and know the whole story before you take your next action.
Minimize redundant data entry with Perfect CRM template entry system that can populate all redundant fields with one
click.
Sales professionals can easily view their pipeline at glance with
attractive 3D reporting that both they and management will appreciate.
Daily activity logs are automatically created as actions are
performed, phone calls are made, and letters or emails are sent.
View activity logs for inside sales reps, field reps, and call
center reps all on one dashboard!
Perfect CRM and the Marketing Professionals:
Easily build and manage marketing campaigns that automatically
connect to lead records, opportunities, and sales.
If ad copy, scripts, videos, or other attachments are related to the
campaigns, store them right within the campaign to allow for
collaboration during campaign development, as well as easy reference
when reviewing past campaigns.
Bridge the gap between the marketing and sales team with alerts that
notify you when leads or opportunities are entered without a campaign
source to ensure the sales team is properly crediting the campaign
related to the incoming phone call they just received.
Easily create landing pages on the fly which automatically insert
web lead records into Perfect CRM paired with the
relevant campaign. This will not only turn your website into a lead
generation machine, but it will also automatically populate the reports
that will speak volumes about both what search terms are generating the
most traffic, and also what your website visitor's navigation trends are
within your website.
Be alerted anytime a new lead is generated by the website by email
or SMS, and either assign it manually to a sales rep for follow up, or
create automated assignment rules which assign leads on a rotational
basis, or based on any rules you create.
Enjoy a reporting engine that allows you to make the dashboards you
need to convey what is working and what isn't on several different
levels. You can analyze campaigns by individual efforts like March's
mail-out, or by type such as reviewing what overall is working more -
online marketing, telemarketing, direct mail, tradeshows and so on.
Further, breakdown the results by both the total amount of leads
generated, and more importantly - the value of won opportunities related
to an individual campaign or campaign type.
Create and automate all your lead nurturing correspondence using the auto-email feature which allows you to develop strategic target
groups of leads, and stagger the distribution of targeted materials to
build interest on a weekly basis or any other frequency of time.
Assign a lead for a timely follow up by sales when the lead opens 2
or more emails consecutively.
Analyze open rates based on your email subjects, sending address,
and also know what links in your emails generate the most click-through,
all without using another program.
Create folders of templates for letters, emails,
and other media and make them available to other departments to ensure
quality communication is company-wide.
Manage your company newsletter and analyze its performance.
Perfect CRM and the Customer Service Managers:
Use the global search to quickly reference customers calling in by
their phone number, contact name, business name, account number, or case
number.
Easily create and manage a knowledge base to ensure all questions
are answered with the company’s preferred response.
With a few clicks cases can be reassigned or escalated to allow for
multiple team members to collaborate in resolving complex challenges.
Create automated assignment rules based on cases being logged for
particular products or services, or from specific channels such as from
your website.
Setup automated updates to your customers when a case or trouble
ticket status changes to keep them informed.
Setup automated “we are still looking into it†messages to your
customers for when a case is open longer than your average duration.
Have customers receive a QA survey anytime a case is closed to
ensure they agree that the challenge was resolved.
Create easy to follow instructional templates to send to customers
and minimize time spent by service reps issuing repetitive instructions
when they could be helping the next customer.
Reports are automatically populated with performance data about each
rep’s average calls managed per day, call duration, and customer
satisfaction based on responses from case completion surveys.
Use reports to identify areas where customer service can be improved
to strengthen customer satisfaction and foster more frequent referral
generation.
If applicable, setup easy to view service agreement profiles for
each customer in order to ensure service is not provided to customers
that currently do not have an active service plan and the appropriate
level of service is extended to customers if multiple options are
available.
Allow customers to log challenges or support requests from your
website as well as view solutions to minimize unnecessary calls as well
as provide afterhours support.
PerfectCRM and the Partner/Channel Managers:
Streamline referral communication by setting up Partner landing
pages example: www.yourwebsite.com/partner_name where partners may enter
in the referrals’ information and Perfect CRM will automatically create
the record and pair it with the associated partner.
Setup automated emails to partners to acknowledge anytime a new lead
or opportunity is entered with that partner as the source.
Issue limited access partner logins to Perfect CRM for your partners to view the current status of all their referred
opportunities. Not only will this allow them to collaborate with your
sales force when needed, but they will also appreciate the transparency
of real-time information and will likely choose to refer more business
to your company versus their other partners who do not provide this to
them.
If applicable, create a compensation dashboard that also allows
partners to login and forecast revenue sharing based on referred
business set to close that quarter.
View attractive reporting that displays current lead generation, as
well as revenue generation per partner.
Combine partner reports with campaign analysis to identify what
styles of campaigns yield the best results with each partner referred
business.
Easily create a monthly newsletter for distribution to partners to
update them on new product or service information, provide updates on
current pricing specials, share best practices, and maintain consistent
communication.
Perfect CRM and the Human Resources
Professionals:
Perfect CRM’s candidate management module will help
you to organize all candidates based on the job they are applying for,
their applicant score, what stage of the application process they are
in, and more.
Perfect CRM will transform the company website’s job
opportunities page into an online job application, where all the
information they submit – including their attached resume – will be
automatically entered as a new candidate record. You will never have to
use email folders to manage candidates, search for a resume, or file a
faxed resume again!
Schedule interviews with one or multiple decision makers by checking
off their name in the interview request screen, and be alerted in real
time when interviews are confirmed internally.
Use the auto-alerts to remind all parties the day of an interview.
Develop your own candidate scoring system for each position, and
sort candidates by their score in case of needs for immediate
placements.
Setup scheduling rules for Perfect CRM to automatically schedule all future performance review dates.
Attach signed employee contracts to employee profiles for easy
reference.
Log sick days and vacation requests with a few clicks and prevent
employees from exceeding allotted time off.
Perfect CRM and the Project Managers:
Perfect CRM is equipped to handle the needs of the
complex project management such as agile software development as well as
simpler projects for order fulfillment.
Create and customize the workflows, stages, and departments
involved with a project, and automate the project
assignment based on what stage each project is in.
Track time spent on each work order or task related to each product
in order to easily see a total of time spent on each project, whether
for billing purposes or simply optimizing internal processes in order to
develop a greater profit to cost per/project ratio.
Create project templates for recurring project types.
If applicable, issue limited access logins to Perfect CRM to allow external stakeholders the opportunity to collaborate when
necessary and prevent unnecessary increases to the project scope.
Setup easy to view reports to identify projects which may need
attention to prevent falling behind schedule.
Setup redundancy rules for task assignment when key team members are
unavailable to work on a project.
Perfect CRM and
the Directors:
The success of a CRMsolution is based on how well it is rolled out to your departments, Perfect CRM was designed with this in mind and we take pride in
providing successful roll outs at a fraction of the time and cost in
comparison to other popular vendors.
Perfect CRM allows you to focus on vision and
strategy for your company versus being inundated with tasks related to
ensuring productivity is up to standard in each department.
Enjoy the peace of mind knowing that all key members will not only
adopt this system, but will continue to enjoy using it for years without
the possibility of outgrowing its endless capabilities. Make this the
last time you have an interdepartmental meeting about what Business softwaresystem to manage your business with.
Instead of having to review reports provided by your management team
that are from several different systems, or worse – manually composed,
you can now view reports provided from one system where accuracy is a
guarantee instead of a hope.
If you
are already using a CRM system this will probably sound familiar, if you
haven’t used one before please consider this
When we made the decision to release Perfect CRM, it
was based off the desire to resolve the main pain points that all
companies using a hosted CRM solution or "web CRM" were experiencing, including ourselves:
The most important users aren't actually using it: Even though the on-demand CRM solutions
purchased were deployed with the company's sales force in mind, all too
often it is the sales professionals who rarely or never use the CRMSolution.
Reasoning ranges from it being too time consuming to use, too difficult to
use, or lacking a few small but significant features which become large
annoyances when you consider CRM is something a sales
professional is usually logged into 75% of their working hours.
The result:
a wasted investment and unneeded friction between management who
is unhappy about the empty pipeline dashboards, and a sales department
who no longer believes in management's ability to recognize what tools
are needed on the front lines.
"It's very customizable, but it can't do that": All too often the out of box features are not enough to satisfy
the specific needs of the other departments intended to use CRM solution and the measures needed to have the system reflect the
uniqueness of how each department operates either require a large
investment with a 3rd party professional services group, or the vendor
claims to have a future release of the CRM solution that will offer the missing features (this as you may know is software
terms for "don't expect this anytime soon").
The Result:
The marketing staff will request the purchase of a
marketing-specific system to properly manage their campaigns, requiring
further investment and an expensive magic trick that will eventually be
needed to make the marketing system integrate with the CRM used by the sales department. The customer service staff will request
the same, or worse, not request anything and compromise your customers'
service experience as they try to make it work for their needs. Lastly,
you'd better hope you never have a need for any project management or
proposal streamlining, we won't even go there.
Too little, way too late: This pain point is the worst, and was enough to push us over the
edge in discontinuing our relationship with the supposed "leader in software-as-a-service."Imagine taking the time to plan out a
complex deployment to several different groups of staff, already running at
full capacity. Imagine paying a software trainer $1000's of dollars to train
your staff who are also being paid to attend these workshops while falling
behind in daily work. Imagine your management team spending more time trying
to figure out how to get the stats they are looking for instead of actually
analyzing and developing strategies based on the stats. Now imagine at the
end of all this, you learn that your leading CRM's
reporting engine "currently is not able" to provide reports that collect
data from several different areas of the program which happen to be the
reports you need to run your business. We learned the hard way that although
a vendor will offer you CRM designed to work with your
business regardless of how unique it is; expecting it to have unique
reporting capability was our mistake.
The result:
You are placed in a position where you either give up entirely on
the vision of having this system that will help your business, or, you look
for a CRM Vendor that has experienced exactly the same
situation, look no further!
What is CRM:
Customer relationship management (CRM) means managing relationships between you, your prospects, and your customers. CRM is a combination of technology, business methodology, people and efficiency to meet the end goal of capturing new customers and increasing existing customer loyalty. It's a complete business management system to help you learn more about your customers and provide valuable information regarding sales and marketing to ensure that every decision is an accurate one. Businesses that use a CRMsoftware solutions are much more in tune with their customers and are better equipped to increase profits and reduce costs.
A successful CRM like PerfectMIND focuses on helping businesses in any industry improve sales and marketing, but also their customer service and satisfaction. CRM BusinessApplications and On DemandCRM are easily setup and can be quickly customized to match the needs for businesses in any industry, with any business model. For successful CRM results, trust PerfectMIND.
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