Introducing the benefits and working process of free crm software

CRM is considered as one of the magic tools to help businesses improve access to and manage customer information effectively, thereby maximizing the organization's profits. However, to be able to promote the effectiveness of this software, not all businesses are successful, and there are also many businesses that have suffered heavy failures in the process of using this tool. If you still don't understand what CRM is as well as the benefits and functions of free crm software, let's immediately see the article below.

Overview of CRM for beginners

CRM, or customer relationship management, is a business strategy designed to reduce costs and increase profits by reinforcing customer satisfaction and loyalty. It also helps businesses manage and seize opportunities and especially opportunities that will form in the future.

1. Some examples of advantages when applying CRM

CRM helps businesses keep customer information like birthdays, special occasions of customers so you can build close relationships.

You have many potential customers, only a small number of which will become your customers. With the other group, you still have the opportunity to convert them into future customers. Save them in your CRM and stay in touch with them.

With opportunities to arise in the future, CRM is the tool to help you store and remind you when the time comes.

If you are a manager, CRM is an overview of Marketing, Sales, Customer Care and Sales. You can track it by date or by fiscal year.

2. Main functions of free crm software

Lead: Understood as Potential. It helps you manage Leads so you can find opportunities and convert them into customers. Some software pairs it with the Client function.

Customer (Some software calls this component Contact, Organization (for B2B businesses), Account…): This is a function that helps you store and manage customer information of your business.

Potentials (Some software call this component Opportunity): The function that helps you manage the opportunities of each customer. Each opportunity includes the source of the opportunity; period (sales period) and all its history. When you first use CRM, you will find many previously overlooked opportunities.

Task management: Function will be your helper to work smarter. When you have a large number of customers, you will not remember all the work to do, CRM will remind you.

In addition, CRM has many other functions depending on the characteristics of each type of business such as: invoice management, supplier management (manufacturing); Deal; Document Management; Interactive channels like email and phone…

The real benefits of free crm software for businesses

1. Increase work efficiency

A good CRM business management software will help replace outdated, manual business processes. The CRM toolkit includes marketing automation, management, and measurement functions. Businesses can completely interact with thousands of customers easily with only 1-2 employees.

2. Track work progress

The deadline for completing the work is very important. By entering information such as appointments, meeting schedules, important tasks. Free crm software takes the guesswork out of project completion. It will remind you to make specific calls or transactions. Your customers will be taken care of more closely.

3. Increase the ability to organize

Do you have hundreds or even thousands of customers? The organization and management will be very difficult, messy and time consuming. CRM was born to help you change this. By understanding the essence of what CRM software is, it will be easier to manage customer information. You just need to enter information into the software and track customer information with just 1 click.

4. More opportunities

Sales opportunities will come to you more when you have the most general view. A customer you can have many purchases. This depends on how satisfied they are. CRM will somewhat assist you in that. You will cut a lot of advertising costs to find new customers.

5. Improve Social Media

CRM has the ability to integrate with social media networks like Facebook, Linkedin, Twitter and Pinterest. This helps to improve the visibility of the business. In addition, it is also capable of accurately tracking social media campaigns.

An undeniable fact: CRM is the management trend in the coming years. By understanding and understanding the benefits of CRM software, you will save billions of dong for your company, reducing the worry of "abandoning" old customers.

Free crm software working process

Talking about the operation of free crm software, there are 5 main points that form a closed circle and when we start, we can start from any point (Note that customer-centered ).

1. Sales

This can be considered as a main task of CRM, in sales operations, there are activities around such as: Transaction, mailing label, email, quotation, appointment schedule, contract, shipment, collection ...

2. Marketing

When a customer buys our products, that means there is a transaction, the next step is to set up Marketing plans to entice customers to buy more products of our company. What is crm

3. Service

When customers buy products from the company, the next job is to provide the best services for customers such as: giving gifts on the occasion of the company's establishment, February 14, March 8, 20/11 ... the purpose is to collect attract customers to come back to buy from the company for the next time.

4. Analysis

When we create a list of target customers or customers who have purchased products from our company (Customers have made any transactions) The analysis will be considered as a key element for Sales tasks. , marketing, service followed by analysis by age, region, which products sell best, and when. generally analyze whatever the NV using the free crm software wants.

5. Collaborative

Provide customer relationship capabilities (phone, email, fax, web, sms, post, in person). CRM helps businesses interact with customers through all channels (direct contact, mail, fax, phone, web, e-mail) and supports the coordination between teams of employees with customer channels. row. Collaborative CRM is a solution that ties people, processes, and data together so businesses can better serve and keep their customers.

In these 5 steps we start from whichever step we want. To use CRM successfully, we must build a good external process and when applied to CRM, the probability of success will be very high. For CRM success it all depends on the leadership at each company.

Free crm software for small and medium businesses

1. Hubspot – Free

One of Hubspot's products. Hubspot has all the basic functions to meet the needs of small and medium businesses. Moreover, Hubspot CRM has an api that gives you more powerful integration. The product is completely free. You just need to register for an account at Hubspot to use it.

2. Sheet CRM – free crm software

This is a simple CRM suitable for individuals or small groups. Sheet CRM is a tool on Google Sheet. It will be completely free and you will not be dependent on anyone. If you know how to program Google Scripts, you can further develop to meet your needs.

How to install:

Sheet CRM runs on Google Sheet, click here to copy the Google Sheet file.

Open the Sheet CRM file you just copied to your Google Drive.

Click Custom Menu for instructions.

3. Vtiger – Free

Vtiger is a free and open source software. You can download the source code of the software and install it on the server to use. If you don't have an operator, you can use Vtiger's services.

4. AirTable Personal free crm software

If you love Microsoft Excel then AirTable Personal CRM is a great choice. A tool similar to excel but running on the web. AirTable Personal CRM is just a sample of AirTable. See Demo below.

How to register:

Step 1: Sign up for an AirTable account.

Step 2: Access the link AirTable Personal CRM to use the template. Click the Use Template button to copy the template to your AirTable account.

There are many tools to help you build relationships with customers. Please share your tool by leaving a comment below. Hope you choose the right tool.