Customers Posts

10+ CRM Use Cases Beyond Sales Management

10+ CRM Use Cases

A good Customer Relationship Management (CRM) tool should be able to serve many parts of the business, allowing every department in your company to maximize efficiency. When you have different teams working in different tools, a lot of stuff falls through the cracks and fails to translate from one system to the next.

Let’s start by defining what it is we’re talking about: 

CRM is a collective term for all the structures your company uses to guide interactions and relationships with customers.

It includes not only guidelines for how direct interactions take place, but also systems for organizing and tracking all the relevant information. This includes meetings, proposals, sales conversions and more.

A CRM system pulls together lots of data to show your business how well (or poorly) the relationships with customers are being handled and how that’s affecting you.

For the purposes of this article, when we refer to CRM we will be referring to a CRM system, rather than the broader definition.

The main purpose of using a CRM is to automate certain aspects of sales for speed, efficiency and accuracy. This is the use case that most people are familiar with.

In this blog we are wandering off the beaten path though and will detail some more unusual ways to use a good CRM, from sales management to strategic marketing and competitor tracking. We will also look at how using a CRM effectively can drive up your profitability. So strap in, get set and let’s see if we can teach you anything. (more…)

How Calldrip Uses the Pipedrive and Help Scout Integration

About Calldrip:

Calldrip is a company that allows you to connect with leads while they are still on your site. Once you connect any page, whether it be a social media, landing page, or your homepage, Calldrip will forward the leads to your cell phone, giving you the lead’s name and source. They have locations in both the U.S. and the U.K. and work with many different sectors, including retail, healthcare, finance and technology.

Introduction

Up to 71% of the leads your company generates could be wasted. Calldrip’s mission is to increase awareness and ensure that all leads are contacted within seconds of the initial inquiry — all that you have to do is answer the phone and Calldrip takes care of the rest. But how exactly is “the rest” handled?

It’s not an easy feat — which is where Pipedrive’s and Help Scout’s integration comes into play. (more…)