CRM System

24 advantages of CRM

9 min read

1. Take control of your customer data

With webCRM, all of your customer data is gathered in one place online, where you can always access it. Task management, meeting overviews, quotes, overviews, orders, and personal relationships are classic CRM, and our CRM system provides this in a simple, easy-to-grasp manner. You can customize the system according to user level, meaning you see what is relevant to you personally when you log in.

Give your sales team the tools they need to gather information about your customers in one place. This allows them to focus on what they do best: building strong customer relationships.

2. Increase your sales

Perhaps the best-known use of CRM – but how does it really work? With webCRM, you can find out what proportion of the sales work in your team leads to orders. Management and production need this question answered constantly in order to work with sales staff to prioritize the work and improve efficiency.

We are happy to focus on this, and it's clear our customers are as well, because we currently have over 20,000 users around the globe, and 70 per cent of them increase their sales after becoming our customer.

3. Get full insight into tasks and contacts

With webCRM, you'll never again forget to follow up – and neither will any of your colleagues. webCRM gathers all important work tasks on each user's dashboard. It's easy to create new tasks, either for yourself or for others in your team.

All completed tasks/contacts are logged, providing a quick snapshot of the status of each customer. With the help of the activity log, you can make a note, for example, that "the customer accepted the quotation via email" while also linking to the actual email. This offers a quick, simple overview.

4. Analyze data

Your customer database contains valuable information. For example, do the customers who leave you follow a pattern? Which sales staff are best at selling to a particular industry?

You can easily and quickly pull up this and much more in webCRM with reports and charts that you can present at the sales meeting.

5. Segment your customers

A must for increasing sales – not to mention upselling – today! You can use all data in webCRM to segment and categorize your customers for pretty much any purpose.

For example, this could be for an email that you want to send to all customers whom you haven't been in touch with for over a year. When it's time to follow up with the customer, the individual sales representative can see exactly which part of the message the contact clicked on in the email. This makes the conversation with the customer more relevant and targeted.

6. Use charts and dashboards to visualize results

What is the target, and how long do we have left to reach it? Presenting your key performance indicators in a diagram on a big screen increases team motivation.

But it need not be the sales targets that are visualized. Another common approach is to show the overall status of support tasks or other measurable parameters. The end result is a good overview – without endless updates to Excel sheets.

7. Design PDF and email templates with merge fields

In other words, you can combine details such as the recipient's name, great product images, correct prices, and the individual sales representative's signature in your templates. You can, of course, use the material already available in your business system.

Get a uniform, professional look for newsletters, quotes, and other documents that you use in your sales. Design your own email and PDF templates in webCRM to make day-to-day work a little easier.

8. Import data from Excel

This advantage is about more than just your customer data. It may also include new products from suppliers, output from a conference, or an effective call script.

webCRM is available for any new data that can help you and your team. For larger or more complex tasks, webCRM is happy to assist with consultancy services regarding data import.

9. Use data from your existing financial system (ERP)

Integrating webCRM with an enterprise resource planning (ERP) system such as Fortnox, C5, or NAV offers many advantages. Regularly synchronizing information between the systems helps you avoid an enormous amount of duplicated work. For example, a new customer need only be added once. When you or a colleague need to create a quote, you can do this with fully updated items from your ERP system, including the right prices, standard discounts, and currency calculations. 

It goes without saying that webCRM also provides insight into inventory levels, so you can always keep your promises. When the quotes turn into invoices, these also appear on the customer card. Overall, the resulting overview and improvements in efficiency are almost unparalleled.

10. Assign different access rights for your users

This advantage is important, because there is nothing worse than information being deleted accidentally.
So it's important to decide: Who in your sales team should have the right to import or delete data? Should everyone be able to see one another's sales figures? Who can edit a budget?

Competencies, the degree of confidentiality, and responsibilities differ from one person to the next. webCRM thus allows you to set up several different access levels rather than simply "administrator" and "user". With the aid of user groups and access levels, you can ensure that everyone in your team has a profile that suits their needs – and neither less nor more than this.

11. Keep in touch with your customers directly via your CRM

You can book meetings with your customers directly in webCRM and sync with your regular calendar. Of course, this also works the other way around – in other words, when your colleagues open a customer card, they can see if you have a meeting with the customer. webCRM thus provides extra overview – without duplicated effort.

The calendar in webCRM also makes it easier to see which colleagues are available. This makes it possible to book meetings on behalf of others.

12. Access your contacts from anywhere

If you sync your cellphone with the calendar and contacts list, you will also have access to all telephone numbers in webCRM while you are out and about.

This also applies to all the customer cards in webCRM. It means that all information is available, for example, if you want to write to a customer from your regular email program.

13. Create and customize fields according to your needs

This is vitally important in a CRM system. It's actually the reason why webCRM was created in the first place – because the systems that were available on the market were not flexible enough. So our owners decided to create a system with the customer's needs in mind.

Start with the information that is necessary, and then you can add fields, or modify field names or contents using the dropdown menus. You can also add advanced features in fields – such as calculations or specific options in dropdown lists.

14. Predict sales and keep track of budget targets

What proportion of sales work leads to orders? Management and production need this question answered constantly.webCRM performs automated calculations using the pipeline feature. In each phase of the sale, the individual sales representative assesses the likelihood of success for a potential sale. After this, webCRM handles all the calculations and puts together a report. 

That means no more endless Excel sheet updates. webCRM's budget function also makes use of the calculations. This allows you to react in good time if your team is falling behind budget targets.

15. Use multiple languages and currencies

Orders may come in from Germany, Sweden, or other countries. Supplier prices may be in US dollars, while your pipeline and budget targets are in Swedish kronor. Selling to multiple countries can quickly become complex.
This is why webCRM integrates currencies in all functions. The currency function and ERP integration guarantee that you will never again have to expend energy on currency calculations.

If you have employees in other countries or foreign sales representatives employed with you, that's no problem. webCRM can manage more than 10 different languages.

16. Send texts and make calls via IP telephony directly from the customer card

Sending texts and making calls via IP telephony directly from the customer card makes your work more efficient.
For example, if a customer calls, webCRM recognizes the telephone number, and a single click brings up the customer card on the screen. When you need to make an outgoing call, a single click on the number will do.

Our system also allows you to send text messages to a client or an entire segment of recipients – for example, a "day before" reminder before an event.

17. Use products and product lines to create quotations

The webCRM product database gathers all the information about your products and services. Whether these are machines or consultancy, it is an advantage for your sales team to know all the details. We take care of it.

The product database also makes it easy to create quotations, and when it is time for upselling, knowledge of past purchases can create the perfect call script. Of course, you can synchronize the product database with your ERP system or import product information from an Excel sheet.

18. Keep in touch with customers via your website

webCRM makes it possible to handle subscriptions to and unsubscriptions from your newsletters and get the latest information directly in the customer cards.

Similarly, webCRM can handle registration for events, brochure orders, call-back requests, and much more.
You can also create a dedicated sub-page for one of your customers, where their employees can see the status of your cooperation and, for example, create support requests.

19. Get leads by monitoring visits to your website

Only a few of the visitors to your website will end up contacting you. If you integrate your CRM with Leadfeeder, you can contact them directly.

This smart software gathers information about visitors and gives your sales team the names of the companies that have shown an interest. You will also receive information about the sub-pages that were visited, and the keywords that led them to your website.

20. Register personal relationships in multiple customer cards

If a potential customer already knows your company or product, or has personal connections with any of your colleagues, this should appear in the customer card. webCRM keeps track of all important relationships and makes the collective knowledge available to your sales team. 

This feature can, of course, be used to keep track of who is playing golf together, but there are also many other interesting networks and relationships – for example, a customer on the board of several companies, a customer in a department with ties to sister departments or an interesting network of former colleagues. You have a lot of knowledge. The flexible fields in webCRM allow you to make better use of it!

21. Integrate support and track issues until they are resolved

Good service is the best basis for upselling and long-term customer relationships. This is why webCRM has integrated support systems, including a ticket system to ensure that your team always follows up.

Sales representatives can also track support issues via the customer card. Information about each purchase and associated support history, such as the most recent service and model number, can be recorded here.

Another tool in the support stack is a FAQ function that can be used by both the support team and the sales team. From here, it is possible to merge effective standard responses into customer emails.

22. Manage events and questionnaires from start to finish

Courses, conferences, and seminars are effective sales tools, but they also require a lot of resources. It is therefore crucial that all sales opportunities are followed up on.

webCRM organizes all of this in systems, from segmentation of attendees to post-event follow-up. This allows you to focus on planning the actual event.

Similarly, you can use webCRM to handle all the practicalities when sending out surveys. The responses can be used in ongoing sales efforts.

For example, you can put together a list of unhappy customers based on the responses to a survey. Or call event attendees to thank them for coming.

23. Register time with a single click and get everything on the invoice

What is your current system? Is all the time you spend on support recorded? Or do all those little tasks disappear from the invoice or internal timekeeping?

webCRM starts tracking time for a customer or task with a single click. That way, you get a more accurate picture of the time you spend on a customer. webCRM also has a number of other useful functions for recording time, mileage, and other customer-driven expenses.

24. Plan routes for customer visits and arrive on time

The customer addresses in webCRM give you direct access to the map function on your smartphone, desktop computer, or laptop.

This means you can quickly find out how long the journey takes and get directions all the way there. If you have several customer visits, you can use this feature to plan the best route. webCRM marks each address on the map with a red dot. The result is more efficient days on the road!