FEATURES

The Ultimate List of CRmech

CRmech has everything your teams need. See all our features in this list:

Contact Management

A critical CRM component is contact management, which is often known as customer management software. It lets users manage and better cater to their contacts by segmenting them into groups. With this CRM feature, you'll be able to collect vital consumer information and improve your marketing strategy while launching new goods. It also enhances the personalization of all client interactions, making them feel valued and cared for. This is an important aspect of consumer satisfaction.

Sales Team and Customer Opportunity Management:

A basic element of CRM is quantifying the opportunities that your sales team has with clients. Lead scoring is a technique that allows users to identify clients who are most likely to convert. This aids in the streamlining of sales and marketing teams, as well as the improvement of efficiency and the optimization of your sales process.

Lead Management For Determining High Quality Leads:

Without mentioning lead management, no CRM feature list would be complete. Based on demographic and psychographic variables, this technology allows a company to identify the best clients to follow up with. It boosts your sales team's efficiency and production by allowing them to focus on the correct leads at the right time, similar to lead scoring.

Reports and Dashboards:

BI, reporting, and dashboards were once restricted to business intelligence products, but they've now become some of the most popular CRM features. Customized reports and dashboards allow users to see statistics in a very visual, engaging way. They provide real-time data updates and a platform that can be accessible through a range of portals, making it easier for a variety of employees to access. These reports may be used by management to make data-driven choices; investing in CRM BI is an investment in your company's future.

Sales Analytics:

When it comes to reporting, one of the most useful components of a CRM is sales analytics. By examining the hard facts from previous efforts, users may build stronger sales campaigns in the future. CRM software allows you to collect data from social media, polls, and website visitors, then analyze it all in one place.

Mobile CRM:

Because everyone has a smartphone these days, it only makes sense to put the incredible technology within to work for your company. Using mobile CRM solutions and applications, you can manage your customer relationships from anywhere. On a mobile device, employees can access data and receive important marketing alerts.

Sales Forecasting:

Choosing a success metric is an important component of customer relationship management. Forecasting allows you to establish a standard against which you may assess whether your results are in line with your efforts. You can also use this information to figure out where you should focus your future efforts.

Email Client Integration:

Within your CRM user interface, you can now gain all of the automation and structure of a dedicated email client. Find a CRM that can do double duty for you instead of relying on Outlook or IBM Notes. When a customer phones for help, your salespeople can quickly access their previous interactions and information to provide them with the best possible service.

Workflow and Approvals:

Streamlining workflows is one of the fastest methods for your firm to become more efficient. CRMs can help with optimization by automating formerly manual operations such as data collecting, data analysis, marketing campaigns, and other duties. They also provide data and analytics to assist users in identifying and improving problem areas.

Sales Data:

CRM's ability to divide your sales and customer data into manageable bits is one of its strongest benefits. Once raw data has been stratified, it may be transformed into the visuals you need to make decisions. KPIs can be quantified, pain spots can be identified, and data-driven decisions may be made.

CRM / Data File Storage:

Data must be correctly stored in order to maximize its utility. One of CRM's primary characteristics is a proprietary technique of data storing that allows users to retrieve information quickly. CRMs also have measures in place to preserve and backup this vital information, preventing data loss and security breaches.

File Sync and Share:

CRM serves as a synchronization platform for a number of your external programs. Upload Outlook emails, sync with Google Drive, and import spreadsheets, among other things. CRM's sharing features allow you to examine all of your features from a single platform.

Inside sales Console:

The inside sales console is a platform for improving sales performance through a more efficient user interface. CRM systems have improved user interfaces and data analytics to help customers have a better experience.

Sales Performance Management:

Sales performance management, among other CRM system capabilities, provides a number of advantages to sales teams. Managers can quickly identify which components of the sales team are functioning well and which need to be improved. Sales reps or other quantifiers can be used to organize data. To ensure that your team is functioning at its best, you may manage the performance of your sales partners from the platform. Problem areas can be more effectively handled by identifying them with concrete data.

Marketing Automation Integration:

Marketing automation allows you to target customers who are more likely to be interested in what you're selling more efficiently and intelligently. A strong CRM software will provide you the ability to selectively automate aspects of your marketing program.

Chat Integration:

For a modern user, the chat tool is invaluable. You can talk with employees, partners, and provide customer assistance all from the same UI by integrating a chat tool like Olark or LivePerson right from your CRM.

Support Automation:

As AI capabilities increase, customer support elements such as FAQ sites, chatbots, and email correspondence are becoming increasingly automated. Your UI allows users to control the output of your customer care functions.

Cloud Based or On Premise CRM:

CRMs are available in a variety of formats, including web-based, often known as SaaS or online CRM, and on-premise. On-premise CRM solutions rely on a network of highly customizable onsite hardware and software systems to store customer data, which necessitates the purchase of software licenses. The CRM service provider manages software updates, security measures, hardware upgrades, backups, and other aspects of cloud CRM solutions. Both have their own set of advantages and disadvantages to consider before making a decision.

Product Level Quotes:

A customer relationship management system (CRM) serves as a product inventory database. Keep track of quotes for the products you sell on an individual basis. Determine which products are popular with clients and which are not. Handheld devices, desktop computers, and other devices can all access this information.

Third Party Integrations:

Without including integrations, no CRM process list would be complete. You'll want to be able to integrate any other software you use with your CRM, whether it's ERP, BI, or HR. Adding other apps to your CRM offers for more functionality and a more efficient workflow.

Customer Service Automation:

CRM software, as the name implies, is used to manage client connections. Users can track, close, and reopen existing cases and handle each customer case individually to improve customer satisfaction. It provides automated services that allow clients' communications to be personalized. You can compile a knowledge base of support information that you can access quickly.

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CRmech Software, Powered by Nebulome

Company Overview

Welcome! Nebulome is the Cloud beyond the clouds. It is a customizable, dynamic suite of cloud software applications.

Thinking about business processes first, the Nebulome team has worked to build a foundation of tools for the modern workplace. Whether you’re looking to manage projects, collaborate on initiatives, manage a legal matter or track the inventory item components of an industrial module, Nebulome can help with that.

You can read more about the different solutions below and please reach out with any questions you have via our contact form. Our implementation partner is YYC TECH Consulting. You can visit their website for more information as well.

All the best to your day!

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Email Marketing Integration

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Some firms will be satisfied with the email marketing capabilities of customer relationship management software, while others may require the more powerful capabilities of a separate email marketer. If you already use an email marketing system like Mailchimp or Constant Contact, you might choose to integrate it instead of importing the data into your CRM. This type of integration will be available in most CRM packages on the market, but it’s always a good idea to double-check.

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Customization Options:

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One of the most basic CRM capabilities is customization, yet it has far-reaching ramifications. The CRM becomes more flexible as it becomes more customizable. Before making a purchase, it’s critical to understand your customized requirements. Will the software be able to grow with your company? Does it have the capacity to adapt to and integrate with your company’s existing software? Is it possible to integrate desktop productivity tools? Is it capable of changing when you need it to? If you responded no to any of these questions, you might need to look for software that is more adaptable.

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Case Management:

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You can maintain personal information in a secure setting using online case management. You can protect your customers’ and leads’ sensitive information from prying eyes who might exploit it for identity theft or other illegal actions. This is necessary to avoid data breaches and cybersecurity risks. The last thing any company wants is to be in trouble because of data security concerns.

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TESTIMONIALS

What our client say about us

YYC TECH

CEO

CRmech has revolutionized the way we manage our customer relationships. It's user-friendly interface and robust features have made our sales and marketing efforts more efficient and effective.

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ROSEKE

CEO

I've been using CRmech for a few months now and it has completely transformed the way I manage my customer relationships. The features are intuitive and user-friendly. Highly recommend!

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RIVERGREEN

CEO

I've been using CRmech for a few months now and it's made managing my customer relationships a breeze. Highly recommend!

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