Whether you’re a small growing business looking for your first CRM system, you’ve outgrown your current way of doing things or you’re not satisfied with your current solution and you’re looking at alternatives, choosing a CRM system that’s right for your business is a big decision.
To help you make up your mind, we’ve put together a list of the top five things to consider.
Having a CRM platform in place that can integrate with your other systems can be a huge boost to your company’s overall efficiency and effectiveness. Discover how FLG can help you create an essential connection with your dialler.
Not everyone is ready to buy from you the moment they make an enquiry. They may need more information, they may be thinking ahead, or maybe they’re sizing you up against your competitors. This is your golden opportunity to nurture the lead and keep it warm to maximise the chances of converting it into a sale further down the line.
Adding variables to templates can be tricky - it takes time and it’s not in everybody’s comfort zone. Well, not anymore! Say goodbye to writing code and trying to remember field content, and hello to adding any variable field you need with a single click.
So you’ve qualified an opportunity and scheduled an appointment with your potential customer. Perhaps the next step is to carry out a fact find over the phone, or assess their requirements in more detail face-to-face with a home visit or a meeting in your office. So far so good, but what happens if they don’t turn up or they’re not available to take your call?
In call centre environments, it’s essential that your team has the tools they need to keep detailed audit trails so you can offer the best level of customer service. But, completing call notes and linking call recordings to leads can be difficult, time-consuming and easy to forget. That’s why we created Voice to help you record proof of conversation for compliance and continuous improvement.
When it comes to reporting, our customers need reports straight out of FLG CRM based on the dates that lead statuses change, not just when leads are received. Funnels, our brand new reporting feature, is our answer to that problem.