SimCRM Online Customer Management Software — Free for Sales

Vũ Khôi

Author at Wotech Electronics Blog

Customer management is one of the most important activities for businesses in every industry. In the era of developing 4.0 technology, businesses are placing increasingly high demands on management, and applying software is a great solution for optimizing business processes. So what is customer management software? What deployment options are available for businesses to adopt? Let's find out in the article below.

What Is CRM Customer Management Software? Who Is It For?

CRM software (short for Customer Relationship Management) is a technology solution that manages all the relationships and interactions between customers and a business.

Compared with traditional manual customer management, CRM software plays an important role by offering many useful features that optimize workflows, improve business relationships and profitability effectively, and save businesses time and money.

Customer management software suits everyone in every industry — all you need is a need to manage customer information, a desire to roll out multiple customer care strategies tailored to each segment, and a wish to interact with customers more effectively.

What Are the Benefits of Online CRM Customer Management Software?

With older ways of managing customers — typically recorded on paper or in Word documents — businesses often run into the following problems:

• Poor information security; data is easily lost or stolen

• Information is hard to filter and use

• Storing, organizing, grouping, and updating customer information is inflexible and takes a lot of time and effort

• Sharing information is neither fast nor efficient

• Management consumes a lot of cost, time, and effort

Given these shortcomings and risks, customer management software is exactly the solution businesses need, with benefits such as:

• Better customer data: easy to work with, store, update, group, and analyze customer information appropriately, which in turn reveals sales opportunities with customers.

• Improved customer relationships: with many features that support connecting with customers across multiple channels, businesses can more easily listen to customers and come up with suitable solutions to retain them, while also increasing opportunities to close deals and to cross-sell and up-sell products.

• Enhanced customer experience: by analyzing customer data, businesses can design customer care strategies tailored to each customer segment.

• Improved products and services: by collecting feedback from many different sources, automatic reports become a wonderful tool for spotting gaps in the products and services you provide, helping you make wiser decisions about improvements.

• Increased profitability: CRM is a solution that saves you time and money while delivering high management efficiency; in practice, many businesses have seen a breakthrough in profits after just 3–6 months.

What Customer Management Software Is Available in Vietnam?

As the 4.0 technology era keeps advancing, the importance of analyzing and using data is increasingly emphasized. That is why CRM customer management software is the solution many businesses choose: it offers plenty of features that optimize customer data management processes and make the connection and interaction between customers and businesses tighter.

Depending on their goals and business needs, each business will choose different customer management software. Specifically:

Free customer management software

Free customer management software is an effective solution for small shops and companies that don't need to manage customers in a highly systematic way and want something easy to operate and use.

Beyond looking for and using the free trials that vendors offer, here are two other free ways to manage customers you might consider.

Managing customers with Excel

Excel is no stranger to small shops and companies, which widely use it as an effective customer management tool. Besides being free and easy to set up, Excel also offers these benefits:

• Easy to operate and use

• Fast, accurate tracking of information

• Many built-in functions that support data statistics

• Low investment cost

Depending on the purpose, a business can apply suitable customer management templates in Excel, such as:

• A lead management template: manages information about leads when they register through forms displayed on your website, social media, etc. This template contains basic information such as the opportunity source, the customer's needs, the customer's details, and more.

• A simple customer information template: holds the information collected about customers, such as name, phone number, address, needs, products purchased, and so on.

• A VIP customer management template: holds information about special and loyal customers, including details such as product/service usage status, customer value, and more.

• A partner information template: manages all partner information, requiring some basics such as the supplier's name, the products/services provided, business status, and more.

However, managers should weigh the following before deciding to use this software:

• Limited storage capacity; slow loading can occur during use

• No synchronization when sharing data

• Weak security; data can be lost or stolen

• Less flexibility in filtering and using information

>>>> See more: Pros and cons of managing customers with Excel that you need to know

Managing customers with Google Contacts

This is simple software that supports quick customer management with just a registered Gmail account. Simply by entering a name and email address, you can create a new contact with a customer in your Gmail address book.

When you open Google+, you can view information, recent conversations, or send emails to customers. In addition, Google Contacts lets you build multiple contact lists for different management purposes and share those lists with members of your customer care team.

Offline customer management software

Offline customer management software can only be used over a LAN connection with a server that has CRM installed. This server may be located at the company's head office or at each branch.

Overall, using offline CRM software gives a business these benefits:

• Can be used at any time without an Internet connection

• A perpetual license after a one-time purchase

• All the necessary features to help businesses manage customers effectively

• Can be customized to the business's needs

• Because data is stored on the company's own server, safety and security are ensured

However, offline software also has drawbacks to consider:

• Not suitable when the company needs to synchronize data online

• The software only works when connected to the internal network and at certain times

• Requires the business to have a technical team, stable infrastructure, and guaranteed investment costs for hardware, maintenance, and so on

• Difficult to upgrade to new versions

Some reputable offline options you can look into include Tiger, HTsoft, CYBER SALES, and others.

Online customer management software

Online CRM software uses the Internet to connect client machines; the CRM server can be hosted at the company or bought/rented from a hosting provider.

Online customer management software comes in two basic forms:

• On-Demand CRM: software accessed flexibly depending on whether the server is local (local access scope) or online (unlimited access scope wherever there is Internet), with only a one-time fee to own the software.

• Cloud CRM: operated directly on a website platform accessible anytime, anywhere, provided only with its available features and charged on a subscription basis.

Businesses with higher customer management demands tend to prefer online CRM over offline because of these excellent advantages:

• No installation required — the software runs directly on a website, saving hardware investment as well as equipment maintenance costs.

• Low cost with a wide variety of vendors; each product offers different features suited to each business's needs.

• Fast deployment; simple, quick operation and usage.

• Easily accessible anytime, anywhere, making the customer management process more effective.

Some online CRM software you might consider are SimCRM, Salesforce, Zoho CRM, Sugar CRM, and others.

SimCRM — effective customer management software for sales

SimCRM is an enterprise ERP (human resource planning) software built on Odoo — the world's most popular ERP software with many outstanding advantages. Chosen by many major brands, SimERP is a comprehensive customer management solution for businesses, with all the features needed to optimize management processes, such as:

• Easy lead management: automatically collects leads from multiple sources into the CRM system; supports recording, classifying, and storing lead information quickly, and assigns the right staff to care for each lead.

• Accurate opportunity management: lets you track, evaluate, and decide which leads become opportunities; supports updating opportunity groups with specific permissions. In addition, the system integrates social applications such as Facebook, CallCenter, and SMS.

• Customer information management: allows every operation to update and track customer information and the customer care process, with features customizable to each customer.

• Detailed reporting support: automatically aggregates and reports customer care results in detail, analyzes lead sources, and tracks KPIs to help managers make wiser decisions.

If you're wondering how SimCRM works, sign up now for the free two-week trial package or register for the On-Premise ERP edition:

With useful features that support exchanging ideas with colleagues, connecting with customers quickly, handling and automating customer care steps, and helping businesses make faster decisions through accurate reports, SimCRM resolves most of the limitations of other software and is a powerful tool for raising your customer experience.

If you'd like to try it completely free of charge, click the button below to register!

Conclusion

Applying customer management software to business operations not only optimizes management processes and makes customer care highly effective, but also brings profits and a professional image to the business. Depending on the nature and goals of your business, SimERP hopes you will choose the CRM deployment approach that fits your company.

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