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Customer Relationship Manager (CRM) setup

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CRM setup and customization.

CRM software allows you to manage interactions with all future and existing customers. By investing your company’s bottom line through increased sales and customer relations you can increase the impact of your business’ CRM software. At RWebZ we use open source CRM systems to fit your business model, structure and processes. CRM is so much more than a marketing tool, it is one of the most efficient way to manage the interactions that occur in customer relation journey. CRM is also an essential step for the growth of business, either you are hoping to attract new businesses or to retain it. We assemble a system that deals with our client’s specific needs, by conducting a deep analysis of their business, helping our clients connect with their customers on a new level. None of small and medium sized businesses use CRM software because of affordability issues, RWebZ is coming to change that, If you are a small or a mid size company looking to setup a CRM, we will provide the most affordable way for you to do that.

What you need to know about CRM and what it does for you.

When it comes to your sales team handling practical tasks, CRM helps your company achieve this. It helps keep track of your company’s daily tasks, prompts you of follow-ups and helps you organise a list of calls and emails. CRM has various features that allow you have spare time to attend to your customers such as the home page tool (task management) helps you gather your to do lists for the day. You can also use the CRM analysis tool, to evaluate information and produce rapid reports when presenting in a meeting. CRM can also be used to remove duplicated work, coordinate data and so on.

What is CRM used for ?
  • Contact Management
  • Sales Automation
  • Marketing
  • Support
  • Inventory Management
  • Project Management

We have nothing to hide. We use VTiger CRM.

Vtiger CRM is online software that helps 300000+ businesses grow sales, improve marketing ROI, and deliver great customer service.

Deeper about VTiger CRM features.

Contact Management

Unify and store your contacts alongside detailed notes, documents, emails, calendar events, and more. Additionally, configure what information each CRM user can see and update, and automate business activities such as email responses and contact information updates.

Sales Automation

Capture Leads from your website, or import lists of them, then develop a process for qualifying and turning them into potential sales opportunities, and another for winning those potential opportunities. Additionally, track and segment your sales funnel, individual, and team, performance areas.

Marketing

Send individual, targeted, or bulk emails to your contacts, leads, and customers, and see how they engage with each communication, with tools to analyze and improve campaign performance.

Support

Create and track customer requests/tasks via tickets, and even allow your customers to create and monitor their own tickets and details through a professional customer portal.

Invoicing & Inventory Management

Build a database of your products and services, maintain inventories, standard prices and prices books, and use these to create quotes, invoices, and sales orders.

Project Management

Build and manage customer-associated projects, with detailed tasks that can be assigned to CRM users and placed on their calendars.

User friendly Interface.

I hate CRM and ERP software and I’m never going to use one! How many times have you heard that from your colleagues and employees ? How many times businesses tried to implement CRM but ended up ditching it because of uncomfortable and to complicated user interface, How come the software that is meant to help you grow your business is always complicated and confusing ? I have an answer for you. Because the guys that build it for you never looked at it as a simple user, they think that if costs so much money, it has to look very fancy, push as much info as possible in each page, making font and buttons very small, annoying and impossible to read.

Here is a huge advantage of VTiger CRM. I tried several dozens of different CRM application before I decided to use VTiger for my business. In comparisson to other open source CRM applications VTiger has the most user friendly interface, an average user can get used to it within couple of days as opose of weeks or even months with other CRM applications.

Second anvantage, if you have the time and patience, you can customize many aspects of the CRM by yourself without involving us in the customization process, which will save you lots of money.

Never miss anything important when out of office! Conveniently access you CRM on the go, using you Apple or Android smartphone.

Interested ? Click here to get started!

It’s all about money! Why our approach is better.

A lot of businesses, especially startups and small to mid-sized companies, are initially put off by the CRM development costs and/or requiring monthly payments set by the top industry players like Oracle, SalesForce and others.

However, keeping your business data in spreadsheets isn’t a viable long-term strategy for growth. At the certain point, you’ll face the decision of hiring a CRM software development company to build the product for you versus studying the pre-made solutions.

Let’s have a deeper look at this situation. The initial cost for CRM development usually starts from $50,000 and onward based on the project scope and requirements for the first build. While the price tag certainly seems hefty, especially for startups, CRM systems are usually developed continuously. Hence, your investment will be spread over a 3 to 10 years time span.

From my experience, companies never get what they need from CRM development and usually ditch the project and continue the previous way, loosing tenth of thousands of dollars and years worth of time investment, I’ve seen companies ditch projects after investing over $2,000,000 into them, because they couldn’t achieve their goals.

Here at RWebZ we treat your business as our own, your sucess is our success and while being a small company we understand the need of a CRM application for small and mid-sized business, but we also understand that it’s unreal for a small company to invest $50,000 into an application that they’re not even sure is going to work for them. We would like to help. RWebZ with setup and customize VTiger CRM for your company at very reasonable budget.

Have your own CRM or rent it from someone ?

Do you trust big companies ? Have you ever thought why in the last years there are so many different hosted CRM solution providers ? It’s all marketing war.

First of all, it’s scary to keep you confidential data saved in the software you don’t own and don’t have the option to take anywhere, some hosted solutions will allow you to backup your data, but you can only restore it on their servers, now you have no choice but to keep using their software or pay thouthands of dollars for their competitor to migrate your data to their software with exect same outcome.

Do you really think you data is confidential ? Those big companies always want to make more money, I’m not 100% sure if they resell your customer’s information, but rest assured, all information you enter into their system is being analized for marketing purposes.

Let’s draw the options

VTiger CRM hosted by RWebZ

  • Initial setup and configuration cost is 1/4 of an average CRM setup costs.

  • All our servers are physically located in Canada, so your data never leaves the country. This is very important especially when your customers are government instances

  • We provide basic training of stuff + Customized video tutorials.

  • YOU OWN both the CRM software that we built for you and the data you entered no matter what.

  • Ammount of users is only limited by the performance of the server that can be upgraded at any given time.

  • You can use VTiger CRM out-of-the-box, with minimal customization and customize as you go

  • As customizable as the On-premise CMR

  • After the initial cost and server rental fees, the only other charges you may incounter is for additional customizations.

On-premise CRM

  • Infrastructure will cost more at the beginning. This is because you will have to purchase the hardware and software that you will use. You have to train IT personnel to maintain your system.

  • You can use VTiger CRM out-of-the-box, with minimal customization and customize as you go

  • Even if you don’t want to invest into customizing VTiger CRM, your company will double it’s productivity by only using the out-of-the-box features.

  • After the initial cost, On-premise CRM will only require updating and maintenance.

  • Ammount of users is only limited by the performance of the server you have.

  • On-premise CRM have their own servers. This means it’s possible to have higher levels of control when it comes to your company’s data.

  • On-premise CMR tend to be more customizable

Cloud-based CRM

Most existing CRM systems and cloud services are usually priced per user. Meaning, the larger your team grows – the more you’ll be forced to pay on a requiring basis. Unlocking additional features and custom modules may require even more monthly payments.

Additionally, think of the following – your sales team obviously will use the product on a daily basis. Yet, if your marketing team or the key management personnel would like to have occasional access to the system as well, you’ll be required to pay for daily usage as well. Hence, you may be forced to restrict access, yet this means that the overall company efficiency and productivity may suffer.

Now, let’s take a look at the service pricing of one popular CRM vendor. Their enterprise-sized package is priced at $125 per user per month. Some quick math here:

  • 25 users X $125 = $3125 per month = $37,500 per year = $187,500 for 5 years.

And please remeber, with hosted CRM you will either need to have to set it up yourself or hire them to do the setup for you.

For the same amount of money your company could have already built a powerful, custom CRM system, which would require far less investments in maintenance and possible tech support.

  • Cloud-based CRM will cost less at the beginning because there is no need to purchase hardware or software. A third-party or company, owns the hardware and the software.

  • Can be less secure than On-premise CRM. This is because your information is in a third-party’s servers when you use a Cloud-based CRM

  • Will charge you a fee for as long as you continue to use their services.

Not convinced yet ?


Operational CRM is an important tool for lead generation because it frequently deals with past customer data such as previous marketing campaigns, purchases and service satisfaction. CRM software also aims to automate these processes to create a better experience for both the businesses and their customers.

 

Why is CRM important for small businesses?
Forbes

Customer relationship management (CRM) is important in running a successful business. The better the relationship, the easier it is to conduct business and generate revenue. Therefore using technology to improve CRM makes good business sense.

 

Why CRM is required for any business?
Info entrepreneurs

Better reporting data means you will be able to make effective business decisions and improve revenue in the long run. A CRM system can help maximize your business performance by increasing your up-sell and cross-sell opportunities.

 

What are the benefits of a CRM system in your business?
Perfect Mind

CRM is more important now than ever to businesses because it can help you to gain new customers and retain existing ones. In today’s highly competitive environment and with so many products and services to choose from, customers are picky and customer loyalty seems to be a thing of the past.

 

Why is CRM important in today’s business environment?
Super Office

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