CRM Online: what is it and what are its advantages?

31 de October de 2023

A company must be able to manage its customer relationships. Doing it manually is now a thing of the past and the new technologies and applications offered by the market invite you to automate these tasks. In this sense, a CRM is the ideal tool for this. The acronym CRM stands for Customer Relationship Management, a statement of intent. Deciding to use an online CRM tool has many advantages, the main ones being space saving and data accessibility. Why should you consider an online CRM in your company? Here we tell you.

What is an online CRM?

In a CRM, online or offline, data about customer information, suppliers and also potential and future opportunities are stored. It is essential to manage business data in an agile and efficient way.

Online CRM is based on hosting data in the cloud rather than on the organisation’s physical servers. An online CRM can be used across different platforms and with just a web browser. This virtual way of hosting data has many advantages.

Advantages of CRM Online

There are many reasons why a company should opt for online CRM. There are many advantages to be gained from online CRM over conventional on-premise CRM.

  • Less time is spent on storing data and it is stored much more reliably (think of lists or papers that end up lost).
  • Information is fully accessible at any time from anywhere in the world.
  • The management of repetitive tasks is less time-consuming and effort-consuming because they are automated.
  • You get to know your customer better, as all your information is consulted from a single point. In addition, supplier and customer contact information is also centralised and visible and accessible to the whole team.
  • Business analysis is facilitated. Sales analysis can be carried out from different points of view: product, commercial, month, year… And this data extraction is already contemplated in the online CRM so it is not very costly as it allows automatic reports to be generated.
  • In the cloud, the security of the data is greater than on a server, as there is no need for manual or scheduled backups.
  • Invoicing can be integrated into the online CRM. In this way, a quotation can then be converted into an invoice, integrated into the system itself.

CRM Online and the global business vision

Thanks to the implementation of an online CRM the processes leading to sales are strengthened. Information is processed much more efficiently and kept up to date instantly.

An online CRM allows the management of the tasks to be carried out and those that complement each other. In this way, not only does it serve as a searchable repository of information, but the information is better organised than in individual lists or excels stored in folders that no one updates. Ease of access and usability is where the power of online CRM as a global business viewer lies. And if the data is kept up to date, keeping track of it is very easy.

Thanks to online CRM we can focus on:

  • The development of digital communication channels.
  • Increasing the company’s return thanks to the new customers it attracts.
  • Build customer loyalty.
  • Communicate confidence to customers.

In conclusion, we can say that an online CRM can influence businesses in a very positive way, by allowing them to manage large volumes of data in a very agile and secure way. Thus, an online CRM allows to focus on the business strategy, facilitating the processes.