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Codleo – Salesforce CRM partner


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What do all the big companies around the world have in common? Well, the answer besides a good work ethic is a good CRM (Customer Relationship Management software), no, a great CRM.  Nowadays, more companies in India are seeing their advantages and signing up for them. Do you have a CRM for your business?

CRMs are the newfound mantra which aids the companies to succeed. Ask any of the Fortune 500 companies around the world who are using great CRMs to improve their work and in the end, their financial bottom lines. CRMs help greatly in saving costs as they do away with the need to print documents of all types, thus saving money and by default, the shrinking and damaged environment. Less paper means more trees which means more oxygen for all of us.  Let's look at some other ways CRMs help businesses like yours.

Top ways on how a CRM can help save time and money:

Plan your day and routine. Prioritize tasks and be cool throughout the day. However, do make rooms for urgent or unscheduled tasks and issues that may arise on any given day.

Log in all the tasks and reminders into the CRM, so they are visible to you and anyone else involved. It could be meeting schedules, important engagements, and so on. The idea is to be organized and have everything mapped out in the CRM.

A great way to save costs is to avoid printing thus saving expenses on paper, printer, electricity, and ink. Let all documents sit pretty on the cloud-based CRM.

Use the CRM to share documents, notes, emails, etc. Thus you can save time by not sending out emails that get lost or end up in spam boxes, saving time.

Save time and energy by using the ready-to-use templates offered by these CRMs.  These can be personalized templates for a variety of purposes such as sales offers, advertising, invitations, etc. Thus time, energy, and money are saved by the business as a result of the team member of employee gainfully employed elsewhere.

CRMs enable all data and reports available in one centralized place which can be churned, shared, and debated.  This also applies to analyze data through visually appealing dashboards and visual charts.

Use the CRM to be your virtual phone or contact diary. Use it your advantage to store relevant and clean data/contacts so they can be used for any purpose, anytime, anywhere.

As you can see using deploying and using the CRM in all the ways possible only provides maximum benefits to a business of any nature. It helps in saving time, energy, and more important money in the long run. So our suggestion is to invest in a good CRM like Salesforce and see your blues being washed away. Contact us for an engagement session with our eager young minds today. We are only a call away.

About the Author

RS Maan

Maan joined Salesforce Ecosystem in 2008 with entry of Salesforce in APAC region. He worked on many of the underlying Salesforce Products & it’s functionality, including Heroku, Chatbots, and Einstein before leading Codleo Consulting - Leading Partner of & In his spare time, he immerses himself in travel, books and spirituality.

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