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How to Leverage Relationship through Online CRM software?

How to Leverage Relationship through Online CRM software?

Customer relationship is not just the present trend or relevance, it is throughout the history of business where customer relationship has its own importance and concern. Nothing is more critical for a business than attaining loyal customers and retaining them with atmost satisfaction. You may be a small business, a startup or a large enterprise but the main focus is about creating good relationship with your customer for a longer period of time. CRM system can do its magic in order to improve your business and let you flourish the colours of success. Success is not just limited to profit, success is also the brand recognition, trust and satisfaction that your customers maintain in the long run. 

Customer Relationship Management which is popularly called CRM is one such technical strategy used for managing an organisation’s relationship with its current customers. Online CRM software tools are those which are going to help you, to maintain a better customer relationship. Many years back when the digital era was not so updated there were struggles and mistakes which made things much more difficult to manage. Thanks to the development of the technical world, today! We have such software which not only makes our work easier but also faster. CRM system helps you maintain each and every minute detail about your customers as well as your managing reps which is indeed a boon for your business.

Read our blog – Why CRM Software?

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The following are measures to leverage relationships through CRM software:

1. Efficient Management of Customer Data

In the business, information abundance differs with company size. The Customer Relationship Management (CRM) system proves invaluable in consolidating diverse information onto a unified platform. This system organizes a comprehensive customer pipeline, providing perceptions into customers’ purchasing preferences, interest, historical transactions, and their latest communications with the company’s website. The subsequent customer pipeline allows businesses to achieve a profound understanding of their clientele, an important aspect in increasing customer satisfaction. The evaluation of customer information regulates the strategic alignment of the accurate product with the accurate individual at the optimum moment.

Distinguished CRM solutions, represented by SalesBabu’s Cloud-Based CRM software, implements intelligent duplicate-checking functionalities. This attribute delivers an important role in purging redundant contact records, assuring the accuracy of entries. Moreover, it encourages employees to efficiently track both past and potential customers, anticipating and acknowledging future business requirements.

Read our blog – The What, Why And How Of 360 Degree Customer View

2. Establish Relationship-Centric Touchpoints

The essence of encouraging relationship-based touchpoints lies in the domain of personalization. Creating a connection with customAlthough, the main aspect is to schedule such messages judiciously, assuring they approach the right customer at the accurate time.

Online CRM software demonstrates to be invaluable in gaining awareness of customer interests and preferences. Think yourself as a customer coming across a personalized message addressing you by name. Such approach promotes a sense of connection, making the customer feel that they are coming across a familiar contact rather than gaining a generic message broadcasted to a large audience. Leveraging online CRM software regulates the monitoring of communications, allowing businesses to customize their outreach messages precisely. Implementing the appropriate CRM software assures that customers have positive experiences with the help of phone calls and emails, contributing to a seamless and customized communication process.

Read our blog – Online CRM Software: A guide to how SMEs can boost its customer relations

3. Finding the right amount of touchpoints 

It becomes important to have the right amount of touchpoints because every customer is not the same. It is usually rare that a prospect replies or responds positively at the first attempt. And even if the prospect is not responding even after quite a few attempts you must understand how you are going to categorize the touchpoints. 

Do not just make emails and no calls or just dont keep calling them. For some you may require 3 touches, 6 for the other and 8 for another. Thus, you must find the right amount of touchpoints depending upon the responses you have been receiving till date. 

4. Create Integrations

Almost 70% of the total corporate professional conversations are exchanged via email correspondence. Email integration with online CRM software brings a lot of ease to the users as they need not to migrate from one window to another or even from one tab to another just for checking the incoming mails. These integrations include invoicing, quotes and proposals etc along with most prominent email campaigns that is widely used at the present. 

At SalesBabu cloud based CRM software, our developers have analyzed the necessity and created a platform, where in a CRM plug-IN is provided in our outlook page and all the emails received can be tracked from outlook and integrated with the CRM system. For instance, if a particular contact (email ID) is mentioned in the account or leads module of the CRM system then the email from outlook inbox can be tagged along and stored in the particular account or lead where the said contact is listed. 

When you choose the right integrations it makes sure that your outreach is relationship based and not robotic or mechanised. These integrations reduces the need to enter similar data over and over again by propagating entries across relevant fields automatically. 

5. Create an emotional bonding

Creating an emotional bonding with your customers helps you to achieve long term relationships with your customers. When you put in efforts to make your customers valued, the chances of creating an emotional bonding with them is high. 

You can send mails and wishes to your customers on their birthdays, anniversary or any offers for a special occasion which creates an emotional bonding of value. SalesBabu cloud based CRM software provides functionalities in their software through which you can create automated notifications to send emails and wishes. You might be feeling that the idea of creating an emotional bonding with your customers can just sound nice and would be difficult to execute as a business concern. But the right use of the best CRM software will surely help you gain loyal customers for your business. 

Customer experience and customer relationships are the two most prioritized variables in the business. And when you tend to leverage customer relationships with CRM system, you can successfully maintain good relationship with your customers, enhance customer experience and retain them as well. And finally, these factors add on to build brand image of your company.

6. Create targeted campaigns

By tracking the behavioral and demographic information from the CRM, you can gain more insights about the contacts and will be more successful in speaking to the needs of the customer. For example, you know some construction industry companies in specific regions who like to buy your services, so you will need to develop targeted campaigns for the audience.

7. Personalize messaging

By sending personalized messages to the audience, you can see better results. This will go one step beyond not just merging someone’s name or company in email messaging. Send a segmented list from your CRM to which it applies. For example, if you are selling payroll services, then it is sensible to send messages which will include the titles of HR and controller. For specific messages of payroll services, you should probably not need to include marketing and sales titles. 

8.Track client and prospect engagement

If you have the capabilities of mapping the marketing activities like visits of websites, downloads of contents, and email interactions into your CRM so that when the sales team pulls up a record they can have a clear picture of how a client interacts with your company. 

9. Search for the prospects

Use CRM data for your best clients and create a profile to locate similar companies in your database. You can use lead scoring to target the high potential leads in your database. You can prioritize the top leads and allocate the resources in a more efficient manner. Hence each and everyone on your target list will get email communication.

10. Keep your data Clean

Everyone has heard the term “garbage-in” and “garbage-out”. If you don’t have someone to regularly monitor your database, then you should think of hiring a data hygiene company at least once a year. Data will go roughly at the rate of 2 percent per month. Do not let your marketing campaigns suffer due to negligence.

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Read our blog – How CRM Boost Your Customer Service & Overall Customer Experience


Every business sector and size differs from one another, and it becomes very important to choose the right functionalities required for your company. Know your requirements before you get an online CRM software for your business. Research  as much as you can, read reviews, take trials, communicate with customer service team and then select the best CRM software that is meeting all your requirements.
You might have already known that cloud CRM software has become a trend in the present business world! There are various companies who have implemented cloud CRM software in their organisations irrespective of the size and industry type. Just make sure that you choose the right CRM system to explore its magic. If you wish to know more about the best CRM software, visit our website and request for a free demo.

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