Benefits of a Unified CRM
Streamlining of Sales
EngageBay’s unified customer relations manager will hold your hands through the entire sales process. It will help
keep each team in the process coordinated. From email marketing to completion of a deal, EngageBay’s unified CRM
helps to move the information forward at every step. Also, because of its many external integrations, it allows
you to choose the apps, without hampering your business. This gives you a competitive edge against other companies
with a similar business model.
Personalizing Customer Experience
Customer relations has the ability to make your business stand out from the rest of the crowd. A unified CRM like
EngageBay's has the ability to improve customer relations while not compromising your business activities for several
reasons:
- EngageBay also can build customized HTML email designs for an even more personalized approach to customer handling.
- Because of the various client centric API integrations, even micro-processes like document signing and archiving
can be done directly through EngageBay.
- With EngageBay, you can save time in organizing and use it to develop stronger bonds with your customers.
- A help desk app that comes with the EngageBay unified CRM helps you handle customer feedback and complaints quickly
and efficiently.
Optimization of Resources
We understand that small businesses may sometimes be stretched for resources. EngageBay's unified CRM offers you
a single software that acts as your cloud business management software suite to take care of all your needs. And
since the software is on the cloud, no storage space (or maintenance) is required from your side. You can even access
it remotely, meaning that you can work even when you’re on the go. This saves both time and money.
Efficient Lead Conversion
Attracting those who are interested in your product or service is only the beginning. Turning these leads into valued customers
is the real deal. Using a unified CRM app creates an environment where your sales and marketing teams work in complete
alignment, and converting leads more efficiently into sales becomes easier. EngageBay's unified CRM offers a dedicated
lead management tool that helps you track and manage all the leads in your company. Moreover, it also provides you
with customizable personalized email templates that you can use to turn your potential buyers into actual ones.
Single Software Setup
Attracting those who are interested in your product or service is only the beginning. Turning these leads into valued
customers is the real deal. Using a unified CRM app creates an environment where your sales and marketing teams
work in complete alignment, and converting leads more efficiently into sales becomes easier. EngageBay's unified
CRM offers a dedicated lead management tool that helps you track and manage all the leads in your company. Moreover,
it also provides you with customizable personalized email templates that you can use to turn your potential buyers
into actual ones.
Insightful Reports
Detailed analytical reports give you actionable insights into your business to enable smart decision-making. Having segregated
standalone software can generate multiple and diverse reports, each with different rubrics. Interpreting these can
be challenging, especially for a small business with limited tech resources. To derive actionable insights using
these diverse reports can be a nightmare. EngageBay's unified CRM takes into account all the reports from the different
teams while compiling comprehensive reports. This single tool can build an easy to read report which will help you
make better business decisions.
Omnichannel Marketing
Omnichannel marketing is a widely used buzzword nowadays. This type of marketing enables you to continuously offer consistent
customer experience and customer service across each of your communication channels. With an integrated app such
as EngageBay's unified CRM, all your customers are eventually funneled into a single tool. And your response is
generated from this single source as well. This lets you enforce the omnichannel model, without having to learn
the working of each communication channel individually.
Custom data fields
Store any piece of data that you feel is valuable to your business