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Table of contents
1.
Introduction
2.
Benefits
2.1.
Easy to Use
2.2.
No Hardware or Software Necessary
2.3.
Low Cost
2.4.
Customisable to Business Needs
2.5.
Secure
2.6.
Reliable
3.
Features
3.1.
Mobility
3.2.
Third-party Integrations
3.3.
Collaboration Tools
3.4.
Overall Customer View
4.
FAQs
5.
Key takeaways
Last Updated: Mar 27, 2024

Cloud CRM

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Introduction

Cloud-based CRM software is simply CRM software hosted in the cloud, which means that organisations may access and store client data over the internet. This eliminates the need for data management and storage and pays for separate licences for various devices. The CRM supplier does all the hard work, leaving the company with only an easy-to-use solution. Cloud-based CRM software can do everything that on-premise CRM software does, but it's more flexible to the demands of the business, more cost-effective in the long term, more accessible, and more secure, which is a significant issue that organisations are continuously attempting to tackle.

Typically, this tool will provide access via web browser logins based on the CRM system administrator's access permissions. Employees may access the CRM system from any computer or device with an internet connection at any time. Mobile applications are frequently available for such CRM providers, making it easier to use the CRM from a smartphone or tablet.

Must Recommended Topic, Types of Agents in Artificial Intelligence.

Benefits

Cloud-based CRM software outperforms on-premise CRM software in nearly every manner. This is why it's difficult to discover information regarding on-premise CRM solutions on the internet. It's only being phased out at the moment. These eight advantages will show you why.

Easy to Use

Since they recognise how difficult it is for agents to learn new systems, cloud-based CRM software suppliers go out of their way to prioritise user experience. When agents are hesitant to adopt a new approach, they are less likely to use it to its full potential. Customers may construct tailored email templates using click-and-drag capabilities, and agents can evaluate crucial customer data with interactive dashboards and reports. Customers can also get support from cloud-based CRM suppliers.

No Hardware or Software Necessary

Businesses may also obtain complete access to CRM software on their own, from anywhere in or out of the office, with cloud-based CRM software. On-premise CRM software can only be accessible in the office, preventing agents from working from home or pulling up data in the middle of a crucial meeting. Because sales agents and managers spend so much time outside the office, mobility is essential. If they're at an appointment with a customer and the customer requests the most recent reports on the company's progress, they can now get that information fast, making or breaking a significant transaction.

Low Cost

Because an IT staff isn't required, prices are kept low because your company won't have to pay one or more IT agents to set up and manage your CRM software. Most plans are also adaptable to your company's requirements, so you don't have to pay for services you'll never use. It is not up to you to contribute your own money towards a remedy if something goes wrong, which happens occasionally. It is the responsibility of cloud-based CRM providers to ensure that their software functions smoothly. Using the cloud to store data is typically less expensive than putting up your storage system, requiring hard drives and monthly maintenance.

Source: Medium

Customisable to Business Needs

When choosing cloud-based CRM software, you may frequently save money by purchasing more affordable plans or designing your own plan to meet your company's specific needs. If your company just has ten agents, there's no need to upgrade to a fifty-agent package. Some companies consider call recording a must-have, while others consider it an unnecessary expense. Giving you the flexibility to pick the features you want depending on your company's needs is crucial since it enables your sales and marketing teams to have better user experiences. They are more inclined to adopt software that will truly make their life simpler at work if it is offered to them.

Secure

Because the data is out of your company's hands, cloud-based CRM software is more exposed to cyberattacks. However, the cloud is a secure place to keep data that can be backed up and restored if lost. Providers frequently use SSL encryption and adhere to HIPAA requirements so that businesses may assure their consumers that their information is secure. Customers are hesitant to submit their personal information to companies in today's trust economy, so being able to assure them that their data is safe and not being used unethically can significantly improve the customer experience.

Reliable

Cloud-based CRM software's dependability is also critical. On-premise CRM software would be hard to use if something went wrong with the office servers; however, cloud-based CRM software simply requires users to be connected to the internet. Because the solution is hosted by the provider on their own data centres, your company can rest certain that the platform is typically backed up with redundant servers, ensuring that business can continue as usual even if something goes wrong. Because the internet isn't always reliable, if your business loses crucial client data due to a network outage, it's never completely lost because it's immediately backed up in the cloud. Providers can also guarantee service uptime and can typically arrange Service Level Agreements to assist ensure your paid service remains as dependable as feasible.

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Features

Mobility

Businesses may also obtain complete access to CRM software on their own, from anywhere in or out of the office, with cloud-based CRM software. On-premise CRM software can only be accessible in the office, preventing agents from working from home or pulling up data in the middle of a crucial meeting. Because sales agents and managers spend so much time outside the office, mobility is essential. If they're at a meeting with a customer and the customer requests the most recent reports on the company's progress, they can now get that information fast, making or breaking a big transaction.

Source: BornRealist

Third-party Integrations

Integrations allow us to connect two previously unconnected pieces of software, saving time and making regular activities easier. Social media, phone systems, email solutions, and even other corporate tools like Slack or Trello may all be integrated with CRM platforms. Instead of forcing an IT staff to design a new piece of software from the start or attempt to change a cloud source on-premise option, cloud solutions allow for extremely simple integrations via APIs or SDKs. Third-party connectors are critical for cloud-based CRM software since they make the product far more powerful and adaptable to your company's demands. Cloud-based CRM software includes social media, phone, and email connectivity, which helps save expenses.

Collaboration Tools

Customers may communicate with your firm using the Cloud CRM app. Users can make direct phone calls. You may also keep track of your contacts, leads, and prospects. The system will keep you up to date on the most significant developments, offers, and initiatives.

Overall Customer View

All customer, lead, and opportunity accounts and information are centralised in the Cloud CRM system. You don't have to waste time looking for information in various locations. The customer profile saves everything of the client's history, including orders, calls, messages, and complaints.

FAQs

  1. How can employees access the CRM system?
    Employees may access the CRM system from any computer or device with an internet connection at any time.
     
  2. What protocols are used to protect customer data in a CRM Cloud?
    Providers frequently use SSL encryption and adhere to HIPAA requirements to ensure that customer data remains safe.
     
  3. What measures do providers take to ensure that a business's paid service remains dependable and feasible?
    Providers guarantee service uptime and typically arrange Service Level Agreements to ensure that a business's paid service remains dependable and feasible.

Key takeaways

In this article, we have extensively discussed Cloud CRM, its benefits and features.

We hope that this blog has helped you enhance your knowledge regarding Cloud CRM. If you want to learn more, check out our articles on Code studio.

Read more:
Introduction to Cloud Computing

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