CRM Software
How CRM Tools are the Best way to Promote Intuitive Team Cohesion
Most people who are familiar with CRM will know its primary use is managing external customer-related functions.
However, they may not know that Optimiser’s CRM can successfully promote and streamline internal work processes allowing better resource management and team cohesion!
Discover the features that are guaranteed to:
- Maximise your time resources with efficient automation.
- Seamless data transfer without any complications.
- Create interdepartmental workflows for better productivity
- Target company KPIs more precisely
Each software suite provided by Optimiser is fully integrated with the core CRM module and other provided features. Integrations between suites promote cohesion. It encourages teams to share data, analytics, and insights, resulting in better business intelligence and overall KPI achievement performance.
Additionally, the data is transferred on-platform without any third party links. It ensures security, increases data accuracy, and saves time with a few clicks.
Most CRM software is hosted on the cloud, which makes them accessible from any device at any given time from anywhere in the world. It allows teams across the organisation to utilise the latest and the most accurate data using a single platform. The information collected would help in streamlining different departments and team members.
As a result, your company will not be dependant on an individual to access information. The pipeline, accounts, and contacts of the entire team are available on the platform for all.
By creating a unified base of company information, you allow analytics to make in-depth charts and graphs. Organisations can share these charts and graphs with employees to know their overall performances.
The best part about Optimiser is that you can provide your team members with multiple licenses for the same platform. Meaning, based on the team member’s role, you can give access to the information. For example, the development team in your organisation does not need to know the status of sales. If any team member requires additional information, a super admin can give access to him.
It ensures that only relevant information is available to team members, and they do not get confused with other data present in the system.
Optimiser’s task feature is built into the project management and CRM software. It allows you to track the current status of the tasks assigned to team members from a single place. You can create, allocate, and manage tasks without much hassle. Besides, you can put all the relevant information needed to complete the task successfully.
Space to create comments and host project-specific conversations make it easier to keep a task history. It ensures that every relevant party is up to date. Creating teams within Optimiser allows tasks to change hands or onboard new project members in seconds. It can be attached to the other core CRM features such as Contacts, Accounts, and Pipeline.
Not only does Optimiser offer internal integrations, but you can now integrate your third party legacy tools and systems with Optimiser’s CRM! In a few clicks, you can log in to your Optimiser platform from your third party email provider. It ensures a seamless information flow and handles it all from a single tab.
Most business conversations often take place over long and complex email chains. Following this, they need to be copied over into the CRM system manually. Afterwards, they are used to create tasks or calendar appointments and share them with colleagues. Email integrations allow a single team member to create or update an account, contact, task or pipeline using data copied straight from the email body. The information is then viewable instantly by all relevant team members in the CRM.
The CRM core software hosts an individual cloud-based calendar that allows users to create teams, co-schedule meetings, and manage project timelines. CRM for events provides a separate dedicated event planning calendar for time-sensitive projects and non-recurring deadlines. Colleagues can view and make requests for appointments. They can also access the following information:
- Working hours: To ensure the appointment can be fixed within the working period for faster resolution without postponing.
- Off days: Ensures that the appointment will not be pushed further in case the team member is on leave.
- Sick days: For final payouts and more information about team contribution, sick leave can be of great assistance.
- Holiday days: This helps in narrowing out the days in which the company announces holidays and allows you to plan your schedule.
- Blocked time for calls and meetings: To ensure that two meetings do not take place at the same time, the blocked time for calls and meetings option is a great feature.
- Events: Plan events accordingly when your schedule is free.
A change of schedule for a call or meeting automatically alerts all related parties with no need for manual follow-up. You can either create a high-priority meeting or call. After which, you can add it directly to a colleague’s calendar or request a slot. Stand-up calls only need to be scheduled once and then added to repeat at a determined interval.
Optimiser is a comprehensive CRM software company, providing businesses a customisable solution to their personal goals for sales, productivity, and growth. Powerful integrated modules include lead management software, a B2B sales toolkit, automated marketing suite and more for sale under a single subscription. Try Optimiser’s CRM software demo with access to the full Enterprise Licence FREE for 30 days, and find out how you can skyrocket productivity in just one month!
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