Cloud CRM: It’s Safe to Move your CRM to the Cloud

It’s time. You can safely make the move from spreadsheet-based CRM to cloud CRM. 

The growth of the cloud CRM industry is providing more choices and more security than ever, allowing you to let go of relying on Outlook to take care of your customer relationships or cumbersome multiple databases.

Cloud CRM Makes Data Input Easier and More Mobile

Going cloud CRM means you’ll free up time from extensive searches or time lost on missing and incomplete data – including duplicate calls that can jeopardize a strong customer relationship. Cloud CRM also means you can access customer data from anywhere, including mobile phones, so you can take advantage of small breaks during the day to enter data and give yourself more time for analyzing or closing deals.
Be Ready for an Influx of New Leads with Cloud CRM

It may appear that you can manage all your customer interactions and customer touch points within your own system, but if that system doesn’t collaborate well across multiple divisions or multiple software, customer relationships and staff confidence can be lacking. Even worse, you may not be able to successfully capture and manage incoming leads.

Information For Everyone to Access and Maximize

Cloud CRM can safely help you coordinate your workflows, your marketing campaigns and results and interrelationships between your contacts. The information is easily accessed by members of your team from all divisions or departments, further solidifying your chances of giving your customer the real-time, accurate and focused attention that results in increased sales.

Think of it this way:  cloud CRM represents the power of one. Instead of multiple data access points for multiple customer touch points, you can rest in the assuredness that your customer data is in one central place. Cloud CRM also affords you great freedom to transfer emails, notes, documents and reports quickly from department to department without missed communications and costly delays.

Enjoy the View From Multiple Sales Angles

Instead of looking at one element of your sales workflow, why not use cloud CRM to look at the whole package? From customer order history to invoices and upcoming featured discounts, everything that pertains to your customers is in one place – your vendor’s server. Once you’re online, you can get the total picture of your challenges and successes all in one stop.

Go Private with Your Cloud CRM, If You Wish 

If you’re hesitant about securing your valuable customer data, investigate the benefits of a private cloud. Just like it sounds, this is a cloud CRM package in which no other organizations can share your cloud space. If something goes wrong, you get focused customer service and problems from other businesses in a shared cloud won’t be a concern for you. One private cloud CRM leader is Sage SalesLogix Cloud, boasting a secure implementation that helps you rest easy. You’ll also see extensive levels of data storage capacity, more than many leading vendors. With 50 users when you implement your system, you’ll move into 100 GB of cloud CRM space. Additional room can be added as the time-saving and efficiency benefits of cloud CRM begin to expand your business farther than you thought possible.

Start Small to Make the Transition

It can take time and courage to make the leap from on-premise CRM strategies to cloud CRM, but most vendors offer training services to walk you through step by step. Some organizations use a strategy of implementing cloud CRM in phases, starting with small steps first and building toward larger ones. Because cloud CRM deploys faster than on-premise solutions, you’ll also see quicker results.

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