Customer relationship management (CRM) systems are vital for many businesses to ensure optimal and consistent experiences for customers and to manage workflow and sales pipelines. While cloud-hosted CRM tools are prevalent, there are alternatives, and we look at the best of these below.
Although InfoFlo offers a cloud-based CRM solution, customers can also choose an on-premises or hybrid option, both of which can deliver important benefits. The on-site CRM platform features many useful tools to help businesses manage every element of their customer relations processes. Contact management, document linking, and collaborative tools are also included, making InfoFlo a complete one-stop-shop concerning optimizing all facets of sales, marketing, lead generation, and customer support.
For more information on this option, browse this site for details, where you can read customer reviews and the cost of various packages. The reporting and dashboard facility is particularly useful for sales teams: this feature provides at-a-glance data on current leads and the point they’re at in the sales funnel. Setting up InfoFlo is a quick and easy process; for the on-site version, users simply need to download the software and then extract the script onto their server. Once a connection has been established with the storage database, everything’s ready to go.
Doing exactly what it says on the tin, Onsite CRM is a non-cloud-based platform designed to streamline and automate a businesses’ sales processes and deliver intuitive insights into performance. It integrates seamlessly with a range of other popular tools and software solutions to make for an integrated, slick customer relationship management system.
Onsite CRM is not only focused on managing leads and the sales process but has an emphasis on nurturing client relationships, too; it offers a range of tools to help your business connect with new leads while promoting stronger connections with your already established client base. The automatic targeting of potential new leads is one of the ways that this tool can help improve conversion rates, with customized content being generated for maximum effectiveness in this regard.
Email marketing, intuitive scripting. eSignature generation and invoicing tools are all featured as part of Onsite CRM’s comprehensive package.
Offering both cloud-based and on-premises options, Maximizer is a powerful CRM tool that can help your business grow revenue through its insights into client behavior and information on sales. The software is fully customizable and scalable, meaning that it can grow and adapt as your business develops over time.
Over one hundred thousand users currently incorporate Maximizer into their sales and customer relations processes; the software can link campaigns to opportunities, thereby allowing you to see exactly how much revenue has been generated by each individual initiative. Leads and deals can be effectively managed and clear sales goals set and executed; there is the facility, too, for Maximizer to enhance overall team productivity by helping team members to identify and resolve potential problems promptly.
GoldMine is perfect if you want an on-premises CRM for your business that you purchase outright and so comes with no monthly fees or subscriptions. This option is a very affordable one for small and medium-sized enterprises and comes with a range of features. These include dashboards and sales forecasting, marketing campaign management, and the ability to assign tasks and activities.
GoldMine integrates with many other popular apps and tools and allows users to customize fields and templates, too, so that the software can be geared entirely to the needs of your business.
This is a great option for new businesses or those in the start-up stage who are building their client and lead database or for the specific use of salesforces to manage their leads and forecast areas of growth.
The Benefits of On-Site CRM Systems
The businesses that choose an on-site, as opposed to a cloud-based, CRM system often do so as a result of the greater control that the former offers. How the system is set up, maintained, and integrated with other systems is kept in-house, which is a key benefit to some companies. For many, the single upfront payment is also more appealing than a monthly subscription fee: once an on-site CRM has been purchased, the company owns it outright. If it is likely to be used for many years, then this could work out as the more cost-effective option.
Finally, a non-cloud-based CRM system is hardware-based; this means that if you lose your internet connection, your CRM won’t be affected. Again, this is a big plus point for the businesses that choose on-site systems.
And the Cons to Consider
Of course, there are some drawbacks to consider when it comes to on-site CRM. Firstly there will be maintenance to think about and factor in, regarding costs. On-premises software can also only be used in the office, not remotely; it’s harder to scale, too, if your business grows or its needs change, and there will be a considerable upfront cost to pay to download the solution you choose.
In conclusion, deciding on the best CRM system for your business will be entirely dependent on the nature of your company, your plans for the future, and your preferences. But with such a wide range of options out there, you’re sure to easily find the perfect match.