Why you need a SaaS CRM

Management, regardless of its subject, is a tough business. Arranging teamwork, and handling contacts, tasks or processes require appropriate skills as well as tools. One of them is a CRM system, which can completely change your work life. An even bigger step forward will be investing in the SaaS CRM tool. Read about it below and learn why. You will get to know what such a system really is and for whom it will be the best choice. 

What is a SaaS CRM?

CRM supports: Marketing, Project management, Client communication, Reports, Data base, Documentation, Sales management

Let’s start with the basics. SaaS stands for Software as a Service, and CRM is an acronym for Customer Relationship Management. But don’t let that mislead you. CRM isn’t used in customer service or sales exclusively. It is also a well-known in-house solution in marketing and HR – basically wherever you need to organize people’s work. 

The SaaS model allows hosts or service providers to deliver applications online through a Cloud-based system. It means that users can access the service via the Internet without having to install, or maintain software or hardware. The biggest difference between on-premise solutions and SaaS models is that with the first ones, you are in charge of basically every aspect of the solution, while the second ones allow you to leave the management in the provider’s hands and focus on your job. 

On premise, user managed: Data, Runtime, Middleware, OS, Virtualization, Application, Servers, Storage
SaaS, provider managed: Data, Runtime, Middleware, OS, Virtualization, Application, Servers, Storage

Additionally, SaaS CRM systems are typically much easier to use and cheaper than traditional on-premise CRM systems. Making them popular among small and medium-sized companies. After all, it is forecasted that by 2029 CRM market may reach a value of $145.79 billion. This number is a reflection of these solutions’ increasing popularity.

Who needs SaaS CRM systems?

As you could read before, SaaS CRM solutions can be implemented by companies looking for help with project management. But the clue here is that such a solution would be a good choice for small and medium-sized companies, and dedicated to teams like marketing, sales, customer service, and HR. 

With a CRM system, your company can gain a common space for all tasks, files, documents, contact data, etc. Moreover, your team acquires a place to work together (remote workers will appreciate it). With the system, you will draw the roadmap of each project in a flash, having a clear overview of every employee’s workload. 

Furthermore, CRM is a big relief for the sales team. Lead generation and contact management are much easier when all data is in one place, and you can check the entire customer history with one click. Additionally, a well-chosen CRM system will improve customer support, help with marketing automation, and speed up internal communication.

Benefits of a SaaS CRM system

Various industries may profit from implementing such a system. Below you can find a few benefits of cloud CRM software. 

Daily task automation and workflow improvement 

Establishing efficient task flow affects the time of projects’ completion as well as (and above all) the employees’ workload. Clicking between assignments, completing daily repetitive tasks, or communicating with other teammates regarding status changes can take up a lot of time. Thanks to task automation, the whole team can gain much time and improve its overall efficiency.

monday.com autamations
monday.com automations

Let’s take a closer look at monday.comwhere setting up specific automation takes you minutes, and still significantly improves team workflow. Just select a trigger, then set a condition and choose action. That’s all your work here. You can also set up multi-step automation which means you can add a few actions to a single recipe.

Sales centralization

In sales, speed is critical, however, searching for key information between tools doesn’t help in this matter. Fortunately, Cloud-based CRM comes with help. Its meaningful advantage is gathering all the information you need in one place. Interactions with leads, customer data, the current position in a sales cycle, or score are just some of the information that you can include in CRM. As a matter of fact, the dashboard content is entirely up to you! With monday.com, depending on your personal needs, you can choose the clearest view for you – Calendar, Kanban, or even various types of charts.

monday.com views: Table, Dashboard, Chart, Kanban, Gantt, Cards, Forms, Files
monday.com available views

Customer relationship management boost

Relationships with customers are important for every company, regardless of the market or field. If you treat customers well, they will come back and bring new customers. Therefore, high-level communication, building relationships, and improving customer experience should be a priority. 

SaaS CRM can facilitate this aspect, not only by collecting information in a handy dashboard but also via automation and 3rd party integrations. You can find out who worked on a specific task before, what the results were, or ask for a quick consultation. In the blink of an eye, you are able to find the best solution for clients.

Data sharing and collaboration

Teams scattered all over the world are common now. Thus, give teammates a place to collaborate and exchange knowledge. SaaS CRM accomplishes this; with cloud storage, there is no need to think about lost info or altered documents. Moreover, employees can cooperate, brainstorm, and share data at the same time and place.

monday.com workdocs

As monday.com is project management software, you can easily cooperate with others thanks to workdocs. Follow changes, add comments, invite members, organize a table of content and connect docs across boards. There is also a possibility to check the history of each document to see how it’s changed over time.

Quick reporting 

Reports are an inseparable part of business, regardless of whether you run a marketing agency or belong to a customer service team, periodically the results must be collected and presented as a report. Clicking through several tools, and creating tabs in Excel is a lot of work. Fortunately, the CRM system comes to the rescue.

report views
Various views on monday.com report

You can easily integrate it with other tools. Thanks to the complexity of storing data in this system, you don’t have to look for the report database in various places. With a few clicks, you can generate a lifetime report and personalize its appearance. It means that every time you change any piece of data, the figures will be also refreshed. No more monthly reports from scratch!

Scaling depends on your company’s needs

The SaaS model allows you to scale the service as needed. Add or remove services and features as your business changes. Users can customize their dashboards to individual needs by selecting the most needed fields or filters.

Moreover, providers care about their customers. They update their systems regularly and remove glitches to ensure the highest level of usage. You can be sure that your software is always up-to-date. In addition, each user can count on training and ongoing support. 

If you choose monday.com, Deviniti specialists will alter the system to the company’s requirements, implement solutions, and conduct training. You can be sure the system will meet all your company’s needs. If questions arise during use, continuous support is also on the agenda.

Are you ready to improve your workflow? 

It is crucial to add here that implementing a CRM itself is not the whole story. The clue is to find the most suitable one and use all its potential. According to statistics, more than 90% of companies hiring over 11 employees have implemented such systems. Now it’s your time, too!

You can gain a lot by implementing this system. However, it is important to keep in mind that eCommerce CRM software may differ significantly from that used by service entrepreneurs. Therefore, it is critical to consider what your team needs and identify potential bottlenecks. 

Contact our specialist and discuss your requirements. Ask questions, resolve all your concerns, and improve your workflow with monday.com!

Learn more about monday.com

Choose a well-suited CRM and increase your team’s efficiency!

Dominika Kuraś-Moskwa

Content Specialist at Deviniti experienced in the tech field. As a storytelling enthusiast, I always try to include some out-of-this-world plot in my articles. I am an art lover and coffee addict – I explore the world of IT with a cup of strong espresso in my hand.

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