You Should Know These CRM Remote Software
We show you which CRM remote software can assist you with remote work.
- How CRM systems support you in Remote Work
- The Benefits of Remote Work with CRM Remote Software
- These CRM Softwares support you with Remote Work
- Remote Work before Corona, today, and in the future
- Conclusion: Sooner or later, every company will probably have to deal with CRM remote software
Satisfied employees have one thing in common: They describe their corporate culture as an "open feedback culture" and "innovation-friendly". They praise the flexible scheduling, the virtual collaboration within their teams, and the work-life blending. All these aspects are essential New Work features.
A Statista survey found that Germans were already working from home about 1.4 days a week in 2021 and 2022. Also, Remote Work or mobile working is now established. Besides the many benefits of this trend - for employers and employees - there are some challenges that companies need to overcome in order for the perfect theory to be successfully implemented. CRM remote software is at the heart of this transformation. In this article, we'll explain why you shouldn't miss this ingenious tool.
How CRM systems support you in Remote Work
A CRM system (Customer Relationship Management) is your digital helper in all matters related to customer relationships - regarding active, dormant and potential customers. It is divided into four fields: analytical CRM, operational CRM, communicative CRM and collaborative CRM. CRM remote software is suitable for remote work as users only need an internet connection to connect to their team and access their "office" with one click.
The functionality depends on the CRM remote software. These features are common:
- Master Data Maintenance
- Correspondence
- Integration for online presentations, webinars, and meetings
- Notification Management
- E-Mail Management
- Task Management
- Appointment Management
- Project Time Tracking
- Internal Chat Function and Video Collaboration
- Offers, Orders, Bookings, Orders
- Document Management
- Analysis Functions
The Benefits of Remote Work with CRM Remote Software
CRM remote software is data protection compliant systems that enable smooth communication and teamwork from home - or anywhere in the world. Remote work is simple and effective, both from the perspective of employers and employees.
1. Increase in Productivity
No interruptions, no noise, and no distractions from colleagues. Employees can stay productive as the typical disturbance factors of a workplace in the office are eliminated. The report by FlexJobs.com shows:
- 85% of the surveyed companies report a increase in production due to flexible work.
- 90% of the surveyed employees report an improvement in job morale due to flexible regulations and working hours.
- 77% of the surveyed companies are convinced that teleworking can reduce operating costs.
- 65% of the surveyed employees are more productive at home than in the office.
2. Increase in Effectiveness
Whether in the car, at the airport, in line, or on the train: CRM remote software is browser-based and can be accessed on a PC, laptop, mobile, or any other mobile device, allowing employees to make the most of every minute.
3. Centralized Communication and Coordination
The CRM remote software is a system for everything - operations, communication, and coordination are centrally managed. Communication with customers, agencies, and colleagues is possible at any time. For this, employees have access to current, duplicate-free data.
4. Rapid Implementation
Processes are faster and clearer. An example from marketing: Marketing teams can receive approval from their superiors with a click and set up campaigns without long meetings or waiting times and monitor their performance in real-time. The results are available instantly. If necessary, marketing teams can adapt their campaigns to new situations at short notice.
5. Permanent Data Updating and Central Dashboard
Every employee has access to the latest versions: All data such as information on leads is stored in the cloud and synchronized in real-time. No other program (e.g., Excel) is necessary. All the tools are included in the CRM or integrated into the CRM via an interface. This also affects team cohesion: CRMs are no longer just a sales matter. Through shared use of a tool, the involved departments merge into strong teams.
6. Low IT Effort
The systems are hosted by third parties. That means they handle everything technical such as error fixing and maintenance. This happens in the background, whether you're working in the office or at another location.
7. Low Costs
CRM remote software is cloud-based. This reduces the costs for updates, data centers, and office equipment. Besides, remote work eliminates all other costs (e.g., for office buildings and employee parking spaces).
8. High Employee Satisfaction
With CRM remote software, employees can organize their day according to their needs. On the one hand, this simply makes them happy and improves their work-life balance, on the other hand, it ties them to their company. Why? Their employer supports them in realizing not only their professional but also personal aspirations. FlexJobs found that the risk of poor mental health is only half as high for employees with more flexibility in their workday.
9. High Customer Satisfaction
CRM remote software positively influences customer satisfaction: On the one hand, you can provide customer service quickly and around the clock. On the other hand, it ensures that every employee has access to important data - this also includes suitable contacts along with contact details. You can quickly and easily label, categorize, and edit customer data.
10. High Environmental Friendliness
CRM remote software is the basis for mobile work or remote work. By avoiding unnecessary miles - for commuting and countless business trips - you do the environment a favor.
Naturally, home office and remote work don't only have advantages. To ensure lively communication, creative brainstorming, and social interactions are not neglected, the physical presence of employees at the same location is often necessary. It should also be considered that remote work requires a solid basis of trust without which it is not possible.
These CRM Softwares support you with Remote Work
The Remote Work boom has fueled the CRM remote software market. There are now some strong tools. Your CRM should support you with these features in Remote Working:
- CRM Customer Database: storage of your customer data (e.g., personal data, contact data, transactions, advertising permissions, and key figures)
- Task Management: management of tasks (e.g., status, priorities, responsibilities, and deadlines)
- Appointment Management: management of appointments (e.g., calendar, appointment bookings, appointment reminders, and participant lists)
- Telephony (CTI Software): management and evaluation of phone calls (e.g., initiating, holding, forwarding, recording, and logging calls from the customer data record)
The CRM Remote Software ameax AcquisitionManager
One CRM remote software we recommend is the industry-independent ameax AcquisitionManager CRM Software. It supports you in everything you need for your acquisition and for generating new orders. You can comfortably manage, control, and monitor both customer data and sales activities. Through its modular structure you can assemble your cloud-based CRM in a way that best supports you and your team, independent of location.
The ameax Acquisition Manager is all about speed, quality, security, and sustainability. The CRM software is primarily aimed at small companies and offers lead, contact, and customer support as well as interaction with leads. It is suitable for collaborative activities such as appointment management, sales campaign management, or data analysis in sales, customer service, and marketing. The software can also be used as a mobile version.
These are the other functions in detail:
- Logging of calls and e-mails
- Creation of form letters and bulk e-mails
- SMS shipping
- Management of follow-ups
- Use of an internal message board with integrated chat function
- Management of customer data and contacts
- Creation of custom marketing workflows
- Individual customization of text templates
- Gapless traceability of documentations
- Mass import of customer data, e.g., via CSV table
- Management of role-based permissions for rights management
- Object Builder: Creation of individual modules for collecting, managing, and evaluating data without programming knowledge and without additional costs
You can especially manage your customer data centrally with the CRM remote software, effectively control your sales and marketing, and digitize documents and processes - all that which is essential for successful remote work.
The most important functions
The most important functions of the ameax AcquisitionManager CRM software for remote work we present directly. You can use these anywhere through any device that has a browser and an internet connection.
Activities
Activities create logical and efficient work structures in your company. They are not without reason the center of the CRM remote software: Here, activities and follow-ups are managed and campaign statuses are tracked.
Activity Stream
By clicking on the activity stream, you can see how busy you and your colleagues are, like in a live ticker. The creation of activities, appointments or follow-ups, for example, is logged and made quickly traceable. Conducted phone calls are also here. This way, you and your team always know what's going on with others.
Timeline
With the timeline, you have your processes constantly in view. Compared to the activity stream, you can see all processes that belong to a specific customer data set/lead. Here, for example, you can display all completed and upcoming activities, follow-ups, appointments, and sent documents in a timeline.
Message Board
Via the message board you can internally communicate with your team. The overview shows you all current and some old messages. You can filter and sort them (e.g., by employee, archive status, message content, and date). You can easily hide irrelevant messages.
Route Determination and Customer Radius Search
The route determination assists you with route planning, by determining distances, travel times, and routes. The function supports you with the planning of visit appointments as well as with the route planning of remote employees.
Suitable Combinations
There are other ameax modules that are optimally suited for extension: e.g., the ameax Task Management and the ameax Faktura. The focus of task management is the process optimization in task distribution, team organization, project processing, and communication.
The Faktura module optimizes your document management, your inventory management, and your payment management. By adding more interfaces to other ameax modules or external software you can optimize even more steps of your everyday business, which you probably haven't even thought about. For example, you can digitalize the shipping of your daily mail.
If desired, you can quickly and easily expand your CRM with the modules project time tracking, sales opportunities, matching system, and document portal into a quite extensive ERP system.
Remote Work before Corona, today, and in the future
Emergence of the globalized digital economy
As early as 1962, Canadian media theorist Marshall McLuhan spoke of the networking of digital devices without physical boundaries ("global village"). In the same year, the IT outsourcing company Electronic Data Systems was founded. Thanks to the business model IT outsourcing, companies like the parent company of General Motors saved sums. As a result, production processes could be carried out by external parties, even at the other end of the world. The cheap labor at these locations significantly reduced production costs.
From necessary evil to modern workplace
About 60 years later, digitization first changed the working world of many auxiliary and low-skilled workers. Due to Corona - or better put, due to the Corona measures - it later also hit highly qualified workers: Contact and travel restrictions forced employees into home offices.
Especially city dwellers want Remote Work
The Institute for Internet and Society found that professional work is not necessarily possible everywhere. Remote Work is primarily demanded by companies on the East and West Coasts of the USA, in Western Europe, and Australia. Employees implementing this often come from Eastern Europe, South Asia, and the Philippines. In addition, the institute found that online work is primarily moving into the city. Anyway, mobile and flexible working models have increased massively since 2020. For many workers, home office and remote work are indispensable.
Looking into the crystal ball
We can't say for sure how many employees will work remotely in the future, but various study participants agree: Remote Work will be extremely important for the working world. For example, the McKinsey Global Institute expects a nearly 40% share of Remote Work across all sectors in Germany. The Capgemini Research Institute found that three out of ten employers estimate a Remote Work share of their workforce of over 70% in the next few years.
Conclusion: Sooner or later, every company will probably have to deal with CRM remote software
According to Owl Labs Global State of Remote Work 2018 40% of companies use a hybrid working model, while only 16% of companies are fully remote-aligned. Still, 44% of companies worldwide resist flexible work. And this, even though as many as 97% of employees said in a survey that they would work from home at least part time. So the question is not if, but how long companies can keep avoiding it.
Fact is also, Generation Z wants independence, self-determination, and self-actualization as well as the realization of its own values (according to New Work: the Generation Z in the Working World of Tomorrow” (2021)). All these features are typical for New Work. With CRM remote software like the ameax AcquisitionManager, establishing New Work is much easier than cautious employers can currently imagine. Activate your test version and see for yourself - completely free and non-binding!
Pia war mehr als 10 Jahre im Vertrieb und Marketing verschiedenster Unternehmen aktiv. Danach gründete sie ihr eigenes Unternehmen und betreibt dieses zusammen mit ihrer Geschäftspartnerin.
