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What is YottaCRM

What is YottaCRM? CRM stands for Customer Relationship Management, in other words: the management of your relationship database. This also makes CRM a company strategy. When you apply this strategy, you make people the focal point of your operations, and not your products or services. Although the English abbreviation suggests otherwise (customer/client), CRM can be used for the management of any type of relationship.

For example, for the centralization of the


available data on your suppliers, sponsors, members, patients, or students. Customer Relationship Management offers endless possibilities.

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Using SMART CRM as a system By using CRM as a system, you will notice that your relationships become more valuable. The more information you collect, the better you can target your services for these relationships. As your contact frequency increases, the involvement of your relationships with your organization grows as well. Consequently, you will notice that your relationships become more valuable.

The value of CRM is described well in this article by Forbes, from 2017, which explains why customer relationship management is so important. These are the reasons why you, as an entrepreneur, would use a CRM system such as YottaCRM: Why Choose Yotta CRM ?

Learn How YottaCRM can help Special Industry work from anywhere. There are often various people within the organization who are involved in dealing with company relationships. When collaboration is important, a solid structure is one of the key aspects. Throughout the day, everyone collects relevant information. Account managers receive your customers’ needs and desires. Your customer service department receives questions about possible product improvements. Marketers collect information about your target audience. And these are just a few examples. But product improvement suggestions should be received by the people dealing with product development. Just as sales opportunities belong with the sales team. A CRM system provides structure, making collaboration easier. Consequently, you will be able to respond more quickly to certain needs and, therefore, book better results. Information available at one location Knowledge about your relationships are often stored in different systems. And sometimes this will only be on a notepad. This will mean missing important details and opportunities. A CRM system centralizes all information at one location. A designated and reserved cloud location for your organization. Everyone can access it and work from the same base at anytime and anywhere. This means that you will always be up to date with the right information. Working from a centralized system gives you insight into your performances. It offers the chance to learn from sales trajectories you have won, but also from those you have lost out on. The centralized storage of your data also ensures that you will always have a back-up of your most important company details. Using dashboards for management information By using clear management dashboards, you will be able to see at a glance how you are doing. Where a lack of insight made you miss out on opportunities in the past, the new insight gives you a grip on trajectories you can now capitalize on. Sales dashboards allow you to monitor your forecasts in real-time. You can see the numbers and value of your deals in clear reports. In the same manner, the dashboards give you insight into your marketing efforts thanks to, amongst


other things, opening percentages and click behaviour resulting from the mailings you have sent. Even the lead time of your complaints procedure is part of the options. Management information dashboards in CRM offer limitless insight into your processes. You can then make choices that are substantiated by analyses. You will see the benefits and gains as soon as you start using a CRM system. ​Cloud-based CRM No massive software packages that must be


stored locally in your own server space but a platform that is entered via the Internet. Cloud-based CRM systems such as YottaCRM ensure that all your collected data is accessible anytime and anywhere. Your work activities are always based on up-to-date information, whether you process it individually or with a team. The system works on a desktop as well as on smartphones and tablets via the YottaCRM. This gives you the flexibility you need.

The cloud is a secure platform for your data. It is even much more secure than local installations. All information is stored on servers that are secured with the highest priority and strongest firewalls. The cloud is based in the United States. Yotta CRM complies with the latest and strict United States privacy regulation established. In addition to all this, we offer limitless data storage.


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