A vital aspect for any company is to create and maintain an excellent relationship with its customers, for this they can use their human staff and also the benefits offered by technological solutions, such as Rootnet CRM.
Rootnet CRM is contact management software that will help companies build relationships with their customers, basing these relationships on offering products and services tailored to their needs.
Getting started with Rootnet CRM
To start using the CRM offered by Rootnet, all you have to do is contact one of our sales advisors to guide you step by step, register and that's it, the process is very easy and fast.
Upon registration, an email will be sent to you with information. After receiving the email with your username and password, you can enter your CRM, you just have to click on the link sent in the email with the company's subdomain.
The first access will be made with the generated password (later you can change it) and clicking on "Enter". If you forget your password or want to recover it. You must click on "Forgot your password?" and enter your username or email.
In the home dashboard you will have the following sections available:
- Sidebar, in this bar you can see: Analytics based on your lists, favorite contacts, Pending contacts to close sale, sales support chat and missed opportunities.
- Counter: Here all your account types will be reflected along with the color assigned by the administrator, with the final count of each of the accounts. Selecting one will filter the contacts.
- Add new: By clicking, we can add new contacts
- Search bar: You can search for accounts directly from this bar.
- Filter: All filters will be displayed based on lists or dates assigned by the administrator. Upon first login, this is where it will help you generate the initial template along with importing or exporting your database.
- Modules: All your active modules will be reflected depending on the permission given by the administrator to your user.
How to create automated account in Rootnet CRM
Rootnet has the ability to be integrated into websites through contact or service forms and this directly feeds this information into Rootnet CRM.
The way it is configured is that when the user enters their information in a contact form, this functionality captures the information with the predefined fields for each account.
These fields are shared between the form and the account in the CRM, the account ID field is basically the ID of the entity creating the account. Depending on the form and the configuration we have in the CRM, there is the ability to add more or fewer fields.
Benefits of a CRM for companies
A CRM (Customer Relationship Management) system is a powerful tool that can provide a number of benefits for businesses. Here are some of the key benefits:
- Improved Customer Engagement: A CRM system allows companies to better understand their customers and their needs, which can help them create more personalized and targeted sales and marketing campaigns. This, in turn, can lead to increased customer engagement and loyalty.
- Increased sales: By providing sales teams with a centralized database of customer information, a CRM system can help them identify and prioritize leads and opportunities, and streamline the sales process. This can lead to increased sales and revenue.
- Better customer service: A CRM system can help companies provide better customer service by allowing customer service representatives to access detailed customer information quickly and easily. This can help them resolve issues more efficiently and provide a more personalized experience for customers.
- Enhanced Collaboration: A CRM system can help teams from different departments work together more effectively by providing a centralized platform for sharing customer information and collaborating on tasks.
- Improved data management: A CRM system can help businesses better manage and organize customer data, including contact information, sales history, and customer interactions. This can help companies make more informed decisions and improve overall efficiency.