Given how many people the average brand interacts with nowadays, it’s no surprise that so many have come to rely on customer relationship management platforms. By organizing your business’s relationships and interactions with both clients and potential clients, you keep people happy. By keeping people satisfied, you grow your brand image. Pretty self-explanatory, right? In this modern era, there are plenty of CRM solutions on the web – the market is a lot like that for content management systems, in that regard. As per my own experience, one of the best choices you can make is Oro. With a 360 degree view that integrates every step of the customer journey, the ability to build geographically-targeted campaigns, and superior data organization, it’ll likely prove invaluable in your business’s day-to-day. Unlike any other platform, OroCRM can be made immensely more effective and efficient if you know what you’re doing with it. That’s what we’re here to talk about today.
Here are a few tips and tricks you probably weren’t aware of on the platform – use them to build a better brand.
1) Control your Workflow
Last but not least, OroCRM features allow employees or workers to keep track of their regular activities through a built-in Kanban board. Workers can manage their workflows, keep track of communications between themselves, colleagues, and clients, and add remarks to projects and entries within the app.
You can also assign tasks to individual users to help keep them on track with their duty, organizing those tasks by priority and managing them from start to finish.
Using this functionality, you can be 100% sure that your support professionals are more efficient and organized. And that, in turn, will better equip them to keep your customers happy – and keep them coming back.
2) Customize it via Symfony
Of course, it’s worth mentioning that OroCRM installation has a pretty well-populated marketplace of extensions as well before you go reinventing the wheel. Have a look to find out if someone’s already coded what you’re trying. There is no sense in wasting a ton of effort?
3) Manage your inventory
A CRM platform isn’t exactly the first thing you’d think of if one was to mention warehousing. Here’s the thing, though – OroCRM open source has a sister app called OroCommerce.
Not surprisingly, these two platforms are capable of having close integration with one another.
That means that with just a few minor tweaks, you can manage both your product stores and customers via a single dashboard – keeping both your customer relationships and inventory that much healthier in the process.
4) Can be used for Marketing and Sales
OroCRM allows you to have complete control over the way you manage your customers. With its comprehensive but easy-to-use interface, you can manage and view all of your accounts, customer interactions, and information in one place.
It will also automatically update and sync merge accounts, customer profiles and associated customer information across multiple channels, which means you won’t have to deal with duplicate information.
OroCRM dashboards drive strategic actions by giving you a comprehensive insight into business performance and KPIs. Sales CRM and marketing CRM features include configurable dashboards that can track performance in segmented campaigns, email marketing conversions, and opportunity close rates, to name a few.
5) 360° View of Your Customer
OroCRM demo lets you capture data from every customer interaction, including product views, email responses, support tickets, and more.
In addition, everything is tracked across multiple touchpoints, such as online B2B and B2C stores, social channels, POS systems, and email campaigns, giving you a holistic 360° view of your customers.