Cloud-based CRM programs allow users to access information and dashboards in real-time, from any device. This not only saves time, it eliminates a duplication of work and automates essential processes such as qualifying leads and closing deals. 

A modern cloud-based CRM program allows any department to access customer data, ensuring customers receive consistent service. CRM programs streamline communication, all while your company remains competitive with the latest features and technology.

Here are a few major benefits of a cloud-based CRM program provides:

Straightforward, uncomplicated installation

One of the greatest concerns companies have regarding moving to a cloud-based CRM program is the belief that an installation or onboarding will be complex and require too much time or resources. Fortunately, a cloud-based CRM installation does not require new hardware or a new server, which makes the installation process much simpler and straightforward. 

At ApostleTech, one of our first steps is to understand the requirements of the companies we work with and the unique factors influencing their specific business operations. Whether we are working on a fully customized implementation or set-up and installation of our HCP CRM for home builders, it is important for us to get to know our clients and understand their needs. It is also valuable to note that we can take care of any transition remotely, so getting started with a cloud-based CRM program does not require that our experts are onsite.

Access anywhere

Our clients’ favorite feature about the cloud-based CRM program is the ability to access data from anywhere at any time and from any device. A simple Wi-Fi connection and login information, gives the sales team, marketing managers and  customer service access to customer data, giving each area the ability to send follow-up communications, share information and work together seamlessly through the various stages of the sales cycle.

Whether an employee is working remotely or from a sales office, they can easily access essential client information, remain updated and kept in the loop.

Spend more time selling

A CRM cloud-based program requires less resources to maintain because it fully automates data management. This means that your staff can spend more time selling, building relationships with customers and bringing in more revenue. 

With our digital visitor card (kiosk app), customer information is logged immediately with all records created as soon as someone hits “submit”. This allows each visitor card to flow into HCP, ensuring that customer information is captured accurately and available instantly. No more dual entry or transcribing. This low-risk integration comes with the high reward of taking the stress off of your sales team to constantly manage customer data.

Collaborate across departments

A cloud-based program uses a centralized database, meaning that employees from any department can access the same customer data. Marketing, sales, and customer service can work together seamlessly to access up-to-date information and provide prospects and clients with more consistent service. Each team member has their own login information, so multiple reps can review the same file in real-time together, encouraging open communication and collaboration amongst one another. 

Your CRM can grow with you

Cloud CRMs have the ability to store as much information as needed while your business grows. No matter the size of the business, budget, or goals, a CRM can be a valuable marketing tool. It is more flexible than a local server because of its endless ability to expand without the need for constant IT support or reconfigurations.

Fully compatible with existing workflow

CRM cloud-based programs are easily compatible with existing workflow platforms. A cloud-based CRM can integrate and work with other apps your team is likely to use in their day-to-day such as G Suite and Microsoft Office products.

Seamless backup

When  utilizing a CRM platform, value customer data can be quickly recovered in the event of a system crash or power outage. Without a cloud-based platform, backing up data requires costly resources and storage space. If your priority is a reliable, secure form of backup for storing and accessing information, a cloud-based CRM platform is a smart choice.

At ApostleTech, we have designed hundreds of customized CRM systems built on Salesforce, including HCP, which we specifically developed for home builders. When you use our HCP CRM software it allows you to integrate with other systems as well.

If you are interested in learning more about how CRM cloud-based platforms can help your sales and marketing team work more efficiently and effectively, we are here to talk. Contact us today to learn more about ApostleTech and HCP solutions.