Ekeria Blog

Cloud CRM: how cloud-based management works

Written by Agnese Miralta | May 13, 2024 9:00:00 AM

Why it’s advantageous to manage your business with a cloud CRM

In recent years, business management has become increasingly complex, requiring advanced tools to maintain a competitive edge. Among these tools, Customer Relationship Management (CRM) has proved indispensable for many businesses. And if we combine the effectiveness of CRM with the flexibility of cloud computing, we get an even more powerful solution. Below, we will explore why running your business with a cloud CRM management can be extremely beneficial.

 

What is a cloud CRM

A cloud CRM is a customer relationship management platform hosted on remote servers and accessible via the Internet. In essence, instead of installing and maintaining CRM software on their internal servers - that is, on their devices - companies can use a cloud-based service to manage all customer-related tasks, from contact management to sales tracking and beyond.

 

Features

Key features of a cloud CRM include:
 
  • accessibility from anywhere with an Internet connection,
  • easy scalability to adapt to changing business needs,
  • the possibility of automatic updates without service interruptions,
  • be able to synchronize in real time and automatically any sales, user management or change that takes place on the platform.

In addition, many platforms offer integrations with other business applications and advanced analytics tools to improve understanding of customer data. Some even have the reporting already integrated in the system, so that from a single dashboard you can manage everything you need.

 

 

Cloud CRM software: advantages and disadvantages

Key benefits of a cloud CRM include reducing initial and maintenance costs and flexibility in accessing information from any device. However, some potential drawbacks include concerns about data security and dependence on Internet connectivity.

Other possible disadvantages include the need for in-depth training to properly use the CRM system in the cloud and the lack of direct control over the data that is stored remotely.

In addition, integration problems with other existing business systems may arise and the need to customize the system to suit the specific needs of the company.

 

CRM as HubSpot eliminate these problems. It is one of the industry’s leading cloud software. It is accessed from a browser by logging in with your credentials. It allows you to manage marketing activities, website, sales pipelines and customer support. It allows you to create your own website and integrate existing third-party systems into the platform. You can view all of this and more from a single platform. Moreover, it is extremely customizable according to the needs of each company.  It is intuitive and user-friendly, but partners like Ekeria provide support and training.

 

Request now a free call to understand all the benefits of this cloud CRM.

 

Key functions of cloud CRM

The main functions of a cloud CRM include

 

  • contact management,
  • tracking of customer interactions,
  • sales and marketing management,
  • Report generation and analysis to evaluate business performance.

Through all this it is possible to optimize work processes, saving energy and time in management, as well as improving various aspects of the business organization thanks to the analysis of data collected on the platform. You can create custom reports designed specifically to optimize certain marketing actions previously chosen.

 

 

Cloud CRM and data security

Data security is an important concern for any enterprise, and cloud CRM providers devote considerable resources to protecting sensitive customer information. This includes the implementation of advanced encryption protocols, continuous monitoring of systems, and compliance with data privacy regulations.

A good cloud CRM also allows integration with data protection systems such as Iubenda.

 

CRM solution for marketing automation

Many cloud CRM platforms offer advanced marketing automation capabilities, allowing businesses to automate processes such as sending emails, managing social media, and creating targeted advertising campaigns. This can help optimize operational efficiency and improve customer engagement.

A good platform can also automate customer service, opening tickets as needed and allowing you to manage everything effectively and quickly.

 

To whom is it best suited?

A cloud CRM is particularly suitable for small and medium-sized businesses that want to maximize operational efficiency without having to invest in expensive infrastructure. However, large companies can consider cloud CRM because they benefit from the agility and scalability of these solutions. In particular, hubspot’s cloud CRM solution is perfectly suited to both small and large companies. Many leading companies in their industry use it to manage everything from the sales process to the management of their social networks, through billing data to view the status of negotiations at any time, wherever you are and by all authorized team members.

 

In conclusion, adopting a CRM in the cloud can bring significant benefits for any enterprise, improving the management of customer relationships, optimizing operations and allowing greater flexibility and scalability. However, it is important to carefully assess the business needs and specific characteristics of different suppliers before making a decision. If you want a guide to make the best decision, contact us and evaluate with us the adoption of the right CRM.