See the bigger picture, access holistic customer data, automate sales processes and prioritize more critical tasks with Crystal Dash CRM Software.
Call History Features
Return important missed calls right away and view details of all incoming and outgoing calls.
Know who called you
Know whether the call is from an important client, a business partner or from other department.
View all missed calls
Missed caller did not leave a voice mail? No problem. Give them a return call right away.
Monitor call recording
View incoming and outgoing calls, and listen to employee’s calls as well.
Call history reports
You won’t miss a thing. You will know who, when, where and how long every call through call history reports.
Cloud Phone Book
Manage all of your contacts from one place. Unify your address books, remove duplicates, and back up to a secure cloud service.
Unified Phone Book
The phonebook is available on Windows, Mac, Android & iOS apps and also synchronized across all IP phones.
Separate Individual Phone Book
Set between generally visible, only visible to certain groups, and personal entries.
Import & Export Phone Book Contacts
Import or Export phonebook entries from a CSV file.
Centralized Phone Book System
Phone book are shared and sync across multiple users, extensions are automatically added to the phonebook, private flag available for each extension.
The security offered by cloud system is much like the security you get from an on-premise data center, but minus the pricey costs of maintaining hardware and facilities. With the cloud system, there’s no need to manage actual, on-premise storage devices or servers. Instead, software-based security tools are used to protect and monitor the flow of information into and of out of your cloud resources.
With Crystal Dash, you have the option to prevent system breakdowns during high-traffic times by upgrading your cloud functions. After the high-traffic, you can scale it back down to reduce expenses.
Real-time monitoring 24/7—including holidays! Redundancy function is built-in to always make sure that your company website and applications stay online every minute of every day.
This CRM software has made it easier for everyone in my company to understand the operations and relay critical information across the team securely.
Chew Wei Feng
Biz Essential Pte Ltd
After the integration of Crystal Dash CRM, our business profit grew exponentially. Fast, efficient and very easy to use.
Perfect Weddings Media Pte Ltd
Managing the team is much easier now with this software. Whenever I’m out of the country, I rely heavily on Crystal Dash CRM to be able to work remotely.
J2 Media Solutions Pte Ltd
Smart Organizational Tool for Better Productivity
This app’s features will make employee tasks monitoring and delegations simple and efficient, allowing salespersons to convert prospects into partners.
Intuitive Sales Analytics
Smart Software for Your Sales Team
Managing large number of clients and monitoring sales and other transactions is critical to any business operations. That’s why we’ve come up with an application that will be able to assist professionals manage operations, save processing time and help develop healthy clientele relationships.
Here’s what Crystal Dash software can offer you:
Reports and Dashboards
Efficient Management of Transaction Records
Incoming cash flow is the bread-and-butter of every business and Crystal Dash lets you streamline the processes of providing invoices and quotations to clients.
Some of its useful features are:
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See a big difference in your production when you integrate Crystal Dash CRM to your business operations. Fill out the form and we’ll contact you as soon as possible.
Does Your Business Need a CRM Software?
Customer relationship management (CRM) software is extremely helpful to both small and large enterprises, where building customer relationship is a top concern. The software helps the company improve their services for the customers, as well as for potential clients, by streamlining information from different branches and departments of the institution and presenting them in cohesive and easy-to-understand manner.
The Different Types of CRM Software
There are three types of CRM software available. Here’s a brief discussion of each of them.
This type of CRM focuses on providing support to the front-office processes and automate sales activities that directly interacts with customers to create sales. The details of interaction for every customer, including their preferences, requirements, topics of discussion, etc., are kept intact in the contact details and can be retrieved by the staff anytime.
a. Sales Force Automation
Sales force automation is used to systematize an organization’s sales process. Its main purpose is to set a standard in acquiring new clients and deal with existing clients efficiently. This type of solution organizes information in a way that the sales people are able to respond to customers’ needs and, thus, increase sales more effectively. This includes different CRM sales modules, like contact management, lead management, sales forecasting and quote-to-order management.
b. Marketing Automation
The main purpose of this type of sales CRM application is to discover the best way to approach potential customers and what products to offer them. It allows businesses to decide effective communication channels (e.g. phone call, email, social media ad, face-to-face meeting, etc.) to use to communicate with every consumer.
c. Service Automation
Service automation helps you retain existing customers by providing quality service and building strong relationship. This solution includes features that allows you to fix customer problems, monitor quality of service and handle incoming and outgoing calls.
This type of CRM software aims to assist the top management, sales and support personnel to pinpoint a better way to serve the customers. Data analysis, which includes sales performance metric, is its main function as it analyzes data coming from different touch points in order to get better view and assessment of the organization’s current status. It helps the core team to make better decision, the marketing team to understand campaign effectiveness, and the support team to find better ways to build strong client relationship.
Sometimes also called Strategic CRM, Collaborative CRM allows you to share customer information among the different departments and key people in the organization. In reality, every unit and department work independently and rarely shares data with other departments, which usually can cause redundancy and confusion that can lead to sales losses. Collaborative CRM offers an opportunity to work together as one group, aiming for one goal—use information to improve customer service in order to gain customer loyalty and acquire more clients to boost sales.
Getting the Most of Your CRM Solution
CRM systems can be challenging to deal with for the untrained. However, if your system is aligned with your existing sales processes and caters to the needs of your sales staff, there will be better adoption of the new software, which will absolutely help in the increase of sales. Here are some proven ways to align your CRM and your sales processes:
Define Your Process
Before implementing a new CRM solution, it is a good idea to define what you want your CRM to do. Define and write down what you want your CRM software will do for you. Show this to your CRM implementation partner to help you come up with a solution that will meet your needs.
Differentiate Processes and Technology
Many of us start with finding a CRM system and then figuring out how to change business processes to fit the new technology. Unfortunately, this is a recipe for disaster that may lead you to buying a useless technology in the long-run. Instead, begin by defining your business process, and then look for a technology that will let you do all these things for you. The right software should fit seamlessly to your existing system and help streamline your operations.
Begin with Reports to Figure Out Which Processes Is Helpful
It may seem like working backwards, but if you can identify the CRM reports you will regularly make, you can easily examine the software’s processes to see if it can provide you with relevant data for those reports.
Involve the Key Users from the Beginning
Usually, it is the IT department that is tasked in the implementation of the new software. However, they are not the one who will use the system after it has been installed. Include the sales team when looking for a small business management software to ensure that it meets their needs and that they are comfortable to use it.
Avoid Feeling Overwhelmed
CRM systems can be overwhelming, but breaking the subject into workable pieces helps. Start addressing the basic issues, and then work your way up. A phase by phase approach will help you choose the right software for your unique needs as a client manager.
Ask Help from Experts
It is easy to get caught up in all the great things that CRM software has to offer, but be cautious. How? Talk to a professional CRM service provider, like Crystal Dash, to know more which features you need for your type of business.
How It Can Help Your Sales
Providing the Right Leads
While your marketing staff is busy prospecting for leads, your sales team is heading out to convert those leads into sales. If the leads collected are not targeted to your company’s objectives, your sales team will be wasting their time. Bad data gathered will result to poor quality leads.
Providing Information Where It Is Needed
Maybe your sales team spends most of their time emailing prospect clients, or perhaps they are out in the field pounding the pavement. Wherever they are, however they are doing it, they need a technology that allows them to access sales and lead data quickly, anytime, anywhere. A CRM solution that is accessible via mobile devices will help your sales people retrieve data instantly.
Doing More with Less Resources
Following this technology, CRM can bind data to increase number of leads and shorten sales processes. If your sales representatives do not have to follow a long procedure, the sales funnel can work with more leads and easily weed out the weakest candidates.
Increasing Opportunity to Collaborate
When it comes to boosting your bottomline, it is your marketing and sales departments that are driving revenues. As long as both teams can efficiently collaborate, your business will thrive. A CRM solution can help the marketing people maximize the data provided by your sales reps, as well as for you to track sales team. When your marketing staff has better idea of what drives prospects into making purchases, they can develop better campaigns to secure more customers. Similarly, if you have better perspective of the performance of your sales team, it’s easier to predict how much your team can do and the current status of their works.
Improving Customer Relations With CRM
Within CRM systems, agents can increase consumer engagement and keep in touch with clients and prospects through social media. They can identify social media influencers within their community and gain important marketing insights through built-in CRM analytics.
CRM software for businesses also offer knowledge management portals for customer self-service. These solutions allow customers to access troubleshooting articles and FAQs without the need to speak to a staff. Some CRM solutions even feature online communities for consumers to communicate with other consumers and ask each other for help or even just voice out their ideas about the services and products.
The goal of support and customer service is to effectively help consumers and retain them as long as possible. The purpose of the built-in support tools is to assist service agents do their jobs better. When examining a CRM solution, evaluate the customer service tools to see if it can cater to your team’sis what your support team they meet the standards of your business and your support team.
Which CRM Solution is Right for You?
CRM software is designed and developed primarily to help establishments build strong relationships with both existing and new clients. From a business’ growth viewpoint, the software is used to define leads, follow-up on prospects and encourage them through sales pipeline. It serves as data source that will keep and preserve customer loyalty by storing collected client details to boost productivity—for example, by personalizing the customer’s experience and providing an especially designed support.
Crystal Dash has successfully partnered with hundreds of businesses, and even individuals, here in Singapore for their CRM needs. Whether you are just starting out with this technology, upgrading your system or considering moving into a cloud-based CRM, we can help.
Have a coffee with us today over a live demo to see and experience how Crystal Dash can help keep your company on top of its game!