How to Automate Your After Call Works and Boost Productivity

Remember the good old days of the early 2000s, an era before CRM (Customer Relationship Management) software and automation were the key drivers for business growth.  

Everything in business operations and for maintaining customer relationship was manual and hence more time-consuming during those times. 

For example, while having a telephone meeting, sales reps had to fanatically take notes, and thereafter complete a lot of after call works to create a record for that call and even manually complete any follow-up tasks. 

These after call works included organizing your notes, saving the notes, preparing and sending follow-up emails, checking off the business calendar with any follow-up meetings, and more. 

Now the time spent on these above-stated activities involved a huge drain on your employee’s productivity, which even Forbes confirms by stating:

"Online systems save time, energy, resources and headaches for busy call-center representatives, allowing them to reach higher levels of productivity and efficiency. Over time, this often translates to better employee retention and enhanced profitability for the organization as a whole.”

It was not until the middle of the 2000s that the sales and marketing automation industry started taking shape, which could automate much of that after call works. 

In modern times, we have access to tools that can automate nearly most tasks involved in post-call administrative jobs.

Therefore, if you are not leveraging post-call automation to streamline your after call works; this article will guide you on how you can generate the most value out of sales and marketing automation tools. 

What is post-call automation?

Odds are you must be using a CRM like Salesforce or any other Salesforce Alternative CRM if you are a startup or a small business. 

Most companies nowadays are moving to an all-in-one CRM solution, because in addition to providing traditional CRM capabilities, all-in-one CRM software also includes built-in sales, marketing, and help-desk automation modules for their businesses.

That means once you use an all-in-one CRM you get loads of extra features and therefore do not need to invest in multiple silo software systems to accomplish various business functions required for your business growth, which even include post-call automation features that streamline your post-call tasks. 

Here are a few of the most important things you can do with post call automation tools:

Track call histories

When you are calling your leads, prospects, or customers using and telephony integrated easy to use CRM, you simply need to navigate to a person’s contact record in the CRM database and click on “Call”. 

After which the CRM system automatically dials the number and once the call ends it automatically attaches the call history for the contact. 

Therefore using this automation whenever you want to check the last time you spoke to the person, a complete list of all calls ever made to that person appears in the list with call records that include the date, time and even duration of those calls. 

Log call notes

Because you are working with your easy to use CRM, the system allows you to take notes on the screen while you are on the call. 

These notes can include requests for information, tasks that you need to complete, important needs of prospects, pain-points of your customers and more. 

Now using automation integrated into easy to use CRM , when you complete the calls, all these notes are automatically tied to the call record in that contact’s call history, which can easily remind you the key takeaways you took notes during the conversation. 

This way automation helps you to never misplace or forget any important information from the calls.  

Schedule meetings, tasks, and automated reminders

Once you finish your calls and your prospect or customer agrees to a follow-up meeting, easy to use CRM when integrated with automation functionalities lets the user enter time and date of that meeting and allows the system to automatically add it to the CRM calendar, and thereafter schedule an automatic reminder that will be sent to you at a specific time before the meeting.  

Using automation in a CRM, you can even opt to send an automatic confirmation email to the other party involved before the meeting which can be sent a day before the meeting, or any time you want. 

Attach call recordings

Another useful feature which is included even in most Salesforce Alternative CRM software platforms is automatic call recording, whereby the easy to use CRM will record the entire conversation, which is particularly useful for finding important key points of the conversation that you might have forgotten or missed as these recordings are automatically attached to the call record in your call history list. 

Doing this not only helps to reduce any conflicts that might arise between you and your customers, but also aids in creating a better customer experience for the users of your brand. 

Conclusion

These days’ smart business owners have realized that the more process they can automate, the higher their productivity levels will be. 

Hence if you are still using manual and traditional methods to manage your after call works, we recommend that you must right away look into implementing an easy to use CRM for your business with built-in post call automation tools, as there are several affordable Salesforce Alternative CRM solutions available today which will be worth far more than the cost of the system for finding rapid revenue and business growth. 

How to Re-Engage Your Alternative Financing Customers Using MCA CRM Software

Be it Merchant Cash Advance or any other business, customer retention is as critical for a company like customer satisfaction, if not more.
Therefore, to put things in the right perspective, it has been found in a research conducted by Harvard Business School, that increase in customer retention rate by just 5 percent can boost profits by 25-95 percent.

However, to retain a customer for a prolonged period of time does not just happen on its own. This is because; to retain customers it needs periodic re-engagement with the customers to remain on top of their mind.

Now that we have established the fact that your MCA business needs to retain its customers for long term success of your company, let us take a look at some of the ways you can keep your customers engaged to increase the chance of retaining them:

So how do you improve your customer retention plans?

1. Personalization Is Key

Although it might not be practical to compose a separate message for every single customer but segregating customers into groups using MCA CRM software (based on history, location, loan preference, business size, etc.) and thereafter sending group-specific messages can also go a long way in establishing an emotional connection with your customers.

Merchant Cash Advance CRM software systems make it easier for MCA businesses to not only retain important information about each customer in the CRM database , but it even allows businesses to send their customer personalized messages and emails based on that information.

2. Add rewards

One of the very first questions that pop in our mind when someone asks us to do a favor is: “What is in it for me”?

Even though attending to a small feedback-form most often takes nothing more than just a couple of minutes, most customers do not bother to write a review, or fill out customer feedback forms unless they get something in return.

Hence a great way to guarantee reviews or feedbacks from your existing MCA customers is by paring your request with a reward.

In fact, offering rewards to customers for their reviews and feedbacks helps in two ways:

• Primarily, customers feel more connected with your Alternative Financing business since once they are assured of the reward they feel it necessary to spend a few moments to think about your services and thereafter write the review.
• Secondly, the customer will return to your business once you make necessary changes in your workflow based on their suggestions, which shows your care and encourage a sense of responsibility towards your customers.

3. Great service assures higher chances of retention

The greater your service is to your customers the very first time, the higher are your chances of retaining your customers over time.

This is because when it comes to service, as always quality is a factor that beats speed.

This statement can be substantiated by the statistics that more than 86 percent of customers in any business are willing to pay more if that guarantees an enhanced customer experience, as reported by Oracle.

Another aspect that delivers great customer service is making customers feel that they are known by your organization.
Although casual conversation with customers might at times seem unnecessary, however, there are many experts those believe that customers like it when they are shown that they are important and are not rushed for accepting your services.

Choosing the right platform for customer service is also very critical. Since for certain businesses email might be still the acceptable means for communication, while for others, live chat may be an absolute necessity to conduct their business.

4. Share customer feedback on social media

Sharing contents that are engaging on social media networking websites play an important role in improves the chances of customer retention for your Cash Advance business.

Additionally, sharing reviews of the existing customers on social media networking websites have also proved to be a powerful tool for the purpose of engagement as customers find it more credible when hearing from people who have actually used your MCA service.

5. Schedule your interactions with your customers

You are most likely to make your follow-ups with your customers and if you have a schedule monitoring tool like Merchant Cash Advance software that allows you to set up follow-up emails and calls.

As a matter of fact, Merchant Cash Advance CRM software that comes with integrated appointment scheduling tools can go a long way in making sure that you meet the expectations of your customers.

Conclusion 

Therefore an MCA CRM solution not only makes life easier for Cash Advance businesses who are trying to enhance the CRR (Customer Retention Rate) of their firms, but it also helps in improving overall Customer Experience (CX) by providing valuable insights about the customers at a periodic interval for rapid business growth . 

4 Most-Essential CRM Integrations for Startup and Small Businesses

If you are a startup, large enterprise, or small business any good easy to use CRM software helps businesses to organize their contacts in the CRM database , follow-up with leads and prospects till you close the deal. 

Nevertheless, modern-day CRM platforms do a lot more. 

Therefore best small business CRM software solutions aids in generating leads, capture and nurture them and thereby make your business grow and prosper in a holistic manner. 

Now, if you are also an entrepreneur and understand what is CRM you must know what I am talking about since modern CRM platforms can help you do marketing, sales, and follow-ups with some key integration that can help you to perform your task that includes:

1. Email

When you are operating a business, you can save a considerable amount of time if you have one place where you can have your contacts and from where you can receive and send emails. 

This is because it becomes highly bewildering if you have to look back-and-forth between windows to synchronize contacts from your CRM. 

Add-ons such as one that integrates with best small business CRM software like Gmail, MS Outlook is most essential for seamlessly managing your email, task, meeting, and contact on a single platform by providing two-way sync to the user of the software.

2. Email Campaigns

Email marketing in the present times is one of the most useful means of communication that helps in qualifying after nurturing the leads. Therefore, it most necessary that you must have email marketing software platform like MailChimp working in complete harmony with your easy to use CRM. 

Integrating email marketing software not only saves time by working from within your CRM to design the emails and create targeted email lists, but it also reduces the trouble of maintaining two sets of customer data. 

Additionally, with proper integration of a CRM with email marketing software, it helps in even tracking how your campaign performed for business growth. 

3. Telephony

By integrating a software like RingCentral and/or Skype Call with easy to use CRM users can dial and log calls through the telephony software inside the CRM in a smarter way to enhance the productivity and enrich customer interactions. This integration is perfect for small businesses who want to have a reliable voice service inside their CRM for efficiently managing customer phone calls.

Moreover using this integration once the call is completed you can even add call disposition which will be directly associated with the lead, or contact, or account.

4. Accounting 

The main objective for integrating accounting with easy to use CRM software solutions is not to do better accounting but to boost your sales and grow revenue. 

Therefore integrating financial and accounting software like QuickBooks CRM software aids in unlocking the valuable data that is locked inside the accounting software and use it from your easy to use CRM to drive sales and customer engagement for business growth. 

Using this integration user of the software can continue using QuickBooks for the purpose of accounting and at the same time view invoice and payment information, products and customer details directly in the CRM, which can be thereafter utilized for creating reminders, follow-ups and customer service using business process automation found in most best CRM for small business. 

Additionally, QuickBooks CRM software platform also helps in avoiding double data entry as the prospect moves along the journey from being just a lead to a long-paying customer.  

Conclusion

Therefore if you a have CRM in place or about to select your best CRM for small business, using these four integrations will help your business to streamline customer interactions the right way. 

How to Choose the Right Sales Process for Your Business Growth

A one-size-fits-all kind of mentality has become the norm in the sale of SaaS solutions right now. In fact, this approach towards selling has become a scourge, and so businesses that adhere to this notion that a wonder drug process will work for their brand and business are in major danger of losing revenue now.

For an example, if you visit websites like YouTube and LinkedIn you will be able to view a torrent of prescriptive videos and articles from experts those who claim to know the secret sauce of growing sales for your company.
Now as everyone is claiming that their way is the only right way for creating a sales process that will usher a rapid business growth , it becomes really difficult for companies the perceive whom to believe for boosting their sales and revenue in a competitive business landscape of the present times.

Therefore, the only answer to this problem is: Trust your knowledge and your data.

What Is this “One-Size-Fits-All” Attitude?

Everyone desires to be an “Influencer”. This is because influencers most often find the opportunity to get invited to speak at conferences, which makes them socially taller and more attractive over the course of time.

However, whether a thought leader’s speech is worth listening to depends on whether they can back up their ideas with lessons they learned in real life. Since, if it is not, and they do not have real experience, they cannot be considered as leaders but can be marked just as “Promoters”.

On the other hand, a “Practitioner” is a teacher. Since it is only a practitioner who can speak about which process will work in a specific situation.
Practitioners are the ones who can explain why a process that promotes transactional sales, does not work for strategic sales, or why some types of sales require involving SDR (Sales Development Representative) and others don’t.

In other words, practitioners do not have to convince that their process is the best as they have nothing to profit from even if their audience accept and adopt their ideas.

Therefore, while a Promoter promises that their processes ‘will‘ work for your business, a Practitioner asks ‘whether’ a solution will work for your organization.

The Risks of a Bad Fit

Succumbing to the long believed myth of one-size-fits-all can be a crucial mistake for any organization, but small and midsize startup businesses have the most to lose.
This is because, startups and small businesses need quick wins, but their sales teams do not have enough experience to understand the best way to sell their specific product or service to a particular market, an uncertainty that makes them vulnerable to the latest sales processes that are making noise on social media platforms.
Since everybody might be saying that their latest sales process is the smartest method that will deliver 

big results and any business not using it is sure to fail and get doomed, therefore the temptation to squeeze your own organization into the template is strong.

For example, the latest buzz about ABX (Account Based Experience) about which we have written and spoken a lot is not for everyone, as ABX is not only expensive but it also requires a lot of time and resources to track and analyze its progress for successful sales. Hence ABX is great for high-dollar enterprise and strategic sales, although not all organizations require such an intensive approach.

Customers Cost Money

Now, there are two factors you need to ask yourself before deciding on your sales process.
Firstly how much does it cost for your business to acquire new customers and secondly what is the average value of your customer over its lifetime?

Moreover, you also need to think whether you are into B2B or B2C business, or what are your customer segments, whether you are practicing high-velocity or strategic sales, is your procurements mapped to your sales cycles, and many more variables that can provide you a direction that you need to build your sales process which is going to make sense for your company.

There are several startups and small businesses that do not think about the cost of acquiring new customers and prioritize top-line growth for their brands by just showing that they are signing up a lot of people for selling their offerings.
Therefore, when small and mid-sized organizations spend more on winning new customers than they can profit from their new business, profitability at an early stage does not always indicate success.

Although most small businesses and startups view this as temporary pain, the problem lies when this temporary pain becomes a long-standing habit and this costly sales process gets engrained into the company’s DNA.

Dirty Data Is a Culture Problem

Collect your own data and keep it clean.

We have seen that there are several startups and small businesses that do not have enough data since they do not use easy to use CRM platform. Although even those that have their best small business CRM software to track their accounts do not keep their data in their CRM database clean.

Mostly human errors are to be blamed for the accumulation of bad data in the CRM. Duplicate records, mis-keyed information, notes associated with wrong customers are some of the mistakes that are always going to happen, but businesses should have a process and necessary tools to correct these issues.

There is another more insidious problem which is most often bonded to the company’s culture. At the end of each quarter, the sales managers in any organization want to show that they have an impressive sales pipeline. Therefore, they pressurize their sales reps to close deals even before the month gets over, a pressure that drives reps to make aggressive predictions about sales that are not going to close before the quarter ends.
Now, when these deals do not close, the reps appear to fail in their job, whereas the truth was that the deal was never matured that far in the very first place.

Specialists Can Force You Into the Wrong Mold

Every startup and small businesses want to view big names on their company’s ‘About Us’ web page. This is because having endorsements from big names transfers trustworthiness to an unproven product or service by telling the leads and prospects “We may be new, but look who believes in our brand.”

Therefore, hiring people because of their pedigree can be a big mistake for startups.

Hence, if you hire a sales rep from a global enterprise, someone who brings expectations and make him sell a SaaS product that is priced $20 a month, this is dangerous as the sales rep just does not fit with the stage your company is in.

Most modern account executives today are specialist, and so since they have not got their hands dirty in a long time; they are unaware of how to build their sales pipelines.

Now when you put someone like this in charge of building your sales team, that leader is going to bring their old processes with them, which can make you get confused and wonder why you are losing customers so fast.

Therefore, it is best to hire smart people who understand what to focus on at the current moment in the company’s maturity which is the only way to harness stellar business growth. 

Always Be Assessing

Lastly, do not stop assessing, since just because you got it right today, it necessarily does not mean you should not be tuning and adjusting your sales machine tomorrow.

Hence, as your markets change, buyers change, and your products change, even if you found a perfect one-size-fits-all solution sales process for your business today, do not count on it to work for you tomorrow like a perpetual motion machine.

Why Small Businesses Need An All-In-One CRM Software

Small businesses are thriving and there is nothing more inspiring to cheer for, than to see a small business grow and flourish among the giants. 

However, in the past, it is true that small and medium-sized businesses lacked access to business tools like easy to use CRM and MA (Marketing Automation) systems that can aid them to scale and analyze results from more complex yet streamlined business processes.
This is because even a decade in the past, CRM and MA software solutions existed only for the enterprises and therefore carried hefty price tags, difficult implementation and onboarding processes.

While these pain points continue to remain present even today, with robust enterprise-level CRM software platforms like Salesforce, nevertheless we are also seeing a growing trend nowadays with the growth of Salesforce Alternative CRM software solutions which are comprehensive platforms that combines sales, marketing, support, partnerships and even accounts (if you using a software that offers QuickBooks CRM integration) for rapid business growth.

Therefore, with the help of these technological enhancements, we are now capable of seeing solid growth for startups and small businesses using CRM for SMB, which has become finally attainable by the adoption of these software solutions in the CRM space.

In the past, software platforms were built to address the requirements of singular teams than to be functional for the entire organization as a whole.
Traditional CRM software solutions were primarily a tool for the sales teams in any organization to help the salespersons to store and manage their contact information of the leads, prospects, and customers in the CRM database .  However, this data stored in the traditional CRM solutions were mostly not shared with the other departments in the organization like marketing, operations, customer support, and accounts.
But now, as we all agree that data is king, therefore in the present times proper and interconnected access to information is critical for the success of all businesses and therefore shared knowledge is the only means for facilitating boosted performance on both individual and organizational levels.

Then, of course in the present times, we also have email marketing that plays an important role in any marketing automation strategy.
In the past, marketers could blast out an email to a list of prospects and customers, which was considered then as an effective marketing strategy.
However nowadays, this one-size-fits-all type of approach no longer exists, since modern consumers have become so desensitized to mass email marketing strategies that to generate leads and convert them effectively into paying customers, businesses need to hyper-personalize their emails by accurate segmentation of the email campaign’s contact lists.

Therefore in the present times, data is integral to reach the level of personalization that is needed today.

Hence, nowadays if startups and SMBs use a small business CRM software solution just for managing their contacts, an email marketing automation tool to take care of their outbound marketing efforts, and many more vital tools to manage social media, website tracking, email campaign optimization and signup and more they would have to look for a large scale investment in multiple different business software systems, which most SMBs would be incapable to purchase as a startup, since most of them languish for paucity of funds.

This is exactly where the concept of all-in-one CRM comes into play.

All-in-one CRM software platforms integrate all the tools that a business needs into a centralized software solution which helps in streamlining the customer experience and offer a better customer journey to the consumers.

Moreover, for purchasing an all-in-one CRM, you need to invest in just one single platform, which consequentially lowers the costs significantly, apart from opening up communications between departments and help the purchaser of the CRM harvest a good ROI which boosts profitability and hence helps in business growth.

All-in-One CRM: Driving Better Customer (and Internal) Experiences

Marketing, Sales and Customer Support all makeup part of the customer experience with a brand. Therefore, when these departments and systems are disconnected, so becomes customer experience, which is just not what consumers want in today’s digital world.

Hence businesses nowadays require a solution that will be a price-performance leader and so deliver the result they want.

The idea of developing an all-in-one easy to use CRM is that all of your marketing, sales, customer support, even accounts (if you are using all-in-one QuickBooks CRM software) and other operational facets must be integrated into an unified software environment, which will help tie each members to the same CRM database , for accessing most updated information and correct data they require to do their work more efficiently.

Here is a list of rewards that startups and small businesses find when they integrate marketing, sales, customer support, and accounts data into one singular easy to use CRM platform:

•  More holistic database
•  No double data entry
•  Enhanced data security
•  A 360-degree view of the customers
•  Less time and money spent on training and on-boarding
•  More dollars available for marketing budgets
•  Faster ROI

Conclusion

With the growth of  Salesforce Alternative CRM software platforms, which are price-performance leaders, startups and small businesses have more opportunities than they had ever before for finding rapid business growth. Since access to more advanced CRM software platforms means small businesses nowadays have a chance to compete with the big giants on a more level playing field. 

Therefore, it can be easily concluded that while startups and small businesses are still limited by available financial resources, an all-in-one CRM system is the ultimate solution for SMBs looking for improving their internal organizational processes and at the same time provide the consumers of their offerings with world-class customer experience for finding repeat business, lesser customer churn and unprecedented revenue growth. 

We have all heard the adage “The customer is always right”.
Now whether or not you agree with this saying, it is also impossible to ignore the power of the customers in this digital age that can influence both the success and failure of any business.

Therefore, whether you like it or not customer sentiment plays an important role in any business, and so it is most crucial that companies should remain aware of their customer’s opinions and experiences as they relate to your brand.

According to a recent report, 86% of consumers are ready to pay more for finding better customer service.

Therefore, to remain on the receiving end of such opportunities, you essentially need to listen to what your customers have to say.

Now, to do this the best way businesses can evaluate the requirements of their customers is through tracking customer feedbacks, which can be amassed through reviews, questionnaires, online comments from the customers and more.

A well-executed survey can, however, provide quantitative and insightful data, uncover challenges and problems, and therefore ultimately help any business gauge its improvement and/or progress over time.

Furthermore, another great benefit of carrying out a well-constructed customer feedback survey program is that it decreases customer churn, increases retention of existing customers and most importantly thereby pull customers away from your competition.
Therefore, in a gist by paying close attention to customer survey data, businesses can augment or adjust their offerings to best suit their customer’s wants and needs.

Hence to get the most accurate sense of your customer’s experience with your brand, here are a few best practices which can help you design a strong survey for your business.

• Primarily make sure that you keep the amount of questions in your feedback form at a reasonable number (not more than 5). Since when customers are bombarded with too many questions, they tend to ignore and not finish the survey.
• Offer your customers a small number of rating choices. Since providing a manageable range boosts the chances that the survey will be considered more acceptable by the customers.
  For example, a rating range o 1-5 will have a much higher success rate than a range of 1-10.
• It is best to avoid demographic data, such as income or age, as they may infringe on the privacy policies. However, if your customer survey needs these questions to be answered, make them optional, for the convenience of your surveyors.
• Another most important tip for conducting an effective survey is not to harass your customers to finish the survey. No customers like to be pressurized, which can lead to a negative outcome. Therefore sending a remainder once to your customers is enough.
  Moreover, along the same line, always make sure that you respond promptly to any negative feedbacks in the survey and offer solutions instantly, which will help to demonstrate that you really care for your customer’s opinions and feelings, and in the same line always personally thank your customers for taking time to praise your business and show them their efforts are highly appreciated for sending excellent feedbacks for your brand.
• Finally, allow your customers to express their ideas and opinions that are not included in the survey form through an empty text field at the bottom of the survey.

How to implement an effective survey?

Now that we have discussed how to create a customer survey, let us explore how we can implement this survey to find the maximum results from this activity.

It is needless to say if you know what is CRM , that one of the best tools for doing a survey of your customers is an easy to use CRM software.

Therefore integrating a customer feedback program with your CRM like Salesforce or even any other Salesforce Alternative CRM software can allow you perform the task both effortlessly and efficiently, as easy to use CRM software helps to gather customer feedbacks into one easy-to-access CRM database .

Moreover using all-in-one CRM software which is capable of catering to marketing, sales, and customer support in your organization can also help your company to take appropriate actions by directly routing any feedback that comes to the right people in the department in charge, which helps in avoiding any misplacement of the valuable data.

Takeaway

When coupled with the right easy to use CRM software customer feedbacks are most important for any business which helps in strengthening customer loyalty, boost engagements, improve brand reputation-and hopefully increase sales, as successful companies are those that seek to know more about their customers.

How to Better Know the Features and Benefits of Your MCA CRM Software

Technology solutions for business practices do not usually involve reinventing the wheel, but so to speak add enhanced and efficiency and functionalities to existing business processes to boost accuracy, speed and user experiences.

MCA CRM is a vulnerable tool that allows Merchant Cash Advance businesses to communicate with and serve the requirements of their customers. 

The purpose of easy to use Merchant Cash Advance CRM is to engage customers and create meaningful relationship with the customers, create lasting dialogues that enhances understanding of the customer base and increase their loyalty for your business growth. 

MCA CRM systems can help to measure and track marketing campaigns and perform detailed customer analysis, which expands beyond the core sales and marketing areas to incorporate support and finance data (especially for MCA CRM software) that provides a complete view of individual customers and even of the wider customer base. 

Apart from developing and maintaining customer relationship, most MCA CRM has three robust functionalities which include:

 • Sales Force Automation (SFA)

 • Data warehousing

 • Opportunity management

SFA can automate tracking of customer account histories, implement sales analysis, and coordinate sales, marketing and retail outlets borrowing from alternate financing businesses. 

Data warehousing of MCA CRM software allows users to follow trends, aggregate transaction information and determine value and KPIs by uncovering data from the CRM database. 

Opportunity management aids cash advance businesses manage unpredictable demand and growth through a forecasting model that integrates sales projection with sales histories. 

Therefore, a robust MCA CRM software like ConvergeHub increases customer satisfaction while at the same time reduces the number of actions needed for managing the customers. 

As mentioned even before, integration is the key for proper implementation and adoption of any CRM software. 

This means, your easy to use CRM must be able to work seamlessly with your present and existing business software platforms. 

For example, most MCA CRM software integrates with accounting packages like QuickBooks for leveraging the power and functionalities of QuickBooks CRM software like ConvergeHub that offers QuickBooks CRM integration free. 

An effective CRM solution should inevitably increase sales without increasing overhead. If you find your CRM solution adds complexity without any benefits, you may be using a system that is not right for your business. 

But do not give up. The best CRM solution is there for every business - it may take some customization and tweaking, but the benefits it can provide far outweigh the time it takes to calibrate a CRM system to fit your needs.

Now choosing the right MCA CRM for your alternative financing business depends mostly on the size of your organization. 

For example startups and small businesses usually does best with customized CRM solutions that are scalable and meets the requirements of their organizations without adding extraneous feature that bog the system and also most essentially your workflow as it happens when SMBs opt for CRM solutions like Salesforce and prefer not to use Salesforce alternative CRM software platforms that are specially developed for small businesses. 

Takeaway

Therefore to conclude, the key benefits of implementing the right MCA CRM for your Cash Advance business include customer loyalty that enhances the security of your future revenues. 

That means, implementing the right MCA CRM solution like ConvergeHub for your alternative financing business lets you simultaneously save resources and time while it helps to increase your customer base and ROI.