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 happy, you grow your brand.
Pretty self-explanatory, right?
Now, there are plenty of CRM solutions on the web – the market is a lot like that for content management systems, in that regard. In my 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.
As with any platform, OroCRM can be made immensely more effective 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.
Customize It Via Symfony
Of course, before you go reinventing the wheel, it’s worth mentioning that OroCRM has a pretty well-populated marketplace of extensions, as well. Have a look to see if someone’s already coded what you’re trying. No sense wasting a ton of effort, right?
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 has a sister app called OroCommerce. Not surprisingly, the two platforms are capable of close integration with one another.
That means that with just a few minor tweaks, you can manage both your customers and product stores via a single dashboard – keeping both your customer relationships and inventory that much healthier in the process.
Control Your Workflow
Last but certainly not least, OroCRM allows employees to keep track of their daily 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 ensure 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.