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 satisfied, you grow your brand image.
Pretty self-explanatory, right?
In
this modern era, there are plenty of CRM solutions on the web – the
market is a lot like that for content management systems, in that
regard.
As
per my own 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.
Unlike
any other platform, OroCRM can be made immensely more effective and
efficient 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.
1) Control your Workflow
Last
but not least, OroCRM allows employees or workers to keep track of
their regular 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 be 100% sure that 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.
2) Customize it via Symfony
Perhaps the biggest benefit of OroCRM
is that it is built on the Symfony 2 Framework, and it’s completely
open-source and follows that framework’s standards. Now can you see
where I’m going with this? If you familiarize yourself with JavaScript
and PHP, the world’s your oyster here.
Of
course, it’s worth mentioning that OroCRM has a pretty well-populated
marketplace of extensions as well before you go reinventing the wheel.
Have a look to find out if someone’s already coded what you’re trying.
There is no sense in wasting a ton of effort?
3) 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, these two platforms are capable of having close integration with one another.
That
means that with just a few minor tweaks, you can manage both your
product stores and customers via a single dashboard – keeping both your
customer relationships and inventory that much healthier in the process.
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