Customer relationship management (CRM) software helps businesses organize all of their interactions with customers into one tool. With CRM software, businesses may track sales leads, issues product quotes or keep track of any product sold. Any conversations or correspondence mailed to the customer will be included in the customer and prospect contact details and history. CRM is an exceptional tool because anyone in the organization can view the file and determine where the sales person is in the process. The person that fields the call can address the issue according to the correspondence. The process will seem seamless to the customer.

Highrise – from Chicago based 37 Signals, specifically, can help small businesses organize email conversations and notes for up to 30,000 customers. The software may also keep track of all the proposals and deals. Sales people will also receive reminders to follow up with messages. This software is recommended for all businesses that want to increase productivity and provide seamless customer service. This article will explore the benefits of this software by examining how CRM and Highrise help businesses retain customers and convert sales.

Single Contact Page

In Highrise, every contact receives a dedicated page where customer service representatives and sales people can establish a single point of contact to review information about the customer and their order. On the page, detailed descriptions of phone conversations, contact information and potential orders may be recorded.

This is conveniently filed and can be retrieved in an instant through a query search. The most frequent business contacts will be listed to the side for easy retrieval. This system is efficient and convenient for sales people and customer service representatives. A list of all contacts may also be displayed. Businesses may select contacts they seek to correspond with. You may also browse the list based upon the contacts title.

How Tasks are Managed

Tasks in Highrise are conveniently located in the upper left hand corner of the screen. To add a new task, simply click on the tab in the upper right hand corner. To view the tasks for the day, simply click on the link and you will be directed to the list of tasks that you created previously. The number of tasks will be displayed by the link to let you know how long your task is for a given day. The tasks may be modified, deleted, color coded, prioritized and monitored for progress. Highrise is an excellent tool for management for tasks.

Track Deals, Proposals and Leads

In the same upper left hand corner as the tasks, you may also find access to the deals that are pending in your sales pipeline. Simply click on the link and the customer service representative or the sales person will view all of the information related to the deals that are currently in progress. To add a deal, click on the tool in the lower right hand corner and the deal will be added to the list.

The software will mark deals as won, lost or pending. The deals may also be marked as private. This will keep customer information safe if there are sensitive documents sent or received. Proposals and leads may be tracked in a similar fashion. Proposals may be attached to the customer contact page and notes about the correspondence will be listed above the attachments.

How to Add People

To add a new contact, simply press the tab in the upper left hand corner. A form will be displayed with fields for name, title, company, email address, website address, IM address, Twitter, physical address and background notes on the person. A privacy level may also be established for the contact information. Adding people to Highrise is an easy process that nearly any sales person or customer service representative can perform easily. Recently viewed contacts will be listed in the left hand banner.

Email Integration in Highrise

When you receive email, Highrise will automatically transfer a copy into the software. Then, it will denote the email with an envelope to indicate that the correspondence started with an email. This will help you know how to address the customer. Attachments will also be included in the software to help keep track of all customer correspondence in one simple tool.

Latest Activity Page, Color Combos and Cases

At any point during the day, you can browse on your latest activity page to allow you to go back to the point you most recently visited. This saves tremendous time and effort if you have several calls from one individual. Color combos allow each contact or task to be color coded. This may help with organization of contacts or tasks entered into the software.

Cases keep all the information together in one convenient location. Any correspondence with a client about a product or issue will be located conveniently in a case that can be retrieved for review.

User Management and Sharing in Organization

Each user will have a different level of accessibility to the information in the contact list. You can set these preferences through the groups and settings menu. This allows only certain people in the organization to have access to sensitive customer information. People may be invited and removed with a simple click of the button.

Extras and Add-Ons Integrated with Highrise

There are numerous extras and add-ons available to improve ease of use. For instance, iPhone applications are available to improve mobility in the field. Help Desk applications, Support and Ticket creation applications, chat transcript import and export tools and countless other add-ons are available to improve productivity and organization of customer information. When the information is all at your fingertips, the customer can be better served.

Another important tool allows businesses to automatically record and create a transcript of customers’ conversations. Customers’ emails may also be automatically responded to through an email correspondence.

Pricing

There are three plans offered to the customer: Basic, Plus and Premium. 
Basic Plan: This plan offers six users, 5 GB of storage, 5,000 contacts and 10 deals for $24 per month. 
Plus Plan: This plan offers 15 users, 15 GB of storage, 20,000 contacts and unlimited deals for $49 per month. 
Premium Plan: This plan offers 40 users, 30 GB of storage, 30,000 contacts and unlimited deals for $99 per month.

Conclusion

Clients simply have to sign up and their plan will be available in 60 seconds. Customers may upgrade their account, downgrade their account or cancel their account at any time. Highrise is truly a phenomenal CRM software tool for small businesses.

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