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What is CRM? A Definition by DevriX

best free crm

For ages, a sales representative was considered a person that spends the entire day in a cubicle, dealing with call logs, spreadsheets and a bunch of sticky notes scattered around everywhere. Imagine trying to find an important piece of information lost in that mess while in the middle of a decisive phone call with a lead.

Salespeople put in a lot of effort to learn more about their target customers. These situations along with technology development led to the necessity of software that could keep customer and company information neatly organized and accessible for sales purposes.

Entering CRM. A CRM (Customer Relationship Management) is a software that can manage every relationship and interaction with your target customers. The main benefits of a sturdy CRM system are pretty straightforward:

benefits of crm

  • Improved Relationships – The entire journey from prospect to buyer can be done on a CRM platform. As you acquire prospects, you can track their behavior and score them accordingly. That information can be used to nurture them and prioritize outreach.
  • Healthy Pipeline – In a CRM, you can visualize your pipeline and focus on tasks needed to get you closer to the deal. It allows you to measure sales pipeline metrics and make sales reports easily.
  • Improved Communication – You can communicate with every team member. Every information and important resource is available to everyone involved in a particular project.

A powerful customer relationship system can gather all the information about your clients in one section. This includes the deals that you’ve signed, emails that you exchanged, notes and appointments – all in one place.

Why Is CRM Essential for Companies?

If you want your enterprise to grow and continue on, you’re going to need a good strategy and lots of data. You have your sales and business goals, and you must generate a profit. But, getting valid data for business growth can be a complicated process. How can you render the flow of information that arrives from sales, customer and marketing departments and make it useful?

A CRM solution can do a lot of the legwork for you when it comes to gathering and interpreting data. In turn, you’ll gain more clarity when you manage your client relationships. Everything that you need, you’ll get it straight in the software’s dashboard. This includes client history, product orders, and package usage/status, problem tickets, etc.

Marketers can utilize the software to include social media information, such as the person’s likes and dislikes, comments and personal interests (interests in a particular service, product, etc.). A powerful CRM system can also be used as a sales and marketing tool, as well as for customer service and product shipping management.

How Can a CRM System Help in Business Development?

Here’s how a proper CRM software can help you in your business development process:

1. Recognizing and Capturing Leads

By using a customer relationship management system, you can easily spot who your potential customers are. After that, the sales team can start to focus on them as leads and nurture them all the way to the sale. The marketing team can also recognize prospects that need attention and score them as potential customers.

Related: Are You Successfully Converting Leads? Lead Conversion Guide for Companies

2. Enhancing Customer Relationships

Your clients expect nothing less than a fast response and personalized approach 24/7. A CRM software can help you give that to your customers. Your customer service personnel can see the product or the service that the client wants, and provide what’s requested or assign the task to the right person for the job.

Related: Customer Retention Marketing Strategies for Software and Tech SMEs

3. Improving Your Existing Services

How can your company improve existing products and services? By listening to your customer’s feedback, of course. A sound CRM system can help you collect and categorize feedback from lots of existing and potential customers. These are important insights that you’ll need to know to upgrade your offers, identify product gaps and solve problems better.

Who Can Use CRM?

Based on business size, a CRM system can be used in:

  • Startups – Startups need fast and reliable software for all sorts of business purposes. To stay firm in their approach, startups need to use a single CRM tool that gives the team more time to focus on business and product development.
  • Small Businesses – If you want to grow your business, you must have the right tools for your workflow. The size of your business shouldn’t be an obstacle to use a CRM software.
  • Enterprise – Every action should lead to closing deals. But, big businesses want to close big deals. This requires a bigger sales team and a vast pool of prospects. CRM software can be essential if you want to have an organized, clear and resolute sales process.

Related: 7 Reasons Why WordPress Perfectly Complements Enterprises

Based on the business type, CRM systems can be used in:

  • B2B – In the B2B segment, especially if you run a SaaS business, you’ll need to be in a constant outbound process. You have emails to send, you have to track subscriptions, set up product demos. A CRM tool can help you manage all that information from one place.
  • B2C – With a CRM software, you can track website visits, email product offers, and content, and manage a list of potential customers.

In a company, CRM can be used by:

  • Sales Representatives – These people gain the most benefits of a CRM. The software has them covered for lead scoring, conversations with prospects, sales pipelines, calling, sending emails and tracking of emails.
  • Sales Management – They need all the insight that they can get from sales representatives. By providing templates for reporting and for each prospect, CRM software helps sales managers check the sales team’s performance.

Empower Your Business With DX Sales CRM

For those of you that are tired of managing sales and business development activities, we give you DX Sales CRM.

DX Sales CRM is a chief CRM (Customer Relationship Management) platform that allows small and medium-sized business owners to manage their internal transactions within their WordPress dashboard.

dx crm dashboard

How Was DX Sales CRM Born?

DX Sales CRM was started as an internal tool back in 2014. We tried many other CRM systems before, but none of them was suitable for our services and needs. Most importantly, other systems couldn’t solve our main problem at the time – connecting deals to people and their companies. This is now the core of the DX Sales CRM.

Some of our former clients were looking for eRPs or CRMs, and we had the business know-how required for the core philosophy of our CRM toolkit.

Why DX Sales CRM?

This is your gateway to a better organization, enhanced skills and a closer association with your clients and customers. DX Sales CRM provides you with one main location for your contacts and leads. It also lets you know when your last communication with a client was. This plugin can track weekly sales numbers, and you can have an overview of the entire business organization. In short, DX Sales CRM helps you maintain your business better.

While we have numerous extensions (and growing) for different add-ons, the core DX Sales CRM is available free on which supports three main types of information:

  1. Companies – Your business connections. For example, if XYZ Inc. is outsourcing services to you or reselling through you, this can become a Company record in our CRM system. You can store information such as the decision maker, company type, industry, number of employees, and a few other fields.
  2. Customers – When you work with XYZ Inc., it’s likely that you’ll interact with one or more people in the organization. These individuals can be stored as Customer/s. Even though “Allison” may be a Customer working for XYZ Inc. in the Marketing Department, you can connect her to the Company above with a designated field (contact details, referral, contact date, the initial amount from the first deal together). And “Jeremy” could be Technical Support at the same company with other fields filled in as well.
  3. Projects – When working with companies and specific people, the transaction is defined as a Project. Projects are connected to Companies and Customers. This allows you to add starting and ending date, project duration, whether it’s an ongoing thing, currency, the status of the transaction and more. For example, XYZ Inc. may be a car parts warehouse selling three different types of car parts to you, each type defined as a separate project with timelines, responsible people, and status.

Besides the three core components, there’s a designated custom dashboard available as well that combines all data types. You’ll also get an activity log and a set of reports. The dashboard supports the quick addition of entries with a simple pop-up that allows you to input entries without going through the long and boring creation process of the default WP admin workflow.

Moreover, connected projects, customers, and companies can be created within the meta boxes of the edit screens, i.e. you can create a new Company once you connect a customer to the project right from the meta box!

DX Sales CRM Features

DX Sales CRM is a lightweight core that you can integrate inside of your WordPress website, and keep your data there. It’s free to use and it’s open source. This means that you can customize it. Also, we’ve added many filters that you can use to extend some of the dropdowns or adjust some of the core logic (or build extra extensions as we do ourselves).

One of the things we love here (and the reason it was built on top of WordPress) is that you can combine other WordPress plugins to extend the functionality.

DX Sales CRM can be combined with most of the Custom Fields plugins. You can add extra fields to track more data for your customers or companies, which is awesome! You can also set up your authentication as you see fit, hide the admin menu items that you don’t use, and play with the platform by integrating other solutions working in the WP context for standard custom post types.

Moreover, with the latest version of WordPress, you can leverage the standardized WordPress data and use API endpoints that would fetch data and transfer it back-and-forth in case you want to detach your CRM system from your core website.

Here’s a short video about some of the main features – your first glimpse of the platform and the options:

Browse more at:Business


  1. EVIE JOHNSON says:

    Useful and well-structured information. thank you for sharing such a great information

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