Xapsys - Integrated CRM and Workflow System

CRM is a powerful tool on its own however stand-alone systems can result in missing correspondence and documents, double admin entry, slow access to data, and a general lack of efficiency. Integrations, either with additional bolt-on plugins, or built-in integrations tailored and included within Xapsys can make your team’s jobs easier and ultimately increase sales and improve customer service levels. In many businesses, staff will have to switch between multiple software packages. In addition, the information needed to keep tabs on forecasting and targets is often either unavailable or based on out-of-date static data. It is common to see sales staff chasing between departments for stock levels or updates on a customer’s order so that they can provide answers to their client. If the stand-alone CRM issues above resonate with you or your business, it could be time to look at a CRM system that can solve them!   ERP / Finance Integration Probably the biggest integration of them all but on

Customer Relationship Management Software  or CRM, is a program designed to gather all aspects of your customer information in one place. This is the software solution that helps your business organized interactions and relationships effortlessly. New businesses might think it nonsensical to invest in customer relationship management software. However, when it comes to regulating customer interactions and lead conversions, spreadsheets won’t last for long. And, without proper software, your team will have a tough time following up on leads.  For an established business, not having a  CRM solution  is like throwing caution to the wind. Read on to find out how the right business solution can centralise and streamline your business processes. When Should You Consider Migrating Your CRM to Another? Are you facing consistent challenges in generating adequate leads and maintaining your workflow? Well, maybe it is time to consider investing in a  CRM system . When your business enters the pha

A workflow management system is software that helps companies streamline their processes and increase efficiency. By automating routine tasks and providing a clear visual representation of the workflow, Workflow Systems can help increase productivity and minimise errors. However, it is not enough to implement workflow automation software; it must also be used effectively to achieve maximum productivity gains. Here are some tips on how to maximise your productivity with a workflow management system: Clearly Define & Document Processes Before  implementing workflow software , it's important to clearly define and document your processes. This will ensure that everyone on your team is on the same page and that the workflow management system is configured correctly. It's also important to regularly review and update your processes to reflect changes in the business environment. Automate Routine Tasks One of the main  benefits of a workflow management system  is the ability to au

Businesses must be well-versed in the term ‘ customer is the king ‘. And CRM is just the right tool to manage and retain customers. Some entrepreneurs have learned the importance of CRM the hard way, but you don’t have to. All you need to do is understand the trends and personalise the system according to the needs of your existing customers.  At its core,  customer relationship management or CRM , helps businesses drive sales, growth and profitable customer relationships. In fact, the better a business can manage its customers, the more successful it will become.  There are many benefits to having one, and in this blog post, we will discuss why you should invest in one. When Should Small Businesses Owners Consider a CRM Software? Small business owners do not need a CRM- it is too expensive and isn’t necessary, right? Well, don’t be so sure! Most small businesses that agree with the statement above are headed to failure. You could have survived without a  CRM solution  in the past, but