While every business aspires to grow exponentially, maintaining a steady rate of growth depends entirely on effective lead management and conversion. Capturing lead information, routing them to the right team, and influencing them through the right channels are only a few of the activities that firms have to manage in order to stay profitable. However, manually performing the above tasks is both time-consuming and error-prone.
Preventing the leakage of leads requires effective tracking of business leads and timely scheduling of promotional pursuits for their conversion into prospects. Furthermore, each prospect then needs to be targeted with the right promotional messages to be converted into loyal customers.
Therefore, the entire process requires highly specialized tools for coherent sales management, automated workflows, and richer customer insights.
CRM or Customer Relationship Management tools have come up in a big way in modern times to help businesses grow. They are designed to help businesses acquire new customers and retain existing ones through seamless communication, effective market research, and a robust support structure. However, not all CRMs are created equal.
The majority of CRMs that we see around us only help capture leads and send out promotional messages to them. They either partially or entirely ignore crucial factors such as sales pipeline management, customer analytics, integrations, opportunity, and campaign management, making them less effective for businesses.
Thankfully, this review will focus on OneHash CRM – a modern and comprehensive CRM solution designed to help modern businesses thrive through rich insights, automated workflows, easy accessibility, and omnichannel support.
Through this review, we will cover the following points:
- Introduction to OneHash CRM
- Key Features of OneHash CRM
- Our Final Verdict
So let’s get started!
Introduction to OneHash CRM
OneHash CRM is a SaaS-based CRM and sales automation solution created to help businesses boost sales, capture and convert leads and streamline promotional activities on multiple channels. It helps you create stronger relationships with customers through better communication and cooperation while reducing the burden of lead management.
OneHash CRM combines cutting-edge technology with an aesthetic and user-friendly UI, enabling you to capture and track leads, improve engagement and manage multiple campaigns simultaneously.
In addition, it integrates with several essential applications and tools via Rest API to provide you and your staff with a truly seamless experience. The application also helps you store, manage and utilize customer data to improve customer experience, and can be directly integrated with campaigns to capture leads automatically.
OneHash CRM helps you manage contacts, projects, lists, and campaigns besides helping you automate your promotional efforts and customer support.Using the solution, you can configure multiple user roles based on designation/department and assign tasks to them directly.
You are automatically notified when each lead converts and can get an overview of each customer’s journey and interactions with your company.
OneHash CRM allows you to automate your communications and configure alerts and notifications for lead events.Its interactive dashboard offers you a holistic view of your leads, conversions, campaigns, and success rates,besides offering a ton of insightful reports.
The application can also be integrated with Slack, SMS, Whatsapp, and email (via SMTP) to help you reach out to your audiences easily. Additionally,you can define when a particular promotional message is to be sent out to a group of recipients and via which marketing channel.
OneHash CRM integrates with Exotel and other major telephony providers to automatically save call records,which can be accessed anytime to improve customer experience.It allows you to create and customize templates,design targeted campaigns, and schedule newsletters to automate promotions.It helps you view reports on the effectiveness of each campaign,view ‘read receipts’, and open rates of emails.
With OneHash CRM, you can easily view lead records by the source they are acquired from.You can also add additional information to client records,view their transaction history and assign a particular lead to a user in your organization.Using this feature, managers can assign multiple leads to an agent and add specific tasks to them.
In addition to the above. OneHash CRM also allows you to request new features in their application. In addition,it offers an online chatbot that helps you easily navigate and master the application.
Intrigued already? We haven’t gone to the key features yet!
Key Features of OneHash CRM
1. Sales Monitoring & Forecasting
OneHash CRM allows you to effectively monitor the performance of your sales units via performance indicators.It allows you to analyze sales targets based on product,territory, partners, salesperson,etc.
OneHash CRM helps procure lead information from a variety of sources and helps you connect to them via their preferred channel.Be it calls,messages,or emails,OneHash CRM keeps track of all interactions,helping you understand the mindset of your customers.
OneHash CRM helps you manage multiple business units globally through a single platform.It supports all major global currencies and languages,helping you expand your business easily.Moreover,it offers data-driven sales projections that allow you to adjust your branding strategy and reap higher profits with your existing resources.
2. Rich Data Insights
Using OneHash CRM’s interactive dashboards and reports, you can see how each territory has performed in a particular time period. The dashboards and reports help you analyze what features/components in your product/service are liked and disliked by your clients.
It also informs you about the changing preferences of customers and the features that customers would like to see in the product in the future.
OneHash CRM not only helps analyze your customers but also helps you assess the performance of your staff.It helps you easily identify your top performers and their skills based on the goals they have achieved.
Identifying poorly-performing employees also helps in their training and development.In addition, identifying the skills of each employee helps you create stronger support and branding teams that utilize their competencies better.
3. Better Campaign Analysis & Management
OneHash CRM helps you keep track of all leads in your sales funnel and pipeline by keeping them engaged and analyzing behavioral triggers.It ensures that there are no leakages in your sales pipelines and each opportunity is converted successfully.
It integrates with multiple media channels and helps you find out the best platform that works for your business and provides the best results.
Tracking the performance of every campaign becomes easy using OneHash CRM since it offers a rich set of analytical tools to improve your campaign efficacy.Moreover,it automates most menial tasks,helping you focus on customer experience and revenue generation.
4. Effective Data Management
Each module of OneHash CRM offers a dashboard that helps you get a snapshot of your goals, efforts, and key results achieved. Further, the application helps you segment customers based on their age, purchasing behavior, gender, geography, etc., which helps understand what works best for a user group.
OneHash CRM also helps you learn from your mistakes and missed sales opportunities.It carefully analyses how, why and where you lost a deal, helping you steer ahead of your competitors in no time.It evaluates the stages and territories where most opportunities are lost, enabling you to perform better in the future and adjust your promotional efforts accordingly.
5. Automated Operations
OneHash CRM helps you automate transactions and processes both internally and externally. It allows you to assign leads to particular agents based on their competency and skills, greatly improving the chances of conversions. Additionally, it helps put your email marketing efforts on autopilot, allowing you to generate more leads automatically.
All tasks from scheduling calls, assigning tasks, sending invites, or notifying customers can be done automatically using OneHash CRM. Additionally, it helps you keep tabs on each change made to client records through log reports. OneHash CRM also helps manage and reconcile invoices, process reimbursement requests, and manage orders automatically.
6. Omni-channel Integration
OneHash CRM smoothly integrates with multiple social media channels to minimize your efforts and generate leads. Interactions in each social media page can be used to generate leads and update customer records. The application allows you to manage online promotions and stay in touch with your clients 24×7 via different social channels.
7. Easy Configuration & Control
With OneHash CRM, managing different user roles and permissions becomes very easy. Aside from hierarchical control, you can also segregate user data based on assigned roles and choose who can view/edit what information. You can also configure different views according to the type of viewer and have different views for tasks, deadlines, lead management, etc.
Data related to OneHash CRM also enables you to filter reports and quickly search for deals, leads, and prospects. It also offers a global search bar to search for information efficiently. You can also configure workflows for particular product lines, locations, partners, etc., and choose their layout.
In addition, OneHash CRM helps you create and replicate account settings, allowing you to save time and personalize your efforts behind every prospect.
Apart from the above, OneHash CRM is also set to launch a mobile app to further simplify lead management and conversion, improving accessibility and business agility.
Our Final Verdict
OneHash CRM is a feature-packed and intelligent tool for managing your existing customers and acquiring new ones. It offers intuitive reports that help you understand your customers better and channelize your branding efforts in the right direction. It helps you make the best use of your leads while also helping you assess the performance of your sales units.
OneHash CRM helps streamline branding efforts and reduces your workload while offering greater oversight into the market and your business units. It is easy to learn and offers several features that ensure business success.
Considering the features, functionalities, ease of use, and high degree of customization it offers, we are inclined to give OneHash CRM a ‘Perfect Ten’ in our review, hoping that it would help many businesses ensure steady growth in the future.
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