Using FileMaker as a CRM system
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Using FileMaker as a CRM system

Using FileMaker as a CRM system

There are multiple software solutions in the business landscape that companies are adopting as a way to improve overall operations. One of the more popular is customer relationship management (CRM). This system allows companies to keep track of current and future customers by organizing, automating and synchronizing sales, marketing, customer service and technical support.

There are many ways that a CRM can be customized to meet the specific needs of a company. There are also countless features and tools that can be used to craft a customized solution.

A recent article from Productive Computing makes the case that the most effective form of CRM software is FileMaker Pro. It is a database program that integrates its powerful engine with a easy-to-use graphic user interface. There are several specific reasons why FileMaker Pro is such an important part of a CRM solution.

First off is the fact that FileMaker 13 is user friendly. If your company is switching to a system like this for the first time, it can be overwhelming. That is only compounded if the new solution is complicated to learn.

"FileMaker Pro is a completely user-friendly application that is easy to use regardless of your computer prowess," the article reads. "You don't have to develop databases for a living to use FileMaker, and teaching your team won't require many precious hours of training. All it takes is a few minutes to become a pro thanks to the clean, easy-to-understand user interface."

The database is easy to start using for any modern business, regardless of size if it is looking to store, organize, change or recall information. From a CRM standpoint, the relational database helps business owners record customer information like products purchased, time of purchase and personal customer information to help customize a marketing strategy. 

Powerful data analytics tool

In the hands of the right FileMaker developer, the system can be a dream because of the robust capacities. Organizations can create a database by importing a Bento library or through an Excel spreadsheet. Even companies that try to run the system themselves have the option to use several layouts and themes from 30 starter databases that can handle a wide array of applications.

Through FileMaker Pro, companies can create dynamic summary reports that create records and offer subtotals based on the sort order. The system can also be connected to the company's website, allowing for better email blasts and sharing of information. Through the cloud hosting services, organizations are able to manage customer information and better communicate it with the rest of the team.

"Getting into the nitty-gritty of FileMaker Pro helps you realize just how much control you have over the program, primarily in the scripts you can write to perform all sorts of actions with data," the article reads. "Scripts can be simple—send a report to a printer—or highly complex."

FileMaker Pro provides small businesses with a powerful tool for a fraction of the cost. With the help of a FileMaker development firm any company will be able to improve how they harness their data and take operations to the next level.