Overview
The Bright office cloud based CRM is the best solution for businesses that have a large amount of employees and are looking to increase productivity. The biggest advantage of this software is that it provides real-time data from all of the employees. This means that one will be able to see exactly what your team is doing at all times, which allows users to make more informed decisions about how to improve performance. It also makes it easier for managers to track employees' performance and give them feedback on what they need improvement on.
Introduction
Big Office is a cloud-based CRM, designed specifically for the office market. Offering a better way to manage your business, our software provides customers with the tools they need to streamline business processes and improve customer communication. Built on Microsoft SQL, Big Office is compatible with any version of Outlook and all versions of SharePoint - giving you access to everyone in your organization from anywhere.
The Bright Office is one of the most helpful CRM's on the market, and they make it easy to get started. One can sign up for free and start using their product right away. They have been around for quite some time, so they know what they're doing.
Another great advantage of this software is its ability to integrate with other programs such as Slack or Google Docs so that it can be used by multiple departments within the company. For example, if someone in Human Resources needs access to information about new hires or promotions, they can use this program instead of having to go through each department individually and ask each employee personally if they have access to the information they need.
Services
- Workflow Automation: It helps in shifting the performance of the series of activities needed to be done to complete a task to a software program. It is used on a regular basis to improve everyday productivity as it manages the flow of tasks, documents and information and makes them work independently according to the business rules.
- Full Audit Trail: They provide a fully auditable process trail which helps in tracking performance and meet your regulatory requirements.
- Storage: It has cloud-based CRM which means that the software is hosted by the provider’s server and is accessible to the customers through the internet anytime anywhere. The team has access to the linked documents and stores correspondence in the cloud no matter where they are.
- Reporting and Analysis: It provides external tools like Microsoft Power BI by which the client can integrate and assess and make better business decisions by using the insights. It also provides full reporting suites with charts and graphs.
- Time Friendly: To increase efficiency and save the customer’s time, it gives very quick and accurate responses to all their queries and questions which means it provides great customer service and puts their customer’s needs first and the customer can find everything at one platform.
- Effective Marketing: It also provides tools for effective marketing i.e., lead generation and customer acquisition. It also generates new and also repeat business with targeted digital campaigns.
- Security: As the CRM is cloud hosted, the customer’s data is all backed up in the cloud for maximum security and meets with the customer’s data security obligations.
- Powerful Integration: The software is formed and blends with market leading apps and software like sage, xero, clear debit, city and guilds, noodles and so many more and making it more flexible and functional.
- Customizable Branding: The customer can customize their CRM according to their preferences and needs using their logo and colors to create a unique experience for them.
- Postcode Lookup: The customer can simply add postcodes to populate the whole address which saves time and increases accuracy.
- Webmail User Integration: The client can easily manage their documents and data through email by uploading it in their CRMs. They can find this data anywhere with just a single click.
- Group Codes: The customer can easily assign different permission to users based on their job role or seniority which makes it easier for them as they can only see what’s relevant for them.
- User Tasks: The client can flexibly create tasks either manually or automatically for themselves or other users which then improves efficiency as it eliminates forgotten tasks.
They also provide sector specialized cloud-based CRM for commercial and consumer lenders. It is specially built for loan providers and is a complete end-to-end cloud-based loan solution. They provide everything whether it’s enquiry or fact finding or loan ledger management.
- It is customized according to the client’s business’s needs, business processes and flexible workflow engine which includes emails, SMS, documents etc.
- Successful integrations like TransUnion, Experian, UK Land Registry and Microsoft Power BI have been achieved because of the open-ended API.
Pros & Cons
PROs
Pros:
- Stocks easily accessible files, accords, and documents for everyone.
- Easy and refined messaging with automation.
- Free demo provided.
- Amplified regulation with the use of automation.
- Makes things easy to tabulate and thus, ensures a swift and reliable report.
- Profitability is enhanced.
- It ensures data security with clean back-up, which ensures increased sales.
- Escalates flexibility and certifies smooth functionality by amalgamation of Bright Office software with the most prevalent software in the market.
- The software assures less time-consumption and money.
- Provides additional benefits such as syncing mails, save emails, etc.
- Boosts growth and ensures customer satisfaction.
CONs
- The date and information of the customers might sometimes be needed to maintain manually which poses difficulty at times.
- The customer service can be more efficient as sometimes it gets difficult to connect with them and get a response or work on the customer’s queries or issues.
Conclusion
Bright office software is a tool that helps companies to increase their sales, and connect them to new businesses by managing the data and making the work easier. It helps building the database of contacts and leads and tracking every interaction that occurs with your customers and prospects. The tool also helps in managing customer's information in one place.