Tag Archives: crm

CosmosCRM, CRM, Customer Relationship Management,

Why choose CosmosCRM

CRM has been the essence of the existence of many successful businesses and the reason for the revival of failing businesses. CosmosCRM can streamline business processes to the extent of rendering first-class services that yield remarkable results from increasing growth in revenue to satisfying customers all at once. Here are four features that make CosmosCRM essential for your business:

1. Activity management software:

CosmosCRM keeps track of all activities related to the business and the clients and keeps you updated with all important events that are still in the pipeline or have been executed but demand your attention. A simple activity dashboard shows all tasks, appointments or deals that can be referred to when needed. You can gauge performance and assess completion of tasks using this activity management feature. Most importantly it does not involve the hassle of manually updating tasks and appointments as it synchronizes itself with applications like Gmail. You can also increase collaboration by allowing access to selected users so they remain up-to-date with important business activities.

2. CRM Dashboard:

CosmosCRM allows you to customize your dashboard and make visible only those pieces of information that are important. This way you have greater control over what is presented to you based on your priorities. These dashboards also come with already uploaded widgets from which you can pick and choose those that best match your needs. Perhaps one the best features of CosmosCRM is that of report generation. Now you can assess the performance of your business and analyze how well the tasks have been carried out by generating in-built reports or by creating customized reports.

3. Increased automation and email integration:

CosmosCRM speeds up the business processes through increased automation and increases accuracy by ensuring precision recording. It ensures automatic synchronization with business processes without presenting the need to manually update the CRM system with the organization’s practices that are already in place. Furthermore, it integrates with applications like Gmail to sync emails so that you can easily connect with clients.

4. Seamless telephony:

You can enjoy uninterrupted communication with your customers by connecting with them through live telephone calls. CosmosCRM makes communication simple for you by allowing you to buy credit and getting selected numbers enrolled in the system to ensure seamless telephonic communication with your customers. In addition to guaranteeing effective communication, integration of telephony can benefit your business through budget control, maintaining a record of communication and overcoming geographical barriers.

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How to Shop for CRM???

How to shop for CRM

Customers serve as a lifeline for any organization. Every smart business will agree with this statement.

It is critical to provide customers the services they demand and maintain a good relationship at the same time. This is where CRM comes into play. CRM, short for Customer Relationship Management, is a quintessential tool that helps maintain customer information and contact details. It also helps manage and record customer interactions.

Venturing into the world of CRM can be tough for a first timer. Before selecting a platform, it is important to know what your requirements are.

Here are some points that you must consider before making a decision on CRM.

Understanding Individual Needs

Before deciding on a CRM, it is important to have a clear idea of what you are trying to achieve. You need to opt for a package that caters to your company’s size.  Understanding specific needs can help in choosing a suitable CRM platform.

Knowing Your Budget & Customization Cost

Staying within your budget is essential. There are many CRMs that may cater to your needs without you overspending. On the other hand, some CRMs may not cater to ALL of your needs. You may end up adding customizations to your CRM to fulfill your requirements. These customizations are not free and in some cases might force you to overstep your budget. First look for a CRM that covers the major requirements of your business and then review customization options. Avoid getting trapped into a never ending loop of customizations. Contact existing customers for a second opinion.

Invest In Training

New software means new environment for your employees. This requires extensive training. Old workflow methods need to be replaced with the new. This means handing out training manuals and staying on top of transition.  This is necessary so that all employees are on the same page and are familiar with the new functionalities and updates.

Focus on the Client

A business thrives only when it has a strong relationship with its clients. CRM system is a must for those who value their clients and believe in fostering long term relationships. While implementing the new system, it is necessary that the main focus should always be on the client’s needs and not on the business’s convenience.

Social Media Marketing

Social media plays a major role in the business world today. CRM’s Integration with social media networks such as Facebook, LinkedIn allows you to track potential leads and understand how customers think and act.

ROI Evaluation

Keeping track of your ROI once the CRM is implemented should be mandatory. Build a streamlined procedure and strategy for your future goals. This will help you quantify the benefits that come with the CRM implementation.

Use CRM to make it ‘all about the customer’ from the start. It helps save time and allows you to concentrate on the other aspects of the business, while ensuring that the automated system is keeping you and your team on top of everything.

In a nutshell, if you want to impress your customers and get good results, CRM is the tool that can help.


CosmosCRM integrates Google apps syncing

Do you prefer using Google Apps for your daily sales activities while going on your CRM interface updated about the activities happening? You can make this happen using Sync Google Settings feature of CosmosCRM that keeps the information up-to-date at both programs, i.e. CosmosCRM and Google. The feature supports both unidirectional and bidirectional schedules that automate the synchronization between several Google Services and CosmosCRM. You can set the list to which the desired data of relevant apps should be transferred and map the required fields as needed. Any vicissitude occurring at one interface brings changes in the other program in case two-way syncing is enabled. Please note that if you cancel the sync configurations and again synchronize the app, then duplicate records will not be created predicated on the electronic mail address that is mapped. Withal, in order to make this feature more of a user-friendly, CosmosCRM uses an amalgamation of different colors to stand for a variety of records. For example:

  • The Green colored record shows newly created record.
  • Light blue color depicts that the record is present in Google/CosmosCRM contacts, but needs updation.
  • Red outline border shows record has been deleted.

Google Apps Integration with CosmosCRM:

CosmosCRM is fully integrated with primary Google Apps, including Contacts, Drive, Calendar Events i.e. Task, Calls & Meetings in order to keep you updated via two-way synchronization. CosmosCRM Sync Google Settings feature includes bidirectional syncing of:

  • Contacts
  • Tasks
  • Calls
  • Meetings
  • Documents/ Drive

How to Configure Synchronization Settings:

To configure synchronization settings, the user needs to configure an email account in CosmosCRM first. Once you have created the account, you can configure sync settings by:

1.   Clicking on the Settings icon.

2.   Select Sync Google Settings app from the available options list.


3.   Add information i.e. Gmail ID and Password in Google Settings form.

Note: Gmail ID once provided will be kept in the system, however, the user needs to enter the password every time before hunting down the sync operation.


4.   Enter Gmail ID credentials to link up the CosmosCRM with your Gmail Account.

Note: Make sure that your browser settings allow pop-ups otherwise the pop-up windows will not appear.


4.   Click on the Accept button displayed on the request permission pop-up window to complete sync configuration setting against the named applications.

Note: Gmail ID authentication pop-up window appears only the first time as this is the theatrical role of configuration setting.


Synchronizing Google Contact Service with CosmosCRM:

  1. In CosmosCRM hover mouse on Contacts Module ( ) and click on “Sync Contacts to Google Contacts” option.
  2. All the Contacts available on the given Gmail ID and CosmosCR will show up on the left and right side of the screen respectively.
  3. Records are distinguished in CosmosCRM during Sync process on the substratum of colors. Here Green color represents incipiently engendered Contacts, Updated Contacts are represented by Light blue color and Expunged/Deleted Contacts with Red Color.

Note: Only the selected records will sync, once the user clicks on Synced Contacts button available on the top right.


CRM Based Customer Strategy - Advantages

A well-planned CRM based customer strategy drives significant competitive advantage and bottom-line results for your organization as it caters to the focus of every successful business i.e. customers. In order to excel in this diverse business environment, organizations are bound to follow a strong customer strategy that maps an effective operational plan for the organization and helps businesses in setting their prime focus on most meaningful aspects in all the three key directions i.e. sales, marketing, and Support. CRM plays a significant role in this regard and supports companies to deliver great customer experience in all the three wings of customer engagement i.e. Sales Force Management, Marketing Automation and Customer Service and Support.

There are many advantages of having well-planned customer strategy. Three of which are given below:

1. Increased Revenue:

CRM based customer strategy improves revenue streams for the organization by enabling better visibility into potential customers’ profile, efficient segmentation of customers, deriving referrals from contented customers and boosting conversion rate of prospects into customers. For all these factors, CRM plays a key role that gathers customer/prospect related information from multiple sources say web to lead form, Facebook, twitter, LinkedIn or other social media fronts and organizes data at single unified interface that is shared with all employees across the organization. The available customer base is then segmented into different categories made on the basis of either value or probability of deal closure within the sales pipeline. The whole process diminishes the effort of organizing data and opens up more cross-selling possibilities with a single contact point hence boosts revenue.

2. Reduced Operational Cost:

This is an admitted fact that CRM is a great tool used to reduce the overall operational cost of a business by amplifying productivity of employees and rendering them with assistive tools that automate the half of their tasks. CRM’s dashboards help employees in multiple ways:  let it be managing the queries, orders, or self-performance and schedule, CRM is active everywhere facilitating employees close orders at a faster pace with improved request handling made for information and leads. Another asset of CRM is the monitoring system that not only provides self-assessment platform but also enable managers to look into the performance of each employee against their set targets. Additionally, CRM comprises a scheduler system which entangles automatic compilation of “to-do list” and notification system that conjointly ensures that every sale lead is paid substantial attention and is followed-up in time. All these facilities are packed in one user-friendly software named CRM.

2. Improved Customer Service and Customer Retention:

The core of every CRM solution is the Customer and introducing CRM strategy for improved customer service and customer retention is synonym to a successful and ever-growing business. Linked with the above-mentioned leverages of CRM, the customer relationship management tool helps deliver personalized and customer oriented service to clientele that automatically exalts the organization’s repute in the customer’s eye. It also liberates companies to extend customer service to social media strategy and help them cater every single voice raised for their support and service while ensuring consistent customer service across all platforms and channels. CRM’s dynamic tools help in all these dimensions and offer a knowledgebase to store solutions of problems regarding the product. This way, CRM shortens the response time for subsequent support calls while improving customer service that leads to customer retention and customer loyalty.


Business Process’s automation and Cosmos workflows

CosmosCRM’s Workflow provides a runtime tool, a framework, a set of activities, and default implementations of the runtime business processes. Processes define business and mentor trail to success. Business processes are mainly of two types:

  1. Automated Processes
  2. Interactive Processes

Automated processes peculiarly depend on rule-based communication among different applications and interactive processes are individual’s defined processes to carry out a task or make the decision.

Workflows are triggered by the occurrence of already specified event in the system, such as a record being created or field being updated. For such events, workflows are set to automatically execute actions including sending emails and creating or updating other records in CRM.

Workflow in CosmosCRM is made similar to Flow Chart in order to introduce a unique and comprehensible functionality in CRM system. Flow Charts bring the ease to creating and understanding the defined process against any action.

Using CosmosCRM’s workflow feature, one can lucratively manage runtime process execution and set actions against events for an extended period of time. CosmosCRM also rescues you from the hassle of setting the actions again and again. Once activated, the workflow starts carrying out the input instructions and keeps activate till the user deactivates the workflow. In order to stop the action, user can simply use the option of deactivating the workflow available in CosmosCRM.


Entities of CosmosCRM Workflows:

From the picture above, you can identify the five entities available in Workflow application of CosmosCRM which are used to illustrate workflows. The five entities are;

  1. Start
  2. Event
  3. Action
  4. Condition
  5. End

How to define workflows:

Every process has a start and end likewise, we define the start and end of the workflow. Drag Start entity on the board to define the beginning of the workflow. Place action entity to depict event or condition in the workflow. Then construct he action to be taken in a certain condition and finally insert End node to end up the process.

Requisites of CosmosCRM Workflows:

Every workflow defined in CosmosCRM must contain one start, one end node, one event and at least one condition or one action.

  • Action can be associated with an Event.
  • Action can be associated with a Condition.
  • Event can contain more than one Action.
  • Event can contain more than one condition.
  • Conditions can contain more than one Action.
  • Action must be associated with an event or a condition.
  • Condition must be associated with an event.

Specify events and actions to be triggered against a workflow

  • You can specify Event by right clicking Event node.
  • You can specify the condition by right clicking Condition node.
  • You can specify actions by right clicking Action node.

Telephony feature in CosmosCRM

CosmosCRM is a complete Customer Relationship Management package that offers seamless telephony solution with other valued and awe-inspiring features in it. Telephony in CRM is an exciting feature because of “Click to Call” functionality that facilitates organizations to make their CRM system a master of all the trades that assists employees in contacting their customers employing their own CRM system. This “Click to call” feature in CosmosCRM is all but a great leverage that allows you to make live telephone calls between CRM and leads while empowering you to control and keep track of all activities and telecommunications happening in your CRM by keeping the history of each call. Since, telephony is an expensive undertaking; many CRM systems avoid providing this solution as default functionality.

CosmosCRM supports both call types i.e.

  1. Outbound (Outgoing call from CosmosCRM)
  2. Inbound (Incoming call to CosmosCRM from external body)

How Telephony in CosmosCRM works?

In order to telecommunicate using CosmosCRM, you are required to have “Leads Mobile Number” and your CosmosCRM telephone number. Logged in user is already allotted Cosmos phone number in his profile. For Lead’s contact, it’s a duty of Sales Staff to enter the customers’ contact info (mobile number) while creating contact, in case it’s not automatically added during email sync process.

Outbound Calls

Outbound calls are the calls made through CosmosCRM system which can easily be made by clicking Call icon available against client’s mobile number field on Contact’s detail view. On clicking the phone icon, two options are displayed on the screen i.e.

  • Number to Number
  • Browser to Number

Number to Number option facilitates user to communicate through phones. On the other hand Browser to Number option enables user to communicate from browser. However both the options have the ability to create record (with respective call type i.e. here Outbound call to <number>) for history purpose against the customer.

Inbound Calls

Inbound calls are the calls received through CosmosCRM. Every customer is able to communicate with its Sales person using Telephony feature. Customer will call from their phone to Sales person and Sales person can receive that call from either browser (if he is logged into CosmosCRM) or their phone. After the call is made, a record of call (with respective call type i.e. here Inbound call from <number>) with the actual status is created just as history against that customer.

Call recording is attached in case of successful calls i.e. Status: Held for both types of Calls i.e. Inbound and Outbound.

With this value added feature, CosmosCRM has won obtrusive existence in the CRM market. Now a call is just one click away in CosmosCRM.

Second Release_Infographic

Second Release of CosmosCRM

Cosmos CRM has made its first release at the end of year 2014. The basic purpose of that release was to provide a fast, usable and responsive CRM which can be used by both B2B and B2C customers for Sales, Services and Marketing. The aim is to provide a solution and not a tool.

Second Release_Infographic

How CosmosCRM is different from other CRM softwares?

With the aim of introducing a simple and easy to use CRM in the market, Cosmos CRM has successfully released its initial version that embraced attractive Home page and services like email sync that no other CRM is offering. As soon as the user lands on the Home page, he will be served with a quick summary of the entire sales, upcoming and pending activities within the CRM. The other highlight of this release was Email Sync. Email Sync feature provides Cosmos CRM clients, an ease to fetch information like First Name, Last Name, Twitter, Facebook, LinkedIn and Current Address of its user against their Email id.

Following basic applications were introduced in the Cosmos CRM system during release 1.

  • Contact
  • Client
  • Tasks
  • Notes
  • Meetings
  • Calls
  • Email
  • Deals
  • Users
  • Roles

Along these applications, there is another section that is named as the Support Channel which guides its end user about how to use Cosmos CRM system.

With the addition of certain new features and improvement in the previous one, Cosmos CRM successfully released its 2nd version in the mid-January 2015.

Following applications & features were added during release 2;


  • Workflows
  • Calendar


  • Responsive UI
  • Activities reminder
  • Telephony
  • Email templates
  • WebToLead form
  • Contacts import
  • Clients module is changed to Companies module
  • Submenu (add, view & my) is added to the navigation menu

With the introduction of responsive UI, Cosmos CRM is accredited with a feature of displaying  super flexible content w.r.t. pages on all devices.  This feature is the strength of Cosmos that eliminates the hassle of zooming in or zooming out to adjust screen w.r.t. resolution.

Activities reminders add another super exciting functionality to Cosmos CRM. Users are notified of all their upcoming activities automatically so that there is no chance left for them to miss any.

Telephony feature enables the end users to call their customers directly from the CRM instead of phone. With Cosmos’ telephony, the recording of successful call gets attached to the respective customer’s history.

With this improved version, Cosmos CRM continues to provide best of their services to small business and is heading toward betterment and enhancements for next upcoming releases.

Import feature automates the functionality of importing all the Contacts placed in csv file to Cosmos CRM.

WebToLead form of Cosmos automatically converts sign up customers to lead.

Email Templates allow users of Cosmos CRM to make customized email templates for use while sending emails.