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The Benefits of Using FileMaker as Your CRM Software

February 14th, 2013

If your business runs on a customer relationship management system—one that focuses on the customer and creating specified marketing and sales strategies for each customer—you have a wide range of software suites and solutions to choose from. The most popular and recommended by companies throughout the world is FileMaker Pro.

FileMaker Pro is a relational database program that integrates a powerful database engine with a slick, easy-to-use graphic user interface. What makes FileMaker Pro such a necessary part of your CRM strategy? And how can your business benefit from using FileMaker? Read on to find out.

1. FileMaker Pro is user friendly.

One of the biggest challenges to adopting new software comes in the transition: you and your team have done things a certain way for a long time, so introducing a new element is bound to throw some kinks in the system, right? Luckily, FileMaker Pro is a completely user-friendly application that is easy to use regardless of your computer prowess. 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.

2. It’s easy to start, regardless of how big or small your business is.

A relational database is a necessity for just about any modern business, big or small, and allows you to store, organize, change, and recall information. For a CRM system, a relational database is what you’d use to record customer data, including what they purchase and when they tend to purchase, that you can analyze to determine marketing strategies.

FileMaker Pro’s usability gives smaller businesses a powerful tool at a fraction of the monetary investment. You no longer need expensive database software nor do you have to hire a developer to run it.

3. It’s robust.

Sometimes, software is only so easy to use because it is watered down and not nearly as complete as more expensive applications, but FileMaker Pro has the same robust capacities as dedicated database software, and maybe more.

For DIY developers, FileMaker Pro is a dream. You can create a FileMaker database by importing a Bento library or through an Excel spreadsheet. At the same time, those who aren’t so much of the do-it-yourself mentality can choose from several layout themes and 30 starter databases. Starter databases cover a wide range of applications, including asset managements, invoicing, and family medical records.

FileMaker Pro can also create dynamic summary reports, which list your records and offer subtotals based on the sort order. You can, for instance, create a report that lists sales sorted by client with the totals for each client.

You can connect FileMaker Pro 10 directly to your internal email server without installing a plug-in. This allows you to send reports, invoices, letters, and other information from the database through email directly from FileMaker.

FileMaker Pro also has several features that allow for personalization for each member in your organization. For example, FileMaker keeps track of your searches and allows you to view recent finds and save frequent finds without having to reenter criteria constantly. These searches are user-specific, so you can find exactly what you need, quickly and easily.

4. It offers extensive control over how your data is presented and analyzed.

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. Scripts can be simple—send a report to a printer—or highly complex. Scripts center on general programming logic that allows you to check for errors, loop and branch, provide your own input, and offer adept control with all the database’s functions.

In the past, triggering scripts required the click of the button, which isn’t much of a problem, but for oft repeated functions, you can trigger scripts automatically based on various basic actions, like changing the layout or modifying a field.

5. It improves communication.

Thanks to FileMaker cloud hosting services, all the company information and customer data is available to all members of your team, keeping everyone on the same level. Cloud storage and FileMaker mobile apps allow your employees to access data from anywhere.

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