The Future of the Plug-and-Play CRM

Not all teams have a commercial focus. University lab teams might primarily use a cloud-based task manager, and a Facility Management company might focus on building training plans for health and safety within their mobile LMS.

But even for teams that are not customer facing, implementing a CRM can be an excellent method of collecting data and learning about a specific user group.

However, there are three major limitations of most CRMs on the market, which is why we have differentiated our OnePal CRM app for clients who need this functionality.

Capturing truly qualified leads

This may sound obvious, but so many CRMs are configured to capture leads who are simply not qualified to be potential buyers.

The majority of CRMs capture sign-ups from 'contact us' forms throughout the website. Different forms may have different tags (a signup on one page might suggest a different intent from signing up on another page), but this is usually where the filtering stops.

This translates to a large list of contacts who did not consciously consent to receiving the email campaigns you have worked hard to build - and a large risk of breaching GDPR and other marketing regulations in the process.

OnePal business listings encourage enquiries from prospects who are active and interested

By contrast, if you ask your potential customers or members to browse your membership passes published on a platform like OnePal, and to send an enquiry through one of those listings, your prospect has put more effort into sending their enquiry.

Integrating with an interactive digital pass

In addition to having only provided weak consent for GDPR compliance and increasing the risks in running your email campaigns, most contacts stored in a CRM have no data to indicate whether they are closer to becoming a paying customer.

The less qualified a contact list is, the higher the risk in planning a marketing campaign to this .CSV

Contrast this to a platform like OnePal, where only pre-registered users can engage with your business listing, providing users the opportunity to agree to share anonymous click data as they navigate the app.

In OnePal, the latest click actions are updated in real-time for each prospect

This updates each prospect in real-time with useful data-points such as:

• The name of the latest offer they have clicked on

• The name of the latest pass they have opened

• Their last time of click on an offer

• Their last check-in time to a car park or VIP area using their membership pass

Unlike any other CRM on the market, this provides a snapshot of how that prospect has been interacting with other digital passes, providing you content on their latest interests.

A mobile-first future designed for mobile teams

In an ideal world, a Marketing Manager would be able to log into their team cloud hub and browse their leads seamlessly on mobile while on their way to an important meeting. But this is not standard practice for most CRMs on the market.

Checking the latest live actions of prospects should continue on mobile in your chosen CRM

OnePal, on the other hand, is fully mobile-optimised and designed for taps with your finger. This means that, when browsing your leads in the CRM app, you can tap to update the status of each lead and filter your contacts according to these tags.

With OnePal, your sales team has access to their CRM on mobile and all its integrations

This is very useful when organising leads according to their stage in the sales cycle. OnePal provides dozens of tag templates out of the box so your sales team can begin organising leads quickly without the need for training.

A seamless setup process

CRMs on the market have made major efforts to simplify their UI and functionality, but training new starters and integrating these systems with website forms reliably (and compliantly) still means time and added risk.

By contrast, a plug-in-and-play system like OnePal simply integrates with modern interative digital member passes that you design within one of the business apps.

Your prospects simply browse for your published OnePal digital pass and send their enquiry

Within a few clicks, you can have your draft membership passes ready to publish, and already integrated with your CRM app in your cloud business hub.

Once your digital passes are published, your prospects can be simply directed to send an enquiry through your listing, providing a unique and premium experience for your clients while also capturing rich click data not possible on other platforms.

Your digital member passes stand out, providing a high-tech and personal experience for your clients