Really Simple Systems (RSS) CRM Overview
Really Simple Systems (RSS) is a user-friendly Customer Relationship Management (CRM) system designed specifically for small to medium-sized B2B organizations. Founded in 2004, RSS has evolved to serve over 18,000 users, primarily focusing on simplifying CRM processes for businesses that may not have extensive technical expertise.
Key Features and Functionality
Contact Management
RSS provides a centralized hub for managing contacts, allowing users to easily add, modify, or remove contacts and keep their database up-to-date. The system enables contact segmentation and grouping, facilitating targeted marketing campaigns.
Pipeline Management
The CRM offers a graphical representation of the sales pipeline, enabling users to track opportunities, monitor their progress, and make accurate revenue projections. The pipeline stages are fully customizable to align with the business’s sales process.
Email Marketing Campaigns
RSS integrates email marketing capabilities, allowing users to build and manage marketing campaigns directly within the platform. While it may not match the feature set of dedicated email marketing software like Mailchimp, it simplifies data synchronization and ensures targeted email marketing efforts.
Task Management
The system includes task management tools that help users delegate responsibilities, set due dates, and track progress. Although it lacks some advanced features found in specialized project management software, it provides adequate task management capabilities for most small businesses.
Workflow Automation
RSS features workflow automation to streamline business operations. Users can design automated workflows for repetitive tasks such as lead nurturing and follow-up emails, reducing manual effort and enhancing efficiency.
Reporting & Analytics
The CRM offers robust reporting and analytics tools, providing transparency into key metrics like cost per lead, cost per opportunity, and cost per sale. This helps businesses gauge their ROI effectively.
Integration Capabilities
RSS supports integration with various other systems, including email providers like Exchange/Outlook, Google, and accounting software such as Kashflow, Sage Business Cloud, and Xero.
Document Storage and Case Management
The system includes document storage features and a case management module that allows for the tracking of customer service cases. This module is particularly useful for fulfilling service level agreements and includes a customer portal for self-service, online payments, and bookings.
Customer Support
Really Simple Systems is renowned for its strong customer support, offering free chat, telephone, and email assistance. Additional resources include introductory videos, webinars, and a comprehensive Customer Support Hub.
Ease of Use and Scalability
RSS is designed to be easy to use, with a clean and straightforward interface. The system is scalable, allowing businesses to grow without the need for complex setup or maintenance. Training staff to use the system can be completed in a matter of minutes, making it an ideal solution for small businesses.
In summary, Really Simple Systems CRM is a versatile and user-friendly platform that caters to the needs of small to medium-sized B2B organizations by providing essential CRM features, robust customer support, and scalability to grow with the business.