{"id":9494,"date":"2021-09-28T09:30:00","date_gmt":"2021-09-28T04:00:00","guid":{"rendered":"https:\/\/kylas.io\/?p=9494"},"modified":"2024-06-20T11:13:36","modified_gmt":"2024-06-20T05:43:36","slug":"cloud-crm-software","status":"publish","type":"post","link":"https:\/\/kylas.io\/en\/crm-basics\/cloud-crm-software","title":{"rendered":"All About Cloud CRM Software and Why Your Growing Business Needs One"},"content":{"rendered":"\n<p class=\"has-medium-font-size\">A decade or so ago, the hottest word in the software industry was \u201ccloud\u201d. Before cloud computing, software was sold as an application literally stored on your server, used by a single computer, or shared by multiple computers. <\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">It was just a matter of time before someone figured out how to get the software to people in a simpler, more usable, and shareable manner. <\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">In 1999, Salesforce became the first company to offer software over the internet. Soon after came Amazon Web Services in 2002, offering storage and computational services over the \u2018cloud\u2019.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">By the mid-2000s, every software company wanted a piece of the cloud-based software industry \u2013 from that had also evolved Software as a Service (SaaS) platforms. <\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">SaaS platforms that, today, have taken over how programs are run and applications are used and make cloud-based or web-based technology a way of life.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">But let\u2019s get down to the basics of it and start at the beginning.<\/p>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"wp-block-ht-block-toc  is-style-outline htoc htoc--position-wide toc-list-style-plain\" data-htoc-state=\"expanded\"><span class=\"htoc__title\"><span class=\"ht_toc_title\">Table of Contents<\/span><span class=\"htoc__toggle\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"16\" height=\"16\"><g fill=\"#444\"><path d=\"M15 7H1c-.6 0-1 .4-1 1s.4 1 1 1h14c.6 0 1-.4 1-1s-.4-1-1-1z\"><\/path><path d=\"M15 1H1c-.6 0-1 .4-1 1s.4 1 1 1h14c.6 0 1-.4 1-1s-.4-1-1-1zM15 13H1c-.6 0-1 .4-1 1s.4 1 1 1h14c.6 0 1-.4 1-1s-.4-1-1-1z\"><\/path><\/g><\/svg><\/span><\/span><div class=\"htoc__itemswrap\"><ul class=\"ht_toc_list\"><li class=\"\"><a href=\"#htoc-what-really-is-cloud-computing\">What Really is Cloud Computing?<\/a><\/li><li class=\"\"><a href=\"#htoc-what-is-a-cloud-crm\">What is a Cloud CRM?<\/a><\/li><li class=\"\"><a href=\"#htoc-cloud-crm-vs-on-premise-crm\">Cloud CRM vs On-Premise CRM<\/a><\/li><li class=\"\"><a href=\"#htoc-benefits-of-a-cloud-crm\">Benefits of A Cloud CRM<\/a><\/li><li class=\"\"><a href=\"#htoc-getting-started-with-a-cloud-crm-for-your-small-business\">Getting Started With a Cloud CRM for Your Growing Business<\/a><\/li><\/ul><\/div><\/div>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<hr class=\"wp-block-separator has-css-opacity\"\/>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"htoc-what-really-is-cloud-computing\">What Really is Cloud Computing?<\/h2>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">AWS or Amazon Web Services (one of the original frontrunners of cloud computing as we\u2019ve mentioned above) defines cloud computing as \u201c\u2026the on-demand delivery of IT resources over the Internet with pay-as-you-go pricing. <\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">Instead of buying, owning, and maintaining physical data centers and servers, you can access technology services, such as computing power, storage, and databases, on an as-needed basis from a cloud provider.\u201d<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">To truly understand the impact that cloud computing brought perhaps you need to have been a part of the corporate or technology landscape back when everything was run physically. <\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">Suffice it to say, however, that it has shaped the way all businesses are run today \u2013 not just those in the technology landscape, but every boutique or individually-run business around the world too.<\/p>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<hr class=\"wp-block-separator has-css-opacity\"\/>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"htoc-what-is-a-cloud-crm\">What is a Cloud CRM?<\/h2>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><img decoding=\"async\" loading=\"lazy\" width=\"1024\" height=\"475\" src=\"https:\/\/kylas.io\/wp-content\/uploads\/2021\/10\/in-blog-infographic-2-12.png\" alt=\"Infographic explaining the meaning of Cloud CRM\" class=\"wp-image-9563\" style=\"width:768px;height:356px\" title=\"What is a Cloud CRM?\" srcset=\"https:\/\/kylas.io\/en\/wp-content\/uploads\/2021\/10\/in-blog-infographic-2-12.png 1024w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2021\/10\/in-blog-infographic-2-12-300x139.png 300w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2021\/10\/in-blog-infographic-2-12-768x356.png 768w\" sizes=\"(max-width: 767px) 89vw, (max-width: 1000px) 54vw, (max-width: 1071px) 543px, 580px\" \/><figcaption class=\"wp-element-caption\">What is a Cloud CRM?<\/figcaption><\/figure><\/div>\n\n\n<p class=\"has-medium-font-size\">Simply put, Cloud CRM is a software that runs using cloud technology. This means that the software\/platform itself is hosted by servers owned by the CRM provider and provided to users over the internet. <\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">It\u2019s not an application or program you need to have downloaded onto your organization&#8217;s servers in order to run on your computers. <\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">Rather, your employees are added as \u201cusers\u201d with their own accounts as part of an organizational subscription that allows you to access the platform via a browser month after month, year after year.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">You might be wondering: If cloud technology is now so ubiquitous, are all CRMs cloud CRMs? <\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">Surprisingly not \u2013 there are a few companies out there that offer their platforms over the cloud and as an on-premise solution or on-premise only. <\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">For the most part, however, businesses that need sales and pipeline solutions rely on cloud CRMs for their ease, convenience, and accessibility.<\/p>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<hr class=\"wp-block-separator has-css-opacity\"\/>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"htoc-cloud-crm-vs-on-premise-crm\">Cloud CRM vs On-Premise CRM<\/h2>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">Plenty of companies \u2013 enterprises, usually \u2013 opt for on-premise CRMs as a solution. While it\u2019s not recommended for growing businesses, let\u2019s understand the dynamics of it.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">A cloud CRM hosts data on servers owned by the platform, which \u2013 despite privacy laws \u2013 can make owners of certain companies uneasy. <\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">This is especially true for companies dealing with vast amounts of sensitive information (think financial institutions). <\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">In the case of enterprises, customizability might be a driving factor \u2013 with an on-premise CRM solution, you can choose to customize as much of the product as you need, to control the processes governing the product, and you save at scale \u2013 if you have a large enough number of users, it could work out to be more cost-efficient.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">Let\u2019s do a point-by-point comparison:<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-background\" style=\"background-color:#e7f5fe\"><thead><tr><th class=\"has-text-align-center\" data-align=\"center\">Cloud CRM<\/th><th class=\"has-text-align-center\" data-align=\"center\">On-premise CRM<\/th><\/tr><\/thead><tbody><tr><td class=\"has-text-align-center\" data-align=\"center\">Setting up is comparatively inexpensive<\/td><td class=\"has-text-align-center\" data-align=\"center\">Requires huge upfront investment<\/td><\/tr><tr><td class=\"has-text-align-center\" data-align=\"center\">Data is stored on brand-owned servers off-site<\/td><td class=\"has-text-align-center\" data-align=\"center\">Data is stored on company owned-servers on-site<\/td><\/tr><tr><td class=\"has-text-align-center\" data-align=\"center\">Minimal customization<\/td><td class=\"has-text-align-center\" data-align=\"center\">Higher level of customization<\/td><\/tr><tr><td class=\"has-text-align-center\" data-align=\"center\">Security is dependent on security features offered<\/td><td class=\"has-text-align-center\" data-align=\"center\">Higher level of control and security<\/td><\/tr><tr><td class=\"has-text-align-center\" data-align=\"center\">Technology upgrades, fixes, handled by the provider<\/td><td class=\"has-text-align-center\" data-align=\"center\">Technology upgrades, fixes, must be handled in-house<\/td><\/tr><tr><td class=\"has-text-align-center\" data-align=\"center\">Maintenance is the responsibility of the provider<\/td><td class=\"has-text-align-center\" data-align=\"center\">Maintenance is your responsibility<\/td><\/tr><tr><td class=\"has-text-align-center\" data-align=\"center\">High dependency on the provider\u2019s customer service<\/td><td class=\"has-text-align-center\" data-align=\"center\">You can be more autonomous in the usage &amp; needs of the CRM<\/td><\/tr><tr><td class=\"has-text-align-center\" data-align=\"center\">Almost always comes with a ready mobile ap\/interface<\/td><td class=\"has-text-align-center\" data-align=\"center\">You will need to build your own mobile app\/interface<\/td><\/tr><tr><td class=\"has-text-align-center\" data-align=\"center\">Can get quite expensive at scale<\/td><td class=\"has-text-align-center\" data-align=\"center\">Gets inexpensive at scale<\/td><\/tr><\/tbody><\/table><figcaption class=\"wp-element-caption\">CRM Cloud vs On Premise CRM<\/figcaption><\/figure>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">As you can see, for growing business the only realistic and feasible way forward would be to opt for a cloud CRM. By no means should that be considered a pigeon-holed decision. Here\u2019s why.<\/p>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<hr class=\"wp-block-separator has-css-opacity\"\/>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"htoc-benefits-of-a-cloud-crm\">Benefits of A Cloud CRM<\/h2>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><img decoding=\"async\" loading=\"lazy\" width=\"1024\" height=\"475\" src=\"https:\/\/kylas.io\/wp-content\/uploads\/2021\/10\/in-blog-infographic-2-8.png\" alt=\"Infographics explaining the 5 top benefits of a cloud CRM.\" class=\"wp-image-9559\" style=\"width:768px;height:356px\" title=\"Benefits of Cloud CRM\" srcset=\"https:\/\/kylas.io\/en\/wp-content\/uploads\/2021\/10\/in-blog-infographic-2-8.png 1024w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2021\/10\/in-blog-infographic-2-8-300x139.png 300w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2021\/10\/in-blog-infographic-2-8-768x356.png 768w\" sizes=\"(max-width: 767px) 89vw, (max-width: 1000px) 54vw, (max-width: 1071px) 543px, 580px\" \/><figcaption class=\"wp-element-caption\">Benefits of Cloud CRM<\/figcaption><\/figure><\/div>\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">Cloud CRMs have revolutionized the sales industry the way cloud technology has revolutionized software in general. With that in mind, it\u2019s no surprise that cloud CRMs bring a whole host of benefits that elevate businesses. Let\u2019s look at some such benefits.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"htoc-1-hassle-free-to-install-and-onboard\" style=\"font-size:22px\">1. Benefits of Cloud CRM and Onboard<\/h3>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">Because a cloud-CRM is essentially owned by the brand, getting it on board as a technology solution simply involves signing up on the product\u2019s website. <\/p>\n\n\n\n<p class=\"has-white-color has-text-color has-medium-font-size\">.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"alignright size-large is-resized\"><img decoding=\"async\" loading=\"lazy\" width=\"1024\" height=\"860\" src=\"https:\/\/kylas.io\/wp-content\/uploads\/2021\/09\/15001260-Inblog-Experimentation-11-1024x860.png\" alt=\"Window with customization panel\" class=\"wp-image-9517\" style=\"width:256px;height:215px\" title=\"Benefits of Cloud CRM\" srcset=\"https:\/\/kylas.io\/en\/wp-content\/uploads\/2021\/09\/15001260-Inblog-Experimentation-11-1024x860.png 1024w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2021\/09\/15001260-Inblog-Experimentation-11-300x252.png 300w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2021\/09\/15001260-Inblog-Experimentation-11-768x645.png 768w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2021\/09\/15001260-Inblog-Experimentation-11.png 1500w\" sizes=\"(max-width: 767px) 89vw, (max-width: 1000px) 54vw, (max-width: 1071px) 543px, 580px\" \/><\/figure><\/div>\n\n\n<p class=\"has-medium-font-size\">Once you have your user account set up, you\u2019re given the option to onboard more users from your company (usually with a subscription model) and you are also given the option to choose from various payment plans that come with different levels of features.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">And as simple as that, you\u2019d be ready and set with your cloud <a href=\"https:\/\/kylas.io\/sales-effectiveness\/small-businesses-need-sales-crm-software\" target=\"_blank\" rel=\"noreferrer noopener\"><span style=\"text-decoration: underline;\">CRM solution<\/span><\/a>! Once you\u2019re logged in, the CRM company will also offer onboarding assistance in various forms including:<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<ul class=\"has-medium-font-size\">\n<li>A dedicated onboarding executive to help you set up the software (along with making any agreed-upon customizations) for your company \u2013 this includes setting it up for your business processes and workflows<\/li>\n<\/ul>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<ul class=\"has-medium-font-size\">\n<li>Onboarding sessions and training sessions to help you and the team get your accounts set up<\/li>\n<\/ul>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<ul class=\"has-medium-font-size\">\n<li>Training sessions that show you and your team how to use each feature of the CRM<\/li>\n<\/ul>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<ul class=\"has-medium-font-size\">\n<li>An onboarding period that takes care of any questions, concerns, and requests you may have while getting your company set up<\/li>\n<\/ul>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"htoc-2-a-cost-effective-solution\" style=\"font-size:22px\">2. A Cost-Effective Solution<\/h3>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">Because cloud CRMs are offered at scale to users around the world, it becomes easy for the product company to offer their software as a relatively inexpensive solution. <\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"alignright size-large is-resized\"><img decoding=\"async\" loading=\"lazy\" width=\"1024\" height=\"860\" src=\"https:\/\/kylas.io\/wp-content\/uploads\/2021\/09\/15001260-Inblog-Experimentation-10-1024x860.png\" alt=\"A blue circle with money and rocket above depicting how Cloud CRM is a cost effective solution.\" class=\"wp-image-9519\" style=\"width:256px;height:215px\" title=\"Cost Effective Solution\" srcset=\"https:\/\/kylas.io\/en\/wp-content\/uploads\/2021\/09\/15001260-Inblog-Experimentation-10-1024x860.png 1024w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2021\/09\/15001260-Inblog-Experimentation-10-300x252.png 300w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2021\/09\/15001260-Inblog-Experimentation-10-768x645.png 768w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2021\/09\/15001260-Inblog-Experimentation-10.png 1500w\" sizes=\"(max-width: 767px) 89vw, (max-width: 1000px) 54vw, (max-width: 1071px) 543px, 580px\" \/><\/figure><\/div>\n\n\n<p class=\"has-medium-font-size\">Remember, an on-premise CRM is not only a capital-heavy affair for you to set up but also for the CRM to offer you \u2013 on-premise CRMs require them to deploy dedicated resources, manpower, and solutions, whereas a <a href=\"https:\/\/kylas.io\" target=\"_blank\" rel=\"noreferrer noopener\"><span style=\"text-decoration: underline;\">cloud CRM company<\/span><\/a> simply builds the software and offers it up to you remotely.<\/p>\n\n\n\n<p class=\"has-white-color has-text-color has-medium-font-size\">.<\/p>\n\n\n\n<p class=\"has-medium-font-size\">Here\u2019s what makes cloud CRMs cost-effective:<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h4 class=\"wp-block-heading has-vivid-cyan-blue-color has-text-color has-medium-font-size\" id=\"htoc-little-to-no-setup-costs\"><strong>Little to No Setup Costs<\/strong><\/h4>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">Plenty of CRMs are simply plug-and-play solutions that you can pick up and use. Some of them might charge separately for customization (and it also depends on the level of customization you need), but most offer it as part of their onboarding services.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h4 class=\"wp-block-heading has-vivid-cyan-blue-color has-text-color has-medium-font-size\" id=\"htoc-multiple-pricing-plans\"><strong>Multiple<\/strong> Pricing Plans <\/h4>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">CRMs usually offer at least a couple of pricing plans, either based on the number of users you will be onboarding or the number of features you will be requiring. This allows you to choose the pricing most suitable and viable for your growing business.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h4 class=\"wp-block-heading has-vivid-cyan-blue-color has-text-color has-medium-font-size\" id=\"htoc-subscription-payments\"><strong>Subscription Payments <\/strong><\/h4>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">Cloud CRMs are typically offered on a subscription basis, which means that you pay month-by-month or year-by-year to keep using the software. This eliminates not only the need for set up costs but also the cost of maintenance, upgrades and so on that is handled by the CRM provider.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"htoc-3-accessibility-is-never-an-issue\" style=\"font-size:22px\">3. Accessibility Is Never an Issue<\/h3>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">As opposed to a completely on-premise CRM that can only be run on your office computers, a cloud CRM offers you the biggest advantage of all: anytime, anywhere access to your CRM. <\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"alignright size-large is-resized\"><img decoding=\"async\" loading=\"lazy\" width=\"1024\" height=\"860\" src=\"https:\/\/kylas.io\/wp-content\/uploads\/2021\/09\/15001260-Inblog-Experimentation-13-1024x860.png\" alt=\"Window with a magnifying  glass on a blue circle showing accessibility on a cloud CRM.\" class=\"wp-image-9520\" style=\"width:250px;height:215px\" title=\"Accessibility in Cloud CRM\" srcset=\"https:\/\/kylas.io\/en\/wp-content\/uploads\/2021\/09\/15001260-Inblog-Experimentation-13-1024x860.png 1024w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2021\/09\/15001260-Inblog-Experimentation-13-300x252.png 300w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2021\/09\/15001260-Inblog-Experimentation-13-768x645.png 768w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2021\/09\/15001260-Inblog-Experimentation-13.png 1500w\" sizes=\"(max-width: 767px) 89vw, (max-width: 1000px) 54vw, (max-width: 1071px) 543px, 580px\" \/><\/figure><\/div>\n\n\n<p class=\"has-medium-font-size\">Because you don\u2019t have the barrier of on-premise servers and the platform is run completely remotely anyway, your sales team (and marketing team, leadership team, etc.) can access their accounts from any browser\/the app interface anywhere.<\/p>\n\n\n\n<p class=\"has-white-color has-text-color has-medium-font-size\">.<\/p>\n\n\n\n<p class=\"has-medium-font-size\">Because of its accessibility, a cloud CRM allows you to:<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h4 class=\"wp-block-heading has-vivid-cyan-blue-color has-text-color has-medium-font-size\" id=\"htoc-run-sales-activities-from-anywhere\"><strong>Run Sales Activities From Anywhere<\/strong><\/h4>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">A remote sales team, sales professionals that travel often or are always in the field, the need for instant communication with customers\u2026these are all realities of most sales operations, especially in growing companies. It\u2019s also the reality of the pandemic era we are in today, where most companies are either running a completely remote or hybrid working model.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-vivid-cyan-blue-color has-text-color has-medium-font-size\">Run Multi-Device Sales Activities<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">Quickly shooting off an email to a prospect, updating a deal status after a meeting, downloading in-depth reports\u2026these are all activities that may need to be done on different devices, depending on where the salesperson is. A cloud CRM ensures no activities need to be put on hold simply due to accessibility.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-vivid-cyan-blue-color has-text-color has-medium-font-size\">Run Your Sales Function Around the Clock<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">we don\u2019t mean that you should have your sales team working 24\/7, but if an important deal needs your executives to be available out of office work hours, it wouldn\u2019t be impossible\u2026or it wouldn\u2019t require them to be in office, at the very least.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"htoc-4-seamless-integrations-adapt-to-your-existing-processes-amp-habits\" style=\"font-size:22px\">4. Seamless Integrations to Your Existing Processes &amp; Habits<\/h3>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">Whether you\u2019re talking email provider (Gmail, perhaps), or team collaboration tool (such as Slack), when you bring a CRM on board you want it to play nice with all the other tools you already use. <\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"alignright size-large is-resized\"><img decoding=\"async\" loading=\"lazy\" width=\"1024\" height=\"860\" src=\"https:\/\/kylas.io\/wp-content\/uploads\/2021\/09\/15001260-Inblog-Experimentation-12-1024x860.png\" alt=\"A window with pen integrating, showing the kind of integrations that are possible on a Cloud CRM\" class=\"wp-image-9521\" style=\"width:256px;height:215px\" title=\"Seamless Integration on a Cloud CRM\" srcset=\"https:\/\/kylas.io\/en\/wp-content\/uploads\/2021\/09\/15001260-Inblog-Experimentation-12-1024x860.png 1024w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2021\/09\/15001260-Inblog-Experimentation-12-300x252.png 300w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2021\/09\/15001260-Inblog-Experimentation-12-768x645.png 768w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2021\/09\/15001260-Inblog-Experimentation-12.png 1500w\" sizes=\"(max-width: 767px) 89vw, (max-width: 1000px) 54vw, (max-width: 1071px) 543px, 580px\" \/><\/figure><\/div>\n\n\n<p class=\"has-medium-font-size\">If you onboard a CRM that doesn\u2019t allow you to use tools\/solutions your team is already used to, the learning curve and adaptability of the CRM reduces \u2013 which means the CRM adoption, on the whole, will reduce across the company. <\/p>\n\n\n\n<p class=\"has-white-color has-text-color has-medium-font-size\">.<\/p>\n\n\n\n<p class=\"has-medium-font-size\">You want to choose a CRM that, when onboarded, feels like an extension of your company\u2026simply an added layer on the processes, tools, and habits you\u2019ve already inculcated. This is something you get as standard practice with cloud CRMs \u2013 in fact, a lot of cloud CRM companies will also custom integrate the platforms you need.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">Let\u2019s look at some <a href=\"https:\/\/kylas.io\/crm-basics\/must-have-crm-integrations-small-business-growth\" target=\"_blank\" rel=\"noreferrer noopener\"><span style=\"text-decoration: underline;\">common integrations<\/span><\/a> you\u2019ll need to look out for in a CRM:<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<ul class=\"has-medium-font-size\">\n<li><strong>Email integrations \u2013<\/strong> to be able to directly send emails using the provider you already do<\/li>\n<\/ul>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<ul class=\"has-medium-font-size\">\n<li><strong>Calendar integration \u2013<\/strong> in case you use a calendaring or scheduling software<\/li>\n<\/ul>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<ul class=\"has-medium-font-size\">\n<li><strong>Helpdesk integration \u2013<\/strong> for seamless customer service, you need to access your helpdesk software straight from the CRM where your sales data is stored<\/li>\n<\/ul>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<ul class=\"has-medium-font-size\">\n<li><strong>Social integration \u2013<\/strong> in order to pull data from social media channels (and to store links, access communication tools such as Facebook messenger, etc.)<\/li>\n<\/ul>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<ul class=\"has-medium-font-size\">\n<li><strong>Website integration \u2013<\/strong> to pull data from the web forms, live chat, etc. on your website<\/li>\n<\/ul>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<ul class=\"has-medium-font-size\">\n<li><strong>Telephony integration \u2013<\/strong> to be able to make phone calls, video calls and send SMSes directly from the system<\/li>\n<\/ul>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<ul class=\"has-medium-font-size\">\n<li><strong>Collaboration tool integrations \u2013<\/strong> to seamless integrate the CRM into your current business processes<\/li>\n<\/ul>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<ul class=\"has-medium-font-size\">\n<li><strong>E-commerce integrations \u2013<\/strong> for e-commerce companies, to be able to gather customer data and increase conversions from consumers in the pipeline<\/li>\n<\/ul>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"htoc-5-scalability-is-easy-and-hassle-free\" style=\"font-size:22px\">5. Scalability is Easy and Hassle-Free<\/h3>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"alignright size-large is-resized\"><img decoding=\"async\" loading=\"lazy\" width=\"1024\" height=\"860\" src=\"https:\/\/kylas.io\/wp-content\/uploads\/2021\/09\/15001260-Inblog-Experimentation-9-1024x860.png\" alt=\"\" class=\"wp-image-9522\" style=\"width:256px;height:215px\" srcset=\"https:\/\/kylas.io\/en\/wp-content\/uploads\/2021\/09\/15001260-Inblog-Experimentation-9-1024x860.png 1024w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2021\/09\/15001260-Inblog-Experimentation-9-300x252.png 300w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2021\/09\/15001260-Inblog-Experimentation-9-768x645.png 768w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2021\/09\/15001260-Inblog-Experimentation-9.png 1500w\" sizes=\"(max-width: 767px) 89vw, (max-width: 1000px) 54vw, (max-width: 1071px) 543px, 580px\" \/><\/figure><\/div>\n\n\n<p class=\"has-medium-font-size\">One of the biggest outcomes of growing business is the need to constantly adapt and scale your systems and processes. While an on-premise CRM solution is certainly also advantageous to scale, it doesn\u2019t offer the combined benefits of scalability that a cloud CRM provides.<\/p>\n\n\n\n<p class=\"has-white-color has-text-color has-medium-font-size\">.<\/p>\n\n\n\n<p class=\"has-medium-font-size\">A Cloud CRM allows you to scale seamlessly because it:<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<ul class=\"has-medium-font-size\">\n<li>Keeps costs low, offering more user licenses in bulk with economies of scale<\/li>\n<\/ul>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<ul class=\"has-medium-font-size\">\n<li>Keeps data centralized \u2013 even when you added new users, your sales data is true to the CRM and not the system\u2026making knowledge transfer and onboarding that much easier<\/li>\n<\/ul>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<ul class=\"has-medium-font-size\">\n<li>Is quick and easy to adopt \u2013 not requiring any more manpower or manhours other than the time the new users take to get acquainted with it<\/li>\n<\/ul>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<ul class=\"has-medium-font-size\">\n<li>Keeps you agile \u2013 whether you need new workflows &amp; processes integrated, need to increase &amp; decrease number of licenses, create collaborative work streams, and so on \u2013 it&#8217;s easy and fast to get done<\/li>\n<\/ul>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<hr class=\"wp-block-separator has-css-opacity\"\/>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"htoc-getting-started-with-a-cloud-crm-for-your-small-business\">Getting Started With a Cloud CRM for Your Growing Business<\/h2>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img decoding=\"async\" loading=\"lazy\" width=\"1024\" height=\"475\" src=\"https:\/\/kylas.io\/wp-content\/uploads\/2021\/10\/in-blog-infographic-2-10.png\" alt=\"Infographic explaining how to get started with a cloud CRM for your small business\" class=\"wp-image-9561\" style=\"width:840px;height:389px\" title=\"How to get started with Cloud CRM for Small Business?\" srcset=\"https:\/\/kylas.io\/en\/wp-content\/uploads\/2021\/10\/in-blog-infographic-2-10.png 1024w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2021\/10\/in-blog-infographic-2-10-300x139.png 300w, https:\/\/kylas.io\/en\/wp-content\/uploads\/2021\/10\/in-blog-infographic-2-10-768x356.png 768w\" sizes=\"(max-width: 767px) 89vw, (max-width: 1000px) 54vw, (max-width: 1071px) 543px, 580px\" \/><figcaption class=\"wp-element-caption\">How to get started with Cloud CRM for Growing Business?<\/figcaption><\/figure>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">For a cloud CRM to truly aid in a growing business, you need to do more than go to the website, add all your users, and run with it. Before we wrap this blog post up, we\u2019d like to leave you with some quick actionable tips on getting started with a cloud CRM:<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"htoc-1-involve-your-team-in-choosing-the-right-crm-for-you\" style=\"font-size:22px\">1. Involve Your Team in Choosing the Right CRM for You<\/h3>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">Choosing a CRM can be a complex, daunting, and long process. All the while, you\u2019ll be unsure of whether it will adapt well to your business, address your long-term growing business needs, and whether your team will actually use it. One way to address these factors is by looping your team in and understand their current wants\/needs. Also get their opinion on translatable business processes, conveniences, and features they would look for in a CRM.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"htoc-2-focus-on-training\" style=\"font-size:22px\">2. Focus On Training<\/h3>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">Even after you choose the right CRM for you, it will only work as well as your team uses it. In order to help them do that, ensure that you get all the training they might need. Sessions, workshops, guided tours, Q&amp;A discussions &#8211; ensure your CRM provider is open to truly handholding you and your team during the onboarding phase.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"htoc-3-be-a-champion-of-the-crm\" style=\"font-size:22px\">3. Be a Champion of the CRM<\/h3>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">You\u2019ll need to actively focus on increasing <a href=\"https:\/\/kylas.io\/sales-effectiveness\/crm-adoption-small-business-guide\" target=\"_blank\" rel=\"noreferrer noopener\"><span style=\"text-decoration: underline;\">CRM adoption<\/span><\/a>. Be hands-on with the system yourself, reward employees who use the platform well, and keep referring to reports\/data\/insights that can only be begotten from the CRM. The more your employees use it, the more impact on conversions and return on investment you\u2019ll see.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"htoc-4-keep-a-handful-of-star-metrics-in-mind\" style=\"font-size:22px\">4. Keep a Handful of Star Metrics in Mind<\/h3>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\">As the head of sales\/CEO\/leader, you will have a bird\u2019 eye view of how the platform is being used, whether it\u2019s impacting your sales and revenue metrics, and so on. It\u2019s almost impossible to get down to grass root level on a daily basis. Having a handful of star metrics that help you track your sales numbers, team productivity, and platform usage will help you check in on the CRM\u2019s effectiveness regularly to ensure your growing business.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\"><em>We hope, with that thorough guide, that you\u2019re ready to find yourself a great cloud CRM and be well on your way to growth! Quick plug:<a href=\"http:\/\/https;\/\/kylas.io\" target=\"_blank\" rel=\"noreferrer noopener\"> Kylas CRM<\/a> is actually designed for growing businesses, offering unlimited users &amp; features at a flat cost, and free onboarding &amp; training. You can try it for free for 7 days or get yourself a demo right here!<\/em><\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-medium-font-size\"><em>If you have any questions or need any more guidance on cloud CRMs and the best one for you, feel free to reach out in the comments section below.<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>A decade or so ago, the hottest word in the software industry was \u201ccloud\u201d. Before cloud computing, software was sold as an application literally stored on your server, used by a single computer, or shared by multiple computers. It was just a matter of time before someone figured out how to get the software to &hellip; <\/p>\n<p class=\"link-more\"><a href=\"https:\/\/kylas.io\/en\/crm-basics\/cloud-crm-software\" class=\"more-link\">Continue reading<span class=\"screen-reader-text\"> &#8220;All About Cloud CRM Software and Why Your Growing Business Needs One&#8221;<\/span><\/a><\/p>\n","protected":false},"author":23,"featured_media":14635,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"ub_ctt_via":"","footnotes":""},"categories":[6],"tags":[4,157],"acf":[],"featured_image_src":"https:\/\/kylas.io\/en\/wp-content\/uploads\/2021\/09\/PB-Banner-Guide-Images-ONLY-13.jpg","author_info":{"display_name":"Shagun Sharma","author_link":"https:\/\/kylas.io\/en\/author\/shagun"},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v21.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>All About Cloud CRM Software and Why Your Business Needs One<\/title>\n<meta name=\"description\" content=\"Cloud CRM, what it is? Does your growing business need one? Here is a complete guide along with some actionable tips on Cloud CRM Software.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/kylas.io\/en\/crm-basics\/cloud-crm-software\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"All About Cloud CRM Software and Why Your Business Needs One\" \/>\n<meta property=\"og:description\" content=\"Cloud CRM, what it is? Does your growing business need one? 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