The Ultimate Guide on How to Use Talygen Customer Relationship Management

Utilizing customer data to optimize sales and marketing is pivotal to any successful business strategy. The deep insights from such data empower organizations to discern customers' preferences and expectations accurately.

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The Ultimate Guide on How to Use Talygen Customer Relationship Management

For this reason, selecting the proper Customer Relationship Management system for your business can be a troublesome yet rewarding endeavor. The market is saturated with various options, each offering a unique set of tools and features, making it challenging to identify which aligns with your enterprise's specific needs and which does not.

Did you know the customer relationship management software market is expected to grow to $43.5 billion globally in 2024?


The significance of choosing the right Customer Relationship Management system cannot be overstated, as it directly impacts your revenue stream. Dedication to thorough research is essential to make an informed decision. While testing every available tool is impractical, narrowing the options to the most suitable CRMs is crucial. By taking charge of the process, you can confidently pave your way toward success.

Rest assured; we are here to assist you every step of the way! As you embark on the journey of selecting a CRM for your business, there are several factors to consider when weighing the pros and cons of each option. If you're ready to take the next step, we've compiled a comprehensive list of essential elements of the most popular CRM tool, i.e., Talygen, to keep in mind.

When you finish reading this guide, you will be well-equipped, to begin with Talygen and determine how it best suits your requirements.

What is Talygen's Customer Relationship Management Software?

Talygen's Customer relationship management software has evolved tremendously, and the term has been bantering around in the business landscape. For all those who have experienced or not, their success needs to count on this powerful tool to manage and nurture customer relationships.

In today's competitive scenario, the more leads and clients mean, the more chance of survival. Regardless of your business size, many spreadsheets could be better. However, automated CRM software like Talygen aims to replace manual administrative tasks with automation and sync data automatically at one central location.

The strategies and technologies behind CRM systems enable businesses to engage with customers, support relationships, and improve customer satisfaction.A single solution can empower all industries, increase operational efficiency, and drive revenue growth with ease of use, customization options, features, scalability, and integration capabilities.

How Talygen CRM Facilitates Lifelong Customers?

CRM integrated with automation facilitates business growth by revolutionizing customer relationship management. The comprehensive platform seamlessly manages customer interactions, enables enterprises to securely store and access customer information, and streamline sales and marketing processes. Businesses can offer a personalized customer experience and impress clients by implementing the right CRM software.

Streamlining the entire sales pipeline is no longer a challenge, as the best CRM software promises everything at its best ad results in happy clients. The software application centralizes the database and streamlines the sales process.

Different Types of CRMs

There are various CRM systems, but we will discuss the four main CRM types here. Here is a closer look:


Operation CRM Systems

The entire business operations, from improving sales to marketing, are automated. It aims to free your experts to enable them to focus on essential and fruitful tasks. The repetitive tasks are eliminated, and the teams are aligned with marketing and sales processes to bring in more and more customers, resolve their queries, and turn them into satisfied customers. The operational CRMs transform customers' journeys by addressing their pain points, tracking customer interactions, and continuing to evaluate their experiences to deliver beyond their expectations. The sales cycle is efficiently forecasted, and the help desk support is provided via the robust ticketing system.


Analytical CRM Systems

Understanding your customers become more accessible with a clear idea of their preferences, likes, and dislikes. Detailed analytics provide better insights into customer behavior, leading to data-driven decision-making. The analytical CRM puts light on the invisible information and helps build strategies to cater to the needs of each client seamlessly. Marketers and sales reps can take advantage of this powerful feature, and it takes the pain out of data gathering and storing. It offers secured access to internal stakeholders to view data from anywhere, anytime. The analysis dashboard provides a big picture of your entire customer base to help you personalized services to serve better.


Collaborative CRM Systems

When managing sales, there's a must to have cross-functional communication. The collaborative CRM system promotes collaboration between your organization's sales, marketing, customer service teams, and other departments. It enables the secure sharing of customer information in real time and provides a unified customer journey. Channel Management facilitates sourcing data from multiple channels such as calls, emails, face-to-face, etc. and guides the team on which platform the potential customer is more active. On the other hand, Interaction Management keeps track of all interactions between you and customers and streamlines communication.


Marketing CRM

It offers remarkable benefits to marketing teams to target and automate campaigns per your customers' interests. The Marketing CRM systems pave the way to collect error-free customer data, fetch insights to learn more about them and alter your marketing to make every visitor or first-time purchaser a repetitive customer. CRM customer segmentation helps specify the needs of different customers, and the email sequence or campaigns are launched following the likings of each segment. The customer data is generally collected using various tools and platforms, including landing pages, form builders, social media platforms, blog publishing, and more.

The journey to finding whether Talygen fits your business starts now, and we're delighted to be your trusted guide throughout the process.

Identify Your Goals

First and foremost, to choose the most effective CRM tool, it's crucial to prioritize your business goals and understand the problem you're trying to solve with it. Arrange the following goals in order of importance to your business.

  • Track Leads and Lead Activity
  • Track Customer Base
  • Offer Connectivity Between Teams
  • Manage Relationships
  • Generate Custom Reporting
  • Organize Business Operations
  • Increase Profitability
  • Increase Productivity

Explore the Product Demo In-Depth

We recommend that you access a product demo and not only that but also actively use it. It's crucial to put the system to the test and intentionally try to break it. This will help you gain insight into the system's strengths and weaknesses, which is vital in determining if it can meet the needs of your business. Schedule a demo for Talygen online.

Unfortunately, some people give product demonstrations only a quick look before assuming they will work, which can cause problems later on. That's why taking extra time during this stage is essential, as it can save you a lot of time and trouble in the future.

Features of Talygen CRM Software

A CRM system should have contact management, sales forecasting, lead tracking, marketing automation, and customer analytics for businesses to understand their customers better and improve sales, customer satisfaction, and growth. Apart from that, here is a checklist of essential features your dedicated system should possess.

Pro-active Mobile-first Approach

Cloud-Based Solution

A cloud-based CRM system is great for businesses. It stores and accesses customer data from anywhere with an internet connection, making it easy for employees to access important information and collaborate. Additionally, it's more affordable and requires less maintenance than traditional on-premise systems.

Smart Video Tracking

Client Login Access

For a CRM to be effective, it must include a feature that enables clients to access the system. With this feature, clients can review the progress of their projects and communicate with team members who have access to the system.

Automated Scheduling & Dispatching


Managing a business can be stressful when you frequently switch between various solutions. However, this problem can be eliminated with a well-equipped CRM system as it combines all the essential software systems needed for your business.

Superior Heat Map Locator

Powerful and Customizable Dashboard

With an advanced CRM dashboard, you can keep track of your accounts, leads, activities, and contacts in one convenient location. Additionally, you can customize the dashboard by adding widgets that meet your company's or project's specific needs.

Improved Communication

Deal monitoring, Sale Optimization

For a CRM system to be effective, it should allow users to track a lead's journey from potential customer to sale and identify areas where optimization is possible. Custom stages should also be available for users to monitor the progress of each deal.

Time-saving Platform

Robust Security

Security is essential in a CRM system as it stores customer data, including personal and financial information. A data breach can also damage a company's reputation and lead to a loss of business. Compliance with data protection laws is mandatory; failure can result in severe legal consequences.

Economical Nature

Alert and notifications

A CRM system is crucial for tracking leads, inquiries, and sales opportunities to avoid missing important events that could lead to lost revenue. Timely reports help businesses stay organized, efficient, and responsive to customers, ultimately improving customer satisfaction.

Escalated Work Productivity

Reports and Analytics

CRM reports and analytics offer valuable insights into customer behavior and can help businesses measure performance and improve strategies. Investing in a robust CRM system such as Talygen is crucial for success in today's market.

Simplify Field Operations

Manageable Customer Interactions

Interactions among clients and businesses make or mar their relationships. How effectively an interaction is initiated and carried out matters the most. Customer satisfaction is the result of smooth communication with no information hidden. Talygen's CRM plays a crucial role and benefits businesses with its capability to boost collaboration and efficiency. Each customer interaction is logged into the system, which helps access the history in the future trouble-free.

Eliminate Manual Paperwork

Automated Sales Process

Can't get rid of repetitive sales tasks? CRM software lessens the burden the automate the sales force and processes to save you from manually accomplishing administrative tasks. Talygen, with state-of-the-art CRM functionalities, generates more leads, increases conversion rates, and doubles your profits. Automation has made enticing leads as easy as ABC. From tracking leads to managing them, including updating their data in the system, monitoring, viewing, assigning, and sharing leads, and importing, all functions are managed and controlled using a single CRM solution.

The Quality of Customer Support

Inevitably, there will be moments when you encounter difficulties while using the CRM system. The solution is to get help from the customer support team.

Opting for a CRM tool that boasts exceptional and expeditious support can be a game-changer in ensuring that your business operations remain uninterrupted and without any hindrances.

Factor in the Requirements of End-Users

When selecting the most suitable CRM system for your company, it's crucial to consider the diverse requirements of its potential users. These could range from sales agents and advertising personnel to operational staff and client servicing executives.

By gaining an in-depth understanding of the expectations and needs of each department, you can make an informed decision and choose the CRM product that aligns perfectly with the unique demands of your business.

How Much Does It Cost?

Cost is crucial when selecting a CRM for a business despite the promising ROI that CRM tools deliver.
Typically, most CRMs provide a range of pricing options with different features and modules. Subscriptions to these modules are billed monthly or annually. The total cost of the CRM solution will be determined by the number of modules you select.

We offer two pricing options, which are:



If you are new to CRM and just starting the Standard plan can meet all your business needs. It provides all the basic tools and solutions you need to grow your business.



The Business Plan is an all-encompassing solution that meets all your business requirements. By availing of this package, you can enjoy various features that can help you streamline your business operations and achieve your goals efficiently.

To check out Talygen pricing and choose your subscription, visit


Prepare for Implementation

It is common for team members to resist change when implementing a new system, regardless of the chosen option. In particular, your sales team may feel threatened and express concerns about giving up their customers' contact information, as they fear it could jeopardize their positions.
To ensure that your sales team feels comfortable and secure, it is essential to acknowledge that they have a personal relationship with their clients and that this will not be compromised by implementing Talygen's CRM system. By involving your salespeople in the selection process and keeping them engaged, they are more likely to support the new system and feel less threatened by the change.


Manage Customers and Prospects – Flawlessly!

Building strong customer relationships is essential for your business to succeed in today's competitive market. A reliable CRM system can improve conversions and increase profitability and business revenue.

A CRM system can help keep your business ahead of the competition. However, selecting the right small business CRM requires careful consideration. Before comparing various products, take the time to analyze your business requirements. Reading multiple reviews of Talygen CRM systems is recommended to understand the available options better.

Talygen provides a trial to help you learn about its functionality and features. Opting for a free CRM demonstration can help you choose whether the tool suits your business needs.