The usefulness of a CRM is more than proven: having the ability to manage data oriented to digital marketing in the same software is practically essential today. However, trends are showing that having CRM in the cloud has even greater advantages. In this article we want to tell you about the advantages of having a CRM in the cloud and why you should choose one now.

What is cloud CRM?

Let’s clarify concepts before delving deeper: when we talk about CRM we refer to the acronym in English of Customer Relationship Manager. That is, CRM refers to a management software oriented to digital marketing and the relationship between a client and the company.

Systems for managing business relationships called CRMs date back to the mid-1980s and 1990s, where they originated as contact management systems (CMS) , a type of software designed to store and retrieve contact information from a database. .

As the focus on business shifted from simply storing contact lists to managing and improving relationships with them, database management evolved into customer relationship management.

There are two main types of CRM systems available to businesses:

  • CRM software hosted on a company’s server that requires the purchase of hardware, software, and software licenses to install, as well as periodic updates that must be performed by a technical team to keep the system safe and up-to-date. It is highly customizable , but costly in budget and time to maintain.
  • CRM systems based on the cloud or cloud CRM, which store all the data they contain on a remote server (cloud or cloud) operated by the hosting company . The organization that provides the CRM system handles the installation and updates of the software, as well as backup copies or maintenance of the hardware.

What are the advantages of a cloud CRM?

The amount of data involved in marketing actions is such that servers fall short and many companies have already chosen to use the so-called “cloud CRM” or CRM in the cloud. The power CRM for your business, Know more of It.

Unlike other applications that are hosted on the company’s internal servers, the cloud-based CRM database uses the cloud as a server and operates remotely. This point means that you will not need to hire high cost services and you will save on expenses and budget, both materials and personnel. To use a CRM in the cloud you only need:

  • Network connection
  • Use a web browser

Advantages of a CRM in the cloud

The first cloud CRM system was developed by Salesforce . Since then, cloud CRM systems have become increasingly popular due to their flexibility and convenience.

If you have a local CRM system and you are considering migrating your company data to the cloud (or you are looking to install a new cloud CRM system and test the benefits of the cloud), consult and study the advantages that you can benefit from .

Automated business processes

Cloud CRMs drive the entire process from lead creation to opportunity management and ongoing account maintenance. Cloud CRM solutions allow users to connect the dots between marketing, sales, and customer service, enabling companies to efficiently manage customer interactions throughout the shared experience.

You don’t need to develop servers

By operating remotely, the database is not hosted on our own server, but we hire the services of a remote one. Expenses are cut considerably in this regard.

Operational cost reduction

Cloud CRM systems require significantly less participation from a team of people, allowing business managers to invest fewer resources in maintaining the infrastructure of a dedicated team. The cloud CRM provider is responsible for guaranteeing the service, providing all necessary updates on time, correcting errors if they appear, etc.

Access from mobile devices and online

The flexibility of a cloud CRM makes the software available when you need it. In addition, you can also access the CRM software in the cloud from any device: advanced cloud-based CRM systems have mobile applications for Android , iOS and Windows Phone. All versions stay in sync.

High level of security

The best cloud CRM applications in the cloud provide the ability to securely store valuable information in the remote data center. The possibility of unauthorized access is eliminated thanks to a higher level of security. The cloud CRM servers in the cloud apply additional security measures and state-of-the-art technology to monitor the security of your data. Additionally, all data stored in the cloud is regularly backed up, reducing accidental data loss.


These types of solutions allow the possibility of expanding or reducing capacity virtually at any time and instantly, according to the specific needs of the company. This allows the buyer to pay only for the resources used at a given time.

A cloud CRM system for managing business relationships has many advantages over other types of solutions. The high reliability and the adjustment to the specific needs of a company, reducing its expenses, make it an ideal choice as a guarantee of success. In this regard, at Cognodata we trust in the effectiveness of cloud CRM solutions, an area in which we are experts and our experience has shown us that proper implementation and management are the key to optimizing a company’s sales and marketing resources.

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