How and When to Consider a CRM
Seasoned business owners know that solid business relationships can create a differentiator for their prospects, clients and even with their vendors and suppliers. And that the fruit of these successful business relationships generates loyalty, business growth and, ultimately, success.
The key questions becomes how easy is it for your team to provide world-class customer service and how can they do it in the fastest way possible?
If bits and pieces about your prospects and client interactions are stored across multiple applications, if team members rely on a single person or a physical location to access account history, if your lists are stored in multiple Excel or PDF files, if your scheduling relies on multiple Outlook calendars, or if your documents are scattered across multiple computers or are in (gasp) filing cabinets, chances are your team is not living up to the potential of providing quality customer service in record time.
A CRM (Customer Relationship Management) solution is the answer for most organizations that are looking for a convenient way to centralize operations across an organization, while providing efficient and quality service. CRM is used to record, track, and report on all prospect, client, and vendor activities and transactions. It allows businesses to have information that is immediately available, complete and up-to-date and enables them to respond appropriately and quickly to any request.
A good CRM allows anyone in the organization to come up to speed on a full business relationship in seconds. CRM will be able to answer questions like: Where did we meet this contact? How did they become a customer? What stage are they at in the sales process? What are they likely to buy in the future? Have we delivered what we promised? Have they been invoiced & have their invoices been paid?
Integrated CRM goes beyond simple contact management by providing a central location for all important business data (including data stored in QuickBooks, Outlook), CRM allows you to present a “single face” to your clients and provides all departments with the needed client data. CRM provides Sales, Customer Service, Operations & Management tools to measure results and for repeatable processes so that you can work at peak efficiency.
If you’ve ever wished you could streamline the order-entry process, better manage your prospecting and new client on-boarding process, or if you just need to get a handle on your scheduling and projects, then it is time for an integrated CRM in your business.
Every organization faces competing priorities and automating the way you do business should not be overlooked. An integrated CRM solution, like Results CRM software for business, can provide any firm with a competitive advantage and improved customer satisfaction - two things that are particularly important in today’s business climate. Now is a better time than ever to explore the many ways you might benefit from CRM. Read next: 5 Tips for Choosing a CRM