If your business deals with customers or clients on a regular basis there is no doubt you should be using some kind of customer relationship management (CRM) software. Whether you’re dealing with the public or specific clientele, having a system in place can mean the difference between making only a few dollars and bringing in thousands. It seems like a no brainer, right?
Would you believe some businesses still use pen and paper to keep track of their customers? Scary! This can just cause too many problems, the most important of which is the loss of that piece of paper which could contain valuable information. “Where did that post-it go?” “Did I really write that person’s name and contact on the back that napkin and leave it at the restaurant?” It also means inaccurate records and mismatched data, not to mention the loss of any sort of accurate tracking over time. Imagine not having the ability to see important trends in your data.
Let’s use one of our clients, Mold Craft, as an example of what using CRM can do: Mold Craft specializes in making custom molds for a variety of projects. By using CRM, they are able to record and track information about their clients, such as which projects belong to which clients, project type, location, contact person(s) and so on. This makes it simple for their sales professionals or project managers to keep track of multiple clients at the same time.
CRM allows for all of your clients data to be stored in a centralized repository, making it very simple for several account managers to keep track of who is responsible for each account. The boundaries are easier to make clear, therefore assuring no one is stepping on anyone else’s toes. You will also be able to take and keep notes and manage conversations, schedule appointments and meetings, manage documents and track sales all in one place.
Say you need your data on the go. No Problem, most systems can even be accessed on your mobile device, meaning less trips to the office and more opportunities to tune in to the real world. You know, that place where all your customers actually live.
By using a CRM system, it’s also possible to integrate emails, import and export data and even customize fields based on your company’s needs, plus it allows you the ability to market your business in a way that targets your customers based on their interests. No more sending useless information to people who don’t want it, meaning more people opening your emails and actually clicking on your links. Woo-Hoo!
If you need more information, have questions on which system is best for your business, or want to learn how to best customize your CRM based on your individual needs, please contact us immediately. We want to put your data to work for your business.