Let’s get something straight, using a Contact Management system to keep track of your client’s contact information is great. Your employees know how to use it and in some cases, it’s even customized for your business. The only problem is that you’re missing out on SO MUCH by not using a Contact RELATIONSHIP Management system, it’s like the difference between using the robot from “Lost In Space” or Data from “Star Trek TNG” as your personal electronic assistant. Both have their benefits but there’s no question over which one is better than the other. Would you rather hear “Danger, Danger, Will Robinson”, or actually be able to access the information you need in an easy matter-of-fact way that can be scary accurate. I know I would choose Data any day over a robot that just yells at me, flailing its arms.
By using a customized CRM system, like ACT! CRM or RedHorse CRM, not only will you have a record of your client’s contact information but you can have access to more information like their current account status, their current project status, inventory, past purchases and responses from your marketing material. All this information is gathered together in one place allowing you the power to create the personal relationships you need to maintain and grow your business.
Using a CRM system can also act like your own personal assistant, literally. You can tell your own personal Data to sync with your calendar and even send you multiple reminders about projects that need your attention. No more lost post-its or forgotten clients, all you have to do is schedule a task and then actually do it.
Don’t wait, there are actually some great deals out there on CRM systems right now from Softech Solutions LLC and our CRM consulting experts will work with you to help determine which options are best for your company.