WHAT HAVING A CRM WILL MEAN FOR YOU AND YOUR BUSINESS
A CRM ("Customer Relations Management" or "Contacts Relations Management") Solution is the consolidation point where everything you have and know about your business contacts such as leads, prospects, clients, vendors/ service suppliers, and others come together and provide business intelligence that you can use to grow your business.
Amongst many others, through your CRM, you will be able to communicate with your customers on a very personal one-on-one basis, even if you have thousands of contacts in your system. By keeping track of what makes each of your leads or customers "click", you can now mass-email targeted marketing messages that differ from recipient to recipient based on his/her unique preferences and interests.
WHY HAVING A CRM IS SO IMPORTANT!
BUSINESS CONTACTS ARE COMPANY PROPERTY
It takes a lot of time and energy to collect clean and relevant data. It's basically one of your most important investments. Therefore, data simply belongs in a place that everybody has access to and can be viewed and used for different business purposes. This is not only important for marketing, but equally critical for virtually all of your business processes.
DATA MUST BE KEPT UP-TO-DATE AT ALL TIMES
In today's age of information, data is the most valuable commodity. The problem is that it out-dates really fast unless it is continuously updated by everyone. This means that notes from meetings, phone logs, emails received/ sent, and any other piece of information about each contact belongs into the CRM so all can benefit from it.
THE SALES FUNNEL MUST BE KEPT UP-TO-DATE WITH NOTES AND CHANGES IN STATUS AT ALL TIMES
Whether a new decision maker is added or another competitor has been detected, everybody involved in the business development process must have access to this information so your opportunities are processed through your sales funnel as swiftly and effective as possible.
MARKETING, SALES, CUSTOMER CARE, AND OTHER TEMPLATES NEED TO BE UNIFIED AND STORED IN A CENTRAL LOCATION
There’s no better place than the CRM solution for that. Not only do you ensure that everybody uses the same templates and uses the same language, but it is also easy to perform mail merges and similar functions directly out of the CRM solution.
CRMS COME WITH A BUNCH OF IMPORTANT BUSINESS TOOLS THAT CAN SAVE YOUR TEAM A GREAT DEAL OF TIME
In essence, any business task or function that is repeated over and over is classified as redundant and must therefore be automated. This will not only free up your team's time, but ensure and provide consistency and harmony across your marketing, sales, and business functions so your business comes across as the professional organization that it is.
CRMS ENABLE USERS TO VIEW AND ACCESS THE DATA REMOTELY, WHICH IS ESPECIALLY CRITICAL WHEN ON THE ROAD
Imagine you're in a meeting with a prospect to discuss a hot sales opportunities. Not only do you have access to previous points of contacts, but you also have all related files (such as proposals, etc) available at the tip of your fingers. How cool and productive would that be?! This is the way to close a deal right there and then!
CRM MODULES AND FUNCTIONS
- Sales Opportunities
- Price Books
- Sales Orders
- Purchase Orders
- Custom Modules
- User Management
- Security Levels
- Territory Management
- Web Forms
- Workflow Rules
- Assignment Rules
- Case Escalation Tools
- Scoring Rules
- Approval Processes
- Developer Tools
- Audit Log
- Sales Signals
- Accounting Solution
- HR Solution
- Project Management
- Time Sheets
- Mass E-mail Campaigns
- Market Research Tools
- Online Forms
- Document Management
- Visits (Website Traffic)
- Microsoft Office 365
- Social Media Platforms
This list is of course by no means exhaustive. There are countless add-ons available, whether from the CRM solution itself or as published by an army of third-party and independent developers. Once we have assessed your business needs, we will make sure you have all the modules, functions, and features you will need now and in the future.