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CRM (Customer Relationship Management) is a widely applied business model to manage interactions with current and future customers. It’s not only a database containing your customer information, it is a much more vital tool; helping the management, sales people, marketing department and customer service team to match current customer needs – now and for the future.
Everything at your disposal… from wherever you are online!
You get all your customer information like name, email address and phone numbers organised, along with smooth online access, which helps everyone track communications with leads or customers – and what those conversations were all about.
You even have the option to set up custom reporting to show how efficient your sales and support processes are every day. In this way, you can develop your product strategies and offerings, record customer service requests, know which products a customer has bought, segment your customers in to different interests and much more.
When is it a good moment to get a CRM system?
Often, the core motivation for implementing a CRM system is when you reach a certain tipping point, when keeping up with all customer information manually is hindering your effectiveness.
To grow your business whilst maintaining costs you need to find more efficient ways of handling and getting the maximum return from your sales and service processes. Spread sheets, dispersed data on laptops, fragmented emails and hours spent on reports is no longer sufficient.
It is simply NOT an efficient, long-term solution to manage your precious and hard won data like that.
It doesn’t have to be that hard
The basics in a CRM system are easily learned, especially if you gather a small team of enthusiastic people to try it out with you. Together you can identify your key requirements and the solutions that CRM can provide in different parts of the company. Often it is something as simple as getting organised.
Information for, and gathered by the sales and service team is immediately to hand as a central resource. This can be used in many ways to forecast sales and trends.
Choose an easy customisable system
If you have chosen a customisable CRM system like webCRM, the range of items you can track and measure is extensive. And remember this little trick: If the sales and service teams are personally benefiting from using the system - they will use it and everyone benefits.
By Jorgen Rode, CEO, webCRM
