CRM

3600 Customer Relationship Management

It’s a system allowing businesses to manage relationships and the data associated with them, aligned with marketing tools for optimum service delivery. The right message delivered to the person in the right way at the right time.

CRM software gives everyone in your business a clear understanding of the situation with every client, a full 360 customer view.

“We went to see a client who has sales reps out on the road permanently,” says one sales manager, to illustrate the point.

“Before they knock on a customer’s door, each rep wants to know whether the account is active or perhaps on hold for some reason; they want to know if there are any outstanding ‘live’ orders; and they want to know if there are any existing service issues to be aware of.” “They want to know the name of your cat, and exactly what the state of your account is.”

To see the full benefits of CRM software, your records must be up-to-date. “Collaboration with every colleague is what makes everyone an effective salesperson. You need to know every touch point you’ve had with a customer, whether it’s a 20-second phone call or a two-hour meeting. The key is to ensure that all the data is in there.”

You must get in the habit of entering this information into your CRM software. That’s relatively easy if you choose CRM software that integrates with your existing tools, and if you make sure your CRM software is quick and easy to access and use.

For instance, after each incoming call, a moment’s effort entering the details into your CRM software will ensure the caller doesn’t get forgotten. Your CRM software can even remind you to get back in touch at a more convenient moment.

What is CRM software? It’s the salesperson’s friend. It will help you minimise the expense of marketing, find and keep customers – and, above all, strengthen the bonds you build with your customers by always exceeding their expectations.

We use CRM in our operations and can offer suggestion, solutions and offer assistance with integrating this into your workplace.

P.S. How’s your cat Felix? We also noticed an upwards trend from your recent campaigns. Want to use the metrics to make more profit?

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