If you feel like there should be an easier way to track business processes, you are right.
Let’s take a little step back into the past before we dig into the why behind a CRM (Customer Relationship Management) tool.
Customer Relationship Management tools were built with the customer at the center of sales and marketing processes. Since the ’80’s businesses have been trying to find a way to track customers and their engagement with them via Rolodex, spreadsheets and other manual ways. CRM takes this haphazard collection of paper and puts it all into one place for all employees to be on the same page with who customers are, how they need to be communicated with and the best part, CRM works around the clock so you don’t have to miss reaching out to your customers while on vacation, sick days or due to employee turnover.
What can a CRM do for you? Beyond putting all contact information in a place you can access from your phone or laptop, CRM can be customizable to fit your needs. This may sound expensive but actually in today’s market you can find solutions that can grow with your business on a monthly or annual subscription fee instead of expensive software installs that require a large IT department roll out.
Customer Service in One Place
Ticketing systems to manage customer calls and email needs. How are you currently keeping track of this process beginning to end? A CRM can do this for you so you can keep an eye on time to ticket closure, common headaches for your customers you can fix and peak times you need to staff your team.
Sales deals can be tracked from cold lead through closure so you can have a history of what worked, what didn’t and all communications in between. Track potential revenue at a glance.
Shared inboxes can be connected into one place to track all customer communications throughout your company.
Log calls or notes on a customer page-How are you tracking phone calls made to customers? Would you like to have this call history with notes of what the conversation was about and set reminders for follow up…you need a CRM.
Assign tasks to yourself or a team member so you aren’t tracking sticky notes or forgetting what you have the next day. Tasks can also be emailed to you on a regular business keeping you and your team on track.
Quoting, invoicing and payment processing within one system, enough said.
Seamless webform integration allows you to automatically follow up with leads whether you are open or not. When a customer fills out a form on your website what happens to it? If you don’t know or if you get an email in an inbox you have to remember to check and are sending on-off communications, I have a better solution for you that can be fully automated.
Custom forms, dashboards and reports
Do you want to know more about any of the features above? Let’s talk about how we can get a simple CRM solution in place for you to help grow your business on your timeline.
