Using a CRM to manage your customers

This month we have been helping our clients reduce their administration time by introducing them to a CRM/Database system - here are 5 benefits why you should be using a CRM:

Be organised:

A CRM integrates emails, tasks and calendars and so much more in one place. You can access your information from anywhere in the world and from any internet-accessible device. You'll learn things about your business you never knew before. By being organised and storing things in a central location you'll bring all the pieces together. The key is business organisation.

I'm obsessed with helping businesses grow and succeed. By using a CRM your business will become organised and you'll start to see success. I want to help you build your success.

Track your tasks and events:

Calendars are important, way more important then emails with dates in them. You'll never be able to keep track of every task you need to do and event you need to attend without a good system. A CRM will help you not only keep track of every task and every event but also relate them to the appropriate customer or lead.

The goal is relationships. A CRM will relate those tasks and events to the appropriate lead, contact, deal, or company. It all works together to form a cohesive whole.

We can set up a task, events and reminder lists for you.

Never lose your data:

If you use notepads, memo books, calendars, and other systems for tracking your data then the odds are high that you are going to lose it at some point. Store everything on your laptop? They can be stolen.

A web-based CRM lets you effectively protect your data from being lost. Sure, servers can crash and hard drives fail but with the proper web host and data backups you'll never lose your data.

And you own your data. It's not stored on some company's server leaving you at their security and their business infrastructure.

History:

If you've ever wanted to look back and see everything on a particular contact, the stream of communication between you and them and other members of your business then you need a CRM. Customer relations systems help keep all those conversations in one place and make it easy for you to quickly look back in time and see how things have progressed.

Don't be confused about why a particular customer is upset - see for yourself the progression of a client and their communication as well as your company's notes and responses. You'll be able to save more customers from leaving by catching something you would have otherwise missed. And you can learn from your history.

Your memory is not perfect!

I know you may think you've got it all stored in that steel trap but I can attest from personal experience; it doesn't always work as expected. Sure, you might be able to keep up with 10, or 20 or even 50 clients in your head but there comes a point when you just can't track them all and their associated tasks and events.

Do you really want to limit your business by what information you can store in your head? If you can only manage 20 clients successfully in your memory then you have stopped your business from growing any larger. With a CRM you can store and manage hundreds of clients and let a computer system handle the task of memory and recall. Take advantage of technology and use it for your business success. Then your business growth is never limited by the brain that can't remember where you put the car keys.

So if you are using a paper based system or an Excel spreadsheet to manage your customers contact Elizabeth Wright today for a no obligation free consultation on the benefits of using a CRM for your business. I can build you a CRM for ￡250 which includes training on the database. Let me show you how to save time and money by using a CRM and see your profits grow.