|Applies to: Classic and Lightning|
Your company’s capacity to thrive in a competitive environment highly relies on how well you interact with and serve your current and prospective customers. No matter what your company size is, an effective and efficient customer relationship management (CRM) system can boost your business in various ways. Here’s how:
A CRM system enables efficient capture and storage of data and provides consistency and a common source of truth. In a data-driven world, it is important for the company, specially for the sales team, to be able to share knowledge among team members such as communication history, key contacts and opportunities.
Since customer data can be accessed in a single interface, managing workflows within the team is easier. A good CRM system will allow your team to share documents and insights, keep up to date with projects, and work together on closing deals faster.
In connection to workflow management through CRM, team members have complete visibility around the client. A CRM can show the history of transactions or communication between the company and the customer. You can use this to determine which actions worked and which did not, thereby encouraging teamwork while also learning best practices from each other.
Sales reps can update the CRM database easily, from anywhere. The faster the latest information is made available, the faster correct solutions and services can be delivered to the clients. This consequently builds good rapport among your customers fueling business growth, both on your end and your customer’s end.
A CRM system will take the guess work out of making sense of the data you’ve acquired. Easily generate reports and dashboards to help you forecast and plan. Imagine being able to see valuable business metrics you need using a simple “drag and drop” interface. This allows making well-informed, critical decisions anywhere, even if you are on the go.
With data at your fingertips, it is easier to send offers and messages to your clients that are more relevant to their needs. You can market and sell products that are more relevant to their industries, geographical location, and even based on their behavior or patterns of purchases.
Securing your business information is as important as productivity. A CRM platform allows setting of controls and access restrictions. Sensitive information is more secured within a CRM system than keeping them in spreadsheets because of limited control options.
The right time to move your customer contact information from the spreadsheet to a CRM platform was yesterday. Investing in customer relationship is a key driver in business growth. A CRM system will make it easier for your company to sustain and nurture client relationships as your business grows.
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At Home Team Consulting, I recommend the use of salesforce.com. It has the power and mobility to effectively help move your business to the next level. When you’re ready to take that step, I hope you’ll call on me to help guide you throughout the process.