Do you really need a CRM? - Act Today Do you really need a CRM? - Act Today

Do you really need a CRM?

If you have customers you need a CRM

A Customer Relationship Management (CRM) system is one of the most valuable systems that a business can implement, regardless of their size or industry. 

A CRM system helps you to manage contact details, conversations, meeting notes and activities relating to current and prospective customers, suppliers and other contacts. CRM can also help you to identify and capture new leads and sales. Keeping your contact information in one place enables you to develop consistent, high quality interactions with people you do business with. This builds trust that leads to long, valuable business relationships and ultimately, an increase in profitability.

CRMs are as varied as the organisations that utilise them. You may have a few valuable contacts, or be communicating with thousands. You may be a sole trader, have a small team or run a large organisation in which everyone works differently. You may benefit from a cloud-based solution, an on-premises system or a combination of these. When you find the system that provides the functionality and flexibility to support your team, the result will be satisfaction all round.

Ideally, your chosen CRM solution should:

  • Help you and your team connect thoroughly and consistently with your contacts
  • Be cost-effective and provide value to your organisation
  • Boost your efficiency and productivity
  • Provide you with real-time access to detailed information.

Ask yourself the following questions and if you answer ‘yes’ to one or more, you really should be using a CRM.

1. Do you need to keep track of your contacts, opportunities and leads?

Your client base is growing and you can no longer keep every detail on spreadsheets, paper or in your memory.

2. Would you like to improve your customers’ buyers experience?

A CRM system brings email and contact information together in one place for quick and easy reference when you need it. Customers can be easily and accurately segmented and their needs identified so that you can interact with them meaningfully and at the right time, leading to more sales and higher customer retention and satisfaction. It can also make email marketing a fast and effective method of reaching out to customers.

3. Do you have compliance requirements?

A consistent company-wide system ensures you can build an accurate audit trail of the communications you have with customers, suppliers and contacts.

4. Do you need to keep your team on the same page?

Share information with everyone in real time, including contact data, tasks and calendar management. This leads to a more productive, efficient workflow and reliable communication between all parties.

5. Would like to increase team accountability?

Auto-alerts and tracking functionality gives you a greater awareness of how your team is working. You can also create detailed reports in seconds for improved analysis and strategic decision-making.

6. Would like to improve your sales process?

A CRM can streamline your sales workflow and improve customer retention, leading to greater sales with fewer resources spent on capturing them.

CRMs can provide excellent returns on investment for those who are communicating with many clients, using multiple systems to manage their contacts or wish to have a greater awareness of how their team is working.  With literally hundreds of CRMs out there, how do you select the best one for your business?

Download our free eBook:

The Australian Guide to choosing a CRM in 2016

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