Make CRM Work For Your Organization

Customer Relationship Management (CRM)

Customer Relationship Management (CRM) is a business philosophy, not just a technology – understanding your customers’ needs enables you to build better relationships and increase sales. Using the philosophy of CRM helps “to get and to keep more customers who stay with you longer”.

Although a sound customer relationship management strategy has to come first, it can be effectively supported by CRM software, in this case if you are a small business, a wise choice would be Infusionsoft CRM .

The benefits of CRM software?

Excellent customer service is about being aware of customer needs and reacting to them effectively.

CRM technology helps you to understand, respond and anticipate to your customers’ needs in a consistent way, right across your organization because it provides you with management information. It has been said that the creation, distribution and manipulation of information is all that management is about and it is certainly true that without information about what is going on, when, by whom, with what, at what cost, at what margin etc. a business will almost certainly fail. CRM technology also needs to be integrated into the business process. If it is, organizations can only benefit from the discipline CRM imposes.

It has been noted by many: “Changing your system means you are leaving behind something that everyone is familiar and comfortable with. Replacing it with a modern business operation and management system is like getting out from behind the wheel of your familiar old Ford Model with the worn leather seats and jumping into the cockpit of a Boeing 747.”

When installing a CRM system the right combination of critical factors needs to come together at the right time. If they do, your project will be a success and your business will take off to new heights. If certain critical elements are ignored by you or not given enough importance, you could find your project resembling a big black hole.

How does a CRM system help?

CRM will help your business if you view it as a set of tools that let you do more for, and get more from, your customers. CRM can help you with:

1. Operational efficiency – to be more productive. All businesses need to make their existing resources more productive, improve quality and service. Surveys suggest that, for example, sales people spend as little as 10% of their time actually selling.

2. Customer responsiveness – to meet demanding customer’s increasing demands. Customers are becoming used to shopping and interacting with businesses over the Internet and email and they expect instant responses and rapid, personalized service.

3. Cost containment – to do more with fewer resources. Continually evolve to keep pace with change and competition and make sure the investments you make today support you tomorrow, without the costs of ‘elephant’ upgrades.

A CRM good system also provides:

1. One system for all tasks. No separate spreadsheets, databases and different software packages that you can access from anywhere – work from home, remote sites or even customer sites in your live business system.

2. The information you want when you want it. The identification of target customers or prospects in minutes delivered in your own report design as print or spreadsheets that are automatically e-mailed to you and/ or your chosen colleagues.

3. Contact & quotation information on all prospects and clients – enable your sales team to use to reduce the time they spend on admin and increase the information available to other areas of the business. Proposals can be generated in minutes and then stored and referenced by probability, margin, date or value.

4. Electronic integration – produce everything from quotes to statements as e-mails directly from the desktop. Link with Microsoft Office, Outlook, the Internet to ensure you gain the full benefit of other packages on or off-site.

5. A significantly customizable system to make the setup and processes of your organization to make you more efficient and profitable.

About the Author Stacey Riska

Stacey Riska, aka “Small Business Stacey” is a serial entrepreneur who is passionate about saving small business and rebuilding Main Street. She helps small and local business owners become a #SmallBizMarketingWiz by teaching them marketing strategies that get MORE: MORE leads, MORE customers/clients, MORE sales, and MORE money.

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