Customer
Relationship Management (CRM) Do you have customer information scattered across multiple systems that do not communicate?
Do employees need to update your customer records in several places if anything changes?
Are customer requests automatically forwarded to the proper person or team to handle them?
Can you look up a customer record and place an order all in the same place?
Is your system able to provide all the customer reports you need to run your business?
Customer Relationship Management is a complete system for handling the processes and systems your organization employs to optimize your relationship with your customers. CRM became popular with Enterprise businesses in the 1990’s, and many early adopters had to work through systems that were not properly designed for their needs. Their struggles helped refine the systems available today for the rest of us.
Now, these programs have finally achieved the level of maturity necessary to become very effective business tools. They integrate with major accounting software and provide access to allow integration with other programs needed by business as well. It is this level of open programming that allows this software to become the main hub for all your business information.
Sales opportunities can be tracked and managed so that the correct members of your sales team are involved when they are needed. Managers have access to timely reports to see what exists in the pipeline and to track how prospects are being contacted. This ensures that good opportunities do not fall through the cracks and into the hands of your competitors.
Customer service requests, once entered, are properly routed to the correct team to ensure great service every time. You also have built-in tracking in to verify that warranties and service agreements are handled appropriately. Having this level of integration maximizes efficiency and the response time to your customers. Every contact with a client is tracked, so there is never a situation where one hand does not know what the other is doing.
Sales orders can be entered in the same system, thanks to full integration into your accounting software. This allows your staff to master one system instead of having to learn several. This shortens training cycles and saves unnecessary expenses created by double-entry errors. Managers can then find all needed reports in one place, ensuring their accuracy and timeliness.