To run smoothly, your business needs customer relationship data that’s automatically updated with instant access for employees and provides a full history of all communications, meetings, and documents shared.
With a CRM system, your business has one place to store every customer, every lead, every service request, contact information, preferences, and history. That way your conversations are always personal, relevant and up-to-date. All of this information is accessible on mobile and desktop through powerful reports and dashboards.
Marketers can also use CRM to better understand the pipeline of prospective sales making forecasting simpler and more accurate. You'll have clear visibility of the path from enquiry to sale, available wherever and whenever you need it.
Today growing businesses manage customer connections and information in a variety of ways. Whilst some use old fashioned note cards and Rolodex, others store information on their mobile phone as well as on Excel spreadsheets or Google documents. This may help in the short term when you have a small team and don’t plan on scaling your business. However, if you want to scale for fast growth, it may be time to consider a CRM system to help you collect your business data in one place. Having this data accessible via the cloud will also free up your time to focus on delighting customers rather than letting valuable insights and information fall through the cracks.