You’ve likely heard the saying, “Business begins with a handshake.” It makes it all sound so simple. But once a customer relationship is established, the challenge is to maintain it. And that’s easier said than done, especially considering that as a business grows, its operations become more complex.

A CRM solution can help you make every customer communication feel personal, no matter how big or busy your business gets. It will also support you as you build and scale, while easing growing pains.

This is accomplished because with a CRM, businesses can manage customer relationships, including the data and information associated with them. You can store customer and prospect contact information, accounts, leads, and sales opportunities in one central location.


The right CRM system handles the above multiple tasks, while serving as a central dashboard for:

• Sales

• Marketing

• Customer service and support

• Finding and sharing critical information fast

• Tracking customer responses

• Assigning tasks to employees

When choosing a CRM system, there are two different options to consider: on-premise systems or on-demand/subscription systems (also known as cloud-based).

1. On-Premise

These systems can be costly to build and maintain. They typically require up -front investment and ongoing costs for:

• Hardware and software

• IT professionals

• On- site square footage

2. On-Demand/Subscription

These systems are cost-efficient to start up and maintain. They are managed digitally by a team of experts on an Internet connected platform, ideally in the cloud, and require:

• No hardware and software

• No IT team needed

• Management takes place off-site

Check out this free e-book to hear more about how the right CRM will help you build deeper, more meaningful relationships with your customers all while you build and scale your business.

CRM ebook