Customer Relationship Management

CRM Software

A CRM replaces the multitude of spreadsheets, databases and apps that many businesses patch together to track client data. The result: organization, efficiency, better time management, and impressed clients.

Contact Management

What Does a CRM System do?

Contact management is the core function of any customer information system including CRM software. The purpose of a CRM is to store and manage all data for every kind of contact, from leads to business partners.

How it works

How a CRM Platform Works

A good CRM doesn’t stop at collecting information; it helps you harness all of that data to:

  • Get personal at scale, sending the right messages at the right times to leads and clients
  • Focus sales teams on the hottest prospects
  • Shorten the sales cycle
  • Monitor, analyze, and improve results

CRM Software

Why your business needs a CRM Software

Lack of centralization

It's hard to make important decisions when your customer data is spread across your excel sheets, business cards, and notes taken during meetings with the customer. It takes too much time and effort to collate the data and make sense of it.

Communication breakdown

A synergy is required between Marketing, who nurtures the lead, and Sales, who closes the deal. Often this lack of information flow hurts the performance of both teams, as neither is aware of what the other team is doing.

Turnover costs time and money

When sales reps leave your company, they take with them the relationships they built with customers. Your company needs to invest time and money into training replacements and getting them up to speed on customer preferences.

Lack of knowledge

This is a derivative of the first indicator. Due to the absence of a centralized location for your customer data, salespeople will find it impossible to keep track of every detail as your customer base grows.

Inability to close deals on the move

If you have sales reps out in the field, it's impossible for them to keep everyone involved updated on the status of a deal, or send out documents like sales orders and invoices.

Poor customer satisfaction

Scattered information makes it hard to find patterns and personalize your interactions with customers. This ends with all customers being treated the same—and runs the risk of driving them to your competitors for a better experience.

Sales and marketing automation

How Does CRM Make Sales and Marketing Easier?

A CRM platform amplifies your sales and marketing, without building huge teams or blowing your advertising budget. If your CRM is coupled with sales and marketing automation (like Keap), you can create a sales and marketing engine that takes sales to a whole new level.

 

Sales

Sales CRM software streamlines the entire sales process with improved visibility, prioritization, and follow-up.

 

Marketing

 
CRM in marketing is often game-changing, as it offers powerful insights, personalization, and testing opportunities that ultimately lead to increased sales.

CRM Software

Benefits of CRM Software

Boost Sales

A CRM can help you identify, nurture, and follow up on quality leads. This means that you don't waste time and resources on a prospect that probably won't become a customer. Combined with a reduced sales cycle, you can guide more leads more efficiently and convert them to happy customers in a considerably shorter time.

Efficient business process

Help your team stay productive by defining and building efficient processes for your business. A CRM can help you ensure that standards are followed while processes are executed. Make sure your sales team's time is spent on closing deals and not wasted on mundane tasks by automating routine activities.

Tactical decision-making

Accurate data from across your organization helps keep your decision makers informed, so they can react to market trends with better decisions. Detailed reports will show how your teams are performing and where there's room for improvement.

Data security and compliance

You can rest assured that your customer data is safe in your vendor's data centers, safeguarded by top-of-the line physical and digital security mechanisms. If you're based in the European Union or do business with European customers, a CRM that offers GDPR-compliance features will be one of your greatest assets.

Mobile accessibility

A CRM with a mobile app ensures that your team has access to important CRM data, no matter where they are. A sales rep in the field can pull up information about nearby customers, drop by for a meeting, and easily update everyone else on any new information by logging it in the CRM through their mobile app.

Customer satisfaction

A CRM arms your team with all the historical data of a customer, as well information regarding similar issues faced by others. A centralized repository of information helps your team resolve customer inquiries quickly, ensuring they leave satisfied.