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What is a Customer Relationship Management System (CRM)?
What is a Customer Relationship Management System (CRM)?
A CRM system is a software that helps you keep track of your customer relationships from when they're a lead through the sales, support, and renewal journeys. These systems give you a single view of the customer, which is critical for optimizing your business, and can even automate repetitive tasks like invoicing and licensing. One of the most popular CRM systems is SalesForce.
When do you need a CRM?
When do you need a CRM?
Every business needs some way to keep track of the customers.
When you're a small business with only 1-2 account managers managing a small volume of customers (less than 20-30), using basic manual tools like a spreadsheet can work perfectly fine.
As your customer base and business grows, you will reach a point where spreadsheets and manual work just won't cut it anymore. A well-structured CRM system can help coordinate a team of sales managers, give managers the oversight they need to steer the business, and automate repetitive tasks that use unnecessary time.
How to get your CRM started?
How to get your CRM started?
A CRM is an integral part of your company's systems landscape. Choosing the right CRM will enable your business to scale and grow. The wrong CRM will cost money, time, and hold your business back. Use a tool like our Right systems or get hands on advice to make sure you make the right decision.
Once you've selected a CRM system, you will usually work with an implementation partner. This partner should be an expert in the specific system(s) you use, will translate your business needs into a technical system, and help your team learn how to use the CRM. They can help you automate tasks and set up integrations with other key systems. Your implementation partner will be a long term relationship - so choose wisely.
Take the next step
Take the next step
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