What and Why?

A customer relationship management (CRM) system is having a process and software that enables you and your team to manage the business relationships you have with your customers.

What does a good CRM system do?

Essentially, it is a single view of your customer data which allows you and your team to view, edit and create customer records and track the history of all your interactions with the customers, including…

• phone calls
• emails
• meetings
• presentations
• service enquiries
• leads
• purchasing habits and preferences

As well as tracking contact history, in most CRM systems you can also…

• add notes
• schedule follow-ups
• assign tasks to staff
• generate reports and sales forecasting

Why have a CRM system?

With all your information in one place, it becomes easier to understand and anticipate the needs and behaviours of your customers. You can then…

• track the focus of your business
• keep customer contact relevant, personal and up-to-date
• ensure your business better serves your customers
• identify new leads and sales opportunities
• win new business

A good CRM (and proper management) will let you know the value of your customers and improve customer relations. The better you understand your customers, the more responsive you can be to their needs.

Find out more about CRM’s and how they can transform your business on our blog pages at mycorecrm.co.uk