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The Purpose of CRM

The name “customer relationship management” says it all: it is a tool by which you—and all members of your team that have access to it—can effectively manage the relationships you have with customers and prospects. CRM tools are not just a place to store your customers’ contact information. They serve a much more comprehensive business purpose than that.

Collection & Centralization

One of the problems with the way customer information was previously aggregated was that it mostly existed in the hands of just one person—in a Rolodex, in a spreadsheet, printed out on sheets of paper and stuffed into a file cabinet, etc. CRM solves this issue by providing centralized storage and global company access to client and account information.

While the account or sales manager may be the main point-of-contact for your customers, your business is ultimately responsible for supporting and growing that relationship. Without access to the details, you cannot accomplish that.

Lead Identification

Access to the full picture of your business is essential if you want to understand what’s making it run and then use that information to grow from. So while on the one hand CRM tools are extremely useful for keeping tabs on current customers, they’re equally as useful for keeping track of potential leads:

  • What platform did they engage with you on?
  • Do they fit the audience you thought you were targeting?
  • Why do you think they’d be interested in your business?
  • What can you do to best cater to their needs now and in the future?

The more information you can gather on your audience, the better prepared you’ll be to identify, acquire, and convert more leads.

Lifecycle Tracking

What happens when one of your sales representatives, account managers, or marketing admins goes on vacation, calls out sick, or leaves their position permanently? Without a centralized system for keeping track of their work, their communications, their relationships with customers, there is bound to be part of your company’s historical record that goes missing along with them.

Keeping your customers’ experience top-of-mind, think about how easy it would be to provide coverage for a team member or to bring in a replacement if you had the entire history of an account all in one place. Your customers may need to get used to interacting with a new contact, but all of the previous conversations and transactions wouldn’t need to be repeated, saving you time and saving your customers the frustration and inconvenience of having to repeat themselves.

Sales Organization

Running a business can be difficult enough, but when you have to oversee the activity and manage the goals from a number of different departments, it can become downright tedious. One of the departments that may require extra monitoring is the sales team. With so many people contacting customers and prospects every day and bringing in varying amounts of revenue, it’s especially important to have a way to track their activity as well as to establish goals.

CRM tools can help you keep tabs on all of that at the most granular level—tracked by customer, by sales rep, by transaction, by timeline, by date, and more.

Marketing Integration

The activity from marketing efforts are so closely tied to those of sales that it would seem silly not to have a way to integrate marketing into the same tool. Tools that do offer marketing integration usually do so around the purposes of email marketing campaigns, though there are others that connect social media, website landing pages, and other marketing efforts to the CRM. The main purpose being that it’s more effective to gather all leads and communicate with customers from one source rather than several.

Data Analysis

Perhaps the most important purpose of CRM tools is their ability to help businesses keep track of all data and analyze it more easily, more quickly, and more efficiently than ever before. Big data no longer has to be a big problem for businesses that have a tool that automatically gathers and processes information on their behalf.

Common Features

You’ll find a variety of functions and features associated with different CRM tools, so make sure to do your research carefully beforehand. When looking into a CRM solution for your business, consider which of the following features are going to be the most important to have access to:

Collection & Centralization

  • Account tracking and allocation
  • Customer contact information and notes
  • Internal communications around notes
  • Transaction/revenue recording

Lead Identification

  • Prospective lead contact information and notes
  • Follow-up activity tracking

Lifecycle Tracking

  • Historical record of all activity with customers, prospects, and other contacts

Sales Organization

  • Calendar for appointments, follow-ups, internal meetings, and customer milestones
  • Task management lists
  • Call tracking log
  • Note tracking for each customer and prospect interaction
  • Personal and company goal tracking

Marketing Integration

  • Email marketing campaign integration
  • Social media campaign integration
  • Website communication integration
  • Other marketing campaign efforts integrated

Data Analysis

  • Sales pipeline tracking
  • Marketing and sales expense tracking
  • Lead collection and generation tracking
  • Identification of trends for forecasting
  • Report preparation and export options
  • Data backup

Once you’ve identified what your business needs in the way of customer relationship (and engagement) management, it’s time to start looking at your options.

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Getting started

Build beautiful, contemporary sites in just moments with Foundry and Visual Composer.

Growing A Care Business

From the ground up to be flexible, extensible and stylish. Building slick, contemporary sites has never been this easy. We make more useful stuff that helps.

Care Agency Media

Contemporary sites has never been this easy. We make more useful stuff that helps you to remember every item now am not making sense just placeholder text

Care Agency Media

Contemporary sites has never been this easy. We make more useful stuff that helps you to remember every item now am not making sense just placeholder text

Extensible and stylish sites has never been this easy.

Building slick, contemporary sites has never been this easy. We make more useful stuff that helps you to remember every item now.

Growing A Care Business

Contemporary sites has never been this easy. We make more useful stuff that helps you to remember every item now am not making sense just placeholder text

Contemporary sites has never been this easy. We make more useful stuff that helps you to remember every item now am not making sense just placeholder text

Care Agency Media

Growing A Care Business

Foundry is your complete design toolkit, built from the ground up to be flexible, extensible and stylish. Building slick, contemporary sites has never been this easy. We make more useful stuff that helps you to remember every item now am not making sense just placeholder text

Care Agency Media

Care Agency Media

Care Agency Media

Care Agency Media

Care Agency Media

Care Agency Media

Care Agency Media

Care Agency Media

Care Agency Media

Foundry is your complete design toolkit, built from the ground up to be flexible, extensible and stylish. Building slick, contemporary sites has never been this easy!

Getting started

Build beautiful, contemporary sites in just moments with Foundry and Visual Composer.

We offer a comprehensive, fast and reliable company formation service,from name search through to company registration. We’ll help you find a suitable name for your business.

Your target audience better, which gives us the leverage to be able to create simple and compelling content that is works for  business. Making sure you understand what we write.company formation service,from name search through to company registration

Extensible and stylish sites has never been this easy.

Building slick, contemporary sites has never been this easy. We make more useful stuff that helps you to remember every item now.

Making sense just placeholder text here

We make more useful stuff that helps you to remember every item now am not making sense just contemporary sites has never been this easy.

Built from the ground up to be extensible and stylish.

We make more useful stuff that helps you to remember every item now am not making sense just placeholder text

Getting started

Build beautiful, contemporary sites in just moments with Foundry and Visual Composer.

Your target audience better, which gives us the leverage to be able to create simple and compelling content that is works for  business. Making sure you understand what we write.company formation service,from name search through to company registration

Build beautiful, contemporary sites in just moments with Foundry and Visual Composer.

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