CRM Benefits

See if CRM or Contact Management can benefit your organization:

Is this your situation?

Would this improve your efficiency?

Is valuable company data only in somebody’s head, in somebody’s pocket, on a napkin, or in an Excel file? A system that ensures that this valuable data is captured and owned by the company, even when an employee leaves.
Are emails difficult to track because they are in each individual’s email system? A system that allows you to record or attach emails to customer or prospect records in a shared database (even your Outlook emails).
Is it difficult for people in your organization to cover for each other when necessary, or to work as a team efficiently? A system that allows you to record all your interaction with a customer or prospect; that allows you to see who said/did what, and when, even if they are in different offices and different parts of the world.
Are you using paper-based calendars? An shared electronic calendar that allows everyone in the company to see what colleagues are doing, and where they are.
Are your customer or prospect files always up to date, or is there a filing lag? A system that requires no filing, since all the notes and correspondence are right there on the contact record.
Are reports and forecasts difficult to obtain because they take time away from the important work of making money? A system from which the manager can extract at will the reports he needs to see up to the minute information on the state of the business.

…this is just for starters – depending on the system you choose, and the expert advice and implementation offered by certified consultants, there is practically no limit to what is achievable.