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.