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See if CRM or Contact Mangement 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.
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…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.
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