Most small businesses save customer details using email and Microsoft Excel.
It may be easy to save customer information in spreadsheets, but this system restricts you. You can’t do anything smart with it – at least not without relying strictly on your own memory, which can desert you at any time.
You may think that your current system works for you – it’s not until it is tested that you realise it doesn’t. Missed sales opportunities are the most common sign of a failing system. This is common in many businesses that work with spreadsheets because they are very time-consuming.
The way that different people process information and sort it in a file can vary – so unless there is a standard system, there will also be varying degrees of delivery, and it doesn’t allow the work to be shared and continuous.
With the information in multiple places, the capture of meaningful data can prove difficult. This absorbs even more valuable time.
If your goal is to continually grow, you need happy, loyal customers and an engaged team. No matter what your goals, a small business CRM application can play a major role in helping your business optimise its full potential. A CRM application helps you improve collaboration, productivity and efficiency so that you can provide the best possible customer experience and progressively maximize revenue.
Any business today that deals with multiple customers needs a CRM system to remain competitive.
- Manage your contacts more effectively
- Provide better customer service
- Become more organised
- Access a better overview of your business and increase sales
- Reduce manual processes
All these things save time, money and effort – and enable the business to do more. Deciding to implement a CRM is the first step. There are many on the market, so choosing one to suit your business can be onerous. This is where we can help – get in touch and we’ll work with you to move your business forward.