Great customer relationships are the bedrock of a thriving business and the key to your success. A CRM system allows you to manage these relationships, including the data and information associated with them. With CRM, you can store customer and prospect contact information, accounts, leads and sales opportunities, and much more, all in one central location.
A major way a CRM system helps your business grow is by tracking the history of all of these customer interactions.
Here are three reasons why this is so important:
From calls made and emails sent, to meetings held, presentations delivered, and even the next steps needed to close the deal or grow that customer account.
To run smoothly, your business needs customer relationship data that’s automatically updated, with instant access for employees. It also needs to provide a full history of all communications, meetings, and documents shared.
With a CRM system, your business can store every customer, every lead, all of their contact info, preferences, and history so your conversations are always personal, relevant, and up-to-date.
While there are many options for noting customer contact info, including spreadsheets, and pen and paper, these methods don’t give a complete picture of the relationship. Simply listing your customers and potential leads isn’t going to track their latest conversations with your sales team.
Plus, such approaches are difficult to scale and manage as you grow. Manual data entry burns money and man hours, and lacks the on-demand access your people need, especially those involved directly with customers.
To read more on you can build a bigger and better company, and grow like nobody’s business, download this free e-book.