Overview
Customers are the lifeblood of any business, but maintaining a relationship with every single customer can be difficult without help. Over time, the amount of information you have to keep track of is just too much to remember, and opportunities will start slipping past you.
That’s where a CRM comes in. A CRM (Customer Relationship Manager) is a software tool that will help you store, organize, and act on all of the info you have about your customers. Each customer has their own profile in the CRM which is where you store everything you know about that person. This includes basic contact info, notes, upcoming tasks, and much more. The CRM will also send you follow-up reminders and present simple reports so that nothing ever slips by you again.
Here are some ways a CRM can help your business if you’re using it to its full potential:
- Increased sales: A CRM can help you prioritize your leads and ensure that you’re making the most of every single opportunity.
- Easier collaboration: A CRM helps your entire team stay on the same page. Members of the same team can easily share information, and managers can stay on top of things without constantly disrupting their reps by asking for status updates.
- Better customer retention: Every time you talk to a customer, you can enter a note about the interaction. These notes ensure that you can remember every detail during the next interaction. These details really matter to customers.
- Save time: Once all your info is in the CRM, you’ll spend less time on organization and busy work, and more time working on what really matters to your business.
- Never miss a follow-up: Many CRMs will email you to remind you about meetings and follow-ups so you never have to worry about anything slipping through the cracks.