CRM Systems - Customer Relationship Management

How CRM works

CRM software works by collecting an organisation’s customer data - any interaction with existing or potential customers - and organising it into a centralised environment, accessible across the organisation.

This allows you to track and reference past customer interactions to effectively move prospects forward on their journey through automated outreach, sales campaigns, and targeted marketing.

CRM benefits

A CRM system enables employees to spend less time searching for customer data and more time developing and fostering their connections. The centralised framework optimises workflow, allowing businesses to communicate both internally and with the customer to maintain a positive, personal experience at every point.

Besides helping businesses create a better customer experience, the uniformity and breadth of information provided by CRM software aids managers in evaluating progress and devising effective strategies moving forward.

How CRM software delivers exceptional customer service

Using CRM software, your marketing team can identify the sources of leads, opportunities and closed sales. They can also find customer information for upcoming campaigns and send targeted email marketing campaigns.

When customers place orders for your products or services after these marketing campaigns, you can track these orders using your ERP or business management solution.

Improve customer services

With a complete view of the customer life-cycle, your customer service team gains the tools they need to resolve queries faster and with more personal responses.

How CRM systems boost sales

You can simplify the sales process, shorten sales cycles and make the most of every sales opportunity. CRM software automates sales tasks such as creating quotes and orders, forecasting sales, progressing leads and converting them to opportunities using sales workflows.

Market more effectively

With an integrated CRM system, you will be able to create targeted campaigns based on customer information and deliver a better return on your marketing budget.

Pitch new products to the right people

With better business insight, you will be able to leverage reliable customer data and target customers who want your new products and services.

Best CRM software features for small and medium-sized businesses

Centralise your critical business information

CRM platforms store your customer data in a central, secure location. This information includes email and communication histories, sales quotes, orders received, opportunities, and open and resolved support cases.

As this information is in one place, you can feel confident you’re acting on up-to-date information.

Automate sales

Using CRM, you can automate many of the day-to-day tasks that form part of the sales process including order processing, lead management, and sales forecasts. This automation eliminates the need to spend time performing manual daily tasks like scheduling sales calls.

Send targeted marketing campaigns

More targeted campaigns ensure a higher return on your investment, faster. Our solution enables you to plan marketing campaigns and run campaign reports within minutes.

Provide world-class customer service

Nurturing customers and providing them with an excellent customer experience will improve your retention rate and drive growth as well as help you outperform the competition.

Gain insights into your business

With CRM you can generate reports for key areas of your business including sales, customer service, lead reports, marketing and so on. You can even create tailored reports that measure how the business is performing against KPIs.

These types of reports help managers evaluate where the business stands and make more informed decisions.

Manage your contacts

CRM is built to manage your information about contacts. For each contact, you can store information like phone numbers, email and postal addresses. For example, a travelling salesperson can access this contact information using their mobile device before they meet or call a client.

Find out more