How to build a sustainable team and grow your business
Discover the three key ingredients to build a sustainable team so you can improve your chances of achieving your business growth goals.
CRM stands for Customer Relationship Management. It's a way of tracking and managing interaction with prospects, leads and customers as they move through every stage of a company's sales cycle.
If ERP lets you focus on running your business, CRM tools help you focus on customers. CRM software helps businesses improve customer relationships by organising and automating communications and activities across all customer-facing departments including sales, marketing and 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.
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.
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.
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.
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.
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.
Simon Adcock, Managing Director
ATEC SECURITY
Discover the three key ingredients to build a sustainable team so you can improve your chances of achieving your business growth goals.
Flexible working and reducing paper processing are two ways to make your business more sustainable. Read this for more ideas you can apply today.
Importing or exporting from EU countries? Once the Brexit transition period ends there will be VAT issues to deal with. Read this to learn more.
Learn about off-payroll working and IR35 tax avoidance legislation that affects contractors and, from April 2020, medium and large private businesses.
Many asset management firms are late to the digital transformation party. These tips will help asset management CFOs lead transformation in their firms.
Learn how digital transformation can help non-profit CFOs increase donations while measuring and demonstrating the results of their organisation's work.
Professional services firms and their CFOs are increasingly using digital transformation to support clients more effectively as well as reduce costs.
By driving digital transformation, CFOs can improve restaurant financial reporting for their chains and secure a competitive advantage.