CRM (Customer Relationship Management) software is a way of tracking and managing interactions with prospects, leads and customers as they move through every stage of your sales cycle.
While ERP (Enterprise Resource Planning) software helps you focus on running your company, CRM solutions, products and packages help you focus on your customers.
An effective CRM system can help improve customer relationships by organising and automating communications and activities across sales, business development, marketing and customer service departments.
And because every customer interaction is stored in one place, you and your team can nurture these relationships at every stage.
Whether you’re in the B2B or B2C market, CRM tools also give you an insight into how your sales and marketing campaigns are performing – helping you make more informed decisions.
CRM or customer relationship management systems work by collecting all your customer data and organising it into a centralised and accessible system or application. This includes every single interaction with leads, clients or customers.
This technology allows you to track and reference customer interactions to improve customer service and move prospects forward through automated outreach, sales campaigns and targeted marketing.
Customer relationship management software enables your employees to spend less time searching for customer data and more time developing relationships. It helps them understand customers better and have more personal, relevant and up-to-date interactions.
As well as helping your people deliver better customer service, the data provided by CRM solutions can support your people leaders and management to evaluate progress and devise more effective strategies moving forward.
CRM tools can help your customer service team quickly find your customers’ details and manage relationships more efficiently.
And when you receive an order for your product or service, you can then track those orders through integration with your ERP or business management programs.
CRM software can help you simplify the sales process, shorten sales cycles and make the most of every opportunity.
The innovative technology behind CRM solutions helps automate repetitive tasks, like creating quotes and orders, forecasting sales, progressing leads and using sales workflows.
It also gives you access to reliable, up-to-date customer data to help you create targeted B2B and B2C marketing campaigns – giving you a better return on your investment.