CRM, or customer relationship management software, is a program that keeps track of your business’ leads, prospective clients and current customers. It records key details and interactions so you can manage their journey through every step of the sales cycle.
An eCRM also allows you to manage online touch points such as ecommerce websites, for a joined-up approach online and offline.
Multiple departments in your business can make use of CRM applications. Sales, marketing and customer service will all get access to the same information, allowing them to work more efficiently and aligning messaging across the company.
Internally, good CRM packages enable management to gain insight on how sales and marketing are performing so you can make informed business decisions.
CRM management software works by creating a log of customers’ or potential customers’ interactions with your business. The information is then organised in one, central platform that can be accessed by any of your colleagues who need it.
Each user gets a complete history of a customer’s journey, which they can reference to optimise workflows. You’ll also get a clear view of a prospect’s journey through the sales cycle so you can move them towards conversion more effectively.
The relationship between your company and your customers is vital. It helps you take care of your customers at every step. Make every interaction they have with you count.
By centralising important data, effective CRM packages allow employees to find what they need quickly and spend more time fostering positive relationships. With everyone on the same page, your business can focus on providing a consistent and personalised experience for every customer.
Using client management software empowers your team to deliver exceptional customer service. With a complete view of the customer’s journey, staff have all the details they need to solve problems efficiently.
Quickly check past interactions for important details about support tickets or find customer information for upcoming targeted marketing campaigns. With powerful CRM applications in place, you’ll be in control of your customers’ experience.
CRM accounting software gives you the tools you need to make the most of every sales opportunity. You can join your CRM with your ERP or business management solution software to track every customer journey, from initial contact to product delivery.
Identify the sources of leads and closed deals to base future planning on past success. Agile client management software also automates sales tasks such as creating quotes and orders, forecasting sales, progressing leads and converts this information into opportunities for your sales team to focus on.