What does CRM stand for?
CRM stands for “Customer Relationship Management” it is a software system that lets business owners easily track communications and customer interactions. A CRM will replace all your workplace data which is on spreadsheets, notebooks, databases, records and emails. This organisation will streamline your day to day processes allowing automation for repetitive tasks.
Can my whole team use the CRM?
Yes a CRM connects your whole team. Your team can access all your customer and business data. Such as customer forms, call logs, meeting minutes, documents, quotes, purchase orders and tasks for clients. The system can be used by your whole team. Data in the system will always be up to date ensuring high levels of service.
How is a CRM different to using Spreadsheets and Excel ?
A CRM replaces the need for lots of different spreadsheets to store all your data in. A spreadsheet is also limited in its functionality and often requires more user time and input to obtain the information you need. A CRM has current live data which is up to date. Your system will be continually updated unlike spreadsheets which can become out of date. It can also be used to track data, produce charts and data for reports.
Can a CRM help with sales?
Yes absolutely a CRM can help your sales team. Your customers can all be recorded in the system with marketing campaigns detailed within the system. A CRM provides a greater visibility for your team. Meaning that when that customer enquiry comes in any team member can access the customer screen and assist them. It is also easy to create diary entries to chase quotes or purchase orders meaning that every opportunity is seized.
Is a CRM easy to use?
At Nash Business Systems we pride ourselves on our clear easy to use systems. With a CRM created bespoke for you it alleviates unnecessary sections which aren’t relevant to your business. An off the shelf product may work for some businesses but one created just for you will ensure everything you need is covered. Therefore relevant for your team and easy to use alongside your business processes.
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