𝗪𝗵𝗮𝘁 𝗱𝗼𝗲𝘀 𝗮 𝗖𝗥𝗠 𝗱𝗼?

CRMs can perform a wide array of tasks; if it appears anywhere in a customer’s lifecycle, a CRM will have a function for it. From building brand awareness and marketing, to finding and warming up leads, to managing customer purchases, offering service and support, through to nurturing a long-term relationship with your business, a CRM is a one-stop shop for everything you need to generate and manage your customers.

Each customer record in your CRM tells a story of how you acquired them, what, where, when and how they purchase from you, or interact with your company; and from that story, you can learn more about how to keep them coming back.

From basic contact details and transactions, to previous interactions and even social media activity, a CRM gives you a record of every interaction your company has with a customer, letting nothing slip through the cracks.

Not only does a CRM give you a centralized, organized place in which to store all of your customer data, it also gives you a full picture of your customers’ journey with your company, meaning you can see exactly where in the customer lifecycle they are at all times.

For businesses with a worldwide customer base

“We are currently managing sales teams in nine separate locations,” said CEO Ian McClarty. “By far, the most valuable technology that I use is our CRM. I easily stay up to date on all sales interactions through the CRM’s shared calendars, document templates, and email integration, uniting all team members and keeping everyone up-to-date.

“Sharing selling patterns and processes allows our salespeople to see what works best, and increases communication between the sales team and sales management.”

A CRM can even include automation features, which take care of certain tasks and free your team up to focus on bigger things. Actions such as sending emails and creating leads when certain actions are taken by customers can help ensure those customers keep moving through the sales funnel. Many CRMs also use artificial intelligence to analyze data, and offer actionable steps to maximize opportunities.

Not content with storing all of your sales and customer data, a CRM can also help you get more out of it, by offering in-depth reporting and dashboard functions.

And most importantly, all this information is available to your entire team, so everyone is always on the same page.