About Understanding your customers better with CRM

Customer Relationship Management (CRM) is about getting to know your customers better through good data capture, building trusted relationships and ensuring your sales force is performing as you expect them to.

Without solid understanding, it is difficult to make confident decisions about sales. Whether that is:

  • Which customers to focus on
  • What to market and to whom
  • Which territories perform better
  • Which sales people are closing well

…and finding out why. Understanding makes it easier to know what impact changes will have and gives you a way of measuring that impact.

If you get feedback from customers via surveys, personal contact or by other methods; you need a central place to hold that information so it can be viewed from different angles.

You need to be able to get passed data and look at what it is telling you. What the trends are and how close you are to target. Our CRM solutions let you do this with easy to use software that work within Outlook, via web browsers and smart phones.

They let you get at your data from your desk or on the road. They let you see the trends or the details about the prospect you are visiting. They help you keep in touch with them show all their interactions with your company. Making you more effective and able to handle your account proactively and stay ahead of the competition.

If you want to gain a better understanding of your customers and pipeline with CRM, please do not hesitate to contact us.

CRM for Pipeline Management

See what opportunities, quotes and orders are in the system and manage the pipeline expectations and reporting.

Use the information held in the CRM system to create proactive workflows that alert your sales force to upcoming actions or give early reminders of things that may have been missed. Allowing you to keep your promises and organise your work more effectively.

Viewing win / loss information regularly helps to spot tactics that work and shows you which customers buy from you and which don’t. So you can target the efforts of your sales force on to higher probability deals. Ensuring your sales force gets higher rewards from the same efforts.

CRM for Customer Service

They say replacing a customer is six times more expensive than keeping one. So ensure you keep your customers delighted with your service by using CRM systems that helps you keep on top of their issues and helps you give a professional service.

If you operate a helpdesk or offer warranties on your products then we can help you keep track of customer issues. Our CRM solutions will help you to keep on top of your call log and give your team the knowledge bases to search for solutions quickly, speeding up your time to close.

With configurable work flows included, you can ensure actions are dealt with on a timely basis and Service Level Agreements (SLA’s) are adhered to.

Avoid actions and promises being missed with Work flows that (for example) alert the appropriate people of what is due or has been missed.

CRM for Marketing

Get the right contacts into the right campaign, so your audience is getting the messages that you want them to. Maximising their interest in your company and strengthening your relationship to increasing attention, and cross / up sales.

Our CRM solutions let you view what campaigns have worked and which have not, so you can improve your hit rate and show a far better return on marketing investment. You can plan and execute your direct mail (paper or e-mail) from our solutions so that you only have to use one system. Making it more likely to be used and ensuring better information can be gained from it.

Keeping a detailed record of what was said and done against each company / contact makes sure that you can keep continuity, even when different people handle that person and ensuring that no promises are missed.

Building marketing lists and converting them to sales needs a strong tie between your sales force and marketing, so why not have them on the same system. Our CRM solutions ensure that data is only entered once and that when a lead turns into a prospect, you can ensure that the appropriate sales person works on that lead to maximise your win rate.

If you want to gain a better understanding of your customers and pipeline with CRM, please do not hesitate to contact us.

Products for Improving CRM
  • Microsoft Dynamics CRM
  • Get an easy to use Customer Relationship Management (CRM) solution setup to help your sales force win more business. With built in web access from smart phone browsers so you can get your CRM information anywhere.

  • Microsoft SharePoint 2010
  • Create process WorkFlows for the information and documents that require approval or team collaboration before submission with this flexible portal solution.

If you want to gain a better understanding of your customers and pipeline with CRM, please do not hesitate to contact us.