It’s oft repeated but true: The one thing SBEs have the least of is time. Especially with Sales & maintaining active relationships with an ever-expanding customer base—emails, appointments, faxes, schedules, contact information of all kinds—we can all lose control of it every once in a while.
That’s why we use a Customer Relationship Management System (CRM). They are customizable, plenty affordable, & widely available for SBEs of any size or service type. Here are a few ways we drive efficiency internally and with our customers:
1. Get a CRM system to track activities, share data and automate processes. Today’s CRMs are much, much more than tracking contacts. Companies can store vital customer and prospect data, execute marketing campaigns, track service and support requests, and automate routine activities. CRMs drive efficiency by reducing non-value-added time. And, they give users much better insight into key data and performance metrics.
2. Make it mobile. We’ve mobilized our CRM data by using a customized tablet app. By bringing CRM data out to the field, sales and service teams have much better access to critical information. And one of the best ways to leverage a tablet and CRM is to convert paper forms and checklists into an electronic record that sends data back to the CRM automatically without any manual reentry or faxing, which means fewer duplicates, near-constant access when on the road, and fewer filing cabinets taking up your office space.
Many, many thanks!