A CRM platform is a crucial tool for managing a growing business. When you’re ready to scale, a CRM will help you manage your investment in people and insights. The right CRM can give you the power to orchestrate your team from anywhere in the world.

Benefits of Using a CRM

Managing Your Team

The first job of a CRM is to enable the sales team to keep track of who is doing what. If there’s a salesperson trying to reach some goal, say an annual quota, and they’re not making as much progress as they want, the CRM will tell them just how far short they are.

Following Up

A CRM also helps you do better follow up. It’s easy to let leads slip through your fingers without realizing it. You have a meeting with someone and exchange contact information and then never call them again. But if you have a good CRM it will tell you when there has been no activity on a lead for a long time. You can then call or email that person and find out what’s going on.

Tracking Customers

A CRM keeps all the details about each customer in one place. When you’re trying to figure out what sort of deal to offer someone, it’s very convenient to be able to look at their history with your company—how many purchases they’ve made from you, how much money they’ve spent, how long they’ve been a customer, whether they’re getting anything out of their relationship with you or just taking advantage of you—and then decide what sort of deal makes the most sense.

Our CRM handles everything you need to manage and scale your business. Speak with us to get set up.