Custom CRM Solutions: 3 Ways to Tell Your Business Needs CRM

custom crm solutions 3 ways to tell your business needs crm

Many companies still rely on obsolete methods of managing their customer information. They use unorganized spreadsheets or even worse, they rely on their contacts they keep stored in their email software. If you and your staff are relying on these methods, it is time to consider a CRM (customer relationship management) solution.

Custom CRM solutions are more than just software.

They allow you to identify your customer’s needs and wants, where they are in the sales process, as well as helping to provide excellent customer support. CRM can also help you and your staff streamline sales, support, and marketing processes. Below are a few signs that your business is in need of a CRM solution.

Multiple Employees Speak with Your Customers

Chances are you have more than one employee who interacts with your customers. A fast way to annoy your customers is by having them explain their issue from the beginning each time they have to speak with a different person. Without a CRM, it is difficult for each employee to know what has already been addressed with the customer. With a CRM, your staff has access to the customer’s history, from their first interaction to their latest one.

There are Multiple Spreadsheets for Storing Customer Information

Spreadsheets are useful for organizing and storing data. However, they can get out of hand quickly when numerous people are editing the same spreadsheet. Not only that, what happens when your employees begin creating new spreadsheets for themselves that contains important client information? A CRM provides one central location for employees to update customer accounts.

Employees are Leaving and Customer’s are Left Hanging

Employee turnover happens for every business and it is devastating to lose sales and/or support representatives. They are often your customer’s primary point of contact. Once an employee leaves the company, it is difficult for their replacement to develop relationships with customers and prospects without important customer information. What happens if these details are in spreadsheets that cannot be located? A CRM keeps customer data in one place and the data is seamlessly transferred from one employee to another.

A custom CRM solution is an ideal choice for any business in order to develop better customer relationships. You and your employees are able to stay organized and focused on generating more sales. Your customers receive improved customer service and will continue to use your services.

Contact us today and learn how a custom CRM solution can benefit your business.

Are Custom CRM Solutions Really User-Friendly?

9 questions to ask when considering custom crm solutions

custom CRM solutions

It’s true! CRM software has evolved into a comprehensive tool that manages all types of operational data. The idea of custom CRM solutions sounds complicated, but it doesn’t have to be. If you can navigate a web browser, you can use this software.

We’ll explain just how accessible customer relationship management (CRM) systems are.    

Training on all software applications is given to employees, so there’s no need to worry. A user-friendly dashboard with pre-designed reports is provided for your benefit. Various add-ons are also included to increase efficiency. IT support comes with your custom database to help manage any issues.   

Custom CRM solutions manage the complete sales cycle. Start with lead management. Track all sales opportunities end-to-end in a sales cycle. Add important customer-related emails for quick reference.   

Everything needed to set up the perfect marketing campaign is at your fingertips. Campaign management, e-mail marketing, online lead forms, etc. are all there to get you started.

Update sum-total, taxes, adjustments, and grand total amounts. Create printer-friendly invoices and deliver them to your customers through the inbuilt e-mail service. It’s that easy!

Customer support and service features are available. The customer service self-portal is a handy tool designed to create a hassle-free experience. Associate trouble tickets with accounts, contacts, products, and other modules for a flawless customer service.

Custom CRM solutions are designed to assist you. They are not useful if the data required is not provided or if features are not implemented correctly. A CRM system can be a powerful tool for growing a company’s profits and increasing its value, but it’s only as good as the people running it.

Contact us to learn how to properly use customer relationship management (CRM) systems. We’re always here to assist you.