CRM is a platform that helps companies manage interactions with current and prospective clients. It allows business owners to organize, store, and analyze vast quantities of customer data in a central location, providing greater agility when it comes to customer service and sales. Ask yourself these questions to clarify your need for a CRM: What is CRM and how can it help your business? Do you use spreadsheets to keep track of customer data? Do you ever have trouble locating important client information? Do you ever forget to follow up with customers? Do you have visibility into your sales department performance? If you answered yes to any of those questions, you would benefit from Customer Relationship Management. 1. Ease of use. Is this program intuitive in operation? A new business solution should make your life easier. Look for a CRM with an intuitive interface and easy-to-learn operations. 2. Integration. Does this program integrate with your other business management solutions? Ideally your new solution will be able to push or pull information from your other management platforms. 3. Scalability. Can this program grow with your business or will you be forced to find a new option in 5-10 years? A scalable CRM is built to grow as your business grows without the hassle of “upgrading” to something bigger down the road. 4. Industry. Does this program understand the demands of your industry? Your CRM solution should recognize the difference between B2B and B2C client relationships and offer you the tools to succeed in your unique environment. 5. Customer support. Will you receive the necessary customer support before, during, and after implementation? How your potential provider responds to your concerns should speak volumes about the platform itself. Consider these 5 areas when selecting the best CRM for your business SAGE’s enhanced CRM module lets you center your business on what’s important – your customers. With all the details in one place, you can stay one step ahead of your customer’s needs. SAGE subscribers quickly learn that the CRM is essential for the effective use of almost every other module in SAGE Workplace™. When the information in the CRM is complete and up to date, it’s easier to perform tasks like creating an invoice, scheduling a follow-up call, or sending a marketing email out of other business management modules within SAGE because those modules pull information directly from the CRM. That means SAGE CRM functions as command central within SAGE Workplace. The CRM solution by SAGE Here is what you can do with SAGE’s CRM module Keep record of interactions with clients and prospects Streamline client and team communication Manage sales leads and opportunities Collect client preference information Share status updates Schedule reminder tasks and follow-ups View insights on monthly and yearly goals Send targeted email campaigns to specific customer groups
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