The right approach to CRM

A regular misperception of a Customer Relationship Management (CRM) is that it’s only a sales tool for salespeople to use, but if you want to get the full value out of what you are paying for, that’s the wrong approach. A CRM solution is a part of a comprehensive strategy that enables a systematic work process, productivity and profitability of sales related data and activities. 

Know your customer

The right approach is to look at a CRM as a sophisticated tool that becomes what you make of it. It has the ability to be so much more than just a simple sales tool. The CRM process is about keeping you and your customers happy and it enables you to work smart and efficiently. Because that is the thing: the more you know about your customers, the better you will know how to give them the positive experiences that keeps them happy and satisfied. The simplest way to do that is to have all the information, organised and stored together in one place that is easy to access. With a CRM system you no longer have to scatter your information on post-it notes, in excel sheets and in file cabinets. Instead, collect it in a Cloud for a safer and easier access.

Things to consider

When deciding what kind of CRM solution fits your organisation’s processes, ambitions and line of work, you should consider a couple of things:

  • The size of your company
  • The implementation process and technical assistance
  • How much assistance do you need with the CRM?
  • Integration with other solutions and the API accessibility
  • Costs of software
  • How do your business process look like
  • What type of security features are built in?

It’s also important to consider the goals that you are trying to reach and the challenges that you are facing since CRM can be used in all of your department.

Evaluate and decide

We can imagine that these are a lot of things to consider and therefore, finding the right CRM solution can be confusing. Contact us for a consultancy session where you will get a qualified evaluation and recommendation that fits you, your company and the goals you are willing to achieve, free of charge!



Want to get the next article in your inbox?