Tel: 01794 400105

CRM

Customer Relationship Management

 

A CRM system helps manage customer data. It can support sales management, deliver actionable insights, integrate social media and facilitate team communication. Cloud-based CRM systems offer complete mobility and access to an ecosystem of bespoke apps.

Image depicting customer relationship management, with a target below a row of people

Key features of a CRM system

  • Contact management
  • Lead management
  • Sales forecasting
  • Instant messaging between employees
  • Email tracking and integration with Outlook and Gmail
  • File and content sharing
  • Dashboard-based analytics
Image depicting customer relationship management, with a target below a row of people

Key features of a CRM system

  • Contact management
  • Lead management
  • Sales forecasting
  • Instant messaging between employees
  • Email tracking and integration with Outlook and Gmail
  • File and content sharing
  • Dashboard-based analytics

What does a CRM system do?

A CRM system essentially provides a central place where businesses can store customer and prospect data, track customer interactions, and share this information with colleagues. It allows businesses to manage relationships with customers, helping the business to grow.

With a CRM system in place, every question, every service request, every preference and every past contact detail about every customer is instantly available, which means that every new interaction with them should always be personalised, relevant and up to date.

As well as tracking every phone call, email sent, meeting held and presentation delivered, CRM systems can also be used to add notes, schedule follow-ups and organise the next steps that need to be taken. This ensures that opportunities to close deals or grow customer accounts won’t be missed.

Here at Southern Cross we have the know-how to integrate your CRM system with, for example, your accounting software – so orders or job sheets can be converted to invoices at the click of a button – no paper-trail to lose, and no risk of input errors from manual transcription.

If you think that a CRM system is just what your business is looking for to get that competitive advantage, get in touch and we can discuss your needs.

Contact Southern Cross IT for flexible CRM solutions.

01794 400105