Getting Organised with CRM
Communication is complicated already but it can be made more complicated when it needs to be repeated over and over again.
Simply calling people is not easy. It’s rarely as simple as picking up the phone for a chat. It requires a discipline to research the notes on any previous calls, define the objective, record the content and confirm the next stage.
One call is fine, but try doing it time after time.
Then throw in quotations and negotiations.
Now consider how all the information is stored across folders, spreadsheets, accounting systems, paper and the all-important personal memory. It’s messy and difficult to organise.
The answer is probably a CRM system. A CRM system will organise all your sales information and help your sales teams become more efficient. This will translate into more sales for the same investment.
Before you start, think “What do I really need?” A central database of contacts is unlikely to satisfy you for long.
Here’s a check list of items to consider. It’s long and you may not need everything but hopefully it’s a useful reference:
|Central Database||Store and access from one system|
|Contacts||Store all your customers and contacts|
|Calendar||Users create meetings in one system|
|Activities||Manage tasks centrally|
|Emails||Send mass and individual emails|
|Outlook||Synchronise to capture inbound emails etc|
|Opportunities||Manage hot lists centrally|
|Orders||Organise your Orders|
|Documents||Merge and store documents centrally|
|Quotations||Merge and produce line item quotations|
|Forecasts||See sales todate and future forecasts|
|Marketing||Send Newsletter and track results|
|website||Link with your webpages to capture enquiries|
There are many more options, but this list should start you thinking of about the benefits of centralising your sales and marketing functions with a CRM system. It’s not difficult to make a significant improvement. Many companies do and reap the rewards.