Benefits of Working With A CRM System

August 10, 2021 by Staff
Technology Solutions

CRM Software

Without happy customers, a business fails. Unfortunately, it can be difficult to manage all of the customers and clients that your business interacts with on a daily basis. Instead of letting customer satisfaction go to the wayside, you should invest in customer relationship management (CRM) software.  

CRM solutions have become more and more popular as technology has improved over the years. However, there are still many businesses that aren’t utilizing their systems to the fullest extent, if at all. Far too many business owners have the misconception that CRM has more to do with customer service than anything else. Still, CRM can also play a role in sales leads, digital commerce, marketing, and more!

Beyond that, CRM developers have created their products to help you improve relations across your business. Whether you’re making a sale or providing support, you can find functions for managing:

  • Customers
  • Clients
  • Service Users
  • Colleagues
  • Suppliers

What is a CRM System?

A CRM system provides you with all of the tools that you need to improve professional relationships that grow your business. Not only does it help you to stay connected with customers, but it also increases your company’s profitability and creates more streamlined processes. 

How does it make all of this possible?

With a CRM software, you can keep all of your questions, service requests, customer preferences, and every detail of every contact in one secure place. Best of all, a cloud-based CRM allows you to access all of this information from anywhere! As a result, your sales personnel always have the information they need to provide personalized and efficient service.

Most modern software offers updated communication methods and seamless file sharing. You should ask your CRM manager about:

  • Email Tracking and Integration
  • Instant Messaging
  • File and Content Sharing
  • Dashboard Analytics
  • Contact Management
  • And More!

Popular CRM Tools for a Successful Business

No two CRM systems are the exact same. For example, Dynamics CRM differs from Sage CRM, but they still offer similar basic features that can help all business types and sizes. The following are a few of the critical functions that your CRM product should offer:

Lead Management

When your business relies on sales, you always need to be sure of where the next one is coming from. With lead management tools, you can keep track of any potential customers and monitor your progress with them.

Territory & Quota Management

As your sales team works towards their goals, you can increase or decrease their quotas. You can also create or change territories, and from there, you can assign your sales personnel to the different areas. 

Product and Price List Management

Your business should always have a thorough and accurate list of your products, their descriptions, and prices. However, these items can quickly change in some business environments. This tool allows you to keep it updated at all times. 

Customer Support Portal

Your entire distribution system becomes easier to manage when you use an ERP software with a distribution management suite. The key features include tools for inventory, sales orders, purchase orders, and requisition.

Reporting and Forecasting

A CRM specialist can provide you with all of your reporting and forecasting information. However, you may want to train your own employees to analyze and monitor the different dashboards for the most up-to-date data. 

Types of CRM Systems

There are plenty of general CRM programs on the market, but we often recommend specialized systems based on your industry. If you dive into all of the different options, you’ll find that there are several different CRM systems designed to fit a variety of business scenarios and niches. Some of the most popular products include:

  • CRM Contractor and Construction: You can build lasting relationships with your clients, manage subcontractors, and keep projects on time with CRM contractors.
  • CRM Recruiting Personnel: CRM Recruiter helps you manage leads and contact with potential new hires. This tool allows you to share notes with fellow recruiters, collaborate on documents, and track all of your candidates.
  • CRM Consulting Professionals: As a consultant, your business largely depends on all of your different clients. When you invest in CRM, you can gain access to tools for identifying leads, managing client interactions, and communicating with potential customers.
  • CRM Contract Services: Whether you freelance as an editor or offer web-design services, CRM can help you manage all of your client relationships as well. You can also make use of the dashboards to see how well your business is performing each month.
  • CRM Project Management: By combining your project management tools with CRM, you can better respond to support ticket requests, manage employee workflow, and increase your overall productivity.

CRM Management & The Benefits of Working with CRM Managers

Whether you choose CRM Contracting or CRM Recruit, you shouldn’t attempt to handle the software on your own. It’s a full-time job if you want to do things right! For that reason, you should leave the CRM implementation and ongoing support to a professional.

At Copeland Buhl, we offer CRM management solutions to businesses of all types and sizes. When customers ask why they should hire us to handle their software, we tell them the benefits of a:

  • Relationship with CRM Developer for Reliable Support
  • Dedicated CRM Analyst for Improved Business Decisions
  • Knowledgeable CRM Specialists to Train Staff
  • And More!

Get in Touch with a Twin Cities CRM Consultant Right Away

Would you like to know more about how your Twin Cities business can benefit from our CRM implementations? If so, you should reach out to Copeland Buhl today. Our CRM consultancy company has more than 40 years of industry experience. Therefore, we have all of the knowledge, skills, and resources to help you find and implement the right software for your business needs.  

You can get in touch with one of our CRM consultants by calling our office. One of our helpful representatives will gladly answer any questions over the phone. You can also submit our online contact form to schedule an in-person appointment with our CRM consulting professionals.