Custom Client Relationship Managers increase productivity for both Business-to-Consumer relationships and Business-to-Business relationships. CRM manages a company’s interactions with customers, including leads and prospects. A CRM system uses technology to organize, automate, and synchronize all aspects of a business including sales, marketing, customer service, and technical support. Information tracked within CRM systems can include contacts, clients, sales leads, quotes, contracts, and more. A CRM increases productivity and efficiency in a number of ways:
- Get critical data out of your head and shared with your team
- Reduced onboarding and training time
- Accessible to anyone, from anywhere, at any time
- Share crucial information between team members and even clients such as project and order statuses
CRM systems use data warehousing to collect and analyze transaction information. Using sales history allows for forecasting and sales projections, helping companies better manage unpredictable growth and demand. By tracking clients’ account history, businesses are able to implement sales promotion analysis and target the appropriate audience.
As the name states, a main characteristic of a CRM system is maintaining client relationships. It is one thing to build a relationship with a client, but keeping the relationship is most important for businesses looking to grow. CRM systems help companies customize their offerings for each customer, in return, creating loyal customers. These loyal customers are likely to come back and bring more business through referrals and word-of-mouth.
Visit our Projects Portfolio to see how we’ve helped clients increase their productivity and workflow with CRM systems.