Lets start with the definition a CRM, other wise know as Customer Relationship Management system, is system to track relationships with customers. In your CRM, you can track all important customer contact information, log all contact with customers and any other quote and work.
Gone are the days of needing spreadsheets to track everything! CRM software allows you to store customer information in the cloud and access it anytime and anywhere you have an internet connection. So in essence when ever you need it the information is readily available.
By tracking relationships in one place, you can more easily see which work you need to follow up on, and identify opportunities to reach out to customers who haven’t used your services or purchased products in a while. You can make the work come to you, so time can be spent better with and working on your customers.
It’s never too late or too early to start using online CRM software within your business. Use it from the very first day of your business operations and you’ll have a complete relationship history with each and every one of your customers. Switch to an online CRM software once you’re well into running your business and you’ll free up a lot of time from admin tasks to spend on other important work! Even better you will now have ways to introduce Automation into your business!
Here is a fantastic video from Zoho explaing what a CRM is and why it is so important!
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Date: September 22, 2020