With proper implementation, a Customer Relationship Management (CRM) system can serve as a valuable tool in the growth of your business. Still, it’s nothing like a cure-all, or a magic device that instantly makes your operation thrive. It won’t yield an immediate or exponential ROI, but if implemented properly, your CRM system will reinforce a solid foundation upon which your business operation can grow. Here are some of the top reasons why businesses can benefit from a CRM solution.
Improved data organization
Whether your sales and marketing teams are a force of 5 or 500, they’re going after leads and following up with customers from all over. The result: raw data pouring in from all directions. The immediate effect: abundant, disorganized, often disjointed information that requires immediate organization and management. A solid CRM system organizes and filters the raw data to provide tangible and meaningful information for your business.
Better data accessibility
While that raw data is being organized, and sorted, it’s also protected by security features that you control. You get to decide who has access to what, and to what extent. Your CRM system houses your data in a centralized database which is accessible to those team members to whom clearance has been granted. If you’re like most of the budding small to medium sized businesses (SMBs) out there, your cloud-based system allows your team to access that valuable data from anywhere. The immediate result: faster, more concise answers to customer questions and concerns.
Manage and track sales team performance and activity
Your sales team members aren't the only ones who benefit from improved data organization and accessibility. As their leader, you reap the benefits as well because you can track, manage and analyze their performance at any given time. You can see who’s calling and following up with leads and customers. Who’s closing and bringing in the business of new and returning customers; and metrics to help drive the team in the right direction should they need assistance.
Improved sales performance
Yes, a properly implemented CRM system can help improve sales performance. While your system won’t magically cause customers to place larger and more frequent orders, the system can aide improvement by tracking activities and variables that directly contribute to the goal of increased sales. This includes tracking of those initial and follow up calls with leads and prospective customers.
Better data, better informed decisions
Your CRM system doesn’t improve the data. It improves data organization and accessibility, which in turn, allows you to make better informed decisions. Well organized data helps you see the forest through the trees, acting as an objective filter, that eliminates distracting intangibles so you can find what you’re looking for.
So, when it’s time for a new accounting application for your business, consider Gravity Software® (Gravity). Gravity is a robust mid-market accounting software written on the Microsoft Power Platform (aka Dynamics 365). SMBs have the distinct advantage of having their Financials and CRM fully integrated on one platform.
Gravity’s goal is to fill the gap between entry level accounting software like QuickBooks and expensive enterprise applications. Want to learn more? Schedule an online demo today.
Gravity Software
Better. Smarter. Accounting.
