Top Four Reasons to Use CRM

Many people are told that CRM is helpful for their business without being told what is it or why they should use it. Customer Relationship Management (CRM) software allows you to communicate better with customers by keeping all of their information in a database that updates as you interact with them. It can become an extremely powerful investment as it helps you gain and maintain relationships with clients. Here’s the top four reasons why:

  1. Keep all client information in one place. Within CRM software, you are able to keep information such as a company’s address and contact info for your client within that company. However, this is not just a glorified spreadsheet. Many software will autofill categories such as social media links and websites based on the information you give it. It also allows you to track all interactions with the client or lead as well as any documents you have shared. Having all of this information allows you better turn leads into paying customers.
  2. Easily access client information from any account. Sometimes, the employee assigned to a specific account or lead is not available when they need assistance. Without having the information on the client on hand, you may risk losing a customer or lead by making them wait or not being prepared. With CRM software, everyone in a company has the potential to view all information about a client. This free access makes sure customers are helped in a thorough and timely manner.
  3. Use integration to further optimize workflow. Popular CRM services integrate with other software, allowing you to use this info to make email campaign, send you status on a task to a client, or bill clients without much effect. Sometimes, these integrations are between software from the same company.
    For instance, ZOHO CRM is an application within ZOHO One. When you sign up for ZOHO One, you get CRM softwware along with 35+ applications that all easily work together.
    This means you can use this database within software ranging from accounting to event planning. This level of integration is much more difficult and time consuming with programs like Excel, as the list needs to be continuously imported into each application.
  4. Analyze data more efficiently. Having all of this information in one place makes analyzing it and putting it to use much easier. The data stored in CRM software helps you to better market to your existing customers. When analyzing leads, you can more easily see what turned some leads into customers and others into dead ends. Integration with other apps and products can also help you analyze your marketing campaigns to further clarify what will help you gain and keep customers.

Remember to shop around for solutions, as not all CRM is created equal. Some merely do the same job as an Excel spreadsheet. Others may have features that your company doesn’t need and lacks ones you do. Once you do find the solution for you, it can greatly help both organization within your company and your relationship with your clients.