It all starts with a customer. Then it grows. And grows. And as your business grows larger, so does your staff, your offerings, and your sales process. With these changes, your business requires the proper tools to automate and support growth. Many, if not most, businesses turn to a quality CRM, or customer relationship management, software to help execute on their sales and marketing strategies.
A good CRM software can be a central location for data, support your sales and marketing teams, and get more done faster. A great CRM software helps integrate processes between departments, streamline the sales process, and allows your team to be efficient and focused on driving sales and revenue. And a custom CRM? It can manage all of this and more with a workflow that not only fits your business but enhances every aspect.
It’s all about the customer.
But before anyone was a customer, they were a prospect, a lead, or a contact. You had a little information about them (perhaps a name, phone number, email address, and a little bit of info that would lead them through the sales process). CRM systems were created for this purpose: to walk the customer through the necessary steps in the decision-making process and eventually lead them into engaging with your company.
Over time, CRM systems grew into an integrated, collaborative tool within all departments in a business: management, customer service, sales, marketing, and even accounting. In addition, it can be used to manage departments outside of your business. For each company you work with, you likely have more than one contact. Managing all important contact information, documents, and records is imperative for keeping a central recording system and passing along critical information between departments for communication.