How should I use a CRM to organise my business?


By Hannah Wakeman

Tech General
24 April 2017

A customer relationship management (CRM) system can be utilised to streamline your business processes, ensuring communication between staff and clients is automatically recorded while also providing insightful tools to help your marketing and sales in one comprehensive package.

We use CRM here at SpiderGroup to fully organise our business practices, in ways you may have not even considered before.

laptop-mobileCommunication records

With a CRM, you can automatically record all conversations between employees and customers so that anyone in your business can jump on a case with all the information at their fingertips. This can greatly enhance your customer relationships, ensuring that every conversation with your clients is well-informed of any background information, current progress or future plans.

Leads to sales

While having a clear recorded pathway of communication is great for your existing clients, it’s also great for potential ones. In CRM, you can fully track the interaction between your business and a prospective customer, nurturing your leads from the get go. This way, you can ensure that every touch point with a lead is in line with your business objectives, as well as keeping track of their place in the buying journey.

Accurate tracking

With the facility to track the whole cycle from initial contact to sale, you can find out what works and what doesn’t in the buying journey with the CRM providing incredibly accurate tracking. You can link up your CRM to your website, AdWords and social media so you can see exactly how users found your business, and follow that right through to the conversion action. Once you’ve got the data, you can tweak and test until you have the perfect formula.

Sales to account

With a confirmed sale, turn the lead into a regular account for your business and you come back full circle, forming a solid customer relationship from which to establish a partnership. Great customer relationships mean happy customers, and more referrals!

Using a CRM really ties up the loose ends of your business into one concurrent package, to establish a solid framework for your business to grow from. SpiderGroup are a Microsoft Gold Partner, and we use Dynamics 365 CRM daily to organise our business. If you’d like to find out how to organise yours, get in touch by filling in our contact form or call 0117 933 0570 and we’d be happy to help.

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