CRM stands for Customer Relationship Management – it is exactly what it says on the tin! It helps you manage customer data and the relationship that you have with your customers. It allows support for sales management, allows data inputted into the system to be processed aiding targeted marketing, lead control and conversion, quote generation, streamline project management, invoice generation in addition to facilitating internal and external communication!

CRM systems come in two forms: on premise and cloud based. An on-premises system requires an internal server to store the CRM system, which in today’s day in age, may not be seen as the most reliable or even secure. A cloud-based CRM system alternatively offers complete mobility and access to the system from any online platform (some even work offline to an extent) for those that have login rights and permissions. To read more about the difference between Online and On-Premises CRM systems, click here.

CRM systems are becoming increasing popular as we delve more into a remote working world. They are used to allow businesses to keep contact details secure, up to date and accessible for those that needed. Data alongside these contacts will be tracked to ensure that customer interactions and the customer journey has been recorded – we all need to know what projects are up to! No more avoiding calls and asking colleagues what is happening with a client!!

CRM systems are designed to aid businesses improve their customer relationships and also allow an understanding of the business clients. Being able to understand what customers purchase, if they haven’t purchased, why? Whenever anyone in the business contacts a customer, whether this be via phone, email or face to face meetings, the data generated at this point could be vital to convert or retain a customer. This is something that traditionally would remain with the salesperson dealing with the account, and once it has been converted, gets lost and forgotten about – as one person may not realise how important this information could be to the organisation! Keep it tracked within the system! Quickly and easily, sharing the knowledge!

Not that this cannot be done without a CRM system, but let’s be realistic, how many times have you written on a piece of paper and lost it, or had information stored in your mind and forgot to tell someone? Or what happens when if an employee was to leave the organisation – the details of a project and customer goes with them? We’re all humans after all, these things are easily done! However, sometimes, it is not clear how much these small human errors are affecting your business. Leads coming into the organisation can be forgotten! That is money flying out the door!

A CRM system allows these challenges to be addresses, smoothly and efficiently. It allows customer data to be taken and converted into beneficial information for the business to grow. It allows the business to easily add, amend and deactivate records to keep all business processes in order from the comfort of their own home (if it is a cloud-based solution)!

A CRM system allows these challenges to be addresses, smoothly and efficiently. It allows customer data to be taken and converted into beneficial information for the business to grow. It allows the business to easily add, amend and deactivate records to keep all business processes in order from the comfort of their own home (if it is a cloud-based solution)!

Find out more…

If you would like any further information about either of the CRM systems mentioned above, please feel free to give us a call at Dynamix Systems on 0161 711 0418. or drop us an email at info@dynamixsystems.co.uk , we will be happy to help! We do specialise in Microsoft Dynamics 365 systems; however, we are happy to help and be honest in terms of which kind of systems are best for you! We believe in helping you grow, regardless of how that looks!