crm system Archives - Striven

How Flexible Work Schedules Will Benefit Your Marketing Team

Are you considering a more flexible work schedule for your marketing team, but unsure whether the benefits outweigh the work of making scheduling changes? While there are always drawbacks with any major change, giving your staff a flexible work schedule and allowing them to choose where they complete their tasks can benefit your team in multiple ways. 

How Does a Flexible Work Schedule Benefit Your Business?

Although there are many benefits to employees, businesses also score with a hybrid or fully remote model. Researchers at Stanford and Harvard estimated companies save around $11,000 per year on space alone when going to a hybrid schedule. They don’t need as much office space when all employees aren’t in the office at the same time. 

Finding the happy medium between flexible work and productivity isn’t always easy. No one wants to feel as though their employer is looking over their shoulder with a tracking app or something that captures screenshots. The proof is typically in the level of work they provide and the finished product. 

Tap Into Technology

Advances in technology allow companies to tap into powerful apps meant to help organize schedules and get remote teams on the same page. Run multiple functions from a single program, such as accounting, customer relationship management, scheduling and task completion. 

Artificial intelligence expands each year, making it easier to farm out repetitive tasks or reach out to customers and employees automatically. Cloud-based systems put the power of the entire database at everyone’s fingertips. Remote work has become almost like being in a physical office. 

What are some of the top benefits to your marketing team and your business when you switch to a more flexible schedule or remote and hybrid work options?

1. Attract Top Job Candidates

The marketing industry is sometimes highly competitive. If you want to attract the most qualified workers, you need to offer the things they want in a job. For example, if someone only wants to work from home, then a remote option is desirable. 

Even a hybrid situation where they go into the office a couple of days and stay home the other days might be better than their current work environment. You can compete with some of the larger corporations by offering work schedule options.

Some people have children, want to go to school or have other interests. Letting them choose to work 10 hours a day and take the fifth day off might be another way to offer a more flexible work environment. Alternatively, you could allow people to choose their off days. Some might decide to work through the weekend when they have childcare and take a few weekdays off. 

2. Increase Employee Engagement

The CEO of an estate planning services company chose to move to a four-day workweek. Perpetual Guardian saw 20% growth in employee engagement when they made the changes. 

It might seem surprising that employees working at different times or locations would be more engaged rather than less engaged. However, they often have better focus when working during their alert hours and without the stress and worry a nine to five job can bring.

They’ll also be more inclined to join in on virtual meetings and stay updated on employee news through the company communication channels. Flexible employees don’t want to be left out. They just want the ability to move things around so it better suits their lives. 

3. Improve Productivity

Offering flexible work schedules can also improve productivity. It’s no secret that some folks are early birds and others are night owls. Those who stay up late have a hard time adjusting to early morning tasks. Their brains don’t kick into gear. By the same token, early risers may not like starting their day as late as nine in the morning.

When you let workers choose start and stop times, you also give them the ability to work when they have the greatest focus and mental clarity. 

Add remote options into the mix and you remove distractions common at a typical office. Instead of stopping in the middle of tasks multiple times a day as co-workers stop to ask questions or chat, employees will be in the quiet space of their home office with few interruptions. 

Some workers may even decide to work a split day, where they start in the early morning, break while the family has their busy time and return to work in the evening when all is quiet again. Parents with kids in school may find it easier to start a bit later and wrap up while everyone is out for the day. Flexibility lets your workers choose how they function best, and because of that, productivity will naturally rise. 

4. Balance Work/Life

You’ve likely heard the buzz in recent years about the importance of a work/life balance. People don’t want to be so career driven that they miss out on time with family and friends. By the same token, they don’t want to be so focused on their personal lives that their work suffers.

Offering some flexibility takes off the pressure of trying to juggle it all and reduces stress. Happier workers are going to be more creative and less likely to burn out. 

For example, John’s brother is getting married on Saturday and he wants to go to the rehearsal Friday. He can shift his work and finish a day early without missing any pay. The extra day off gives him the time to enjoy his family event and not stress about finishing projects that day.

Talk to your workers about what type of flexibility would be most beneficial to them at this point in their lives. A flexible schedule for one staff member might look completely different than the ideal schedule for another. 

5. Retain Top Employees

What is the magic ingredient that allows you to retain top employees while every business around you loses them en masse? More workers want remote options. Before the COVID-19 pandemic, the number of remote jobs hovered around 4%. The virus caused an uptick in the number of people working from home and increased the timing of how fast remote jobs grew.

Currently, the number of remote positions is around 25%, but experts think it will continue to grow in industries where work doesn’t have to be done in person. Factories and food services, for example, aren’t likely to go remote. 

Chat with your current employees about their expectations for going remote. If someone is thinking about leaving because they’re tired of coming into the office, you can easily offer more flexibility and hopefully keep a valued worker instead of losing them to the competition. 

6. Develop Talent

When your workers can put in 40 hours or even work 30-hour weeks rather than the typical 40 hours, you open up the opportunity for them to take courses and expand their education. You may attract top graduates who want to go on for their master’s or doctoral degrees. 

Put learning as a high priority. If anyone on your team wants to learn new skills or go back to school, find a way to work with their schedule. You’ll reduce stress, and the entire team will benefit from bringing new skills into the company. 

7. Show You Value Them

In a recent poll about why people leave their positions, around 57% of workers said it was because they didn’t feel valued at their current jobs or felt disrespected. Approximately 45% pointed to lack of flexibility. The combination of trying to juggle work with their lives and feeling unappreciated was the perfect storm that led many to resign from their positions.

When you offer a flexible work schedule, you show your employees that you care about them as individuals. It matters to you that they have to figure out when to drop the kids off at daycare or pick the dog up from the groomer. You understand their schedules sometimes change on a dime and it’s okay if they need to shift their hours a bit here and there. 

8. Decrease Absenteeism

Every employee has days when they don’t feel their best. Perhaps they feel a cold coming on or just stayed up too late the night before. Whatever the reason, when people have flex time,they can take a few hours or a full day off and not worry about losing their jobs.

Offering a flexible work schedule may decrease absenteeism because employees know they can just complete the work the next day or even that evening when they’re feeling better. You can also reduce office illness when you don’t force people to come in even when they’re under the weather. There’s no sense in spreading all those germs around and every employee growing ill and unable to do their daily tasks. 

Will a Flexible Work Schedule Benefit Your Company?

Not every marketing team benefits from a flexible work schedule. Many find the freedom to work from home and swap around days and times benefits everyone on the team. Unfortunately, a few employees not pulling their weight can ruin the perk for everyone. Set some firm policies for how your flexibility works and let your team members chime in if something isn’t playing out the way they’d like.

A flexible work schedule is something every company should try. You never know just how much it might increase your team’s productivity and employee morale.

Why Quoting Software Is Essential For Growing Businesses

To stay competitive, companies today have to adjust to today’s consumer expectations and embrace digital business management tools and all the accompanying advantages they provide. One of the best ways to accomplish this is by using effective business management software to provide quotes and proposals digitally via email or text. Some tech-savvy companies provide memorable customer proposals via interactive video proposal reviews.

In the 2020s digital decade, positive evolution in business operations technology has increased the necessity of updating business processes—or risk going the way of the dodo.

dead as a dodo

So, what exactly is “quoting software?” Quoting software works from a regularly updated, detailed transcript of the services that your business provides and clearly outlines your prices for various services and product configurations. The best quotation software systems guarantee that customers are receiving exactly what they are looking for, allowing businesses to build a reputation of trust and transparency with their customers. Over time, this leads to converting more sales leads and referrals, generating more business, and maximizing profits. Automating the proposal process is an essential part of helping a business grow. 

Online Quoting Software: The Ins and Outs

Using online quoting software helps businesses be prepared for the demanding challenges that—if handled properly—allow them to maximize the profit of their services and enable them to grow faster.

Some of these challenges include not only accurately pricing your products and services at the outset of any engagement, but also managing dynamic price changes in the products and services themselves as market conditions change over time.

quoting software

Tweaking these cost changes manually every time your salespeople prepare a quote or customer proposal is tedious and time-consuming at the expense of your business’s overall efficiency. Moreover, a manual process leads to errors, further reducing information accuracy and wasting sales time that should be spent developing new opportunities. 

To reduce the risks of errors and increase operational productivity, the process by which your business provides quotations and proposals to your customers and prospects benefits from optimization. Quotation software centralizes the quotation process and automates it, safeguarding the data from potential human error to a much higher degree than by utilizing disconnected, manual processes.

Businessman showing virtual screen of gear cog icon present operation management involving business process, workflow, problem solving, high performance, monitoring and evaluation, quality control.

Process automation simplifies everything—it saves time for sales staff who no longer have to manually research, copy, paste, then confirm price changes (with a manager?) before finally presenting the quote to the customer.

With employees having more time for other tasks, companies should be able to increase productivity by identifying additional manual business processes to automate—new projects or initiatives that, perhaps, had previously lacked sufficient manpower and focus to get underway.

Maximizing Profits For Small Businesses Using Quoting Software

Quoting software helps small businesses deepen customer relationships by responding quickly to their individual needs and demonstrating attention to detail. One of the main issues that arise for small businesses is when customers ask for minor changes, but the information they requested has already become outdated.

Information automatically generated by quoting software enables businesses to tailor the output of information always to match specific customer preferences. Manually, it is difficult to manage personalized configurations and custom quotes for each order. Quoting software manages and adjusts the price of an order, product, or service by using automated customizing tools.

As a result, quoting software for small businesses helps cultivate repeat and loyal customers and allows for-profit businesses to meet their end goal: maximizing profits

Business people holding financial growth concept illustration

In addition to developing relationships with customers, clients, and vendors, quoting software maximizes the efficiency and effectiveness of overall job performance.

Speed is an important factor to consider, especially for B2C service businesses that provide services to homeowners. Getting quotes to clients faster than competitors increases the likelihood of impressing prospective customers and closing business quickly. Since it can be difficult to manage lots of configurations, especially those centered around complex purchases, quoting software becomes indispensable, giving businesses complete control over the process.

strategic competitive advantage

Quotation software gives your business a strategic competitive advantage. The speed at which you’ll be able to get proposals into the hands of both new leads and existing customers translates into dollars.

Also, given that a price quote is one of the first things your customer sees, it’s important that proposals are presented to the customer in the most professionally appealing way possible. Quoting software comes preloaded with branded templates that improve the readability and design of quotes, making them more intuitive, and easier to say “Yes” to.

Choosing the Right Quotation Software

Quoting software, especially as part of an all-in-one business management ERP solution, is essential for any business that seeks long-term growth by streamlining its workflows, data management, and CRM capabilities. Since there are a multitude of different software solutions on the market, the question becomes which would best fit your business.

Zoho CRM: Is It The Solution Your Business Needs?

It’s hard to know exactly what every customer wants. Some expect personalized service and attention on a near-daily basis, while others are content with being left alone until a crucial conversation is needed. Regardless of the type of customers that your business has, it’s important to have a way—scratch that, many ways—to reach them.

Scattered emails, customers that use various chat applications (not the chat app that your company supports), and phone calls to and from personal lines may have gotten the job done in the early days of your business, but these communication channels no longer cut the mustard as your business grows and expands.

One solution that businesses have enlisted is a part of the Zoho suite of software products: Zoho CRM.

Zoho CRM: What You Need To Know

Zoho CRM offers businesses a customer lifecycle management solution that allows prospects to be tracked through the sales funnel, with some automation to do some of the heavy lifting. Zoho CRM offers competitive customer relationship management capabilities, but does it offer everything that a full-bodied ERP software solution can?

Let’s look at the positives and negatives your business may face when choosing Zoho CRM, and how and why other alternatives may be a better fit for your business and its unique needs.

ERP business management software solutions

Pros Of Zoho CRM

Many businesses are familiar with the Zoho suite of products. Zoho has over 40 apps in total that perform a number of different functions. Zoho Desk, Zoho Recruit, and Zoho Meeting are just a few of the many products that Zoho offers. 

For Zoho CRM in particular, there are a few areas where it stands out among the competition. G2, a leading software review source, lists Zoho CRM’s data import & export tools among its top features. Also, its contact and account management functionality is one of the areas that it functions the best. 

As for the price of Zoho CRM, it’s affordable for businesses of any size. Zoho CRM offers a free trial, and its plans begin at $14/month per user. However, this base plan doesn’t come with all of the features that the enterprise plan offers. The Zoho CRM enterprise plan begins at $40/month per user. Some CRM bundle subscriptions go as high as $69/month per user.

Cons Of Zoho CRM

On its own, Zoho CRM is a powerful customer relationship management tool. From a brand with a worldwide presence, the tools it offers provide value to customers and its easy-to-use design feels comfortable for those who may not fashion themselves as inherently tech-savvy.

One of the most glaring downsides of Zoho CRM is not about Zoho CRM itself, but about the Zoho applications as a whole—while each individual module is powerful, functional, and affordable, getting the most out of Zoho requires using and paying for any number of the Zoho suite of applications. 

In other words, the price and complexity of juggling various software packages can really add up. For small and growing businesses that require multiple users on the system, this cost is often too high to justify. Instead of a single, all-in-one business management software platform that handles everything from accounting, projects, and time management in addition to CRM capabilities, Zoho has essentially split up these features among its 40-odd modules.

zoho crm alternative

While this is ideal for some larger organizations that only need one or two modules to accompany their existing, legacy software solutions, it is less than ideal for smaller organizations that are in need of a complete business management software solution.

Beyond the cost of deploying multiple software products, Zoho CRM falls short when it comes to customer support satisfaction. G2 reviewers have ranked Zoho CRM’s quality of support at 7.5/10, which is below the CRM industry average of 8.6/10. Capterra—another leading software review site—lists a 4 out of 5 rating for customer service.

Zoho CRM: Will It Work For You?

While Zoho CRM offers competitively priced and intuitive CRM tools, it falls short when it comes to offering other vital, non-CRM-centric features that provide immense value to small and growing businesses. For those that are extremely budget conscious and looking to get the most value out of their technology stack, there are some Zoho CRM alternatives that are worth looking into.

Further, many reviewers acknowledge that while Zoho CRM functions well, getting a hold of and receiving valuable help from the Zoho customer support team can often be difficult.

Striven – The All-In-One ERP Software

Projects, operations, tasks, and HR benefit from software solutions. And in today’s world, most companies need a software solution compatible with today’s landscape of working remotely. Having CRM software on its own just isn’t enough anymore, either.

The Zoho family of products contains modules and add-ons to accommodate all of your business needs. However, unlike other all-in-one business management software solutions such as Striven, expect to pay for each additional module and piece of functionality that you’ll need. With Striven, you have all of the tools you need to succeed in one place, together and simplified. No need to worry about paying for add-ons or bloated software that simply doesn’t fit your business needs. The best part? You can try it for free.

How CRM Software Can Kickstart Your Sales

Post-it notes, notebooks, filing systems, Rolodexes, and spreadsheets. They all have two things in common: they’re used for storing information, and they don’t share very well. They don’t talk to one another, and passing them to the next person sometimes requires interpretation. They’re like kids working on a group project with the same basic instructions but entirely different ways to tackle their part.

Stressed office worker with too much demand on thier time

They’re highly individualistic when it comes to customer profiling. Your sales agent might use:

  • a post-it to jot down their lead’s new address from a recent phone call. 
  • a filing system or a Word document to hold information on each client’s purchase or interest. 
  • a spreadsheet with manually-entered vendor information they obtained at last month’s conference. 

And your employees will also record their customer data using a style that may not transfer well to someone who needs to know: you. The group project leader.

Your services or products themselves take many routes to obtain new clients. Word of mouth, search engines, any advertising you may deploy, social media, and partnerships are all avenues for building your professional community. But where does that information get stored at the customer level?

Consolidating Your Customer Profile

Isolated information from these methods fragments your customer profile. And as your client volume scales upwards, things become more complex and more difficult to track without a centralized solution. 

No matter what type of growing small business you manage—service-based, manufacturing, distribution—you need a way to track that information. You need to: 

  • qualify and manage your prospective leads, and hit your sales targets as your presence grows. 
  • find a way to provide a personalized experience to each client by rounding out their data in an easily-accessible format. 
  • access hub where your lead sources, prospective customers, your existing clients, and their needs reside. 

You need a CRM, short for ‘customer relationship management’ software system.

But if you’ve never used a CRM, how do you know what to look for?

Key Functions of CRM Software

As Jason Kulpa writes in Forbes, a CRM system “creates a simple user interface for a collection of data that helps businesses recognize and communicate with customers in a scalable way.” CRM systems are built for client management and engagement.

crm software funnel

Here are some of the key functions of CRM software:

  • Puts your customers’ information front and center, allowing you to target their interests and give them an experience tailored to them.
  • Helps your sales team prioritize their leads and determine how complex their approach needs to be for each potential client.
  • Allows management to see how sales agents are performing, and where they need direction.

In order to know which CRM software will be useful for your company, it’s important to evaluate your business’ unique challenges. For a small business, your main set of challenges usually begins with the sales pipeline. Some questions you should be asking:

  • Where do each of your leads come from? 
  • How much time do you spend sending out emails to prospective clients?
  • Where do you keep your notes on each client’s preferences?
  • How do you track your sales?

These and other topics are important to identify and discuss with your team. Talking with your employees about their needs and doing your research will help you move forward with CRM software in a way that leads to a more efficient sales-client relationship.

CRM: a Gateway to Standardized Communication

The best CRM systems integrate across silos to meet the needs of all relevant departments, operating as part of a larger system that can do more. Yes, your sales team is the main user of your CRM, but how often does your entire team need access to related data?

Take service-based businesses for example, in which task management is routine. In real estate or property management, the services you provide clients in relation to a sale factor into your CRM needs. 

customer relationship management. people sitting on a CRM cloud

Some examples:

  1. As a realtor, you may need to stage a home in order to make the sale. You’ll have specific tasks that need to be addressed before the home can be considered ‘staged’: remove or decrease personal items of the owner. Rent furniture and/or plants to give the property the right look and feel for prospective buyers. Work on the home’s curb appeal to create a welcoming atmosphere during the open house.
  2. As a property manager, you may need to schedule a visit to replace the hot water heater in one of your client’s properties before they can obtain a tenant. When a new tenant signs a lease, you may need to need to remodel a feature of the bathroom or rekey the doors. And members of your team will need to respond to ongoing maintenance requests to keep those tenants.
  3. These tasks may or may not be done by the same people over time. So if you’re still taking notes on paper and using a filing system to keep tasks or larger projects organized, you’re doing your business a disservice. You’re in sore need of centralized communication.

Conclusion

crm software

Clients and tasks require you to have an accessible database of knowledge in order to attain a higher level of sales functionality. They also display the need for cross-functional software with features that address reporting, accounting, and project management.

So is CRM software right for your business? If you’re a business and you want to kickstart your sales in 2020, the answer is yes. 

This article is part of a series on CRM software. Stay in touch to find out more about CRM, its uses and functions, and how it can help your business grow in 2020.

The Best Features Hiding in ERP Software

When consumers are considering a company to do business with, they’re looking for a personal experience. Customers want to feel that a company values them as more than just a one-time sale– and they are willing to pay extra for it.  According to Forbes, “86% of buyers will pay more for a better customer experience.”

So knowing that a personalized experience largely motivates buyers, what can you do to improve your customer service experience? How can you increase the personalization in your business in order to persuade consumers to do business with you?

Start by investing in ERP software. An ERP system is a great way to gather information about both your current and potential customers. This information can later be used to influence your marketing campaigns and sales strategies.

But let’s think about how we can take this information one step further. How can you use this customer data to further tailor their experience? 

How can you create an experience that will make customers choose you, every time?

ERP Software 101

If you haven’t invested in an ERP software yet, let’s start at the beginning– what kind of information can you expect to gather on current and potential clients by investing in one?

Using an ERP system, you can collect basic consumer information like name, email address, and telephone number. In addition, you can also customize your system to collect more specific data like location, social media information, and past buying behaviors and communications with your company.

This information is essential for crafting your future marketing and sales efforts. Knowing the unique details of your current and potential customers can allow you to create a personalized customer experience.

You Have Customer Data- Now What?

person looking at all in one business management software

Now that you are equipped with all of the personal data about your current and potential customers (thanks to your ERP software), where do you go from here? 

Here are three ways you can use the data gathered by your ERP system to create a stellar customer experience:

Personalize Your Messaging

When you get a marketing email that reads “Dear valued customer,” how likely are you to read on? Most people get that far and immediately move the message to the trash bin. 

What if you get an email with your name in the introduction? Are you more inclined to continue reading? According to Oberlo, “emails with personalized subject lines generate 50% higher open rates” than those without. 

Using the information gathered by your CRM software, personalize your communications! By taking the extra step to customize your marketing efforts, your customers will feel you appreciate them and their business.

Know Your Customer’s Preferences

Let’s say you own a restaurant. A customer comes in and alerts your waitress that she has a severe peanut allergy. What should you do with this information? 

Add it to your ERP system. 

When a customer alerts you of a preference that would enhance their customer experience, like a dietary restriction, it should be your first instinct to add that information to your ERP software. 

By keeping a record of what your customers are looking for from their experience, you show that you place value on their customer service experience. 

According to Everage, “77% of consumers have chosen, recommended, or paid more for a brand that provides a personalized service or experience.” So by investing in your customer experience management, you are creating an experience that consumers will continue to want.

Follow Up With Customers When It Counts

Customer Relationship

Your CRM software helps you to keep track of all of your current and potential customer information—  put it to good use! Find creative ways to reach out to your customers to encourage them to do repeat business. 

Consider sending personalized messages to your customers on their birthday or for the holidays, which can include promotions or discounts. This is a great way to stay in touch with your customer base and provide them a personalized customer service experience.

Conclusion

According to an Iperceptions infographic on the importance of the customer experience, “76% of customers say they expect companies to understand their needs and expectations.”

Now more than ever, consumers want to know they are doing business with a company that has taken the time to get to know them. They want to know that the investment they have in a business is mutual. 

This is where your ERP system comes into play. 

By taking the time to gather your current and potential customer data, you can work to create a custom customer experience that will keep consumers coming back to your business.

6 (Extremely Effective) Ways You Can Increase Sales

Ask any business owner about their top concerns and you’re bound to hear it– more sales. Sales give a company the financial means to continue growing. According to HubSpot, “75% of companies say closing more deals is their top sales priority.” 

CRM

So how can you increase sales and support your team in the process? 

Invest in a CRM software system.

Multiple studies have proven the benefits of having a CRM system in place at your company. According to Capterra, “47% [of CRM users] said their CRM had significantly improved their customer retention rates and customer satisfaction rates.” 

But those kinds of results don’t happen by accident. It takes leveraging the information given to you by your CRM software, and putting that information to work, in order to increase sales.

What is CRM Software?

A Customer Relationship Management System (CRM) is a business management tool that can help you keep track of all of your company relationships. This could be relationships with both your existing customers and your prospective customers.

CRM Software  Built for Increased Sales

When used to its fullest extent, a CRM system can help you maintain or improve customer loyalty and simplify sales procedures. 

Here are 6 ways to increase your company’s sales with CRM software:

Capture Quality Leads

One of the best ways to increase sales for your business is to capture quality leads. Capturing leads is a no-brainer for any business, but the quality of those leads can play a major factor in whether the sale ultimately goes through. Thus, if you always use great-quality images, you will notice an improvement in your lead generation and marketing.

By implementing a CRM software system, you can use tools such as form integration on your website to capture a prospect’s information. Once that information is in your CRM system, your sales team can access customer data with ease.

Arming your sales team with this information before they follow-up with the prospect gives them the best chance to make the sale.

Target and Sell to Specific Customers

Once you’ve used your CRM system to collect information from potential customers, it’s time to put that data to good use! With your CRM software, you can sort your customers by parameters like demographics, stage of sale, or location, and then target your sales efforts using that information. 

By having the ability to sort and qualify your leads, you can enhance your marketing and sales strategies, thus creating a likelihood that your business will increase sales.

Streamline Your Sales Process

crm software using an erp

When you reduce the number of steps in your sales process, you increase the efficiency and accountability of your sales team. A CRM system can help you do just that. When you have CRM software in place, you can easily keep track of your sales team’s progress, as well as monitor all of your customers through every step of the sales process. 

Monitoring this information closely helps you identify which practices work (and don’t work) for your sales team– and make the necessary changes to improve sales.

Reduce Admin Tasks and Boost Productivity

How much of the workday do members of your sales team spend manually inputting sales data into spreadsheets? Wouldn’t their time and efforts be better spent working towards making sales? With a CRM system, that’s what they can do. 

All of your customer and sales data entry can be automated in your CRM. This not only decreases the possibility of mistakes that comes with manual data entry, but also gives your sales team more time to focus on creating opportunities to increase sales.

Keep Customers Coming Back

According to Small Business Trends, “It costs 5% more to acquire a new customer than it does to keep a current one.” 

It literally pays to invest in customer retention. 

By having a centralized storage hub for all of your existing customer data, you can figure out the best ways to market and sell to those customers. 

For example, if you know a customer purchases the same product every three months, reach out to them early and try to upsell them on an additional service. By showing your customers that you are invested in their past, present, and future experiences with your company, they will feel more inclined to stay (and continue buying) from you.

Get Accurate Sales Reporting

In order to make improvements to your company’s sales tactics, you first need to know what your current company sales landscape looks like. By having a CRM software system in place, you can easily generate customer reports using any parameters that you define. These reports can help you better assess what is (and is not) working for your company and what changes to make in order to improve sales.

Conclusion

crm software on erp system

Implementing a Customer Relationship Management system at your company is a great way to streamline several of your business practices. 

Storing all of your customer (and potential customer) data in one location gives your entire organization access to this vital information. If used to its fullest potential, the data provided from your CRM software can enhance customer relationships, increase company productivity, and ultimately, improve sales for your business.