We all know that working with a company, a complete sales team, and a big client base can be overwhelming. Between working on new sale propositions, offering the best client experience, and making sure no leads are left unturned, it can be difficult to maintain high standards and not feel buried in an infinite workload.
Being in business is hard. It’s a challenge every day to provide your very best to the world, and we completely understand when we see people struggling with getting their company to the level they want it.
So how can we make it easier? CRM is often considered the best solution, but you might still wonder why it’s such a great tool to have in your business. You might even wonder if it’s worth the amount of effort or capital it requires to integrate CRM into your business.
Make no mistake, CRM is big software that requires a good amount of commitment on your part to work at its best. However, it’s actually very beneficial to your company to have it as your ally. It’s like a super employee that has all the information and makes your life easier.
CRM is kind of a saviour. You might laugh right now, but it’s true. It’s this superhero that comes in your business to fix what can be fixed, and help you with whatever you need in terms of customer relationship, sales, and marketing (which is basically the heart of any business).
And to prove it to you, to show you how much of a Wonder Woman CRM is, here are 5 benefits of having a CRM in your business:
Benefit #1 of a CRM: centralized information
Obviously, to be able to work, your company must handle a lot of data every day. From client information, to past orders, to issues with your customers, there are tons of valuable information in your files.
But is it easy to find specific information right away when you have a client on the phone? Do you have to work for many hours gathering all the needed data to put a sales pitch together? Can your customer service quickly resolve an issue by pulling up the client history and useful info in a minute?
I bet that even if you have all the information, it’s always a huge time loss and a drain on your productivity to handle so much of data.
That’s where the benefits of having a CRM come in handy for you: centralized information. By having your client files, your order history, your sales pitches, and your customer service tickets all in the same place, it’s easier to manage your daily client relationships.
Do you ever pull your client’s previous order to duplicate it? Your customer representative is trying to understand the mistake in the present order? Your client needs a whole new project, and you need to better understand the matter of the last meeting? You can find anything with one click.
Benefit #2 of a CRM: improve your customer service
Obviously, with all the information in the same place, there’s never a problem that’s left unsolved. Anything they need to know about the situation is at the tip of their fingers.
So, when a client calls looking to solve problems, you can easily pull up all the past conversations across all channels that your team and the client have exchanged to understand the situation without having to ask the client to repeat.
The benefit of having a CRM is that it can even guide your customer service team through a wide range of common conflict resolution paths, so they know exactly what they need to do to quickly fix the problem and ensure maximum client satisfaction.
Plus, a CRM provides you the benefit of having all the tools to personalize your communications with your clients, to improve them with surveys, and even tap into an opportunity at the right moment with marketing funnels. A CRM is really there to support your company in building lasting, loyal, and happy customer relationships through data, automation, and a wide range of tools. You can then leverage your data and processes to provide real value before even engaging with your customer.
Benefit #3 of a CRM: standardized and optimized processes
Apart from your customer service team, another CRM benefit is also to be incredibly useful for your sales team with centralized information, and its ability to reach your clients across multiple platforms and channels.
It’s true, a CRM can support marketing efforts, but it especially supports the sales force of your company by standardizing and optimizing processes. The benefit of having a CRM is that it will help create better email with a greater open rate using proven layouts. You can even use the statistics from the CRM business intelligence tools to guide you toward better email marketing practices for your clients.
And obviously, when we talk about standardized and optimized processes, we also think about all the steps you can take to follow up with your clients who are advancing through your sales funnel. When keeping track of your client’s journey with email, phone calls, and follow up files, it’s much easier to provide personalized interactions with them and to create the perfect opportunities to conclude sales.
Benefit #4 of a CRM: automating sales forces
And while you can help standardize and optimize processes with a CRM, you can also support your sales team by providing automation tools for a wide range of daily actions.
It’s well known that sales teams are often buried in repetitive tasks, emails, and follow-ups. While trying to keep track of every lead or opportunity, your sales teams might have a hard time closing sales because of all the work invovled.
A CRM here can be really useful by automating alerts and notifications to remind your teams about forgotten leads or opportunities, and even create customized alerts if the lead has taken specific actions (like returning to the website or signing up for another webinar). No need to lose time keeping track manually, reviewing files, or contacting clients at the worst moment, your CRM can send you a notification when an action is required from your sales team.
And obviously, if your CRM can send you automatic alerts, it can definitely take care of some tasks that are time consuming for your sale teams. As I said earlier, a CRM can provide templates for your teams, so they don’t have to rewrite emails each time. But that’s not all; a CRM also automates the process of sending follow-up emails to your clients from your sales people at your chose interval. No waste of time, it’s all done by your CRM and your sales teams can work on closing sales while the system takes care of repetitive tasks.
Benefit #5 of a CRM: gain insights in business intelligence
And most of all, a CRM is not only software that supports your sales or your customer service teams, but it’s also a powerful tool that gives you access to analysis and reports that could change your way of doing business.
With the business intelligence of Microsoft, like Power BI, available in Dynamics 365, your team has access to automated reports that give useful insights when it’s time to decide. You can easily see your future with business intelligence that provides you information to plan your upcoming orders and inventory.
Plus, to better support your sales teams, the analysis gives amazing pointers to identify the best practices to increase your sales, but also to automatically target leads and opportunities. Set up your own criteria and identify opportunities for closing deals in an instant. With business intelligence, you save time at every corner, and work more efficiently in closing sales.
But ultimately, the benefit of having a CRM is that it can help you create long lasting relationships with your clients
As you can see, the 5 reasons to adopt a CRM go far beyond the simple client folder or sales process. It helps you create true relationships with your clients, understand their needs, and seize opportunities at the right moment to be productive. The ultimate benefit of having a CRM is that it can power you toward building profitable relationships from start to finish.
The CRM, at first, can truly help you target the right leads and establish trust in your relationships with your clients. With the support of technology, of automated processes, and alerts you can really maintain better professional relationships, and create deep links between your clients and yourself.
And once those relationships are created, the CRM follows you at every corner to support you and to help you offer real value to them. With the advantage of business intelligence and analysis, it’s much easier to get your client’s attention with tangible solutions to their problems.
And finally, with the help of a CRM, you can completely change the way you handle business. You can choose to establish relationships, nurture links with your clients, and let technology give you all the tools to close deals at the right time. In fact, what a CRM ultimately offers you is the ability to learn from your clients, and provide value and expert advice, so they can come to you for solutions to their problems.