Frequently Asked Questions


Questions You Want to Ask

What is CRM?

CRM stands for Customer Relationship Management. It’s a sophisticated software platform that allows you to store and organise all of your customer information. This software platform comes in various forms so you can choose something that is best suited for your business. It will help you keep track of all your customers and their interactions with you.

Why do you need CRM?

CRM systems allow you to capture and store all leads and help you improve your sales. CRM doesn’t just store your customer contact information; it allows you to add notes and observations, which can have an impact on all future communications with your customers. You can use this information in your marketing efforts or future conversations. In addition, an efficient CRM platform will allow you to schedule emails, set automatic responses, send SMSs, and remind you to contact customers at a set time, with different platforms offering different levels of automation. The software will remind your salespeople to make the follow-up call at the scheduled time, and can be programmed to send lead-nurturing emails and content at regular intervals. CRM platforms allow you to track your marketing productivity and see the return on investment. While products and services bring money into the business, customers are your most important assets. CRM helps you gain more leads and nurture them into becoming customers. A business with a well-established customer base is more valuable than a business without one.

Who uses CRM?

CRM can be used across different departments within an organisation including sales, service, HR, accounting, and marketing. It helps every department to manage their customer interactions in the best possible way, as well as driving business success. This management of interactions could be related any aspect of business, such as customers, prospects, stakeholders, suppliers, employees, or colleagues. When all the important details are stored in one central location, you can quickly identify sales opportunities, marketing campaigns, and service issues.

Is it safe to store data in a cloud-based CRM?

Surely storing your data on a hard drive in your place of business has to be safer than in the cloud, right? Your work computer, terminal server and personal laptop are easy targets for cyber criminals, subject to a host of potential issues. From viruses to theft, your data is most vulnerable while in your possession. Cloud computing addresses this issue through constantly tested stringent data security, so that you don’t need to worry. With cloud-based CRM systems, your data has the same level of security as a multinational company, big bank, or a government organisation, at no extra cost. You never have to worry about theft or viruses because you operate your business out of an internet browser. If you lose your computer, you can simply log in on another one, with no interruption to your business!

How do you choose a CRM?

CRM Systems are available in different shapes and sizes to suit any business type, budget, use case and infrastructure. The options are limitless. If you are interested in a CRM system, contact us to help you on your way.

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