What is so great about CRM why do I need it?!

CRM is about making the most of your customers and prospects, aiding marketing, sales, service and management to deliver a better, and more profitable organisation.

With a properly installed Customer Relationship Management (CRM) system, your business can significantly improve the effectiveness of your customer interactions across all areas of the operation.

CRM is not about putting a DVD in a drive and “turning on” CRM.  CRM is much more about understanding what your organisation wants to achieve and building a system, using the solutions Caltech have on offer, to reach your end goal.  Processes can be automated and there are “add ons”, or accelerators that can be added to the CRM system to get so much more from it.

You may have heard of CRM but don’t understand the implications of implementing a system, you need advice!  Not just which software to purchase… do you have a phased installation or “big bang” approach, who will use the system, how will it be used and what benefits will my organisation derive from using it?  With over 400 implementations of various CRM systems, we really can offer great advice before you start…

A properly installed CRM system:

• Helps to define, standardize and manage the business processes that are vital to your success, while at the same time maximising the value for each and every interaction with customers and prospects alike.
• Ensures that everyone in the organisation has the information they need at their fingertips, whether they need to progress sales leads or deliver excellent service to an existing customer
• Allows all contact, by phone or email, to be recorded against the customer or prospects personal record for easy reference, and future contact can be planned and scheduled to ensure that no lead is ever lost, and no promise to a customer is ever forgotten…
• Targeted marketing campaigns are now simple!  Easy to identify suitable prospects for a specific campaign using powerful filtering features.  A campaign letter or email can be produced automatically, and the process of following these up can be managed and the results of the campaign analysed.
• Provides detailed management information to allow the effectiveness of sales, marketing and other function of the business, to be evaluated and improved.