There are so many reasons why our customers chose a CRM system with Caltech, and why they chose a CRM system in general.

We surveyed 100 people and the top 10 reasons are:

• To have the information, collaboratively, across the entire business for everyone to use and see.  To satisfy the needs for everyone across the organisation
• Track leads more effectively and create profit
• Management reporting is far easier and readily available
• Ease of segmentation for marketing campaigns
• Aids the customers to respond quickly to leads, customer service queries and sales.
• Ability to easily predict cash coming into the business

• All information in one place – no more inaccessible spreadsheets across the business
• Automation of processes aiding staff productivity
• Homeworkers have the same valuable information as those desk workers
• To reduce costs as things are being done right and done once

CRM has a major impact on businesses through:

Shifting the focus from solution to customer

Ability to offer a solution that the customer may want, and not simply what we can offer as a business.