CRM for Management
CRM will allow you to see what is happening in your business and gives excellent, easily generated reporting.
Marketing
- How many campaigns are being run every month?
- What do they cost?
- Which are successful?
- Which are not?
- Who your marketing team targeting?
- Why?
CRM will give you all this information empowering your marketing teams and your directors to see your return on investment in marketing activity.
Lead generation
- How many leads are generated every month?
- Where have they come from?
- What happens to them?
- Who follows them up?
- How do you progress leads to Opportunities and then through to sales?
- What processes are in place?
- Are these automated?
- How much does each lead cost?
- How many leads are lost?
CRM gives clarity to these functions and ensures that no leads are dropped through any loopholes. It also gives clarity to teams working together and handing leads over to opportunities or further down the process, account management.
Opportunity management
- Who promotes the leads to Opportunities?
- How many are won?
- What ratio of leads convert to Opportunities?
- How many convert to sales?
Customer management
- How many calls were received from your customers last week, last month?
- Of these calls how many were complaints, service enquiries or further opportunities?
- Are there any frequent comments or calls that can be corrected via route cause analysis?
You need this information to be able to make informed decisions. CRM will give you the answers!
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