Introduction to CRM software

Reading time: 2:10

Using Customer Relationship Management (CRM) software helps you to manage your interactions with potential and existing customers, keeping all of your customer data centrally and improving the customer service you provide.

Here, we explore what CRM is and how it can help you and your business.

Introduction to Customer Relationship Management software

Time to watch: 2 minutes, 26 seconds

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Businesses who use Customer Relationship Management systems, or CRM, to manage their sales and customers, see on average an 18% boost to their productivity. A CRM system has the capability to simplify your processes and enable you to be more profitable and efficient.

Using a CRM system means that you can store your customer contact and order data all in one secure, central location. This helps you to bring consistency to your customer service no matter what channels you’re using, better plan marketing activities across your customer base, and have full visibility of your sales pipeline.

Automating time consuming tasks like inputting sales data, or manually checking promotion end dates, can free up your team to spend more time following up on new business leads, or focus on providing excellent customer service.

A CRM system is particularly useful if you’ve got sales and customer service teams who need to use the same real-time information, or can help a marketing team plan your next promotions.

Let’s see if a CRM system is something that your business and employees could benefit from.

Do you rely on emails, sticky notes and spreadsheets to follow up on opportunities?

Want to understand which promotions are making the most money?

Need to breakdown customer information by location, demographic and buying preferences?

Keep track of which team members are talking to customers and when?

Or want to plan longer promotions across different channels, but need help to manage them?

If this sounds like you, then it’s time to look at how a CRM system could help your business.

Help to Grow: Digital is designed to support businesses like yours to adopt new digital technologies such as CRM software, through expert advice, guidance and access to funding.

Take a look at our Help to Grow: Digital Online Learning Platform to find out more, including how you can access a discount of up to £5,000 to purchase eligible CRM software today.

What is CRM software?

CRM software gives you a complete overview of your customer base across the core functions of sales, service and marketing, providing insight to help personalise your customer interactions.

The software collects data from your sales leads and customers all in one place, analysing calls, emails and meetings, helping improve customer service, drive sales, and increase revenue.

CRM software can help you to organise and prioritise sales opportunities for teams across your business, so you can spend more time connecting with your customers and securing sales.

Once adopted, it also helps you segment your customer base, create sales reports and scale your sales process, as well as assist you in forecasting for sales periods.

Why should you care about CRM?

Businesses that use CRM software to manage their sales and customer information see on average, an 18% boost to their productivity, according to a recent study by the Enterprise Research Centre.

If you want to manage your key sales and customer data more easily and use it more effectively to grow your business, CRM could be a great option for you.

Is CRM software right for you?

CRM software might be right for you if you want to:

  • Keep a closer eye on your sales metrics
  • Gain a better understanding of what drives your sales
  • Find out more about your customers
  • Understand interactions between your staff and customers
  • Keep track of future business prospects, while better serving your existing customer database

Even if you only have a few key customers, CRM software is likely to benefit you when it comes to growing your business.

The benefits of using CRM software for you and your business

Using CRM software offers a number of benefits to help you and your business succeed.

As well as providing visibility of your sales forecast, CRM software simplifies storing customer data, order history and details of previous interactions securely, all in one place.

You’ll be able to provide better customer service too, leading to an increase in retention and sales, while reducing complaints.

Adopting CRM software can allow your team to focus less on paperwork and more on serving complex customers and developing leads in new markets too.

Next steps

If you’ve considered CRM software before, but worried about how to implement it into your business, or how it would be paid for, you're not alone. Many businesses feel cost and knowledge are barriers to adopting new digital technologies.

Help to Grow: Digital guidance

6 steps to choosing software

Digital technologies can help your business grow. Our 6 steps will steer you through the buying process, so you can make the right choice.

Would CRM suit my business?

Take a deeper look at the main features of Customer Relationship Management (CRM) software. Benefits range from workflow and reporting automation to a 360-degree view of your customers’ activity.

Apply for 50% off business software

Eligible businesses can get 50% off, up to £5,000, in approved Digital Accounting, Customer Relationship Management and eCommerce software.

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