If you’re still using Excel to manage any aspect of your business in this day and age, it’s time for a long overdue upgrade. Client relationship management systems, or CRM systems for short, is a very useful tool you can add to your business. If you have a database of clients’ details you need to manage, you should probably use a CRM.

CRM systems

Whether you have a call centre or not, having a bird’s eye view of your entire client base can help you save time, be more productive, and reach your business goals. CRM systems can be used to achieve this in the following ways:

Organising client data

Wherever you have a number of clients, it’s important to organise their particulars in such a way that it is easy to find and use. Many businesses use spreadsheets or even paper files to organise their client data. A CRM can provide you with a much more structured way of storing your clients’ data.

Contacting clients

CRMs are especially helpful if you need to contact your clients in bulk, for example, via email or SMS. If you’re using an email program and need to BCC everyone in, a CRM will make your life so much easier. CRM systems can target your entire client base at once, and also specific clusters of your client base if needed.

Lead nurturing

Losing potential clients because you find it difficult to keep track of the sales process? A CRM system can keep track of this process for you so you never lose out on potential business again.

Quotes and invoices

There aren’t many things worse for a business than having to design and send out invoices manually. CRMs can even make this process easier for you. With just a few clicks you can have a branded invoice which the CRM system can send out for you.

Need some guidance on client care? CareCall can help! Contact us today to find out what we can do for your business.