On social media we have been asking if you use a CRM. Check out our social media and follow the questions. We’d love to hear your thoughts – This is as much about engagement and helping each other, as it is about promotion. So pop over to our social and get answering. However today we are looking at what a CRM is and why you should consider using one, if you don’t already.

CRM stands for Customer Relationship Management.

It refers to a strategy and set of practices that organizations use to manage their interactions and relationships with customers.

Some people we’ve talked to recently use a spreadsheet to organise this data, but this starts to get very tricky and cumbersome when dealing with higher numbers of contacts, and operating different functions and implementing different campaigns.

CRM systems and software are commonly used to streamline and automate various customer-related processes.

Key aspects and benefits of a CRM system:

• Customer Data Management
• Sales and Lead Management
• Customer Service and Support
• Marketing and Campaign Management
• Analytics and Reporting
• Collaboration and Communication
• Customer Retention and Loyalty

Implementing a CRM system requires careful planning, customization, and integration with existing systems. Sayers Solutions works with you to manage the adoption of the technology, as well as assisting with conversations with partners, providing reassurance and training along the way.

It also involves training employees to effectively use the CRM tools and ensuring data privacy and security and we look forward to discussing these elements with you, pointing you in the right direction for information about current legislations and obligations.

Overall, CRM helps organizations build strong customer relationships, improve customer satisfaction, streamline processes, and drive business growth by leveraging data and insights to deliver personalized experiences and targeted marketing efforts.

Don’t worry if you don’t currently use one or think they are really expensive. We often discuss with clients, free or of minimal costs to start using. It depends on their starting point.

However, if you want to use the fancy technology to automate, prices can scale up, so exploring which best suits your organisation and intended growth would be advisable.

If you would like to discuss whether (and how) you use your CRM please get in touch.

We’d love the opportunity to chat about your options of implementing or optimising your CRM.

Get in touch to let us know you are interested, book a timeslot and receive a download of the questions we are asking on social media please click on the button below.

You can also book a Suggestion Session with Sayers Solutions; these are free 20 minutes coaching and consultation sessions, to see if and how we might work together.

Alternatively sessions can be booked in 1 or 2 hour slots, and can be purchased in blocks!

Want to have access to all of the questions that we are sharing on social media? You can request it here.