CRM is not just a platform, but a practice to manage your business opportunities and relationships.
To do this effectively, we start by understanding the sales pipeline and how to push prospects through the process. This determines how CRM is setup: what information to capture, the pipeline steps and the activities and comms for each.
The central source of truth about your customers
This makes Sales’ life easier and feed Marketing data they need to be more effective.
The added benefit is that a better understanding of your customers translates to a better service and higher satisfaction.
Keeping it simple
CRM implementations are multi-million projects for Enterprise. But the investment for smaller businesses is minimal.
There are plenty of free or low-cost CRM platforms that can serve you well until your business grows to a point that a bigger investment makes commercial sense.
We have worked with a number of CRM platforms, such as:
The trick is to keep it simple. For example, if you only have a handful of leads coming in every week, you don’t need automation to handle replies – just email them back individually.