https://www.prosperworks.com | Many businesses suffer from a poor workflow and data management system due to their dependence on outdated tools, like spreadsheets, as a central point to add, retrieve, and update customer data. This directly affects customer relations, efficiency, and workload. In order to optimize work flow, efficiency, and maintain the integrity of data it would be wise to convert over to using CRM software. The purpose of this document is to briefly highlight the benefits that CRM software has to offer.
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Benefits of a CRM System for Your Business
1. Benefits of a CRM System for Your Business
As your organization expands, keeping track of your customer data and transactions by spreadsheet just
isn’t feasible. Unfortunately, many businesses believe that spreadsheet based systems are the only way
they can handle their data. These systems are time consuming to fill in and even harder to navigate, and
while you may not see an immediate problem with this, the end results are obvious.
Lost sales, disgruntled customers and uninterested leads are caused by more than just a hitch in the sales
department. In fact, businesses that complain of the above, are often without an effective CRM system.
These businesses believe that their current system of storing and accessing customer data is good enough,
and that CRM tools are too expensive. While it is true that some CRM systems offer very little benefit for
their high price tag, this isn’t the case with all CRM tools.
Firstly, a CRM system offers something that no spreadsheet based system ever could and that’s an
effective way to store, track and update customer data. This helps sales, marketing and customer service
track leads through the pipeline. This of course minimizes the risk of losing valuable qualified leads or
losing track of where a person is within the pipeline. With spreadsheet based systems, only one person
can update any particular page at a time, which isn’t really helpful when a lead has expressed interest to
one team, but the other is accessing the spreadsheet. How will the other team know that the lead has been
moved to a different stage within the funnel? The answer is -- they won’t. And as such, the lead may be
contacted again. This not only wastes time, but it also causes the lead to lose faith in your company.
Secondly, a CRM tool allows you to work from a remote location. In B2B organizations, lead times are
quite extensive and leads can literally decide to close a deal at any time. If your agent isn’t there to close
this deal, they just might find luck in your competition. CRM products that work in the cloud, offer the
flexibility of signing in from any device that carries a WiFi system. This way your sales agent is able to
log in, view early indicators in the pipeline that would suggest the lead is ready to close, and contact them
to seal the deal. If the lead should call the agent, they can access the system, drag the contact through the
pipeline and drop them in the “won” category -- officially closing the sale.
Lastly, one of the best benefits of having a CRM system is higher sales. A good CRM tool allows each
team member to see the history of their leads. When a lead contacts your business, they won’t be stuck
having to explain their needs over and over again. Each agent has the same view of the customer and
extensive notes pertaining to each call. This allows the agent to jump right into helping them rather than
asking them to repeat what they’ve already said before. This improves the customer’s view of your
organization, boosting their satisfaction, their chances of becoming a repeat customer, and their
willingness to tell others about your great service. All of these benefits of course equate to higher sales
and an increase in brand loyalty.
Description: ProsperWorks CRM software works right in your Gmail to create the perfect solution for
your growing business. This CRM system streamlines your business functions and encourages team
collaboration, boosting both sales and customer satisfaction.
2. Bio: ProsperWorks is a new CRM tool set release Spring 2014. This easy to use CRM system works
along with Google Apps to provide cloud access to your most important business activities. No extensive
learning curves, and no busy user interface. It takes less than 10 minutes to set up and get going. It’s that
simple.