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Why You Should Have Dedicated CRM Software

Customer data is a gold mine of information for companies seeking to improve customer service, retain current customers, earn new customers, and increase sales. In order to achieve the best future result, collecting and analyzing customer data is paramount – but not the way you’ve always been doing it.

The Benefits of Dedicated CRM Software

If you’re relying on the old methods of collecting and sharing customer information, your outcomes will be, at best, meager. The use of Excel spreadsheets for tracking recent sales and logging customer preferences and interactions doesn’t allow for the transparency necessary to keep everyone informed. As a result, very often, sales teams, marketing teams, and corporate executives are left in the dark with incomplete or inaccurate reports. Why? Because the data on Excel spreadsheets exists solely in an isolated file on a lone individual’s desktop or, if you’re lucky, on an office-wide network.

Sage Customer Relationship Management (CRM)

Sage CRM provides a database that holds all the information that your old Excel spreadsheet held, plus more. With that database, files are easier to access, information is transparent and available to all necessary employees, and updates occur in real-time. No longer does a customer call require a fifteen-minute search for contact information, transaction history, previous customer service inquiries, etc.

7 Questions to Ask as You Consider a CRM System

Who Benefits from a CRM System?

Sales teams benefit because they can prepare and track the prospect information, needs, wants, and connections faster. The central database helps larger sales teams work together more effectively, and if a team member leaves the company or account, the historic sales process is preserved.

 

Service teams benefit because they have all the information they need at their fingertips, making customer service calls easier and faster. The central database saves time, as any information necessary for and collected from service calls can be found and entered in one location.

 

Marketing teams benefit from the receipt of customer data that may help develop more targeted campaigns; in addition, they now have a tool to help with engaging clients on social media channels like Facebook and Twitter. The Sage CRM platform also allows all team members to collaborate more closely on their projects. For example, dashboards can be created and customized to monitor A/B test campaigns or to track the bounce rates on company web pages.

 

In addition, the mobile capability of Sage’s CRM suite allows team members to access customer contracts or answer vendor queries from anywhere they have an internet connection.

 

Most importantly, with the use of customer relationship management software, you have the history and tracking of the relationship, people, interactions, and products – improving both the value and the quality of your customer relationships.

 

Contact Southeast Computer Solutions to learn how customer relationship management software can take your operations – and customer service – to the next level of success.

 

 

About Southeast Computer Solutions

Southeast Computer Solutions is based in Miami, Florida, and has additional operations in Mexico. For over 30 years, we have positively impacted the success of small and mid-sized businesses with effective business management implementations that improve our clients’ operations. We listen, we are accessible, and we care. Learn more by visiting our website or calling 305-556-4697.

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