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When I'm communicating with entrepreneurs and executive management, we discuss the business benefits that matter most to them when implementing a Customer Relationship and Management system.  The following are 7 key benefits that will typically be discussed.

7 benefits to your business gained with CRM:

1. Build loyal relationships by maximizing the effectiveness of every customer interaction. 

We all know that successful business revolves around the depth and breadth of the relationships we have with prospects, customers, clients, partners, vendors, employees, etc.  CRM provides the one trusted source where your company's domain knowledge about people and companies resides.

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2. Turn insight into decisive action by analyzing performance, trends and business metrics.

Use business dashboards to slice and dice your backend database information so you can mark faster and more informed business decisions.

Make fast, reliable business decisions with an eagle-eye view of performance data.

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3. Create and manage marketing campaigns in one place - targeting the most profitable prospects.

Quickly identify who is responding to your campaigns and place new prospects into a drip marketing campaign to nurture the relationship with valuable content from your company.

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4. Resolve customer requests quickly and capitalize on new selling opportunities.

Gain exceptional responses about your customer service levels by knowing early the common issues and their resolutions by using your CRM knowledge database.

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5. Automate business processes thus maximizing team effectiveness and productivity.

Today's intelligent technology allows a person and department to get more accomplished in less time. Examples include Automated Lead management,  advance business alerts for critical events and automated work flow, or  Smart marketing automation.

Additionally having built in tools to help manage a sales persons day so they can easily click to filter the most important information or work from Inside Microsoft Outlook, boosts engagement, knowledge of the customer and productivity.

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6. Access vital information from Web, mobile devices, or Windows - even when you're offline.

Mobility is a must for working outside of the office.  Whether your sales reps are traveling on an airplane, sitting in traffic or working after hours -  your CRM system needs to provide 24 x 7 x 365 access to the information when needed.  That may be by a person is using a mobile table, smart phone or laptop.

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7. Customize your CRM solution to suit your unique business needs.

Every business has specific information that they need to improve productivity and business decisions.  The CRM solution needs to be "molded" to fit your unique circumstances.  Personalizing your CRM system will also improve user adoption, leading to long term success with CRM.

Infor CRM comes capable to work the way your business needs to work.  It can be personalized and tailor to the different roles within your organization.  Read examples of the solutions we have applied for our clients.

Each of these benefits is important in varying degrees to the entrepreneur and executive management. 

Select either the CRM readiness consultation and assessment or the CRM optimization consultation  to discover how CRM can help your business become more successful.  Give Dick or Julie a call at 269-445-3001 to get started now.

 

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