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Productivity Tips, Results Gained with CRM, Business Relationship Development, CRM System Importance,

5 Min Read

Red Flag - Wasted time searching for a key piece of customer info..

Have you ever wasted time searching for a key piece of information about a contact or needed to retrieve exactly what you sent to a customer/prospect?

One of the frustrations we often hear from a prospect who is inquiring about our solutions is the difficulty in finding information that they know is somewhere.

This scenario is a "Red Flag" that signifies a need for a contact and customer relationship management.

Never waste another hour searching through paper-based systems, multiple spreadsheets, and e-mail folders. With a CRM system, you have complete information at your finger tips. And, if you don't find immediately what you're looking for, you can perform ultra-fast relational database lookups, even when searching on a partial name or word.  

Beyond time savings, you'll reduce your frustration by quickly determining whether the data exists.  One prospect that became a client stated they saved more than 20% of their time by now having a central CRM database to find what they needed more easily!

A contact and customer management system equips you with instant access to nearly limitless notes and history for each contact, so you're never caught off-guard when a customer calls. Simply click the Notes tab, for example, to see the details of your last correspondence. Did you remember to send the proposal? You'll know precisely when you sent it by clicking the History tab, where all your completed activities appear.  How cool is that!

Contact_Activites_History_Creatio CRM


Using your CRM system also never means having to frantically search through your sent e-mail again!  Every interaction (including e-mail) is tracked on the contact record, so you have a history of all communication with each customer.  How many times has email been purged from your Outlook e-mail system and you'd wish it was saved to the related contact?

Speedy, comprehensive searches -  Yes,  the contact and customer management systems we implement can do that !


Read about other results gained and success with CRM.

Find about other red flags that point to a need for contact and customer management.

Interested in taking the next step?  Sign up for a free CRM readiness assessment consultation, here.


What tools do you effectively use to find quickly that critical information about a contact?


Topics:   Productivity Tips Results Gained with CRM Business Relationship Development CRM System Importance

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