Published by Liz on September 6, 2021

What is a CRM system and should your business have one?

Lots of businesses make the mistake that a CRM system is only needed for large organisations, but the beauty is that many of them can be tailored to your specific needs and requirements. If you do not need a section that manages staff members and timesheets then you do not need to have that. A CRM system helps a business to manage its interactions with its customers and possibly suppliers. It is often software that allows them to create records for their customers and keep details on their contact info, purchases, packages they may be on and interests. Many of the CRM software packages can also link in to an accounting system or have its own accounts system to allow you to generate invoices, chase payments and track spending. It can greatly help to streamline processes so that not only can you cut down on human error but can also spend less time doing admin and more time doing work that can bring in more sales.

It has often said to vastly improve customer service as when a customer calls you, you can instantly find their account and have all their details to hand at once rather than having to dig around in a filling cabinet.