Marketing Agency | Colchester, Essex
If your business is growing or you have plans to grow to a larger scale then a customer relationship management (CRM) system is not just important, it is a necessity!
What is a CRM system? In a nutshell a CRM system is where you would store & manage your entire customer database. This could be clients, customers, non customers, potential customers etc.. This however is just scratching the surface.
Ok, so lets explain further. The advantages of a CRM over a standard spreadsheet is actually pretty incomparable as an Excel spreadsheet lacks quite a few fundamentals compared to a CRM system. Naming just a few CRM perks:
Speed of Access to Valuable Information, Automations, Lead Management, Analytics in the a wide variety of graphs, Lead Sources, Individual Customer Purchase History, Customer Sales Journey, Imagery Storage, Automated Employee Sales Targets & Results, Seamlessly connect all of your tools to view all data in one place across the business within one place. This is just the tip of the iceberg.
Yes you can store basic information on a spreadsheet names, DOB, address etc.. But this basic data alone takes time to manually input and offers zero output to a business unless you spend even more time and resources to scroll through section by section or opening multiple files to simply view or to squeeze out what should be easy access information.