Normally at this point if I was using another CRM solution or not using one at all I would call the warehouse, ask them if we have anything in stock, wait, then send an agent to deliver it to him.
In this situation, I’ll assume that my client needs to replace some of his company’s hardware before he can get up and running. Once I have all the clients information I can then troubleshoot any issues he may have. This saves everyone involved an immense amount of time and means instead of everyone wasting the customer’s time and searching through old records and documents your entire focus is on meeting your customer’s needs. If that client tells me that he had been talking to my colleague John about the system crash I can even look at any emails that John had sent or received in relation to this client in Dynamics CRM without ever having to discuss anything with John. That will pull up their customer profile which includes all the information that was added when they first entered the business, and any other interactions they may have had with the company. If one of my company’s clients contacts me about a system crash, I can enter their phone number in Microsoft CRM’s search. With Microsoft Dynamics CRM any information you collect about a client is immediately available to you. My colleagues could be out for lunch, sick, or out in the field. The main difference between this process and a CRM solution like Microsoft CRM is that many of the tasks you may be doing manually now are automated.įor someone like me who has to deal with marketing to clients and taking quick feedback from clients and partners, I do not have time to waste trying to get the most recent email or customer information. If your business sees any growth, that won’t stay the case.Īssuming you spend 10 minutes handling a client and keeping track of all their order details and information you can understand how that would add up and that does not include any additional tasks like sending follow up emails or setting up reminders for your customer service reps to follow up the order. Keeping track of a handful of clients ordering ten computers is not hard, and is easily taken care of yourself. When your business is small these kind of half-measures will work fine. If you are currently using Excel, Word, or any other Microsoft Office 365 to keep track of your customer’s information or using an online tool to send out automated emails to your clients then in a way you are already taking advantage of your own basic form of CRM.
That is a lot of different solutions and programs that you use in your business and covers a really broad amount of tools. CRM takes all the information that a small business collects and produces and turns it into a powerful tool that lets you analyze information to support and improve customer relations while also giving your sales team the correct data needed to target and bring in more sales.
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