What problems does a CRM solve?


A good CRM will track and manage your interactions with customers, prospects, suppliers, and network partners. If you set this up well, it will drive your business growth, automate some of your repetitive administration and marketing processes, all while maintaining your data integrity.

A common problem we encounter is a poorly set up CRM, with unclean data, which results in inefficient use of the system.  Clients will often have data that has multiple duplicate entries, no segmentation or incomplete records rendering the data effectively useless.  When a CRM is not set up correctly, the sales, marketing and automation aspects can be severely impacted, reducing the usability and effectiveness of that system.

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How a CRM Works.


Customer Relationship Management software will track and manage your interactions with customers and prospects and help you drive your business growth.

Customer Service: A place for full records and all interactions in one all encompassing software, allowing you to see your customers entire history.

Customer Data: Your customer and prospect information all held in one record.

Communications: All emails, notes, documents held in the one record.

Marketing: eNewsletters, Lead Management, Customer upsells all in one place.

Accounting: Invoicing, Bills, and Quotes viewable without changing programs.

KPI & Goals: Goals, tasks, and project management tracked and recorded.

How does a CRM help you?


Having an effective CRM will take away the business overwhelm and enable you to have a clear ‘big picture’ of your business: accurate task and project status, linked client files to accounting and marketing programs.

A CRM will bring all the pieces of your business (whether sales, marketing or administrative) together into a succinct and efficient business tool.  This central hub of information can contain interactions that you undertake via email, phone calls, sales, web visits, meetings, notes and the list goes on!  More importantly, you can segment your entire database with tags and custom fields so you can sort and target specific sections of your contacts to engage with them in a more useful productive way.

Some areas a CRM helps are:

  • Customer Communications
  • Account Management
  • Sales Pipeline
  • Process Automation
  • Analytics & Reporting
  • Marketing Automation

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