What's important in a CRM system

Frequently the focus of a new CRM purchase is about the software. Web based vs. premise based? How does it sync with my Blackberry? 

Yet in the process of trying on potentially dozens of “solutions”, clients may forget what brought them to start looking in the first place. We’ve put together a list of recommended business benefits you should expect from your CRM investment. Keep these in focus before and after you buy. 

One more piece of advice... don’t buy anything if you aren’t going to invest in on going training for your users and coaching for your managers. If you need some help, give us a call at 847-382-4500. We’ve done this about 900 times. 

Minimum CRM expectations

•Manage customer information

oCustomer details

oActivity and communication history

oDocuments

oEmails

•Planning and scheduling activities

• Easily enter notes 
• Easily create follow up

•Marketing to identified contact groups

•Speedy and enhance sales communications

•Forecast sales

•Incorporate and follow a sales process

•Opportunity management – with full details

•Manage key exception dates

oMissed follow ups

oNeglected contacts

oExpired contracts

•Shared data with all co workers who touch customer

•Easily access customer data

•Management measurement tools-reporting

•Automated processes and workflow