We all at some point have likely had to contend with endless emails, spreadsheets, and documents siloing or isolating important data and information about our leads and customers. With a CRM, you can integrate your data into one single source of information. You can use it to manage customer data and leads as they enter your pipeline through various channels and integrate them into a linear sales process.
Enable your entire sales and marketing team to get more done. Leads can be tracked through a linear sales process with access to information displaying critical data points for whatever the user needs. Having a centralized database reduces your paperwork and helps you limit the headache of digging through old emails. With a clear view of your leads and customers to access at any time, you will be able to focus on execution instead of endless email chains and spreadsheets.
With CRM dashboards and reporting features, your team and management will be able to make key decisions to improve and scale the business. You'll be able to quickly identify inefficiencies and take swift action to address them. Real-time reporting allows you to quickly assess what is going on and how the health of the business is looking without having to rely on exporting and aggregating data on a spreadsheet over and over. I can’t stress enough the importance of being able to quickly and efficiently generate sales forecasts and analyze the profitability of your various service offerings.
Please contact me (David Park - Inside Sales Manager) at dpark@alchemy-spetec.com if you have any questions or need technical guidance on choosing or using a CRM.