CRM makes it easy to attach documents to a record, capture time/date information on interactions and search records, among many other small, simple features that allow clear information on a client’s record.

  • A well designed and implemented CRM focuses on the CUSTOMER RELATIONSHIP – This is the “leg up” many business have on competition, consistently treating their customers better than the average business.  One element to this strategy is accessible client information and consistent process, both of which can be innate features in CRM.
  • Quick Access Anywhere – I hate business cards, I also hate not recording enough information when entering a contact into my smartphone.  CRM gives mobile access to retrieve and enter data, so a salesperson can have the right information in the right place from the start.

Leave a Reply