We use SuiteCRM, the open source fork of SugarCRM, to manage all our processes so every document, sale, email, project, task, issue etc. that relates to a client is recorded. In a couple of clicks we get a complete picture of our entire relationship with a client. Not just the sales relationship, because CRM is capable of much more than that.
Using CRM for your company sales processes may be all you feel you need to do. But you may get a lot more value from CRM if you put it at the heart of your company’s processes.
Too often, information silos grow in companies. Documents are stored on one server, emails on another, invoices and related information in the financial system, customer issues are stored on a separate database, meetings in another. So understanding the complete relationship you have with clients can often mean complex and time-consuming searches across multiple applications and databases.
But, not if you use CRM as a strategic tool. As the application that pulls together all the information that defines how you interact with your clients: how much they spend with you and what they spend it on, what problems they have been experiencing, who’s been dealing with them and what about, what marketing communications they have received from you and how many times did they read them.
One of the great things about SugarCRM is the ability to mold it to model unique business processes – often quickly and inexpensively.
If you’d like to discuss how we can help your company become more customer aware and reduce your information silos, then please contact us.
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