Many of our existing customers use to use Excel spread sheets when they were just starting up but over time as they grew and took on staff the spread sheets grew too cumbersome to manage so they looked for an alternative.
They chose our CRM because it is centralised and everything in one place rather than the team working separately.
Our CRM has helped them to:
- Stop duplication i.e. more than one sales person calling up a prospect by mistake – our CRM enables searching to see if the lead has been contacted and records all of the communication and correspondence under a contact history which can be accessed by the whole team.
- Be more organised using the Task Management to set up task reminders within the contact for following up with email and SMS reminders so nothing gets missed or forgotten.
- Be able to assign tasks to colleagues and track the status through to completion.
- Do refined searches to drill down by tag groups and separate out contacts i.e. call backs or follow ups that can be found in an instance.
- Use an affordable solution to keep all the team up to date with customers, suppliers or new leads, accessed from anywhere on any device.