CRM System

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What is a CRM System and Why Do I Need it?

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A CRM system allows you to manage your customer relationships. After all, CRM does stand for Customer Relationship Management.

By helping you to keep your customer contact details up to date, track every customer interaction, and manage customer accounts, the best CRM tools enhance the customer’s experience with your business, drive business growth and increase customer loyalty. At its core, a CRM system creates a simple user interface which you can use to communicate with customers in a scalable way.

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Why are CRM systems important?

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In today’s climate, a CRM system isn’t just important – it’s essential. We all know the age-old business saying “customer is king”, and CRM tools ensure they are treated as such.

Building relationships with your customers will, in turn, create loyalty and customer retention, both of which will impact your company’s revenue. But that’s not all. A CRM system will also create structure and organisation within your company’s processes, which will result in greater productivity and efficiency amongst your workforce.

Ultimately, your CRM system is your most valuable asset. Sure you may have a dedicated management team, a great product and a perfect location. But all of these are aimed at attracting customers. This is all well and good if you are looking for short term ROI. But let’s be honest, you want your company to grow, which means consistent, repeat business. The best CRM tools allow you to nurture your prospects and existing customers, which is the fastest way to increase sales.

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Why do I need a CRM system?

If you own a business, and you know how important your customers are to your growth, then you will benefit from a CRM system. However, there are plenty of other reasons why your business should consider implementing CRM tools, such as:

You struggle to keep up with lead flow.

Bringing in leads is great! But keeping track of them can be difficult. An intelligent CRM system will store, sort and prioritise your leads, meaning they can easily be followed up. Salesforce includes Einstein AI, which uses historical and incoming customer data to flag which leads will be most important to your business.

Your customer information is hard to find.

When a business is just starting it’s not uncommon to use the trusty sticky note as a means of recording customer data. But as you grow, sticky notes, emails and spreadsheets just won’t cut it. A CRM system like Salesforce, will store all your customer data in one central location, making it easily accessible to your whole team.

You’re disconnected from your sales team.

Knowing what your sales team is up to is essential. Regardless of whether they’re in-house or on the road. The beauty of a sophisticated CRM system is the ability for team members to update details from their mobile devices. So no matter where in the world they are, everyone is kept in the loop and can act on information accordingly. The best CRM tools run in the cloud, so you and your team will never be restricted to only accessing or updating your system whilst in the office.

Your customer service isn’t up to scratch.

After all the effort you put into getting customers, the last thing you want is to give them a subpar service. If you’re spending more time responding to complaints than anticipating customer needs, you will benefit from a CRM system. Having a unified view of the customer and the ability to manage your case flow easily, you are provided with the best CRM tools to provide world-class customer service. With Salesforce, customers are guaranteed to receive a seamless interaction with no delayed handovers or having to explain themselves twice.

You want to expand.

Are you confident in your business’s ability to scale? Do you have the tools in place to handle a sudden influx of new customers? A CRM system will grow with your business, meaning you can grow without sacrificing productivity. Truly worthwhile CRM tools such as Salesforce are fully customisable which means it will fit your business needs exactly. You don’t have to worry about investing into your CRM again when you begin to expand, because Salesforce is a solution now and in the future.

You spend too much time on data reporting and analysis.

If you’re still manually entering data to produce reports, then it’s time to consider investing into your CRM. Having all your reports automated means you free up time to focus on the important things. Nowadays, CRM tools are highly sophisticated. Salesforce, for example, automatically generates reports, freeing up valuable time and ensuring nothing gets missed.

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Want to get your business up and running with CRM? Enter your details below to win a FREE Quick Start package!

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Latest News

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What are the benefits of a CRM system?

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There are clearly many different reasons as to why your business might need a CRM system. But what kind of benefits can you expect to see?

Save time. A cloud-based CRM system like Salesforce, gives you access to your files anytime and anywhere. No more switching between software to find all your information. And no limitations of only being able to access your data at the office. You’re free to be the responsive, immediate team that your customers want you to be. Automating invoices, payment reminders, welcome emails and targeted promotions will also save you an immense amount of time. Saving time by investing into your CRM not only benefits your customer who will experience less delayed handovers and communications, but also your staff who can update the CRM system at any time, anywhere.

Cultivate a customer-centred environment. The clue’s in the name. “Customer relationship management”. Your customers are what eventually shape your business, giving you a sense of purpose and direction (and let’s not forget about the revenue they bring in). Salesforce allows for seamless interactions with customers. No more trying to recall facts, and no more asking questions the customer has already answered. You have everything you need to know in one place. You get to focus on the customer, and the customer gets a world-class experience. The best CRM tools are there to guarantee that the customer comes first in everything you do.

Improve productivity. Effective CRM tools don’t just improve the customer experience, they also improve the experience of the user. With data readily available to staff, and communication quick and intuitive, employees are given all they need to feel empowered to do their job well. And that’s not all. An intelligent CRM system, such as Salesforce, allows you to track your employee’s performance, meaning they always know what they’re doing right and how they can improve. So investing into a CRM system is not only for your customers! The best CRM tools massively improve the processes and experience for your team as well.

Improve customer service. Your time is valuable, but so is your customers. If they are experiencing a problem with any part of your products or services, they aren’t going to be happy if the resolve is dragged out over a number of days or weeks. Enter, CRM. Incorporating a CRM system ensures that problems can be taken care of quickly. As soon as a customer contacts your company, your representatives will be able to retrieve all available activity concerning past purchases, preferences and any other information that will be conducive to problem-solving for the customer. CRM is the key to being known as a company who looks after their customers, and the best CRM tools guarantees this from the beginning.

Better analytical data and reporting. CRM systems remove the possibility of miscalculated data. Pulling data from your system, software such as Salesforce can easily and accurately produce performance reports or sales goals. Better reporting will guide your future strategies, induce more effective decision making and ultimately create greater customer loyalty and long-run profitability. So CRM is not just great for the customer, it is the perfect solution to tidying up your business processes and becoming more efficient in how you work.

Grow efficiently. The alignment of customers and businesses mean CRM systems help your organisations scale up. Salesforce has an array of add ons and extra features which can be bolted on to your system to grow with your business. This means no matter what stage your business is at, you’ll always have a CRM system which is suited to your needs. The best CRM tools will work for you no matter what stage of growth you are at. Are you a startup? Or have you recently expanded to another location? Choosing CRM tools like Salesforce guarantee that you can expand confidently knowing that your CRM will expand with you.

Customers are the key to a successful business. So investing in an advanced CRM system allows you to understand your customers and give them what they want. By organising your data and establishing effective internal and external communications, your overall business processes and model is improved. CRM is therefore to secret ingredient to an efficient, customer-focused and well-organised company.

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Here’s your chance to win a Quick Start package with OYF!

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If you’ve been considering a CRM system for some time now, but have been put off by the amount of time and effort that’s needed to migrate a lot of important data, keep reading!

Every month we’ll be selecting a lucky winner who will receive a FREE Quick Start package with us. Many people are unaware that once they’ve purchased Salesforce, they have to configure it themselves, as Salesforce isn’t involved with the configuration process. This can be daunting. After all, you will be migrating some incredibly important data. That’s where OYF come in. We make the complex, simple; removing the frustration or worry about implementing the system correctly.

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What is the Quick Start Package?

Our Quick Start package is ideal for businesses employing between 1 – 250 people and who want to get up and running quickly. By getting to know your business and taking account of your specific requirements, we provide you with a personalised  Salesforce configuration service that gets you going in 2-to-10 days. The integration process is made as simple as possible as we help you migrate data from your existing system. We also include team training to ensure your team is confident in using the new system.

Benefits to you

  • Removes the frustration by knowing it’s being implemented correctly
  • Get up and running in 2-10 days
  • Fixed price and great value for money
  • Builds the basic foundation for the system which can be expanded as the need grows

What you can win

  • Onsite or remote meeting to establish specific requirements
  • Data migration from current systems – even if in paper form!
  • Basic Salesforce set up and building tailored reports and dashboards
  • Team training

To be in with a chance of winning a Quick Start package all you need to do is enter your email address in the form below and we will notify you if you’ve been lucky!

Please note that you will still need to purchase Salesforce.

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Fill the form out below for a chance to win:

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