What is it?
A CRM (Customer Relationship Management) solution enables your sales, marketing, and customer service teams to effectively store, manage and analyse interactions and data throughout the customer lifecycle. It provides a centralised repository for customer information across your sales and marketing channels, automates sales and marketing processes, manages customer communications, and generates insights to inform business decisions that will improve customer retention and loyalty and increase sales and revenues.
Stores and organises customer information and interaction history
(Typically) serves as a single source of truth for customer data across the entire organization and all sales, marketing, and communication channels
Leads and sales management
Manages lead-generation sales process, including lead tracking and pipeline management
Enables revenue forecasting and performance reporting
Supports close integration of marketing, sales and account management functions
Creates insights which help to identify areas for improvement across the entire sales cycle
Allows to create, execute, and maintain contracts with customers, vendors, and partners.
Enables creating complex approval workflows and helps with quoting and pricing.
Communications and customer service
Provides email, live chat and contact forms
Supports customer service function and handling of support requests
Automates communications and lead generation and sales campaigns.
Provides a portal for customer self-service and knowledge sharing
Why you need a CRM platform
Increase sales and revenue. A complete view of your customer base will help you to identify patterns and trends, improve customer communication and engagement, and ultimately increase sales and revenue.
Increase customer retention and loyalty. Customer interaction history across all sales and communication channels, supported by automated sales and marketing processes, will improve customer retention and loyalty.
Manage customers' data. Centralised customer data will make fulfilling data security and compliance rules and regulations easier.
Streamline sales and marketing processes. Business process automation and trends insights will help you to streamline sales and marketing processes and increase efficiency and productivity..
Enhance customer service and support. Centralised customer service management and process automation will help you to improve overall customer satisfaction.
Increase efficiency and productivity.
Automated business processes and insights will increase efficiency and productivity across your organisation and decrease your labour costs.
Collaborate better. Sharing customer information and interaction history across sales, marketing and support teams will improve collaboration, increase sales and resolve issues faster and more efficiently.
Improve decision-making. Advanced analytics and insights help to identify patterns and trends in customer data, which inform better business decisions and marketing and sales strategies.
CRM partners we work with
We work with the best three enterprise-grade CRM solutions available today:
All three can help you deliver exceptional customer relationships, but each includes slightly different features, can be integrated with other platforms and has different pricing models.
We'll help you evaluate your specific needs and identify the best fit for you.