What
is CRM?
Typical CRM Information
Details of your relationship with a contact.
Profiling information about a contact or company.
A
record of all communications with a contact.
A
diary of your commitments - calls, meetings etc.
Potential sales - allowing you to see your forecast
business by value, date, stage in the sales cycle
etc.
Improve the bottom line
Increasing the rate at which you retain customers -
and their repeat business - by just 5% has the
potential to improve your profits by 75% per year.
The evidence is clear. It costs 10 times more to
acquire new customers than it does to keep an
existing one. Yet the average business loses 50% of
its customers every 5 years.
The most common reason given for switching suppliers
(60%) is perceived indifference
It’s all about working
smarter
Free up time by reducing and automating mundane
tasks.
Develop a structured process for managing sales.
Ensure commitments made to prospects and clients are
always honoured.
Reduce the dependency on key individuals who hold
all the information "in their heads".
Keep in touch with your contacts - and see their
history at a glance.
Keep remote users up to date with the latest
information from across the company.
Identify who your best customers are. Target your
marketing activities to ensure a good return.
Keep it Simple
The key to a successful CRM project is keeping it
simple. The key to keeping it simple and reaching
your goals is to plan from the beginning, set the
expectations and ensure that all involved parties
are aware of their role in the overall project.
This is where working with RD Associates brings
real benefits.
