Written by Merlijn Broersma 19 October 2019
What data is a CRM used for?

A CRM (Customer Relations Management) system is a software program that tracks all data related to an organization’s communications, ,customers and operations.

More than just a storage of client details, a CRM can track a basically anything that is important for the organization’s undertakings: interaction and activity logbooks, the services that the organization has provided, official documents such as quotations and contracts, reminders, imports and exports, suppliers, stock management, marketing tools, and it can even be connected to the software that an organization already uses.

  • 1
    Keep track of their organization’s affairs
  • 2
    Assign the right employees to the right projects
  • 3
    Plan their organization’s (future) direction
  • 4
    Determine the best strategy to achieve this direction
Looking for online success?

We are curious to hear your story! What does your organization do, and what is your mission?

We love to look at how you can achieve (even more) online success, and how we can help you realise this.

How does a CRM improve Workflows?

With a CRM, an organization can easily track its leads, plan follow-ups, and pause the projects that are on-hold. Also, import/export companies can use a CRM to keep track of their stock and make sure that suppliers are contacted at the right time. This way, organizations can keep an ongoing conversation with their relations and prevent them from having to deal with different contact persons or redundant information. Furthermore, a CRM makes it easier for employees to cover each other’s projects (e.g. due to a pregnancy, holiday, or illness) and for new employees to start their job.

What Is a CRM and How Can it Help My Organization? | Rocket Minds">
  • 1
    Generate, pursue, and follow-up with their leads
  • 2
    Keep overview of their stock, track their goods, and refill in time
  • 3
    Keep a coherent conversation going with the client base, suppliers, and partners
  • 4
    Easily introduce new employees or hand projects over to a colleague
  • 5
    Prevent each other from doubling up on tasks
Open-market versus custom CRM

Open-market CRMs (e.g. TeamLeader, ZohoCRM or Monday.com) have a lot of basic integrations that fit many cases, but are unable to integrate internal or third-party software created for your organization. A custom CRM, on the other hand, can be developed to integrate whatever software that is needed. Our CRM at Rocket Minds, for example, is integrated with the repositories that store the files for each project, a time tracker for employee hours worked per project, and the calendar, e-mail, and finance software that we use.

Of course you could just use Microsoft Excel or an equivalent program to track and manage your organization’s information streams, but these always bring security risks and problems such as synchronization between employees and dependencies on devices and updates.

So, do you feel that your organization could benefit from its own CRM system? Contact us for a free introduction meeting or leave your contact details below so we can call you back. We will study the possibilities for your organization and explain which software we can integrate to develop a CRM system that is completely customized to your organization’s needs.