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.
1Keep track of their organization’s affairs
2Assign the right employees to the right projects
3Plan their organization’s (future) direction
4Determine the best strategy to achieve this direction
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.
1Generate, pursue, and follow-up with their leads
2Keep overview of their stock, track their goods, and refill in time
3Keep a coherent conversation going with the client base, suppliers, and partners
4Easily introduce new employees or hand projects over to a colleague
5Prevent 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.