A CRM (Customer Relations Management) system is a software program that keeps track of all the data related to an organization’s affairs. 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 goods, suppliers, stock management, marketing tools, and it can even be connected to the software that an organization already uses.
Benefits of a CRM
Since a CRM tracks everything that happens within an organization, it gives managers the perfect tool to overview their organization’s affairs. By automating this overview, managers only have to study their CRM dashboard in order to determine their organization’s direction.
Subsequently, managers can use their CRM to assign their employees to specific projects, which does not only save a lot of bureaucratic (paper)work, but also prevents accidental task repetition and potential miscommunication, both internally and externally
In short, for the managers of an organization, a CRM offers the perfect tool to:
- Keep track of their organization’s affairs
- Plan their organization’s (future) direction
- Determine the best strategy to achieve this direction
With a CRM, an organization can easily track its leads, plan the 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.
Thus, a CRM allows employees to:
- Generate, pursue, and follow-up their leads
- Overview their stock, track their goods, and refill in time
- Keep a coherent conversation going with their client base or suppliers
- Easily introduce new employees or hand projects over to a colleague
- Prevent each other from doubling up on tasks
Open-market versus custom CRM
Open-market CRMs, such as TeamLeader, ZohoCRM, or Monday.com, have a lot of basic integrations that fit in most 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. Thus, if you feel that your organization could benefit from its own CRM system, click here to request a free introduction meeting. 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.