Friday, 8 November 2013

Just One Reason to use a CRM

Example from ConvallisCRM - keeping accurate records

A recent phone call I received from a life insurance company has prompted my to write this post as it is something I feel quite strongly about.

Just after lunch ABC Healthcare called (I'll keep them anonymous) asking to speak to me. I asked what they were calling for and they were trying to sell me life insurance. I wasn't interested but mentioned that they had called a couple of weeks ago asking the same question and my answer hasn't changed since then. Just after the call the other week I also had a call from a charity asking me if I would like to purchase life insurance from the same ABC Healthcare, of course I said no and told them that ABC Healthcare had already been in contact with me.

What this tells me is that ABC Healthcare doesn't seem to have any sort of accurate record keeping of contacts with people on their database (I don't know how I got on their database but that's a whole new conversation!). If they use a customer relationship management (CRM) solution such as our ConvallisCRM they can keep a record of calls and interaction with people on their database and not waste mine and their time by repeating a sales calls that I said no to very recently. It makes me wonder what types of systems do these companies have in place, from experience many companies have multiple databases containing duplicate records so one person working there will not necessarily see what someone else has been working on and repeat an action. Databases need to be centralised and organisations should have systems in place so that everyone can access the same data, maybe within some sort of authentication as to what they can do with the data, read-only, change data etc.

If you would like to have all your contact data in one place please take a look at ConvallisCRM, we offer a free 30 day trial of the desktop version but are also able to offer a cloud solution from only £20 + vat per month. Please contact us if you would like to find out more.