Thursday, 20 March 2014

What businesses can use a CRM?

CRM Word cloud
When I go out networking and to other businesses about what we do, when I mention CRM (Customer Relationship Management) solutions I often get asked 'Well what kind of businesses use that?' and 'Why have a CRM?'

We have many different business sectors using our ConvallisCRM product. These include sports clubs, retailers, cleaning companies, a pyrotechnic company and holiday cottages. These businesses have a varying number of employees and users of the system.

If you are just starting out in business you may think that you do not need a formalised system of recording your contacts, maybe you keep a box of business cards, a record in a notebook or a spreadsheet. Over time this will become uncontrollable and you could potentially lose some essential information. Getting a CRM system in place early on allows you to keep control of your records from the start in one central location and reduces the need to do something later on when your data may be starting to become out of control.

As your business grows you might end up taking on more staff. A CRM allows you to add additional users (you may have to pay for additional user licenses) to enable everyone in your business access to important client data. This reduces the need for multiple contact spreadsheets - sometimes duplicating data more than once - not very efficient I hope you agree.

Going back to the original question, 'What businesses can use a CRM?' personally I think any size business would find a use for a CRM to help keep accurate records and to have a central database for all their contact data, I say this as we have businesses from one single user to 50 users using our CRM.