Eighteen months ago, someone installed a CRM (customer relationship management) system at his company.
The catalyst, he says, was moving from being a one-man band to getting someone else involved in the firm. “For the first year, I put all of my management information on a job card software, but with two people, we either had to share it or get something more sophisticated.”
The man describes his business as “the TripAdvisor of training courses” and with a CRM Software, staff have the most up-to-date information on prospects and clients at their fingertips. They monitor customer data through a contact management feature, making their everyday work easier and transforming the company’s marketing. “We’ve just done a personalised email mailshot to 1,000 contacts in 45 minutes, which would have been impossible using my old spreadsheet system,” says the founder.
Even the smallest enterprise has valuable information about its customers, suppliers, leads and many other vital bits of business knowledge, but these tend to be scattered around databases, spreadsheets and even scraps of paper. An ERP Software pulls all of this together, enabling you to track the organisations that you deal with, manage your contacts, log information and market to them more effectively.
ERPNext is particularly relevant for retailers, explains a managing director of e-commerce agency, Statement. “For the business to run efficiently, you must have a single system that enables stock information to be synchronised to avoid overselling, which also captures shopper data to help you make better decisions,” he says.
“The old till system works, but every time that you fail to capture data about how your customer is interacting with your business, you are missing out on opportunities to grow.”
Where to start
People, not technology, are the starting point of planning a field service management software .The first step is understanding your customer base, not just in terms of marketing, but for the whole operation. And beware of the boffins who may install it as a technical implementation – make sure that it’s designed for the users within the organisation.
He also warns against trying to sort everything at once. Do it gradually. The start-point for hvac service software is as a marketing engine or a sales pipeline management system that you can broaden over time into a full relationship manager.”
He adds that cloud-based platforms are also a good place to start, as they enable firms to start small and scale easily.
But beware; the advantage of a ngo accounting software is that all the data is in one place, but that can also be a major problem. If the system goes down, you’re stuck, so having a back-up is essential.
CRM cost and resource
In terms of cost, a large-scale system can be many thousands of pounds, but it is possible for a small business to set up its own CRM. “The barriers to entry are very low, with a monthly subscription.
He adds that companies must still remember to take responsibility of it. “Consider bringing in an intern or have someone on a project basis to get the ehs software up and running.”
What else? Before you start, be clear about what data you want to your manufacturing software to capture and how you will use it so that you get the best possible return on investment.
We hadn’t got a lot of money to spend and didn’t want to pay for functionalities that we didn’t need,”. Our system isn’t very sophisticated, but does enough for us in terms of monitoring sales and customer contacts, and email campaigns.