Ever drive down a road and have to merge into one lane due to construction? Which then causes a traffic jam and makes people late for work or Pilates or what have you. Irritating – right? We’ve all dealt with the annoyances of road construction. Much like driving during construction, your day-to-day work life can be thrown off due to various roadblocks.
What if there was a bridge that you could drive over the construction and streamline the route to your destination? That is what it’s like having a good CRM system. There are 3 key areas that a good quality CRM can offer to help you overcome your daily roadblocks.
The first piece of the bridge to overcoming your roadblocks is utilizing a mobile CRM. When you’re away from the office you frequently need to access CRM information, or often have to collect items to put into your CRM once you’re back to the office. When you don’t have a mobile CRM system, it takes longer to gather the information you need, and often involves contacting other people to obtain that information, which clogs up their day as well. A mobile CRM system provides you with all the information you need when you need it, no matter where you go.
The second piece of the bridge to overcoming your roadblocks is finding a CRM system that integrates to your other necessary systems, such as an ERP system and Outlook. Without integration, you sometimes have duplicate or mismatched information, which muddies your database and requires significant time to clean up and organize. Integrating your CRM system with your other various systems provides you with ALL the information you need in a single interface.
The last piece of the bridge to overcoming your roadblocks is reporting. Ugh – reporting, am I right? Sitting down for hours, or even days, to plug in all these numbers into Excel and check and re-check the math to make sure it adds up. A good CRM system can offer a feature that does real-time, automatic reporting for you, saving you lots of time and many headaches. The ability to see your numbers, as well as numbers across the company, instantly is a major benefit of a well-oiled software program.
This all may seem too good to be true. Is there REALLY a CRM system that can do all this? YES, there is. We’d love the opportunity to help you conquer your daily roadblocks! Want to learn more? Click here to request a personalized demo, OR sign up for our upcoming webinar, Proven Techniques to Conquer Your Daily Roadblocks.