What is a CRM system?

Introduction

Are you feeling overwhelmed by the myriad of CRM options out there? Fear not! In this guide, we’ll demystify the world of CRMs and help you find the one that aligns perfectly with your business needs. Whether you’re a small housing association or a larger enterprise, we’ve got you covered.

What is a CRM system?

A Customer Relationship Management (CRM) system is a technology used by businesses to manage their interactions with customers and potential customers. The primary goal of a CRM system is to improve business relationships and facilitate growth. It achieves this by helping companies stay connected to customers, streamline processes, and enhance profitability.

Why CRM Matters

Before we dive into the nitty-gritty, let’s understand why CRM is crucial:

• Data Management: A CRM system provides a centralised place where you can store customer and prospect data. It includes details like contact information, preferences, service requests, and past interactions.
• Tracking Interactions: you can track every customer interaction, ensuring that each new engagement is personalized, relevant, and up-to-date.
• Sharing Information: CRM systems allow colleagues to share customer-related information, promoting collaboration within the organisation and improving customer service.
• Sales Management: CRM tools assist in managing cases, sales processes, leads, and opportunities.
• Integration with Social Media: Some CRM systems integrate with social media platforms, allowing businesses to engage with customers across channels.
• Mobility: Cloud-based CRM systems offer mobility, enabling access from any connected device

CRM systems for Your Consideration

Let’s cut to the chase, I love the Microsoft platform (including Dynamics CRM and PowerApps). However, there are other options and these should be looked at as part of your investigations:

1. Zoho CRM Plus: An all-in-one solution for small businesses.
2. Salesforce Sales Cloud: Customisable and powerful.
3. HubSpot: Ideal for scaling your business.

What Makes a Great CRM Platform?

Here are key factors to consider:

1. Ease of Use: A CRM should be intuitive. If users can navigate it without headaches, you’re on the right track.
2. Support and Onboarding: Regularly available support and helpful onboarding options enhance the user experience.
3. Customisability: Look for a CRM that adapts to your unique business processes and that you can own the intellectual property to. There are lots of suppliers out there so don’t get locked into so called off the shelf options that tie you into big subscriptions and prevent you from making your own system changes

Use Cases and Real-Life Scenarios

Let’s explore how CRMs fit into different scenarios:

1. Sales Management: Track leads, deals, and conversions seamlessly.
2. Customer Service: Respond promptly, resolve issues, and keep customers happy.
3. Marketing Campaigns: Target the right audience and measure campaign effectiveness.
4. Data Insights: Uncover trends, identify bottlenecks, and make informed decisions.

Conclusion

Remember, the right CRM isn’t just a tool—it’s a strategic asset. So, take your time, explore the options, and choose wisely!

What’s the main challenge you’re facing? Select an option below to find out how we can help you.

We need a quick proof of concept to help back our business case: Struggling to secure funding for your #Dynamics or #Powerapps implementation? Need to show what they can do? then this is for you

Our business case has been approved but we need help to get going: We know that it can be overwhelming. Where do you start, how do you bring your business case to life? Our #D365ForHousing package can help you get going

We’ve started our Dynamics/Power Apps project but struggling to find the time to gather some serious momentum: This is a tough one, the will is there and everyone is up for it but you just struggle to find the time to get things moving while you do the ‘day job’. Our project support service can help lighten the load

We just need a bit of training or access to some handy templates: Then this Business Analysis 101: A Simple and Effective Course for Non-BAs course may be of use or perhaps visit our store to access some handy templates

Original Post https://deliveringcrm.net/2024/02/12/what-is-a-crm-system/