Everything is now online and in electronic form and there are good reasons for it. Information converted to electronic form is faster to file, easier to access and requires less space. Not to mention the fact that it is environmentally friendly. In this article, I will discuss the concept of a small business Customer Relationship Management (CRM) and several reasons why switching to small business CRM is a good business decision
General Concept of Small Business CRMA Customer Relationship Management (CRM) software is a program that allows the user/owner to:1. Input data online2. Save data online3. Access data online4. Secure data through online security protocols5. Create functionality such as reporting tools, formula and computation, calendar tools as well as scheduling tools6. Create other program suited for a particular industryBasically this means that data is both stored and managed for posterity and recording purposes and then easily accessed by selected individuals based on the security access given to them by the administrator.
Small Business CRM: Effectiveness and Efficiency Equals Profitability
The most evident aspect of a small business CRM is data storage. However, what most entrepreneurs fail to realize is that a small business CRM can also be geared towards security, fast and easy access, reporting and scheduling. For example, Mr. A inputs business related information regarding his hardware store business. Some of the functionality that can be used are:
1. Access to information is limited to individuals who have the proper clearance. Different personnel can be given different clearance levels such as view only, view and input or view, input and correct entries.
2. Access to information is easily monitored. A small business CRM can be tweaked to include a report on those who accessed, inputted, corrected and downloaded information on specified clients.
3. Information on a particular client can be centralized and accessed by anyone with proper clearance. Therefore when a client walks in or calls in, the customer representative can ask security questions and easily know the transaction history for a smoother customer interaction.
4. Reportorial requirements can be done at the click of a button. A small business CRM can generate reports online anywhere, anytime provided the right program is installed.
5. Instant Access anywhere. Just imagine getting a call from a client when you are out of the office. With a small business CRM software, you can just open your laptop, go online and access the information remotely or via online servers.
6. Records are kept for posterity and shielding purposes. 20 years ago, this meant tons of paperwork, receipts, reports and memo's stacked in steel cabinets. Nowadays, it can all be accessed via a thumb drive which lasts longer than paper copies that are susceptible to damage and spoilage.
Bottom line is, a small business CRM software allows every stage of the transaction to go faster; thereby freeing up more time to take care of other customers each day. The more customers served, the more profits earned. And remember, customers do not want to wait, so give them a service with little or no waiting time and you have yourself a loyal customer.
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