Lose the sticky notes and get yourself a decent CRM system.

Growing businesses need a proper CRM system to track prospects, clients and overall team sales activity.

We recommend a company called Pipedrive to our clients, and it is straightforward to use. 

So what is a CRM?

CRM stands for ‘customer relationship management’ and refers to the technology and processes that an organisation uses to manage its contacts and relationships, both external and internal, such as:

  • Email subscribers
  • Sales leads
  • Sales opportunities
  • Customers
  • Partners
  • Employee progress and more

The practice of customer relationship management includes guidelines for listing information on the system that indicates the progress of any client. 

The CRM tool will assist in better organise and tracking your current client’s progress and enable you to add any relevant information to maintain a disciplined corporate memory.

A CRM tool is perfect for assisting you in documenting all prospects, nurturing leads, closing deals and retaining customers, building stronger relationships, increasing sales, creating more personalised customer service and, overall, making processes more efficient.

We use Pipedrive and highly recommend it to anyone. 

Look them up.

https://www.pipedrive.com

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