Grow Your Profits With Online CRM - Part 1

Even when times are tough it makes sense to spend money where it will help your employees to work more efficiently. The right Customer Relationship Management (CRM) system is an essential tool to streamline your business processes. It will help you to “sweat your assets” and extract every last pound of profit from your employees and customers. A good CRM system also helps to answer a number of key questions:

• How can we generate more business from our customer base through better customer communications
• How can we efficiently track leads that are generated to maximise revenue.
• Can we simplify the processes to turn quotes into orders and invoices
• How do we provide better customer service to improve engagement and encourage customer loyalty.

With the right implementation partner to manage the implementation, you will also get the right training and support to help you manage the transition to your new system.

The Benefits Of Installing A "Joined-Up" CRM System

A properly implemented CRM system will:

• Join up sales, marketing and support information with customer transaction data to measure your return on marketing expenditure and track every customer interaction.
• Provide you with better sales pipeline management and forecasting information.
• Automate your cash management processes to reduce payment cycles.
• Provide management ready reports that allow you to measure key performance indicators .(KPI’s) across your entire business.
• Make your business more profitable.

Why We Chose Workbooks.com

Eighteen months ago, when we went looking for a new CRM system to support both the needs of our company as well as those of our SMB customers, we settled on Workbooks.com. You can see an overview of Workbooks in the video below:

Our needs will I’m sure be similar to the majority of small and medium sized businesses. We had a very specific “hit list”:

• A system to help us to track and plan interactions with prospects and customers.
• A joined up process to produce quotes, order and invoicing documentation.
• A way of capturing leads from our web site straight into the CRM database.
• Integration with Google Apps for Business for email and transaction documentation.
• Customer Service management for support cases raised by our clients.

More than Just Customer Management

Workbooks has proven itself to be more than capable for our needs, and provides a number of additional features that are very valuable including integration with Mailchimp for customer newsletters as well as well as Google Analytics integration to help measure the returns from Google Adwords campaigns.

Come back next week when we will begin to look into how Workbooks.com can help you to join up your business processes in a little more detail.