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CRM, Customer Relationship Management, and more particularly the technologies involved in delivering it has caused more confusion than any other technology that has been available in the market for so long. Survey after survey shows that for the majority of companies, the awareness of the technology exists but the confusion persists as to how precisely it benefits the user and his or her customer.

But the truth is that the benefits of these solutions are not hard to understand and reasonably easy to realise. Indeed those that have worked with a successful CRM installation are usually converts that find it very difficult to work without one when moving to another company and are keen to bring a solution with them. So what is it that they are so keen to take with them?

This short guide is intended to explain the jargon-free business benefits that a modest investment in CRM will bring. And we use the term CRM to describe an umbrella of tools, techniques and technologies that deal with the interactions of a company and its customers and how these interactions are dealt with internally.

The systems available for the smallest company to the largest are now extremely good, robust, and mature if delivered by the right people with the right skills and with the correct level of engagement by the purchasing company. It is important to point out that not all CRM systems will contain all of the following features; depending on which elements are most important to your situation it is important to engage with a vendor or partner company to get the right system and deploy it the right way.

Sage CRM Can Help Your Company to:

Work as a Team - The first benefit that many companies realise is the level of coordination that introducing a universal customer management system affords. For managers there is a view of the activity of their whole group and the ability to drill into the activities of teams and individuals. For those individuals there is the ability to view the activities of colleagues.

Putting a Structure on the Working World - CRM offers the opportunity to bring a common workflow and order of activity to bear. This does not have to stifle the individual but it does bring a structure. So, for example, one might build in a six-stage sales process and enforce rules that have to be complied with in order to progress a sales opportunity.

Improving an Individual’s Productivity - A new system is only useful if there are perceived benefits for the individual actually using it. The opposite is also true. A system introduced by diktat where the perception is that this is only useful for collective benefits but actually adds a bureaucratic layer for the individual will fail.


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