The Benefits of CRM…and a ChallengeThe Benefits of CRM…And a Challenge

Have Better Customer Conversations

• Access a full view of account information & notes

• Personalize communications to each customer’s situation

• Never forget to follow-up with a customer

Make Customers Happier

• Standardize customer processes

• Reduce customer complaints

Increase Sales Efficiency

• Use professional templates• Enable sales to work from

mobile devices anywhere, anytime

Increase Sales Effectiveness

• Focus on more profitable customers, products and market segments

• Cross-sell and up-sell to existing customers

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Manage Better

• Organize & prioritize sales activities

• Enhance communication across the team

• Delegate tasks for each sales professional

• Monitor team progress

Gain Insights

• Access detailed sales reports & information

• Segment & analyze marketing campaign results

• Forecast future sales

Be Prepared for the Worst

• Centralize & secure information

• Back up data so that nothing is lost

• Retain customer information even when an employee leaves

The Challenge

CRM isn’t for everyone – there’s more to it than just buying software.

You’ll want to streamline sales processes, train staff and invest resources into getting the most out of your system.

For more great ideas, readblog.claritysoft.com