Managing all your contacts can be a headache: numbers written on the back of your hand, addresses on scraps of paper or business cards floating around to name a few. But you can take control with Customer Relationship Management (CRM) software, and even better it can even integrate with your cloud accounting package.
An effective CRM tool is crucial in enabling your business to manage your contacts, leads, organisations and suppliers. It can show everything about your contact: background, email history and important dates, any projects or events they have participated in. In a nutshell you can manage: leads, contacts, calendars and events, addresses, notes and comments, customise fields and filters, tags and notifications as well as file sharing and mass email and email templates.
Some CRM software packages also offer Project Management so that you see the recent activity on any project and track project performance against milestones over time, and with automatic email reminders and flexible reporting, managing projects becomes a breeze.
Social CRM can also be included – which links an email address to most social media profiles.
Go Mobile with the app and have the details at your fingertips.
They can offer integration with G Suite, Gmail and Google drive and most importantly your cloud accounting package.
And you are not on your own as there training and support.
If you need advice about this or other ways we can help you run your business contact us:
01271 375271 01237 471881