As a business owner, you always want to grow your customer base. You may even have several leads coming in every month that could make a significant impact on your company. However, without the proper tools to organize this data, all of this vital information becomes lost in the daily hustle and bustle.
A customer relationship management (CRM) system allows you to import information for all of your contacts, label them as leads, prospect or accounts, add tasks for relationship management and outreach efforts, create document folders for contracts and invoices and assign your employees to specific accounts. The CRM also allows you to establish project timelines and account pipelines, so you can track the progress of your tasks and your employees’ assignments on a daily, weekly or monthly basis. You will also be able to establish accountability among your staff and help them feel more involved in the business process.
By using this data in the CRM, you can further develop your relationships with your clients into exciting revenue opportunities that will positively shape your company for years to come.
CORTEX can help you with your CRM needs. Please contact us for further information and to get pricing information.