7 Good Reasons For a Modern CRM System

Before approaching the topic of CRM, the question of the meaningfulness of a CRM system for one´s own company is naturally asked. In the following we will give you 7 good reasons for using a modern CRM system.

With just a few clicks and a powerful search engine in the CRM system, you can quickly find all the information you need, such as histories, to-dos, appointments, documents, products and processes of interested prospects, customers, suppliers, competitors, etc.

As a result, the access time to information is drastically reduced. Depending on the employee’s access profile, this information can be accessed from anywhere. Mobile apps for smartphones and tablets as well as access to the CRM via the web browser make this possible.

With CRM software, it is only possible to map the customer situation holistically. This dissolves data silos and marketing, sales and service move closer together.

Practical example: Thanks to the central availability of information, a sales employee can be prepared for a customer appointment in just a few minutes. The employee thus knows exactly what the customer has bought in recent years, which marketing campaigns are currently addressing him and which open complaints or service tickets exist.

Thanks to the customer data available to all participants in a central information platform, all customer communication, all business opportunities, offers and orders, marketing campaigns or service processes become transparent and comprehensible for the customer. This means that every colleague and employee is informed and able to provide the customer with information about current processes, even if the account manager is sick.

The use of CRM software integrated into the existing IT system landscape enables managers to make data-based decisions. The digitalization of processes makes them both transparent and flexible. This makes evaluations possible that seemed impossible just a few years ago.

Based on the systematically obtained key figures, the quality of processes can be assessed and weaknesses uncovered. The possibility of re-implementing improved workflows and continuously monitoring them – i.e. comprehensive, data-driven and continuous improvement – is also an added value from which companies and customers benefit.

CRM software helps individuals work more efficiently and organize their daily tasks and appointments. This is where features such as:

• personal calendar
• team calendar
• advanced escalation mechanisms
• follow-ups
• automated workflows

Set-up times for work organization and for the preparation and follow-up of deadlines are drastically reduced. Employees and colleagues are actively supported by the software in routine activities such as writing visit reports or recording trade fair conversations, thus reducing the workload. In the end, this leaves more time for the customer’s actual core tasks.

Checking mechanisms, document and correspondence templates and defined workflows prevent errors. Weak points can be quickly detected and corrected. Duplicate cleansing ensures high data quality in the CRM system.

The analytical capabilities of modern CRM software, unlike sprawling Excel files, provide you with a solid factual basis on which to make your decisions.

• Which offers have been open for several weeks?
• Which pre-qualified leads should be given priority?
• Which product is most often sold in which region?
• Which product is the most frequently complained about?
• Which customer groups have the most complaints?
• Which newsletters achieve the best response data?
• Which sales territories perform best?

For all these typical questions from everyday work, key figures, reports and individual dashboards can be generated from the CRM system at the touch of a button.