An Nspired Approach to Customer Relationship Management (CRM)

Let's start with…

What is a CRM?

A Customer Relationship Management (CRM) system stores and manages customer and prospect information.

It can help:

• A marketing team find new customers faster
• A customer support team respond to customer needs more efficiently
• Business owners and managers create informative and timely reports

If you have any questions, please give us a call at 706-814-8589.

What are the signs that you need a CRM?

You may be thinking to yourself, I have plenty of contacts; why do I need a CRM? Here are some signals that you might need a more formal system:

• You're unable to keep up with lead funnels – converting leads to customers
• Your customer data is hard to locate – you may have multiple sources like spreadsheets, emails, even sticky-notes
• If you have team members, you don't know what they are doing
• Your customer service is lacking
• You have valuable long-term accounts to manage, but they slip through the cracks
• You are manually entering data to produce reports
• You're unsure about your growth path – how would you handle a sudden rush of new customers

Which CRM System is right for you?

That all depends on you and your business.

The first step is determining the purpose of your system. Do you want to:

• Collect emails for a newsletter
• Track Sales from lead to customer
• Event Planning
• Memberships
• Marketing

The next step is determining the information you need to collect and track.

• Contact information
• Demographic information
• Organization type and size
• Referral Source
• Products Purchased
• Deal size
• Deal Temperature – hot prospect vs. nurture
• Notes

The last step is figuring out the system that works for you. The system is worthless if you don't use it. There are many options, from free to paid software.

The key to finding and using a CRM effectively is proper planning.

Knowing the purpose of the CRM and the information you need to track ahead of time will help you cut through the clutter.

With Nspired’s CRM Management Solutions, we can help you find and customize the system that works best for you and your team.