The CRM Sales Funnel is not just for the Sales Team

I asked if production had problems after a sales person closes a deal because they don’t have production time scheduled and parts/materials in stock to produce the product for delivery. Sure enough production wasn’t aware in advance of new potential sales and deliveries were late on special orders.

Continue Reading →

Why should my Marketing Team use our CRM?

That’s a question I hear many times.  Usually the owner thinks all they need to do is send emails out of Microsoft Outlook.  Marketing’s main purpose is to get the company’s message out to the targeted groups of potential leads.  It can involve monthly newsletter emails, sales promotions, posting to groups and other resources to…

Continue Reading →

Why use a CRM for Customer Service?

How many times as a business owner have you been surprised not to hear about a customer that has a complaint or problem with your product or service until its too late? Is someone handling it in your company?  You hope so!  If not you just lost a new customer or an existing customer. How…

Continue Reading →

Why using a Customer Relationship Management System (CRM) is important!

Desktop email and calendar products like Microsoft Outlook TM were originally created as a standalone product.  Many businesses need a product that is built for sales, marketing and customer support teams. This where a CRM product meets those requirements. In a corporate environment, single user designed applications lack the ability for a sales team to…

Continue Reading →