Want better customer

relationships?

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As a business owner, your customers are the lifeblood of your business. By keeping in regular contact with them, via the channels they use, and really looking after them at every stage of their relationship with you, they won’t feel the need to go elsewhere.

But sometimes we can feel a little overwhelmed by yet more processes and systems in our business and when things get busy, important tasks like regular customer communications can slide. So, it’s good to know that a customer relationship management (CRM system) can help and the best bit is that you don’t need to be an IT whizz to use it.

CRM systems come in all shapes and sizes. Essentially, they keep you connected to your customers, making sure they are happy and of course enabling your business to develop and grow. So, if you’re struggling to understand customer/prospect behaviour, locate customer data, manage prospect activities or need accurate reports to plan future marketing campaigns, then it’s time you discover the CRM benefits.

For many years, we have used Capsule (get two months of Capsule FREE with this link if you sign up to a paid account) and now we couldn’t run our business without it. Capsule helps us to be more efficient and effective, whilst its handy dashboard means we can see at a glance where we are with everything. Plus, it can be easily customised to suit our requirements, whilst its seamless integration with our finance system – Xero and our mailing system – Mailchimp all make a huge difference too.

CRM systems come in all shapes and sizes. Essentially, they keep you connected to your customers, making sure they are happy and of course enabling your business to develop and grow

Capsule is also very competitively priced, but its real value lies in helping us to just get things done using the following key features:

Contact management – keeps all your data in one place

Tasks – helps you to schedule your activities

Sales pipeline – manages every step from initial contact to sale

Reporting – delivers powerful insights about your contactsSHAREABILITY – Up to 10 people can work on a Prezi at once.

Teams and roles – enables you to oversee an individual or team’s performance

Tracking – lets you know what’s expected, by whom and when

Of course, there are many CRM packages to choose from, you just need to find one that works for you. But whichever one you select; you will notice the difference to how efficiently your business runs and how proactive you are when it comes to getting things done in a timely manner

If you like these tools and apps we can send future ones straight to your inbox…

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