CRM software tracks current clients, future prospects and referral sources as well as make that data accessible company-wide. CRM software helps you stay on top of your competition and helps provide exceptional customer support.
Contacts are tracked in the database with an area shows everyone in the company what has been completed. You can track surveys, holiday cards, client lunches, emails, meetings and more. You have a reference point that provides you with a complete biography of all the interactions that have taken place. This information gives you what you need to sustain and build upon each relationship in the future.
CRM software can also help the marketing department track metrics on all aspects of the individuals and companies in the database. You can determine cost per campaign and lead to determine which marketing campaign works best for you.
CRM software can lead to increased efficiency, effectiveness and reliability of information. CRM software compiles and tracks all information saving time and money.