Data Management in a CRM Software Solution

When prospects call us to discuss our OnContact customer relationship management (CRM) software, it’s usually for one of two reasons: their current CRM is not good enough, or they need to combine their multiple systems or methods. Overall, it’s always about data centralization, and making sure all the organization’s data is easily accessible through one database.

Whether they have a CRM they have outgrown, a system which was never properly implemented, or never fully adopted, there is usually still the issue of centralized data. When a company has manual systems, it often means they have Excel, email, pen and paper, or other manual methods that need to be combined because they are not working together, causing problems for employees. No employee is happy if they are stuck in one of these scenarios where they’re using outdated data organization and processing methods.

Getting a customer relationship management solution to centralize all data and end all the problems with data and processes has many benefits. No one wants to have a database in three different areas, guessing where data is and where the proper place to put it should be. Below, we’ll discuss some of the many benefits implementing a new CRM solution can have for businesses looking to centralize their data.

Saves company money

Rather than running one system for marketing automation, one for customer service, and one for sales, you can combine all these into one quality CRM solution. This will bring you one cost for users, one cost for support, and one cost for things like data migration, upgrades/updates, and training. When you run multiple systems, you pay for these things three times as opposed to once.

Saves employees time

Employees can now know exactly where to find their data, rather than have to search for it guessing which solution it may be in. Centralizing it into one CRM product will at least guarantee you where to look and save time in the search process.

Improves visibility internally

Anyone in the company from upper management to a customer service representative can now see throughout the CRM. There is no miscommunication or lack of conciseness in the data so everyone can see the same thing and be on the same page, unless you choose to limit someone’s access.

Improves company tracking

Whether a company is a prospect, in the sales cycle, or a customer, it is important to know who they are, what they have (for upsells and additional product sales), and previous communications. You can know better about who to market to, what to market to them, and keep them in call/communication cycles much easier.

Eliminates double entry and lessens chance for mistakes

To put it bluntly, eliminating multiple systems means you only need to enter data into the CRM now once. This eliminates having to enter the same thing in multiple spots, which then lessens the chance for inconsistencies in data, missing data, and simple errors.

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