Keep track of all aspects of your business
Customer Relationship Management or CRM is a term that began to gain traction in the late 1990's and the turn of the new century. Essentially it is a management and operation philosophy that tracks every contact that you have with a customer.
When this is accomplished, an organization can anticipate future moves and trends of their customers. Information travels across departments, improving communication, customer service and profitability.
The use of CRM software as an operational tool allows for the collection and management of critical information. An organization can look in one place for any customer information, whether it is sales related, marketing, operations, customer service, or upper management. This centralized repository of data builds a knowledgebase that stays with the organization.
An online search of CRM will produce thousands of results of CRM related products and services. It's easy to be led down a rabbit hole.
Some clients simply need a contact management system. Others are looking for sales management, while still others are looking for project management. Most of these software vendors will classify their offerings as CRM to be included in search results. You may end up purchasing a product that doesn't meet your needs. This can waste time, money and credibility with your team, as you re-tool and look for a better solution.
We have a simple worksheet that can help narrow down your search by organizing your needs. Contact us for this simple worksheet.
i360 Group has been actively involved in CRM software application since 1997. In fact, we utilized our own home grown, web based version for several years. In 2004, we migrated to the Open Source application called SugarCRM and decided to customize it for our purpose as a professional services company. The beauty of Open Source is that there are no software licensing fees. This makes the initial purchase affordable for smaller organizations.
All CRM applications require customization to work the way that your organization works, and SugarCRM is easily customizable. A recent fork of SugarCRM has resulted in the open source offering SuiteCRM. SuiteCRM continues the effort started by SugarCRM and is active in extending its functionality.
To learn more about CRM Solutions, contact i360 Group for a complimentary consultation.
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