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CRM System Management

What is a CRM system?

Customer relationship management (CRM) is a term that refers to the practices, strategies, and technologies that a business uses to manage and analyze interactions with customers. CRM systems are optimized to collect and organize data throughout the customer lifecycle. The goal of the CRM system is to enable the user to improve business relationships with prospects and customers. If utilized correctly a CRM system can assist the company in improving customer retention and driving sales growth to record highs. Modern CRM systems are designed to compile information on customers across different channels of communications. Enabling the business to seamlessly track interactions through multiple points of contact between the customer and the company. These interactions could come from multiple sources such as the company’s website, telephone, live chat, direct mail, print and digital marketing materials and social media. Combining all these points of data into one easy to use system enables businesses to have complete client records at the tips of their fingers without having to query multiple databases.

"A well organized and maintained CRM system will help your company operate more efficiently."

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Complete Management Of Your CRM System

We Can Set It Up For You Or Use A CRM You Have Already Populated

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What is involved with setting up a CRM system?

This depends on what kinds of communications you are looking to track. As a general rule the more channels of communication that will be tracked the more complex the system setup will be. Some channels are able to be integrated more quickly and seamlessly than others. Many of the more popular service providers these days are providing plugins that will assist with integration with many of the most popular CRM platforms very quickly. These configuration steps even on the most complex systems do not take as long as the importing of your old records.

Do I need to import my old records?

Do you need to import your old client records into your CRM? No, you don’t need to, but it really makes things nice if you do and we strongly recommend it. One of the benefits of modern CRM systems is that they allow easy access to large amounts of data that can be used to make detailed reports. Chart customer behavior and trends within your business with real-time customer data. Without a large backlog of data to query these managerial benefits will not become useful until your CRM has been used long enough to accumulate a large amount of data. If you want to have access to the benefits of reporting immediately after you begin using your CRM you will need to import as much data into it as possible. Contact Trouble Free Employees about CRM systems. We will set up your CRM and begin populating it with leads. Let's start out with a CRM system consultation, when we are finished with the meeting we can credit the money spent on your consultation toward any of the products that we offer.


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    *Your consultation cost can be credited towards any Trouble Free Employees services that you choose to purchase during the consultation
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