The benefits of CRM: 5 steps to success

From chasing your tail with email trails and phone calls, to keeping up to date with client information, perhaps it’s time to adapt to a new functional way of working.

Without the right tools to keep on top of each customer’s needs, you may be losing them to competitors. That’s where a Customer Relationship Management (CRM) system is very powerful. It’s a way of working smarter and more savvy. By linking up information about customers through all their interactions with your business; via email, mobile, web, social, phone and in-person, you can better understand their needs.

Flexible, efficient and insightful, Salpo makes your business better through our award-winning CRM platform. Its seamless integration into the day-to-day workflow can be customised to your needs, with zero coding involved. Its modular design and unlimited custom fields provide a bespoke workspace and dashboard to mesh with your existing systems. This provides an all-round view in a centralised platform that can be accessed by the right people to target the right prospects – which will ultimately increase conversion rates and drive sales.

In a previous blog post, we outlined the ins and outs of CRM software. There are a number of different strands to CRM. Sales CRM empowers your salesforce with tailored processes and data to perform more effectively and convert more leads into sales, while marketing CRM helps you analyse customer data and behaviours to trigger pre-determined actions, making your marketing campaigns more efficient and effective. Finally, contact management CRM handles all your customer interactions and information – this is the foundation of a good CRM system and central to all other strands.

5 steps to CRM success

There are huge benefits to using a CRM system. Here are 5 steps to illustrate what you should expect from a good CRM system, optimised for your business needs.

1. Integrate your software and systems

CRM is a blended system that brings together all the elements that fit a particular business. Its customisable nature allows you to streamline all your tools in one adaptable place on your desktop and mobile device. Salpo CRM is equipped with an open RESTful API that allows deep software integrations. Combine all your email and marketing solutions such as Office 365, G Suite, SendGrid, Emma and MailChimp in one place. CRM also provides a comprehensive e-commerce platform with cloud-based DEAR Inventory integration – the world’s best inventory management platform which offers integrated accounting, point of sale and B2B e-commerce. Another benefit is that Salpo CRM is a Xero Connected App partner, for all your accounting needs, as well as a RingCentral partner for call centre and sales solutions. Having all these tools in one place brings together all customer and business information, allowing you to easily track account status and previous interactions. It also includes access to Salpo’s GDPR Compliance Assistance Tool (CAT) which helps you meet ongoing requirements whilst being able to manage, audit and report on customer data.

2. Increase efficiency within your team

Adopting a CRM system makes your life, and the rest of your team’s tasks, much simpler. From spending habits to social media details and sales prospects, you’ll be able to track customer information at the touch of a button. Not just that, each and every communication your business has with individual clients can be recorded and documented in an orderly fashion. With Salpo CRM you can input new data in real-time and make this instantly available to every team member with permission rights. The ability to ring-fence specific contacts and data increases efficiency and keeps relevant teams connected, from sales to marketing, customer service to senior management. This is particularly useful if your customer’s usual point of contact is away from the office, as other team members can assist with questions This means that the customer doesn’t have to start the process of providing details again, reducing their frustration and showing that you’re on the ball.

The Salpo CRM Mobile app, available on Android and iOS, further enhances efficiency by placing all your customer and business data in the palm of your hand. Quickly and easily access your Salpo account to monitor activity, review sales opportunities, schedule communications, as well as view and update contacts. No matter where you are, the changes made via the mobile app will be automatically synced with the rest of your devices and teams through the cloud-hosted system.

3. Improve everyday admin with automated tasks

Time is money, right? Once a sale has been agreed it’s just the beginning. Forms may need to be filled out, legal issues need to be seen to, reports need to be distributed. Utilise the document generator to distribute personalised paperwork which compiles your client’s information managed centrally in the CRM system. Use Salpo’s Business Rules Engine to automate every day tasks, using predefined triggers and actions. Smart automation removes time-consuming admin tasks, giving your staff more time to focus on important business activity, like adding those personal touches to close the deal, with admin sorted behind the scenes.

The integration of G Suite and Office 365, as well as the benefit of an IMAP email connector, allows for seamless email and calendar sync. It automatically storing emails against the right contact, project or sales opportunity, while syncing events and appointments across your company calendars. If any changes are made by team members, the software automatically syncs new data and updates those concerned. The benefits of the Salpo CRM advanced automation capabilities and business rules engine have been highly commended by the likes of FinancesOnline – a platform for SaaS/B2B software and financial product reviews which are provided by experts in the industry. Many end-users across a spectrum of industries agree that Salpo CRM has benefited their business.

4. Gain insights with analytical data and reporting

Thanks to Customer Relationship Management systems, the days of guesswork and approximation are gone. With Salpo CRM you can view a 360-degree insight into your business analytical data and reports in real-time. If you need to check the last time a customer contacted your business, made a purchase, or paid an invoice, CRM can provide that information for you. Dynamic filtering and central dashboard reports help you closely monitor historic and live data – presenting graphs and tables to track progress. This opportunity tracking allows businesses to manage performance results and sales goals for products and service. Not just that, it’s a great opportunity to use the data in front of you to see what tactics are delivering results and what can be improved on for the future to ultimately increase your profits.

5. Enhance customer service and sales

It’s clear that Salpo CRM stores all customer information, prospects and data in one convenient and accessible place. If you’re losing track of your customers’ vital details and interactions then it’s likely that you’ll lose that customer too. By building a trusted relationship, understanding their needs and keeping on top of all their activities you will prove to your customers that you’re not just knowledgeable of their day-to-day habits, but loyal too. Need to see how sales in the pipeline are coming along? No problem. Analytical data and sales reporting can assist with this. Plus there’s the added bonus of cross-selling your other products and services. Of course, personalisation and contact management is all part of the perfect package, but by utilising Salpo CRM you’ll be able to address each individual client in a bespoke way – making them feel like a unique and valued customer.

Don’t just take our word for it

Now that you understand how Customer Relationship Management (CRM) software can help your business, we hope you agree that there are a multitude of benefits. Salpo CRM is trusted by businesses and professionals from a wide range of industries. We’re proud to have received the prestigious 2019 Premium Usability Award from FinancesOnline, along with a 4.5 star rating from Capterra, following many positive customer reviews. Our CRM system setup is tailored to your business in a way that suits you. We also provide ongoing support through web chats and email support when you’re in need of assistance and advice.

What next?

Want to reap the benefits of CRM? Sign-up for a free 14-day trial of Salpo CRM to see how our flexible business platform can work for you and your organisation – no obligation and no credit card required. Not ready to try yet? Visit our CRM page for more information or email us to set up a one-to-one demo.