CRM definition: Customer relationship management tool (CRM) is a technology for effectively managing a businesses relationship and interactions with their customers and potential customers.
If you are one of the thousands of businesses that still operate a sales team without some form of CRM software; it's fair to say you're probably leaving thousands of dollars on the table every month.
Most businesses these days have successfully moved away from reports and spreadsheets (to manage their customers and sales information) and have adopted a more accurate way of recording and sharing information with their customers by using some form of online repository.
Taking our CRM capability assessment enables businesses, big and small, to more accurately evaluate what dollars should be spent to ensure a solid return on investment (ROI) when expanding their CRM capability.
As part of the process, we set up review gates to ensure that you do not invest in costly systems that far exceed or fall short of your business/organisational requirements. We help decide the right system or integration for your existing CRM and work with you to keep you on track and review each stage of progression to ensure you stay within your budget.
Our RTFT CRM capability assessment works for both advanced and introductory users. We detail all the areas that we expect an advanced user of CRM's and mobile technology to be familiar and interested in; like back and front end integration, or campaign marketing and customer journey tracking through mobile smart devices.
The RTFT CRM capability assessment was designed to show even the most advanced users of Customer Relationship and Client Retention systems exactly how they rank based on our findings.
Once we have collated the information around critical areas of interest, we provide a detailed report that shows specific areas that are being neglected and need attention along with areas where the system is being under or over utilised.
Our review gates will stop any unnecessary spending by using a stop gate system that tells us if your business should proceed based on your current, set up, resources, internal buy-in from key stakeholders, or whether committing allocated funds and resources to other critical areas would give a faster return on your investment.
No - We don't have a CRM and I don't know why we need one.
Yes - I would be interested to find out more about what CRM might suit my business.
Yes - We have a CRM and utilise it well, but still struggle to get a good ROI for what we spend on our system.
Yes - We have a fully integrated end to end, top to bottom CRM and we need advice on what areas we could improve processes to better address marketing and communicating to our clients.
Yes - We run a fully integrated system that allows our company to best manage our client data. We utilise tools like Marketing cloud and other automated systems to ensure our clients are kept informed and details updated. We are still interested to understand how we could better use our CRM to retain our clients and create or improve our loyalty programmes.
Get in contact with us today and let's get your information in a place where it is making you money and helping you delight your customers.