How can a CRM help your business from day-to-day communication to sales?

Nick Rainbird • January 10, 2025

SageCRM, and Pipedrive CRM can help yes!



Here are 8 basic and clear ways that a CRM system like these 2 can help SME’s like yours. From customer service to sales to knowledge and streamlining, and also the automation of processes.

Customer service 

1. Customer service – in today’s not so loyal word, good customer service is key. From tracking interactions and orders to understanding insights, to provide a better service to customers.




Sales 

2. Create and track – creating marketing campaigns to upsell and cross sell take time if done properly, so you want them to be as effective as possible. Tracking campaigns helps gauge ROI, and a CRM does just this.


3. Sell more – don’t leave money on the table by not following up on leads. Use your CRM to sure contact and sales info. 


4. Sales and more sales - Streamline sales opportunities, your pipeline and sales processes. Key for sales success.

 



Knowledge and streamlining 

5. How do customers behave - knowing this and collecting data on this helps understand behaviours, preferences and trends.


6. Make better decisions – the best decisions are based on solid information and knowledge and a well populated CRM helps use product info, service info, marketing tracking and communications helps with this very thing. 


7. Cross departmental info – CRMs allow all departments to be up to speed and informed which enables a better service for customers and a more streamlined service for the staff and the customers alike. 


8. Keep it central – as per the above point too, a good CRM that is packed with info and detail enables data to be stored in a centralised place. Easier all round for all involved. 




SageCRM Advice and Consultancy


If you are a Sage business partner looking for advice, support and guidance to demonstrate the benefits of both SageCRM and integrated SageCRM to your existing SageCRM, 50, 200, 1000 customer base we can work with you to provide you the following services.


• Presales Support services

• Business Requirements Workshops

• Functional Specification design 

• System health checks & Audits


If you an existing Sage customer using Sage 50 or 200 and you are looking for advice, support and guidance on how SageCRM can help improve your business please contact us to have an initial chat to discuss your requirements further.



What next?


To find out more or to ask any questions, get in touch with Nick Rainbird on +44 1494 490409 or info@rainbirdbusiness-solutions.com

Or head over to our website   

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