BAASS Insights Technology Blog

Customer relationship management (CRM) systems offer a great way to communicate with customers and target sales and marketing activities around customer interests. CRM itself is more than software, even though we often speak of the software itself. It’s a mindset around the use of software to enhance customer relationships and communications with customers.

This blog is a recap summary of our webinar Improve Your Collections Process with BAASS Sage Collect. The purpose of this blog is to share with you the challenges that our team faced, and how we developed a tool to improve and enhance our collection process. We will be providing our experience and results as well as reasons why the BAASS Sage Collect Tool may be beneficial for your team as well.

This blog will share our recent discussion How to amplify your business with Sage CRM and Sage 300, explaining how your employees can work remotely, all while managing sales with a fully integrated web-based Sage CRM and Sage 300. Make sure to watch the live video to see the products in action; demonstrating how to bridge the gap with CRM so remote workers can access necessary financial data with ease.

In case you were not able to attend the webinar How CRM can help you Navigate the Changing Landscape, which is now accessible on-demand, we have created a recap with the highlights of ways you can leverage your CRM to excel at all levels in your organization.

Amidst the COVID-19 pandemic, many people are working remotely, including our own BAASS team. While away from the office, we continue to utilize the same business applications that we would have access to under normal circumstances. By storing our applications such as CRM on a remote desktop, BAASS employees are able to access these tools from their own homes with two simple things: a computer and an internet connection. Now, more than ever, you can expect to rely on your CRM. Having a CRM solution can help your organization streamline processes and connect your various departments. In this blog, we will provide you with a few tips to help you leverage your CRM during these times while working remotely: 

Companies that excel at lead nurturing see a better return on their marketing investment. A survey from Forrester Research indicates that companies who become masters at lead nurturing, close sales 50% more often and at 33% lower cost than those who do not develop a strong lead nurturing strategy.

Businesses often think of their CRM systems as “marketing only”, and by marketing, they mean the typical push-marketing scenario: pushing out emails or messages to clients in the hopes of making a sale.

While it may be exciting to dive into your CRM right away, it’s important to develop a CRM strategy to complement it. There are a variety of ways that organizations choose to develop their CRM strategies; don’t be limited in this process. Check out some of our steps to developing a CRM strategy!