There’s a new term creeping into the CRM lexicon: social CRM. Social CRM refers to using your CRM system to engage with customers through their favorite social media channels. It’s integrating CRM into both traditional sales and marketing communications, such as email marketing, as well as social media platforms.
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It’s the dream of many sales and marketing managers: a seamless multi-channel customer experience so that no matter where a customer chooses to contact your company, or how they choose to interact, they receive the same care and attention as they would via another channel.
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Social media provides a gateway for both B2B and B2C companies to connect with their customers. Tracking both connections and communications used to be separate from CRM systems, but newly developed integration allows users to take information from both sources and generate useful analytics.
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Developing a thorough knowledge of your customers allows you to create marketing strategies to target their specific needs. You may be wondering where you can store customer-related information in a functional and easy-to-use way. Using a customer relationship management (CRM) system is a great tool to do just that.
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Were you less than thrilled with the results of your latest marketing campaign? Compared to all of the time, money, and effort spent, are you pleased with the return on your investment? If you aren’t fully satisfied with the results of your marketing campaigns, perhaps it is time to explore the possible reasons why. Although it is possible that there were problems with the marketing campaign, the methods, the offer, etc. the reason for its poor performance may stem from a different reason all together.
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One of the most important aspects of business is forming and maintaining customer relationships. At the end of the day, customers are what revenue drivers of an organization. The lack of positive relationships can jeopardize the success of business. Having a customer relationship management (CRM) system provides the tools needed to ensure positive relationships with your customers.
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The face of marketing has changed over the years, and businesses have to adjust their sales approach to cater to customer preferences and expectations. While new technologies and trends such as social media and mobile accessibility have certainly opened up new opportunities for business sales, they have also added their fair share of challenges to the sales process.
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BAASS Business Solutions has been using Sage CRM to manage staff schedules for several years now. It has powerful scheduling features for recurring appointments, conflict notification, email and on screen reminders and more.
One of the Key Performance Indicators I use as a predicative indicator of our capacity and revenue forecast is an adhoc report I export from CRM on a weekly basis. The report takes me about a minute or two to export but once exported it takes about 15 to 30 minutes to manipulate so that it provides the number of days in the month that are booked as compared to those that are not, and the number of days that are booked for non billable vs billable activities. It also requires some sorting to check for double bookings. The report is critical to predict future revenues, lead time, and resource allocation.
I knew this report could be automated with some work but it was beyond my expertise. One of my staff saw the request on our CRM wishlist and decided to take it on. As I was creating the adhoc version of the report in Excel he felt that Sage Intelligence was the best option as it is an Excel based BI tool that can look at any data source including our CRM data. In a few days he designed a report that not only gives me the data I want with the click of a button it allows for easy configuration if we add employees or make other changes to our organization. It now takes less than 15 seconds to get a report that formerly took a half hour to prepare. I can also run the report hourly or more frequently if I want, as opposed to weekly.
We have even set the report to be sent to my email so it is waiting for me every morning.
I now have valuable information at my fingertips when and where I need it.
Thanks Mitch!!!
If you would like us to see if we can help your business get access to data in a more effective manner or get access to data you can't get access to now, give us a call. You might be surprised what your software is capable of doing.