CRM stands for Customer Relationship Management, which encompasses how an organization manages the relationships with their clients. A CRM solution would handle all interactions one has with clients or prospects and is a central hub for all client related data, from contact information to sales. This can be handled by a variety of software, although at BAASS we highly recommend SageCRM when you have an existing Sage ERP system because of the integration.
With over 30 plus years of business, we at BAASS know in the ever connected business world, a CRM system is indispensable for managing your business relationships.
By using a good Customer Relationship Management (CRM) solution makes it possible to manage key interactions with a customer or prospect. One is able to view where a client or prospect is on the journey through the buyer’s journey.
You can strengthen your sales team by arming them with as much information about the clients and prospects. The sales team can see all interactions the client has had with your organization. They can also determine where they are in the buyers journey.
Run your enterprise resource planning software in your own data center – for maximum flexibility and control.
By having all client data in one central hub it reduces data entry or duplicate data. All communications for the client in one central area empowers your customer service team.
We have a range of solutions from membership management, tracking of assets, long-term care management and much more. These can be integrated to ensure your unique processes are all tailored to your business needs, within one centralized source of truth.
TOO MANY SPREADSHEETS
No Visibility to the Sales Pipeline
Losing qualified leads
There are several areas where CRM can streamline, automate and improve your department and the business processes. We at BAASS can help you explore the benefits of each and choose the one that makes the most sense for your role.
WE BUILD A RELATIONSHIP WITH YOU
WE MANAGE THE PROJECT FROM START TO FINISH
OUR SUCCESSFUL IMPLEMENTATION METHODOLOGY
A DEDICATED SUPPORT TEAM FOR YOU
FULL TRAINING FOR YOURSELF & STAFF
At BAASS, we help growing companies reach their potential by enabling business transformation through the alignment of people, process and technology. Our objective as a Trusted Advisor is to improve your operational efficiency and increase corporate effectiveness leading you to greater profitability.
We are truly impressed with the caliber of work we have received from our BAASS team which include Zainab Salihi, Leo Hwang and Andrew Liu. Prior to starting this project with the NB Medical Society, they had no knowledge of the work we did, however, they had a wealth of knowledge in best practice solutions, and SAGE products. They were able to quickly translate our day to day business operations into Sequal programming language, which in turn produces the easy to read screens we see in our SAGE CRM product.
- New Brunswick Medical Society
If you are looking for additional information below are a variety of resources you can explore. Although the best way to learn how CRM can help your business is by booking an appointment with one of our specialists.