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f you are a salesperson, the term CRM is likely

not a new one for you. If you’re not in sales,

however, you might be wondering why everyone

keeps saying “You gotta have a CRM.”

You see, traditionally speaking, CRM’s have been

great at tracking the lifecycle of prospects from

beginning through sale and beyond. But even if

you aren’t in sales, there is still a ton of value

from CRM software.

Your CRM can keep track of when and where you

met a prospect as well as any other conversations

along the way. Imagine how much time you save

when you are able to instantly access how your

last meeting went. Not only does it saves time

but it can save you the embarrassment of a faulty

memory - we never have that happen, do we?

Even if you have the CRM for a primarily sales

function, you know that sales information is

pertinent to more than just the sales people in

the company.

Even in the smallest of organizations, you can’t

always relay every detail in the right moment

through an actual conversation.

When you have a CRM, you can record the

information when it’s fresh in your mind and

then when someone else needs it - say someone

following up on a shipment of an order - they

can pull up the customer history and know

everything they need to know right then when

they need to know it.

A CRM is also a critical reporting tool. You can

manage key performance indicators at a much

deeper level with a CRM. How, you ask? Well,

imagine a standard sales report where you see

dollars received. That’s great to know how your

bottom line is impacted.

Imagine how much more powerful it is when you

can track conversations and emails in reference

to when a sale occurs.

CRM Isn’t Just for

Sales Anymore

By Troy Hanna




| JULY 2015 |

Core Business Strategies