CMS – CRM (Customer Management | relationship Systems)

Are you monitoring your customer relationships as closely as you should? Sales usually happen from a well formed customer / supplier relationship. Every relationship can use improvement, including how your sales staff monitors client relations. In today’s competitive and global market companies need to realign their business plans towards total profitability. CMS / CRM (Customer Management System / Customer Relationship Management) solutions can show you where your sales team and employee customer relations need improvement.

You might think that “your business is geared towards profits”, think again. Lean manufacturing concepts also apply to acquiring new customers and retaining current customers. If your sales staff is spending hours making cold calls with lukewarm results, chances are the potential prospects were not properly targeted in the first place. What about project quotes that never turned into a sale. Why? Do you know how your employee’s are communicating with your clients? How often? What about problem resolution and follow-up? Do your sales staff contact clients post-sales to get feedback? This feedback is invaluable, good or bad. How many clients have never called again? CMS / CRM solutions remind your sales staff to follow-up and learn how to prevent lost future opportunities. Using Customer Management / Relationship systems your sales staff is able to document information that can be helpful in years to come in the form of a Customer Sales Playbook.

Do you keep a record of when you contact a customer and why? What about customer likes and dislikes? Problems and solutions? Implementing CMS / CRM can help you review current sales along with tracking follow-up calls on current outstanding quotes, employee communication on current projects and outstanding issues. Monitoring pre-sales and post-sales activities can not only result in greater sales volume, it also brings higher customer satisfaction which directly turns into future sales.

We can help you decide which CMS / CRM solution will be best for your sales team. We can help you upgrade from a current system to another in order to meet your unique needs. Ultimately the goal is to find new customers, and reduce overall costs of marketing to new customers. Then to retain current customers, while streamlining current clients into a leaner client servicing process. CMS / CRM solutions when properly impelmented into a company wide business strategy can lower operational costs while increasing profit margins per customer.

CMS (Content Management Systems)

  • Similar to CRM, but more finely tuned to a smaller customer database of information.
  • Best for customer bases under 50.
  • Data tends to be deeper and more informational.
  • Compatible with integrating into CRM systems.

CRM (Customer Relationship Management)

  • CRM is primarily used for monitoring larger customer information databases.
  • Greater availability of software and education resources due to popularity
  • Can be used as a application on the internal network or via web browser.

Contact us today to learn how our CMS Customer Management Systems can help your sales team.