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Everyone who needs to keep all of their customer information organized and in one place will benefit from customer relationship management (CRM) software.  Quickly customize your sales management apps to match your sales goals, lead conversion, marketing, and case management with the click of a button.
CRM-word-cloud

What is CRM?

Customer Relationship Management is is the name given to any system used to manage a company’s communication with past, current, and future customers.

Is CRM Easy To Use?

CRM is very easy to use! Any decent CRM software will organize your customer information for sales, marketing, and customer service. With the click of a button, your sales team can quickly add new leads, send emails, and resolve cases.

Who Uses CRM?

All types of businesses use CRM software. Anyone and everyone who needs to keep all of their customer information organized and in one place will benefit from customer relationship management software.

Sales teams use CRM to track a lead or opportunity through the buying process, open support tickets, and improve overall customer service. Marketing teams use CRM to automate emails, track buying patterns, and access social media in a central location. Associations use CRM to post events on a public calendar and collect dues.

Why Do You Need CRM?

You need metrics. You need to know what is successful and what needs help. And, you need to have numbers to back this up. Sure, sending hundreds of emails to potential customers is easy, but how do you know who opened it, who clicked a link, and who unsubscribed? How does your business keep leads and customers in separate territories? When there is an issue, how do you know who has addressed it and when the problem was solved?

Most businesses see a 27% increase in sales revenues and a 34% increase in sales productivity when using CRM Software.

How Do You Get Started?

Research! Find the options out there that fit your needs.

Cobalt features pre-built modules and industry solutions to jump start your CRM project. All our systems start with Cobalt xRM for Business as the foundation and depending on your configuration and customization requirements, we can have you up and running in a matter of weeks.

 

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