How a CRM software can help you stop wasting time and money

Abe Dearmer

Aug 21, 2019

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5 min read

CRM

How a CRM software can help you stop wasting time and money

In any traditional office, employees still store important information and communicate with each other using printed documents, which are not just a waste of money but also a waste of time and paper. This process may have worked before, but with the ever changing needs of customers these days you need to be quick on your feet and should have all the information you need at the tips of your fingers.

There is no time to sift through papers, look through document files and drawers these days, you should be able to pull up everything you need by just pressing a few buttons. This is where a Customer Relationship Management (CRM) software comes into play.

Digitalising your document system can help not just save time from these menial administrative tasks, but also save money on unnecessary printing. Instead, a digital record management system can help you with improved and quicker business processes, quick location of information, informed decision making, reduced compliance costs as well as cost cuts on creating, storing, handling and retrieving paper.

Here's how you can stop wasting time and money by shifting to a CRM system.

No printing necessary

By simply reducing the number of things you print out on a daily basis, you can cut down significantly on administrative costs in your office. Without a CRM system in place, people communicate with each other though printed memos, printed documents, and also store all their important information in files and folders containing more printed content.

After implementing the CRM, the need to print such documents will be redundant, because everything any employee needs will be available on the system for everyone to access. No need to print out memos or documents to send over to your colleague, it can all simply be done electronically.

Get your tasks done on priority

When using a CRM, you can save a lot of time by just having your daily tasks organised and prioritised. The task calendar provides a complete view of what's to be done in the day and you can even sort the tasks priority wise, allowing you to get important things done on time.

Not having such a simple and clear view of your daily activities can lead to confusion. Writing down tasks haphazardly on papers can lead to missing out some important ones, and you'll waste more time looking for where you've written down your tasks than actually doing them!

All information in one place

No more losing important information because you lost the paper it was printed on, or forgot to file an important piece of document. With the help of a CRM in place, you can now log everything in one place, so you can access it easily whenever you like.

Sharing it with associates and customers as well as finding records of business transactions, customer information, leads, contacts, contracts, and much more can all be done through the same platform instead of you having to manually print out and send everything individually.

Customer information

The most important element of any business is the customer information. Without a centralised system that holds all your customers' contact information and previous history with your company, it is very difficult to ensure customer satisfaction!

Image the amount of time reps waste by scrolling through their mobile phone, looking through their diaries and notepads or even googling a phone number or email just because they don't have all this information saved in one place.

Analysing and creating reports

What do you do with all the data collected if not analyse it and use it to better your company? But collating this information manually is a difficult task, which is where a CRM system can help you.

Not only can you find all the needed data relevant to the analysis on the system, but it can also help you in creating reports and graphs very easily. You can create simple standard reports of sales per month or every quarter or even analyse the open rate on your recent email marketing campaign, plus much more.

Electronic template library

All companies need marketing and sales collateral and reps end up wasting time in creating templates each time they need to send some out. With a CRM, you can save an electronic template library which is accessible by everyone on the team.

This will save them time as they wouldn't have to create a template every time they need one, and it will also help in maintaining uniformity as well as the correct wording according to company policy when sending out sales offers and advertising communications.

Implementing a CRM system doesn't just help with the bigger business processes of the company, but also helps in streamlining the basics. Saving time and money even on the lowest level can create a bigger change and help boost your business towards success.

Get in touch with FIVE CRM for a free demo on how you can implement a CRM and cut costs and wasted time!

Michael King says...

"I can’t think of a time where a client has requested something that we weren’t able to do with FiveCRM. Unlike most systems, it has a lot of flexibility."

Managing Director, Senior Response

JANE HUSBANDS SAYS...

“Each client, and each of their campaigns, has its own unique specifications. We essentially needed to set up mini CRMs on one platform to meet those requirements.”