Quick overview:
CRM systems can simplify and speed up day-to-day work in many companies. We explain why and what you should consider when deciding on a CRM.
What is CRM?
CRM is an abbreviation that stands for customer relationship management. It therefore refers to a company's customer data, including addresses, contact persons and communication channels, as well as transactions. This data can be recorded, managed and digitized with CRM systems. By digitizing the data, employees from all departments can access this data and use it when it is needed. The data can also be maintained automatically in this way, which can save many hours of work.
Who are CRM systems suitable for?
CRM systems are generally suitable for all companies that want to work and communicate with multiple customers, speed up processes and coordinate sales channels. As the business software from the cloud can be adapted to your respective business model, there are no industry-specific limits. The number of customers or customer data alone can have a relevant influence on the usefulness of the software. However, manually maintaining customer data becomes incredibly tedious and time-consuming if you have 100 or more contacts. It is also ineffective if several departments have to access the same customer base.
This is what counts here: The larger the company, the more useful a CRM becomes.
Advantages of CRM
In addition to the time savings, minimized susceptibility to errors and simplified use of data for your employees and across all departments, these factors also offer advantages for customer satisfaction, as it is possible to respond more quickly to individual requests and inquiries. And it's not just customer satisfaction that can be increased; a properly maintained CRM can also make it easier to win back customers who have not made a purchase for a long time.
Both your own employees and your customers can therefore benefit if you opt for a CRM.
At a glance:
- The employees are relieved
- Customer satisfaction can increase and customer recovery can be simplified
- Errors are minimized
- Better overview thanks to up-to-date data available at any time
The integration of CRM into your company
The use of new software must be planned and organized. There are therefore a few aspects that you should consider when integrating a CRM.
Step 1: Inventory
Analyze the current status of your company. We have collected some questions that can help you with this.
- Which systems are used?
- What data do you use and how is it collected?
- What processes do you run in your day-to-day business and what data do you use for these processes?
- Which functions are currently used and are necessary for future work?
- What functions are you missing and what needs to be improved?
- Are the customer details complete?
To simplify this recording, you can go through relevant processes of your company once as an example and thus check which factors are relevant and make sure that you don't forget anything.
Step 2: Optimization
Once you have determined which data and processes are relevant for your company and all processes, an ideal solution can be created for your company. This takes into account which processes are necessary, what can be improved and which new processes can or should be added. At this point, it makes sense to differentiate between "must-have" and "nice-to-have" functions.
Conclusion
CRM is worthwhile for all companies that require a large amount and/or high complexity of customer data and would like to work with it in a digitalized and optimized way. There are a number of factors to consider in the process of suitable development, which is why collaboration with professional CRM experts is essential.

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