If you don’t have a CRM system, every day that passes, you are missing out. Are you
connecting with your clients on important issues that affect their business? Wouldn’t it be awesome to improve efficiency, maintain accountability, and provide remote access to real-time data? CRM by its definition is all about relationships. The strongest way to build a practice is to strengthen and leverage relationships. Still on the fence? Wouldn’t it be great to have insightful data analysis, effective data sharing and improved focus on what’s most important to your firm? Having all of this will enhance your client relationships and streamline operations. But running your practice without a CRM system will only erode your relationships with your clients.
Service Your Clients Well
To better service your clients and grow your firm, you’ll need to implement the most efficient processes. Save your employees and their wasted hours laboring over manual processes and duplicate data entry allowing them to perform true value added services. A CRM system can provide you with real-time insights into your day to day operations. Even better, a CRM system can replace those inefficiencies with time-saving automated workflows. With a proper CRM system in place, structural inefficiencies become a thing of the past. Instead, the time saved will translate into an improved interaction with each client. Without a CRM system, you’re losing time, money, and clients.
If you’re still not sure about implementing a CRM system, consider these benefits.
- Better Collaboration
- Improve Marketing
- Real-time Insights
- Value-Added Services
- Work from anywhere
Without a CRM system in place, a firm is still dealing with isolated data, inefficiency and miscommunication. One or more areas of a client relationship will be overlooked or left unaddressed. A proper CRM system ensures an optimal client relationship experience because the data that is shared is now transparent and accessible. This transparency benefits all departments so they can be more productive and focus on what’s most important, to deliver amazing client experience.
Even within a smaller firm, a client’s entire relationship and history may be overwhelming for one person to oversee. Through CRM implementation, any number of consultants can effectively share client data to better service their clients.
Data sharing allows team members to enjoy the benefits of a bird’s eye view for any client. Just as easily, the same employee can barrel down to examine and analyze a client’s history in detail with a just a few clicks. Do you know what your client’s preferred method of communication is? Is it a follow-up phone call, or maybe quick email? When was the last time you followed up with your client? A CRM system can provide answers to all of these and many other questions without having to search and retrieve client data from every consultants’ address book, spreadsheets, and computer to name a few. Without a CRM system in place, that information is scattered at best, and you’ve lost out on an untold number of opportunities.
Insightful Data Analysis
With any firm, real-time data is vital to success. A CRM system will do more than simply store and house data. Insightful analysis can help you understand the changing needs of your clients, and even promote services that were not offered before. In order to accomplish this, you need to know all about each client well. Without a CRM system, it’s impossible to meet your client’s needs. There’s just too much information to track. You need data that is easy to manage, search and manipulate. And a well-implemented CRM system can accomplish all of that automatically.
If your staff works part-time from home, or if your consultants are out servicing clients, they’ll need access to important client data. Imagine paying a visit to your client and not being able to provide answers to a series of questions because you don’t have the information in front of you. You’ve just wasted a huge opportunity to provide your client with the best services that they deserve. Without a proper CRM solution, team members will not be able to keep up with client demands. Ultimately, remote access to real-time centralized data should be the norm, not the exception.
Without a CRM solution, you are missing out on important benefits that can help your practice thrive. By 2018, Gartner believes that cloud-based CRM systems will make up 62% of the overall market.
Give your firm an edge up by implementing a CRM solution so you can start delivering amazing client experiences across all departments and make each client interaction meaningful.
John Silvani, President & CEO, Gravity Software, combines his in-depth market knowledge with practical business strategies, meeting the unique needs of a broad client group. In May 2001,
he was recipient of the Crain’s “Who’s Who in Technology” award and continued to receive awards for his companies throughout his career. In 2011, he was recognized by Lawrence Technological University as one of the “Leaders & Innovators Honoree” in Michigan.
After 30 years in the software industry, John has become one of the nation’s top respected resellers of business applications. His background and leadership has provided him with an understanding of the demands and needs for growing organizations. In 2012, John sold First Tech Direct, a Michigan Microsoft Dynamics reseller company and decided to develop an online cloud financial solution for smart businesses, Gravity Software.