WHY YOU NEED

A CRM
TO HELP YOU KEEP YOUR PROMISES

MANAGE CUSTOMER
RELATIONSHIPS
The biggest frustration for customers today is that
businesses don't get back to them. This happens, not
because business owners are lazy or even too busy.
It's due to not having a system in place.

You promise to send your customers a quote, or to get

back to them with some critical information. How are
you going to remember all of that?

A well-managed CRM will do the trick.

EVERYONE KNOWS WHAT'S

COMING UP NEXT
The single most valuable step you can take in your
business is for you and your customers to be clear about
what's going to happen next.

A CRM can help you do that. Tracking leads, monitoring

where they are in your sales process. Following up.
CRMs ensure both you and your customers know what's
happening next.

ONE SOURCE OF TRUTH

All your customer data in the one place. No searching
back through emails or text messages to find that phone
number. It's all in the one place. You don't have to keep
it all in your head, and your team don't need to keep a
pile of post-it notes. With that one source of truth, it's
easy to grab the information you need, even if you're not
at your desk.

STOP THE COPY AND PASTE

Your CRM can integrate with other systems. That means
the CRM becomes the single trusted source of data. No
more keeping details in three or four places. A
commercial-standard CRM integrates with other cloud-
based solutions such as email, calendar, and your
accounting software. This means you can update
appointments in your CRM and see them in your
calendar.

AUTOMATION
Having time-consuming tasks automated saves you tons
of work and allows you to focus on high-value activities.
Automated responses, reminders, and notifications can
be customized in a CRM. Not only does it save time and
effort, but it also saves you money.

REPORTING
Get your daily or weekly sales report delivered to your
inbox. Get an overview of what's happening in your
business. Sales dashboards give everyone visibility over
sales results.

Learn more at processculture.com.au