Why do businesses use CRM Software?

Building a successful business depends on communicating effectively with your customers. If you do not know what your customer needs you cannot maximise sales opportunities. If you do not understand how they perceive you, your services and your products it is impossible to optimise the supplier/customer relationship.

Knowing your customers and ensuring that they feel you are aware of their specific and unique requirements is key to becoming their preferred supplier and one they will recommend to other businesses.

Using customer relationship management  (CRM) Software to manage this relationship underpins the success of many successful businesses, so choosing the right supplier is essential. Procuring and implementing the right system will give immediately obvious benefits and a rapid ROI, choosing the wrong system may hamper your team’s efforts to optimise the customer experience.

What To Look For In CRM Software

Here are a few pointers if you are considering automating your customer relationship management systems:

• Decide what you want the system to do. This may sound obvious but CRM is so relevant to the whole of your business’s operations that it may need to be accessible by many departments to be effective. At its heart a CRM system will manage your communications with the customer, whatever form they take (face to face, telephone, letter, fax or email) but you may also want to generate enquiries from a telephone conversation with a client, then quotations  and finally orders. The ability to record and track this workflow is something that is sometimes absent from CRM systems.
  
  
• Define who your customers are and how you currently do business with them. Your new CRM system should support your working practices and only change them to increase the productivity of your staff and/or the quality of the service you are giving to your customers.
  
  
• Review what sort of management information will be useful to you. Your new CRM should be able to deliver concise and useful information about the performance of your team with the minimum of fuss.

Here at Sortec Software Development we can assist you through this process and by using our years of experience in analysis and system implementation help you put in place the best solution for your organisation.

Introducing Sortec CRM

Sortec CRM is a unique product that is scalable to any size of business. Our core product provides you with an increase in productivity straight out of the box. There is no need to customise, adjust or extend the software; A simple configuration process will see your staff working together on an integrated CRM system that fits neatly into any organisation.

The Sortec CRM core product gives any business the opportunity to maximise the potential of their sales team with the minimum of risk and financial outlay.

As your business grows and the potential of CRM within your organisation is proven you may feel that the Sortec CRM core product needs to grow with your expectations. This is what makes Sortec CRM Systems unique.

Other CRM software vendors fall into three categories:

1. Shrink wrapped – you buy their current software use it as is, whether it fits your business or not. You get an inflexible system that may be impossible to efficiently integrate with your business.
   
   
2. Customisable – you buy their basic product and then pay for extras from them or other software vendors. This can be expensive and is often limited by the original software author’s  SDK (software Developer’s Kit) rules ,meaning that your expensive customisations may not quite live up to your expectations or needs.
   
   
3. Subscription Upgrades – some software suppliers charge you an annual fee with the promise of free updates. You can request a feature be added but you have no guarantee when or if it will be included in  the software.

Sortec CRM takes a different approach. If your organisation decides that a feature is required we can add that feature for you, whatever it is, with no restrictions. Whether it is reporting, extra information storage and management or integration with your existing IT systems we can make it happen.

Sortec CRM Software – Key Features

• Inexpensive to implement – our core product works straight out of the box.
  
  
• Grows with your business – customisation and integration available to all aspects of Sortec CRM
  
  
• Quick and easy data entry
  
  
• Effective contact tracking across all communication mediums
  
  
• Allows identification of potential leads
  
  
• Concise MIS reports