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Customer Relationship Manager Graph

If you have a computer you probably have software packages to allow you to manage information. But do you have the right software?

Are you still trying to manage your accounts in a spreadsheet? You may not need Sage, but knowing your options and the facilities each one offers can help you make a better decision about the right solution for your business needs.

If you have information about your clients how do you manage it? Is it in Outlook, an accounting package, a CRM system, an online email marketing platform. Or, somewhere else?

You could have information in more than one place. But is it integrated or do you have to re-enter your customer information in your accounting package, your CRM and your marketing systems? Choosing systems that will talk to each other means that you only enter information once.

Can you access the same information at your desk, on your phone, at home, on your tablet?

Customer Management System

Today all these things are important. Your customers expect you to have their information at your fingertips. If you’re outside the office network and can’t access it you look as though you’re to keeping up.

When you’re sitting in your client’s office and they want information, what would it be like if you could pull out your tablet tap a couple of buttons and be able to give them detailed data? Better still when they have the information they need to sign on the dotted line you can produce and email an invoice in seconds.

Do you have members of staff who work outside the office and still need to get to business information?

If you could provide the access people need without just letting them see everything in the company data store is a much better and more secure way of doing business.

Efficiency isn’t just about having the right data – it’s about having access to it for the people who need it, wherever they happen to be. It’s about having the programmes that make managing information simple and straightforward.

Benefits of CRM System


If you think your business efficiency could do with an overhaul, why don’t you give us a call on 01376 653115.


Witham Main Office – 01376 653115
Unit 3 Little Braxted Hall
Little Braxted

Chelmsford Office – 01245 807484
43 Rushleydale

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