Meadowlark: Sheffield based computer consultancy

The Customer Relationship Management System (CRM)

JobVision has a sophisticated customer management system (CRM) that records all relevant customer details in one easy to access form.

A CRM system has a number of advantages:

  1. An accurate up to date list of customers is easy to maintain.
  2. The list is easy to search, sort and backup.
  3. The list can be used to indicate who your best (and worst) customers are.
  4. Customers are easy to add and remove.
  5. The list provides concrete proof of the value of your business to a prospective purchaser should you choose to sell it.

The JobVision Job management system

The true value of a CRM

When dealing with large volumes of customers on a daily basis, it is essential to have a coordinated, informed approach.

The sales manager needs to know who to contact, and when. Calling customers too frequently will lose the sale, and likewise, forgetting to follow up will do so too.

A good CRM tells you what your prospects are and helps you plan your strategy to make the most of them.