#014 Measuring the effectiveness of your sales can be a headache! Unless you use a CRM

Customer relationship management: an essential activity for the success of SMEs. It allows you to quickly measure the effectiveness of your sales.

No business would survive without a loyal, well-served and growing customer base. To exploit this customer base by giving it all the attention it needs, you must be well organized. A customer relationship management (CRM) tool allows companies to plan, monitor and personalize their interactions with their existing and potential customers in an efficient and rigorous manner.

A CRM tool, also sometimes called a Customer Relationship Management (CRM) system, is a central system that records all of your customer information as well as all of the sales and marketing activities necessary to close sales. Is your sales funnel full enough? Did your sales team follow up with your important prospects at crucial times? Do you know who your most profitable customers are and what products to offer them?

If you don't know exactly what's going on in all of your sales and marketing activities, you're at risk. We have seen several businesses close their doors due to not having established an adequate sales pipeline. We've also seen some horror stories where major customers were left in the lurch when their assigned representative left the company or were treated like strangers when they called customer service.

Having myself led a GRC project within the Canadian government several years ago, I can say that I know something about it. This year, as an integrator and provider of accounting services to SMEs, 6DT evaluated and compared different CRM platforms. CentrixOne proved to be a wise choice due to its simplicity, intuitive operation and affordable cost.

CentrixOne allows you to create targeted marketing campaigns and automate a range of tasks to increase your efficiency and reduce errors and oversights. No need to be an IT expert; you'll be surprised how easy these things are to do with the right system. Being based in Quebec, CentrixOne offers its training and customer service in English and, above all, in local French, which sets it apart from many other well-known players.

The platform integrates perfectly with the QuickBooks Online accounting software, which the 6DT team knows inside and out. So you can convert a quote for a prospect in your sales funnel into an invoice automatically sent by your accounting system, creating a new customer in no time.

Do you want to increase the efficiency of your sales activities and increase your profitability quickly? Give us a call to discuss!