Profit Sense CRM
(Customer Relationship Management)
CRM is the tool to manage, improve, grow & retain sales, support and report related interactions with customers, prospects, and business partners for the life of the customer and business.
CRM manages every aspect of your customer relationship, in one smart and central location automating the sales process.
CRM – A strategic and tactical solution in one
A CRM purchase should be viewed as a long-term strategic decision for the business and one where your business sales process methodology and reason to purchase is clear!
It is the data you house in the CRM and the way you look after it which is the profit making formula… and called a customer database.
The CRM tool doesn’t build business/databases it is the well thought through process, methodology and discipline (by real people) using the CRM tool across the business that delivers the results and increased profit. At the beginning the more you understand your sales processes from prospect customer, to sale, to customer then proactive customer maintenance (retain, upsell, cross sell) integrated with all users the better your CRM results.
Once you have made the strategic decision to implement CRM into your business it is time to implement the disciplined tactics for the life-time of the business, the integration of the people side of the CRM, the people who drive the CRM. This ensures your Customer Database is ‘ALIVE’
You have a CRM already? More about CRM Consulting Services
What we know about CRM use in New Zealand
(based on our 30 years’ experience)
Customer relationship management (CRM) manages your business’s single most important area, your database - a CRM that focus’ on and builds the life-time value of your existing and future customers.
The core, like the core of our Flower, our Profit Sense Methodology, enhances the life-time of the customer from sales & marketing through to the proactive servicing of the customer. Existing relationships become stronger and new business evolves into customers faster.
Most CRM’s work and deliver when CRM decisions are made based on the common knowledge that growing your existing data through proactive contact builds business within months.
Most importantly we understand and know that when this business process is implemented and then managed for the life-time of the business the customer’s data is ALIVE! It has a life of its own! The simple fact is a CRM is a tool to manage a ‘live’ database integrated with people with set guidelines and accountabilities to follow.
When you don’t proactively manage your customers using the CRM your database, goodwill and profits weaken and die.
The CRM purchase
Mistakes often made
- The CRM business decision is made through short-term not long-term thinking.
- Not having the resource or discipline to proactively manage and drive the CRM for the life-time of the business and customer.
- People change, processes aren’t tight – all of a sudden the CRM doesn’t work anymore but no one knows or remembers the process.
- That CRM aren’t seen as both the backbone and core of the business.
- Without these existing and prospective customers, is there a business?
The CRM purchase focus
Disciplined focus
- Make CRM use in the business mandatory.
- Believe the fact when you keep in touch with your customers proactively your business grows...
- CRM’s need to be designed and built with a Life time value customer focus and map to follow!
- CRM is used to store your ‘live’ customers for the life of the business and the customer.
- The need to keep track of all existing and prospective customers within the CRM.
- To ensure people who touch customers know, and are measured on their CRM activity and know, understand and are measured for their disciplined approach.
- CRM’s should be simple not complicated.
- CRM’s should be used with a disciplined focus!
If you want to build the following for your business whether you have a small, medium or large business we know when you make the following commitment to your CRM then your business world will change.
Profit Sense tip
Most businesses drive and measure their sales, based on pre-set monthly targets. The sales people are only focused on the NOW sales and throw away the rest! Because they are not NOW!
Unfortunately this generally means sales people have no interest in a lead that is 3 months away nor keeping in touch for three months even though a good CRM would provide the easily followed path. This is where most CRM’s die.
We’re generalising but because of our time in the industry believe the fundamental mistake most businesses make when purchasing a CRM is almost the minute they have made the decision to implement one, the discipline that is required to drive it, manage it and report on it on a daily basis goes to the wall!
Phone Louise to talk about your CRM needs today: 021 681 005
Email Louise for more information
i-Track CRM
Control your business effortlessly... from anywhere you want to be.
i-Track offers common sense relationship management that delivers profit and lets you focus on sales, service and delivering customer satisfaction.
Most CRM buyers bow to the ‘common’ view there is more profit in retained customers than constantly finding new prospects.
However, what many companies often lose sight of is the importance of turning every action into a selling opportunity. i-Track helps manage sales opportunities that many other more expensive contact systems miss.
The key principles that guide i-Track deliverables:
- Quick, easily trained start up.
- Integrate sales & marketing functions
- Real user experience with seamless internet access for all users
- Proven business CRM model than enhances ROI quickly
- Offers CRM user levels for small through to large companies
- Activity reports that report on every users use in a daily through to monthly report
Make every minute and dollar count.
Revolutionise your sales management with i-Track.
i-Track delivers what it promises.
Turn your focus into sales and deliver customer satisfaction
Email Louise for more information
Contact:
Louise Garlick: louise@profitsense.co.nz | 021 681 005
Sandra Willis: sandra@profitsense.co.nz | 027 565 5751
