What does CRM stand for?

The acronym refers to Customer Relationship Management. A software solution that helps your business.

What is a CRM?

Customer Relationship Management software keeps all of your important data, contact and work information in one easy to use platform. CRM’s are used for managing contacts, sales, funnels, quotes and looking after your customers so they have the best experience from your business. A CRM should be easy to navigate with a top level that is clear, concise and gives you all the information you need at the push of a button. If you choose the correct customer relationship management software for your business it will make your daily processes more efficient and customer contact easier.

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CRM for a small business?

Many small business owners will familiarise with managing multiple aspects of their business on a daily basis – sales, meetings, phone calls, accounting, stock control, administration and so on. Small or large, most businesses require to keep records of their customers, contacts, jobs, locations, sales and key information about their relationships.
A CRM is a perfect addition for any business to effectively manage all aspects of their daily activities. A well designed CRM will give you a layout which is easily accessed and data input is a doddle. Seamless data input and extraction will allow more time for concentrating on other aspects of the business which can’t be automated.

CRM with work order software?

Work order software will only work with a CRM effectively if it is part of the same platform. When choosing a work order management system, it is worthwhile exploring further aspects of the platform for features such as a CRM that will streamline your data, workflows and tasks.
If a CRM is part of a work order platform you should expect seamless integration and effortless creation of work orders, tasks, employee management, asset tracking and more.

How much does a CRM cost?

There is a considerable variance in monthly costs per user for a CRM system. The range varies from $9 for a very basic system with very limited functionality and rises up to a whopping $300 per user, per month for a comprehensive platform with feature rich tools.
The considerations when paying for a CRM should be how good are the basic functions? how flexible is the system? and will it enable your business to grow and fulfill it’s potential? You should ensure the CRM has longevity, when you start data input either manually or csv import it can be a lengthy process depending on how much information you’re storing.

Use a CRM for sales?

Most Customer Relationship Management tools have a sales tracking system, deals pipeline or a method for sales analysis. A functional measuring device that can track the progress of a sale from inception to completion which allows for maximised potential and control. Schedule meetings, calls or negotiate details of a sale, keep records of sales that have been closed and analyse lost deals all from one unified area.
If your business is service led, product driven, shop or even a manufacturer you will require a sales pipeline in your armoury of software tools at some juncture ensuring you never miss a sales opportunity.


Can I import and export my CRM data?

You should be able to import and export data from most systems, it provides speed and efficiency when installing a new integration. Most will accept a CSV import and export but you must make sure that your data table columns are correct otherwise the content information won’t carry across properly.

  • Data structure important
  • Clean your data
  • Delete unnecessary columns
  • Don't allow duplicates