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Online CRM (Customer Relationship Management) can give you an added efficiency that your clients will appreciate. When people think of online CRM, typically they just think of a software platform with features “x”, “y” and “z”. What most people lose site of is that online CRM is a tool that should help you create stronger relationships with customers and to better manage prospects. When your mind is focused on other leads, employees or “putting out fires”, online CRM is supposed to be there to help you quickly focus back on a specific customer to deliver an amazing experience.

We all wish we could spend 90% of our time focusing on our customers, but you can’t run a successful business with only 10% of your attention. CRM software helps you spend more time managing your business, while also providing a better quality experience for your customers. Here are 5 reasons why CRM software can help you increase your productivity.


  • You cannot afford to put a “rabbit fence” around your obligations to your clients and ignore them. They deserve your undivided attention, and you have to find a way to please them. By using a single CRM platform that supports CRM, as well as your spreadsheet, sales, employee services, project management and timelines, you can avoid being slowed down with double entries or programs that do not fit well together.
  • Completely integrated customer intelligence. CRM software provides a single location for your customer notes and activity, enabling you to quickly assess what their past needs were and what future needs they may have. You can also view similar customers and compare any issues or customizations that they needed to help provide a better experience for other customers.
  • For a better customer experience, you can integrate your project management software with your CRM. This allows you to provide greater transparency of projects and tasks for your clients. For example, if you’re CRM company customizing the software for a specific customer, imagine the experience if they can login and view the progress as well as potential risks and time lags. You’ll be able to immediately share progress and the percentage of work complete relative to the established deadlines with your client who won’t be left wondering when and if deadlines will be met.
  • Many day-to-day tasks should be automated, such as drag-and-drop calendars to set deadlines, book meetings and appointments, Gantt charts, RSS feeds and alerts; and get detailed invoices from timesheets, projects and products. You should also be able to log time spent via timesheet software.
  • Everything you do in your business is related. Every tool in your arsenal should be simple to use. Why waste time on classroom training or instruction? You shouldn’t waste employees’ time on training for multiple software systems. Rather, you should find an all-in-one solution that combines multiple business applications to cut on training time and costs. Also, you’ll find that using a single system makes it easier for you to get an immediate snapshot of all work conducted for a specific customer. With every phone call, project, sale and invoice being tracked in a single location, you’ll be able to know every single interaction you’ve had with a customer in seconds.

By combining CRM, Project Management and Billing, you’ll be able to have real time insight into customers. A Hosted CRM should give you an on-demand overview into how your business is functioning so that you will have more time for your customers and leads. Every customer request should be answered in a timely manner. If you are dealing with other external problems you won’t be able to form a cohesive “team” consisting of your clients, your employees and you, that flows easily into a good relationship. Remember, you won’t be able to sustain a company without customers, so make the most of your time pleasing them and they will come back again and again.

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Learn more about using CRM System in your business:

How a web based CRM can keep this financial firm from drowning in a sea of paper reports

There are a lot of advantages to going down the paperless office route. For this USA-based consulting and financial advice company, it meant getting rid of the tracking and information retrieval headaches they had to endure with mountains of paperwork. Click here to read more.

Contact chaos? How this industrial sales firm can use an online CRM to consolidate their contacts

This industrial equipment sales company from Oklahoma has a list of contacts and sales histories way longer than your arm. The problem is they’re finding it harder and harder to keep track of important information as they’re all stored in notebooks scattered around the office. Click here to read more.