Trustworthy reporting- A CRM system helps you go deeper with all your data and metrics, including those from other sources.

Dashboards that visually showcase data- Using a spreadsheet to manage your company means inputting or importing data manually, figuring out what’s important, and then creating a graphical way to present this data. You can set up a dashboard for every individual in your company who has login credentials for your CRM platform.

Improved messaging with automation- lets you set up a series of automated emails that speak to that audience specifically and are triggered by specific actions

Proactive service- help automate more personalised outreach throughout the marketing funnel, it can improve a sales team’s outreach efforts or customer service’s ability to help customers.

Efficiency enhanced by automation- Cutting the time it takes to email and nurture leads with drip campaigns. Scoring leads using customer parameters you set or with built-in AI, so your teams can better prioritise which marketing qualified leads, or MQL, can transition to sales qualified leads, or SQL. Handling simple customer questions, such as the status of an order, with chatbots and other automated messaging.

Simplified collaboration- CRM serves as a record of conversations, interactions, needs, notes, and contact information. And if it’s cloud-based, it’s always up to date, and your teammates can easily look at its records to make decisions.