CRM Software Objectives and Benefits

Do you find that your Customer Relationship Management (CRM) software does not adequately connect from your front office to your back office? If so, you are certainly not alone. It is becoming more and more clear that many CRM solutions are not adequately addressing the need for front-to-back office integration throughout businesses in Canada and beyond. Without proper and effective sharing functionality of customer data, processes within the business can be filled with errors and delays that also lead to extra paperwork and unnecessary challenges. With these errors and inefficiencies comes increased transactional costs and decreased customer satisfaction rates. Over the long haul, these can be exponentially harmful to business success.

If you are facing an issue with a lack of CRM software integration across the sectors of your Canadian business, there is hope. It is possible to have front-to-back office integration for companies of all shapes and sizes depending on the CRM software solution that is being used. Sage CRM, for example, allows all types of businesses to seamlessly connect their business processes, applications, and data while sharing it effectively and efficiently. This allows businesses to manage customer relationships more effectively, reduce costs, and increase profitability over the long term that is more cost effective and less complex than ever before. This should be good news for your business in the Greater Toronto Area and beyond.

Keeping the Objectives of CRM in Mind

Implementing and using CRM software is meant to bring together customer data from across the company. This is the primary goal and objective, and this translates into all staff having the access they need to meaningful information. This information, in turn, can be acted upon to develop and maintain profitable customer relationships. Keep in mind that any CRM implementation should result in enhancements to customer visibility that meet or even exceed the expectations and requirements the business has for customer data needs. The key is to find a way to integrate front office data with back office data and vice versa.

Benefits of CRM: How CRM Helps Business and Employees Overall

If the goal of bringing together customer data across the company is truly achieved, it will result in many benefits to the business. CRM helps businesses in a variety of ways. These benefits include:

• Productivity increases
• Employee empowerment when they have the right information at the right time
• Business process streamlining that also automates workflows throughout the business
• Cohesive information sharing across departments
• Integrated ERP and CRM information that gives customer-facing employees a complete view of customers

Sage CRM achieves the objectives your company is looking for and offers the benefits needed to make CRM effective and helpful to the business and employees overall. Learn more about Sage CRM by visiting here. For further information, download our whitepaper “Sage ERP Front-to-Back Office Integration” about integrating CRM and ERP solutions to improve productivity and solve business challenges.

Our small and dedicated team specializes in helping small-to-medium size Canadian businesses and non-profits select and adapt Enterprise Resource Planning (ERP), Customer Relationship Management (CRM), Human Resource Management (HRMS) and IT services. With IWI’s 15 years in business and 100 plus years of combined experience, IWI has helped hundreds of manufacturing, distribution, and financial service companies gain efficiency, grow, and lower their operating costs.

With the unique combination of industry knowledge and diverse technology expertise, IWI provides cost-effective solutions to help clients gain a competitive edge.  As a Sage business partner, servicing the Greater Toronto Area, we support evaluation and implementation of operations and finance systems to optimize technology, ensuring high return on investment with a quick and painless transition to new software.