What was promised what was ordered what projects are

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what was promised, what was ordered, what projects are under way, and what is scheduled for the future. No matter which department takes the call from a prospect, they will know exactly what is going on with that account by viewing the past interactions. Full-featured CRM’s, tie all departments together, becoming your “one-stop-shop” for accessing all the information you need to build and maintain amazing relationships. 3. Streamline and Automate Your Processes . Improve customer satisfaction by ensuring consistent service delivery and making sure that nothing falls through the cracks! The proper CRM will automate your business processes, allowing you to deliver consistent results each and every time. For example, you can create a library of customized process templates to automatically assign tasks to the right person at the right time. 4. Centralized Information – Mature CRM products go beyond Contact Management to truly manage the entire business. Your CRM should unite your Sales, Service, Billing and Finance departments. CRM should be your central location for company-wide contacts from QuickBooks, Outlook, Constant Contact, and even Excel spreadsheets. When CRM becomes the central location for all vital company information across your organization, you will significantly reduce double-entry with two-way communication between these products. Be confident that you’re always viewing the most current and accurate information available! 5. Provide Service Anytime, Anywhere – In our instant-access omni-channel world, clients expect quick responses. Gone are the days where employees are at their desk from 9 to 5…and your clients are aware of this! It doesn’t matter if you’re working from home, in the office or on the road – you’re CRM should provide access to the real-time company information needed to be productive from anywhere. If you are not currently using a CRM system, chances are you are giving up an opportunity to further differentiate yourself among your competition. Now may be a good time to consider the many ways your organization would benefit by implementing a CRM solution.
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  • Fall '15
  • Customer relationship management

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Christopher Reinemann
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