5 Reasons Why You Should Be Using A CRM

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Looking after your customers is key to the success of any business. In today’s era of ever evolving technology we now have tools to help us do this in an efficient and user friendly manner without the use of client record cards, manual diaries, Excel spreadsheets or just your memory! Customer Relationship Management databases (CRM’s) have been around for some time and provide a number of benefits to any growing business.

Customer Engagement – CRM’s track and manage all interactions with prospects and customers  and flag opportunities that might require additional nurturing or follow-up. You can even link your email account to your CRM so you will have real time data as to when your customer or prospect was last contacted.

Customer Segmentation – CRMs allow you to sort contacts by the data that you’ve collected about them. You can filter by location, company size, or deal stage. This allows you to target specific customer sets and increase conversion rates.

Efficient Communication – CRMs offer a selection of customisable, ready-to-use email templates, proposals, quotes, invitations, newsletters, marketing campaigns etc. and allows you to easily select the customers you want to send them to and the email address you want them sent from. For marketing campaigns or communications with any large groups of customers, the CRM will also provide you with delivery and engagement metrics allowing you to see how many customers unsubscribed, opened the email, clicked any links in the content, were bounced back etc.

Automated Reports – CRM’s allow you to generate automatic reports to maximise your time and assist you in making strategic business decisions. You can create your own suite of reporting such as conversion rates, sales forecasting, customer contact, source of leads, and goal progress reports to name but a few. 

GDPR Compliance – CRMs can obtain and document your contacts’ permission to store and use their personal details, send automatic notifications to all new contacts informing that you would like to store their data, and manage your customers’ subscription to email communication preferences. This will ensure you are compliant with GDPR requirements.

If you think a CRM would benefit your business, there are a number of systems out there to choose from and we’d be very happy to chat through our experience and ideas with you. Just get in touch! 

E:   T: 01903 688789

How to prepare for GDPR (General Data Protection Regulation)

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What is GDPR?

The way in which businesses process data is changing. The General Data Protection Regulation is being introduced to replace the current 1998 Data Protection Act. GDPR will govern how businesses use, handle and protect personal data.

From 25th May 2018, businesses will be required to keep a record of all of the personal data that they hold, prove that they have the correct consent to be using the data, show how the data is being used and what controls are being put in place to protect the data.

So, how do I prepare?

Start early
Organise an information audit Begin documenting what personal data you store. Identify where it came from, the reasons why you store it and think about if you really need to continue to store this information.

Make sure that your employees have the knowledge that they need
It’s very important that you make sure your employees have the correct knowledge about GDPR. As an employer, you have to make sure that your employees understand when, how and why GDPR is coming into force and the impact it will create for businesses. It’s also very important that your employees have the correct knowledge of the new data protection laws so that in the unfortunate event of a data breach they are aware of how to resolve the situation positively.

As part of the new law you will now need to record and manage consent for the data you hold. Now is a good time to review or put in place any changes to comply with the new GDPR.

GDPR will come into force on 25th May 2018. You can find out more information about the upcoming changes by visiting the below links or visiting one of the many training / information events being held in the upcoming months.

Useful Information
Overview of the GDPR

Getting Ready for the GDPR

GDPR Events / Training /gdpr/