At Arctec Data, we understand the huge role customer relationship management (CRM) has in the business landscape. Managing the relationship your business has with its customers is one of the most important tasks. No matter what industry you are in, how many customers you have or the size of your company.
Luckily, technology has plenty of ways to help you with this.
Most businesses will manage customer relationships through specially designed platforms and software. These programs are purpose-built to help track contact between customers, clients and internal teams. The platforms are called customer relationship management (CRM) software. And, the people who build them are called CRM specialists or CRM consultants
WHAT CAN A CRM SPECIALIST DO?
As the name might suggest, a CRM specialist specialises in all areas of CRM. This is a pretty broad role.
So many CRM platforms are available on the market and different CRM specialists will have experience working with different platforms. The CRM consultant might know how to operate a couple, a few, or a whole dozen.
If your business decides to hire a CRM specialist, first of all, they will want to get to know you. They’ll ask questions about your business operations, workflows, pain points, objectives and existing tech stack.
Then, the CRM consultant will recommend a CRM platform that can help you.
But it doesn’t stop there. The CRM specialist will also be able to train your internal teams, tweak the platform to your needs, maximise the use of CRM data and ensure you get good ROI. The CRM consultant can help with customer service, sales and brand image.
Or, if your business needs are very unique, a CRM specialist will be able to build a completely bespoke CRM platform.
WHAT QUALITIES DOES A CRM SPECIALIST HAVE?
CRM specialists are very techy. They know a lot about computer software, programming and coding languages. They’re detail orientated with good attention to detail.
But, a CRM consultant also needs good people skills. To help your business, the CRM consultant needs to understand you. So good personal skills and problem-solving are also important.
WHAT SPECIFIC PROBLEMS CAN CRM SPECIALISTS HELP WITH?
CRM specialists can offer endless value. But, to give you a better idea we have gone into some problems and solutions. This helps you understand the impact of a CRM consultant and how essential they are for business growth.
Problem: Poor communication between teams
Poor team communication results in a bad customer experience, with customers feeling like they are being passed around but not helped. However, it can be difficult to facilitate good communication between teams, especially in large organisations.
Solution: CRM platforms offer seamless internal communications
A CRM system gives all team members a comprehensive view of every customer. You can see name, email address, birthday, job title, the list goes on! This ensures each team member can offer a personalised service, even if they’ve not dealt with that customer before.
It also means team members can bring coworkers in on tasks easier. Tag a rep or a manager to get involved in the chat.
Problem: Data-entry tasks are limiting time-effectiveness
Repetitive data entry tasks can take up huge amounts of time, plus, they are pretty tedious which is bad for team morale!
Solution: CRM software can automate data entry
Your team doesn’t have to worry about logging emails, calls, meetings and interactions, because a CRM system can do this automatically. The software can log all interactions and data, freeing up more time for team members to focus on the important things. And, when you need it, this CRM data is available at the click of a button.
WHAT ARE SOME EXAMPLES OF CRM SOFTWARE?
There are so many products on the market when it comes to CRM software. Here are some of the platforms you might have heard of before:
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HubSpot: HubSpot is a huge CRM solution that helps businesses manage their inbound marketing and sales software. It also has a built-in analytics system which can help businesses understand how their marketing campaigns are performing.
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Microsoft Dynamics 365: Microsoft Dynamics 365 is a business software that can help companies with everything from financials to sales and marketing. It can help track customer data, automate sales processes and manage interactions.
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Salesforce: Salesforce is a cloud-based CRM system that helps businesses manage customer data, interactions and sales. It can especially help with the sales pipeline, automating marketing and customer support.
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Google Workspace: Google Workspace is a cloud-based productivity platform. It includes Google Sheets and Docs, which allow users to create content and share in real-time. It also includes Google Calendar and Google Meet.
WHY CHOOSE BESPOKE CRM SOFTWARE?
Investing in a bespoke CRM system means you are choosing a solution that has been specifically designed for your business needs.
The above systems are great, but they don’t offer as much customisation as a bespoke solution. CRM consultants can design completely bespoke solutions that are crafted to meet your every need.
Here are some of the benefits of investing in a bespoke CRM solution:
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Work how you want to: A bespoke CRM system allows you to work in a way that fits your business best. Instead of moulding your business processes around the CRM system, you can mould the CRM system around your business. A CRM consultant will design and build software that ticks all of your boxes.
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Choose a system that grows with you: Out-of-the-box CRM systems are great for a while. But, as your business grows and evolves, this software can begin to hinder you. A bespoke system, however, can be prepped and primed to grow with you. CRM consultants can create custom solutions that can help you now and also in the future.
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Get the best value for money: Bespoke CRM software is usually a bigger investment upfront, however, it offers better value for money. With a bespoke system, you pay for all of the tools and functionality you need and none of the stuff you don’t. Plus, because the system is scalable, it can be customised to suit your growth. An out-of-the-box solution is not usually as flexible, adding extra functions and tools can quickly begin to skyrocket the cost.
WHY CHOOSE ARCTEC DATA?
Arctec Data is made up of dedicated CRM specialists and CRM consultants that prioritise exceptional CRM solutions. We deliver completely bespoke CRM systems that are tailored to each unique client and their business needs.
Our CRM systems are designed to improve customer service and streamline business processes, providing a solid foundation for growth and success. But, our systems are nothing without the people who develop them.
Our team of CRM consultants understand the intricacies of CRM systems and the critical importance they hold in shaping businesses. Our CRM consultants aren’t just there to offer a service; they’re partners.
We go beyond basic technical support. We offer a holistic approach to CRM implementation and strategy development. Our CRM consultants are not only skilled in managing CRM systems but also adept at integrating them seamlessly into your business processes. This ensures everyone benefits from the enhanced efficiency and insights provided by the CRM system, from sales to marketing to recruitment teams.
We empower your team with the knowledge and skills needed to leverage your CRM system effectively. From customer service representatives to marketing teams, our CRM consultants provide comprehensive training and support, enhancing your team's communication skills and proficiency in managing customer relationships.
WHAT NOW?
We’ve talked the talk, now let us walk the walk. We’re keen to tell you more about the wonderful ways we can help your business. Get in touch to speak with a CRM consultant, to see what we can do