It’s all about the relationship

The fanciest system will never replace a good business mind or an informative and friendly voice on the phone.

In our work with new and small businesses, the vital piece of the puzzle we often find they’re missing is a good CRM.

What is a CRM?

Some have never heard the term. In its purest and most literal form, CRM stands for Customer Relationship Management. It is a system or strategy for managing client interactions, dealing with future and current customers, and optimizing relationships.

Business owners know, it’s all about the relationship.

A CRM helps businesses to build those relationships through collecting data, generating reports and analytics, setting up regular communications, and much more. All with the intention to create and retain loyal customers.

Still, the fanciest system will never replace a good business mind or an informative and friendly voice on the phone.

Some business owners may not have the bandwidth to respond to every request or to even answer their phone.

When we work with our clients, we focus on getting to know the people on both sides of the ledger — the important vendor and the customer that is butter to your bread. We keep communication flowing.

Losing potential clients because you can’t answer the phone as frequently as you’d like? We can set up a phone system for answering important, in the moment questions or requests.

Still filling in customer information in a paper ledger or invoice booklet? Spending too much time tracking down a customer’s phone number or email? We can set up your CRM software so that you capture customer information once and can easily access it when needed. Even when you’re on the road.