How Does a CRM System Work?

In recent years, more and more businesses have implemented CRM systems to help streamline their customer management and sales processes.  

 

This trend shows no signs of slowing down, with an estimated 14 percent growth by the year 2025 according to PR Newswire 

 

If your business doesn’t currently have a CRM system in place because you aren’t sure exactly how it works, keep reading to find out how this technology can help streamline your business, improve important customer relationships, and how our CRM system Whiz Sales works.  

a salesman examines documents on his desk

What Does a CRM System Do? 

CRM system handles contact and customer management on a large scale. This is typically the core function of any CRM system, whether the system is a cloud-based CRM like Whiz Sales or an on-premise CRM system on internal servers. CRM systems have the capability to store and manage data for every kind of customer contact, from leads to suppliers to customers that have placed multiple orders.  

 

Many businesses that operate without a CRM system still struggle with juggling endless spreadsheets, mixed communication from overflowing email inboxes, and communication between multiple departments to try and manage these essential lead, customer, and supplier relationships. At some point, this becomes inefficient and can hold your company back from growth.  

 

How Does a CRM System Work? 

CRM systems work throughout the whole sales process within your company. As your company generates leads, your CRM system will track the actions that your sales team has taken to follow up on the lead and close the order so that a follow up is never missed and that you have the highest possible chance of closing a deal.  The CRM system tracks multiple data about leads, from the contact’s name and basic information to their company size. CRM systems also allow for specific notes that your sales team can type in.  

 

Above all else, one of the biggest advantages of utilizing a CRM system besides easy access to data is that the intelligent software can help direct your company’s sales team’s time and efforts towards the warmest leads. This is infinitely better than having your sales team invest a lot of time in every single lead.  

 

What Sets Whiz Sales CRM System Apart? 

Designed specifically for businesses that operate in the manufacturing and distribution spaces, Whiz Sales CRM is the complete sales solution designed to foster collaboration and streamline processes for your sales team. This results in higher productivity and acceleration of the sales cycle within your company. Whiz Sales is a fully mobile application accessible on nearly any device from any location and it is easy to implement, unlike other CRM systems. With Whiz Sales, you can maintain all of your leads, customers, contacts, calendars, and follow-up data in a single seamless working environment. 

 

Key features of Whiz Sales CRM system include the sales management dashboard, sales & performance tracking, follow up notifications, business intelligence analytics, expense management & tracking, and GPS-enabled attendance for your team.  

 

Implementing Whiz Sales CRM system can help speed up routine processes, improve communication, and lead to real-time ROI, all without your business sacrificing huge amounts of server space. 

  

If you’re ready to step up your company’s sales and generate more ROI today, CONTACT US for a free demo of Whiz Sales. 

 

 e-Whiz Global was founded in 2009 with the sole purpose of offering simple & effective business solutions to our customers and business partners. Today, we offer comprehensive technology solutions for ERP, CRM and Accounting in major vertical industries. 

 

With a growing global team of solutions architects, software engineers and project managers, we bring vast experience in your Business Domain, Product Development & Information Technology services. Our underlying philosophy is simple: If you want to go fast, go alone. But if you want to go further, partner with e-Whiz Global. 

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