The Value Of Managing Contacts In SugarCRM

I went to a conference with my colleague a few weeks ago, during which time we took advantage of the designated hour of networking before the event and mingled with other attendees. The conference was about social media marketing, so it attracted a wide variety of people – professionals, students, musicians, entrepreneurs to CEO’s and more.

These kinds of situations can be fun. You never know who you are going to meet, but as each conversation began, it was always the same: Name, job title at such-and-such company, what the company is all about and oh, here is my business card.

Business card? I didn’t think of it much as I was handing mine out and gladly accepting them from those I was conversing with. After all, the introduction portion was summed up by the business card which I find quite handy… it’s nice having something tangible from that person to really lock in your mind who they are. The next morning though, as I was pawing through my portfolio to get out the notes I took at the conference, here they were: a pile of business cards. I shifted awkwardly around looking for a place to put them. I found a nice cozy spot in the corner of my desk’s drawer but I am in the business of CRM, so the thought of relying on information stored on a piece of paper made me shudder. I automatically entered the contact information into SugarCRM and felt an immediate sigh of relief because not only do I have all of the information I need stored in a very convenient location (which I can access from anywhere), I also created a system to follow up with the people that I met which would be inconsistent and unpredictable if I was depending on my memory or jotting down notes in another document.

Yes, entering in the information from the business card into SugarCRM took (a little) time, but it is always a best practice to use a technique that will allow me to do my job better for myself, my coworkers, my boss and especially for my customers. It also allows ease of mind because I don’t have to try to remember who to follow up with and when, or what we talked about before. It allows me to focus on the ‘”relationship” side of things.

Here are some other key benefits to implementing a CRM:

  • Improve communication throughout the company
  • Custom and automated reporting
  • Have a greater visibility of your customers
  • Store all customers information in one place
  • Easily view all customer activity
  • Ability to understand your customers

Often, the successes and failures of implementing a CRM are based on understanding what it can do for your business and how to really utilize it. Join us later this month for a free lunch and learn to learn how to overcome your company’s CRM obstacles.

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