CRM

Providing the insight you need.

One of the greatest assets your company has is customer data. From that, you can extract value for your clients, providing improved products and services. We bring the technology that helps store, retrieve and transform this data into results.

We help you identify the adequate platforms for your needs and profile, preparing your team to feed data and extract relevant information from gathered data, as well as supporting all the necessary setup activities to bring true Business Intelligence to your operation.

Your Prospects Have Multiple Points of Contact:

If your prospects and customers are talking to multiple points of contact within your organisation, it can be easy to lose track of what’s been communicated over the period of the sales cycle. A CRM system will provide a documented history of all your interactions with them, showing who has said what and when:

Why are CRM's so important

  • CRM’s streamline your sales process
  • CRM’s centralize customer information
  • CRM’s accompany the customer journey
  • CRM’s foster inter-departmental cooperation
The foremost advantage of a CRM solution is that it accompanies your sales team throughout the entire process of acquiring a lead, converting it into a customer, and closing subsequent opportunities. It’s right there in the name: a CRM will streamline the management of customer relationships.
A CRM solution will keep customer information in individual files. These files can be fleshed out with fresh data with each new development of your relationship with a customer. Every phone call, email, contract, offer, etc. will be kept in one convenient place.
The visibility of data is just as important as collecting it. If you want to run sales forecasts or review your sales, marketing, or other businesses activities, then a CRM system will give you what you need. From the probability a sale will close to the number of customers who clicked on your latest newsletter links, a CRM can pull all your data into a report for easy analysis.
In your CRM, you will be able to plan your course of action. Rather than rely on a spreadsheet, planner, or (heaven forbid) a rolodex, a course of action can be laid out every step of the way. This will allow your sales team to focus on closing, rather than expending time doing paperwork.

Want To Talk?

  • 250.318.6508
  • info@zubakandassociates.com

Ⓒ 2019 - All Rights Are Reserved