Wednesday, 21 September 2011

"Right-sized" CRM for small business

Customer relationship management (CRM) is important.  Smart business owners recognize the fact that, despite the relative newness of the term, CRM is as old as business itself.  You needn't get tied up with complex, and expensive software solutions or systems.  Good CRM is possible without software.  So if you choose to adopt a software package to assist with your CRM process, pick something simple.

OfficeBooks takes a simple approach to CRM.
  • Organic data collection.  Good CRM practice involves keeping track of your transactions with a customer (or potential customer).  As you use OfficeBooks, you build a transaction (sales) history for your customers. Viewing a list of sales or quotations to a specific customer is as simple as clicking a link.
  • Internal data sharing.  Since OfficeBooks is designed to support an open books management approach, your staff can provide customers with a seamless experience.  

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