What is CRM
    and Why it Matters?

So, you may have heard the term Customer Relationship Management or CRM but you are not too sure what all the fuss is. You know that it tracks contact and address information … like a rolodex or Microsoft Outlook. You may have heard that it even tracks potential sales information … like your Point of Sales (POS) system or the sophisticated Spreadsheet that is used by your Sales Team. So, your initial thought is, “I already have CRM”. Perhaps you have the couple of software products that make up a part of CRM but CRM is much more than a couple of software systems slapped together.

First and foremost , CRM is a mindset… understanding that the success or failure of your business is in the hands of your Customer and that you need to manage, service and nurture your customers in order for you to stay in business let alone attempt to grow it.

Second , you need technology to make it happen. This may be a combination of CRM software and hardware or simply CRM software and an internet connection.

With the right combination of strategy and technology, a complete CRM Software suite such as Surado CRM Online provides the ability to Track and Automate Contact & Account Management, Sales, Marketing and Customer Service. All of these major CRM components are tightly integrated so that everyone in your organization has a clear understanding of each and every one of your Customers; their purchases, habits, needs, issues, potential purchasing power, preference for communication, ability to refer customers, and so on.

When deployed correctly, CRM Solutions have been proven to increase Sales, decrease Customer Issues, increase Customer Retention and Increase Your Bottom Line!

Once only geared and affordable by large corporations, CRM Solutions are now not only affordable but a necessity for businesses of any size to stay competitive.

The following are just several of the many examples of how Surado CRM Online can help your business Get Organized and Grow :

1. No More Messy Desk – Track & Manage Information in One Place. Stop buying post-it notes for reminders. All your contact information and reminders will be available in your CRM System.


2. No More Lost Documents, Contracts, Images, Music, etc. CRM Software will allow you to attach documents, images, etc. to each contact. So, to review a document, simply bring up the contact and look at the document attachments.


3. Don't Waste Time Looking for Past E-Mails. Because e-mails are synchronized automatically, your history folder will always be repository of past e-mails sent/received to a particular individual. No more having to search through ton's of e-mail for a particular attachment.


4. Leverage Individual Expertise through Knowledge Management. Every organization has a few individuals who know a lot about the business. CRM software allows you to track various information, documents, brochures, etc. in a knowledge management area. Because this is a searchable knowledge base, anyone in your business will be able to search and access policies, brochures, industry information, business documents, HR documents and more.


5. Automate Business Processes to Set Action into Play. So, you want to make sure that when your sales reps complete an introductory call, they get a reminder to send a thank you e-mail. Or how about sending a “friendly reminder” to your contacts one day prior to your appointment to make sure that all parties show up for the meeting. Automated business rules, when done right will save you time, money and lots of frustration.


6. Know Which Marketing Campaign is Bringing in Results. You spend hard earned dollars to advertise in the Yellow Pages, local Newspaper, Direct Mail, Internet, etc, but do you have a clue as to which campaign is really working? CRM will change all this. You will be able to focus your marketing dollars on campaigns that clearly provide the results you are looking for – sales!


7. Improve, Automate and Be on Top of Sales. Standardize your sales process with automated reminders, to-do's, follow-ups, best practices that you know work. Review and be on top of activity logs, top opportunities, forecasting, quota and much more. CRM's sales force automation features will help your sales team excel to new heights.


8. Track & Provide High Level of Customer Service. Good service is no longer memorable. Great service makes all the difference. With CRM, you will be able to track each and every customer service call and the steps taken to resolve them in a timely fashion. With Automation, Knowledge Base and standard processes, your customers will be rewarded with Great service which will result in return visits and referrals.


9. No Software to Purchase, Install or Maintain. Unlike traditional software that has to be installed on your computer, with Surado CRM Online, you simply access the software using the internet. You won't have to worry about backups or losing your information if your computer crashes. And best of all, you won't ever have to worry about upgrading your software! Why? Because we do it on our servers for you.


10. Up & Running in 10 Seconds! With Surado CRM Online, you can literally be up and running in less than 10 seconds! How? Once you complete you service subscription, an automated process creates a highly secure database on our servers in our data centers for your company that can only be accessed by you and whomever you authorize. This entire process takes less than 10 seconds!

To learn more about CRM, read the highly acclaimed white paper: Got CRM? Small Business CRM Software Guide .

To Learn more about Surado CRM Solutions, please click on the links below:
On Demand CRM or Online CRM
On Premise Enterprise CRM
On Premise Small Business CRM
Offline Solution