Insights:

Small business has always been about customer relationships — about knowing names, knowing preferences and offering the kind of friendly service that keeps customers coming back.

But as a business grows, that ability to relate on a personal level to each and every customer becomes more of a struggle. The owner may be more involved in operations, less involved with customers. Managers may spend more time handling employee issues and less time interacting with customers.

Yet effectively managing those customer relationships is a key to profitability. So the question becomes: How does a small business know when it's time for a more sophisticated method of managing customer relationships?

Benefits of CRM

For a business with just a few employees, a single-user desktop application — such as Microsoft Outlook 2003 with CRM on public folders with few BDC(Business Development Coordinator) — may be all that's needed to keep track of customers. BDCs, can easily manage their contacts, accounts and sales leads and even run a variety of reports.

There comes a point in an organisation's development, however, when sharing customer information across teams or departments makes more sense strategically and also offers greater efficiency as the number of customer records increases.

Here are some benefirs CRM4INSURANCE offers:

• Employees can easily add CRM Users, Products, Services types.
• Employees can add Account/Contact information and at the same time monitor the product sale penetration
• Reports help commonly left behind and overdue services to be delivered to customers.
• Centralized CRM data available on public folders for review for all employees
• Shorter man hours to feed data and generate comprehensive reports on daily calendar for managers and executives
• Business critical reports for delivering services on time and reports generating services overdue or outdated.

Is CRM for you?

The benefits of a CRM solution that integrates with your existing applications — whether you use Microsoft Office, Exchange Server or line-of-business applications — are easy to understand. The tougher issue is determining whether your business is ready to move to a CRM system.

These factors may indicate you should consider a CRM solution for your business:

• your core customers have very different characteristics
• You sell a large assortment of products and services
• Customers replace or add to the products or services you sell on a regular basis
• You interact with customers in a variety of ways, such as in-store and online or over the phone
• You have multiple offices and/or mobile workers and need to easily share and manage customer information from all sources

With CRM4Insurance take your small/medium business to step further and serve your customers better than ever.

For any queries, please write to CRM4Insurance-Support

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