Whether customers, partners, suppliers or employees – every company has thousands of contact details that need to be managed for successful day-to-day business. Nevertheless, the effort required for contact management should be kept as low as possible, as it is merely a secondary task to the actual core service of a company.
Cumbersome Excel lists and appointment calendars should have been a thing of the past a long time ago. But other, more technical options, such as management using your own software or email clients, are not always the best solution. Cloud-based CRM software, on the other hand, enables professional contact management that you should definitely not do without! Here are the best reasons why!
Structured database
The first reason why you should definitely use a professional contact management solution is an organized database. With the help of CRM software, you can bring order to the chaos of address data and ensure a more efficient workflow. No more time-consuming searching for contacts in extensive lists – contacts and all relevant data are immediately available at the touch of a button. What’s more, with CRM software such as 1Tool, you avoid the risk of duplicate customer files. Automatic duplicate detection ensures that your database requires little maintenance.
And best of all: some systems, including 1Tool, also make it child’s play to convert from Excel lists and the like to CRM software using the import/export function.
360° view of your customers
Professional contact management means knowing everything you need to know about the customer in order to provide them with optimal services and benefits. Such relevant data includes interests, previously purchased products, previous communication, etc. Recording this information in Excel lists or email clients is almost impossible or extremely time-consuming. The 360° view offered by CRM software is therefore the next reason to opt for professional contact management.
The entire customer history is recorded here and all employees in the company are well informed about the customer and their interests. This is a decisive advantage for sales staff in particular: shortly before a customer visit, they can call up the contact with a click and get a quick overview of their requirements and wishes. This makes every customer appointment a success!
Target group-oriented communication
If you have a comprehensive overview of each individual customer, it is no longer a problem to address customers in a target group-specific manner. 1Tool as a CRM system thus enables additional newsletter dispatch based on contact management. On the one hand, this makes it possible to address customers personally via placeholders and, on the other, to selectively send out information. Customers only receive the news or product offers that are really relevant to them.
Optimal collaboration throughout the company
Whether products, projects, invoices or newsletters sent to date – all important data is stored for each individual customer. Professional contact management keeps your employees throughout the company up to date at all times and allows them to exchange information quickly and easily. With CRM systems such as 1Tool, notes can be added to contacts or important documents uploaded to which every authorized employee has immediate access. This means that companies not only benefit from a constantly updated database, but the entire workflow can also be optimized.
Location and time-independent access
Access to the address database is another important factor in professional contact management. Therefore, cloud-based software should definitely be used. This gives you the opportunity to edit and manage your database at any time and from anywhere with Internet access. If you are away on an appointment or abroad, you can still synchronize important information in real time and call it up at the touch of a button. What’s more, 1Tool can also be used via smartphone or tablet for optimal use on the move!
Would you like more information about 1Tool contact management?
Then contact us by phone or e-mail at office@koerbler.com
