How do you manage customer data and information in your business?

November 25th, 2014

If you are still using spreadsheets, word documents, your calendar, emails and paper based files to manage your customer data and business information, that is not an efficient way to run your business.


In terms of tracking opportunities, the CRM should have the ability for you to manage your sales pipeline and deals you are working on throughout the various sales stages, you should be able to allocate percentage chances of winning the deals, actions and outcomes associated with the opportunity, who the key stakeholders are, and most importantly when the deal will close.

Once you have populated the CRM with a number of opportunities, you will be able to see your sales funnel, and get an overview of how many sales you are likely to make and how much money you will make.

Another useful tool is to have an intranet allowing you to communicate and collaborate with staff, all important company information can be added to the intranet, providing education and awareness, allowing for easy sharing of and access to data. Being able to create and assign tasks, delegate responsibilities and have a calendar allowing you to track when tasks are due and when important events are approaching.

The final tool that is important to manage a business efficiently, is a document management system (DMS), this is a software package that is a single repository for all important digital documents required by your business. These documents could be contracts, proposal templates, leave forms, invoices, product manuals, datasheets or instruction manuals. The document management system provides a single source for all your staff to access important information.

Circle Business Consulting can assist you with picking the right platform for your business, based on the amount of data you have to manage, how many staff need access to the platform and what your budget is. There are some free platforms that we can provide you access to, which are cloud based, meaning that you don’t need to have your own servers to host the software, CircleBC can assist you with setting the software package, providing guidance with how to upload the information, we can also assist with training you and your staff on how to use the platform and how to make the best use of it.

For more information on how CircleBC can assist your business with setting up a CRM, Intranet or Document Management system, give us a call on 1300 978 073.