What is CRM and why do SMEs need it?

Monday, June 5, 2017


CRM, or Customer Relationship Management is a nice way of saying you take your customers seriously and organise your business accordingly.

Having a CRM provides a 360-degree view of your customer. Whenever a customer interacts with your business, it is important that the information you have available on that customer informs and guides the decisions that will help to maximise their experience, whilst also making the interaction as effective and efficient as possible. This includes ensuring your operations are streamlined to avoiding repetition or rekeying of information, enabling you to view customer history, establish context and initiate the correct actions.

You don’t need three layers of middle management to justify working with a CRM system. On the contrary, it’s more affordable all thanks to the cloud; making it a sure-fire way for SMEs to increase both sales and customer satisfaction with only a small team.

Exact has an integrated software solution for SMEs in manufacturing, wholesale distribution and professional services – all in the cloud, anywhere, anytime!


Take the business with you wherever you go

Get real-time insight into key account data on the road using mobile apps, making sure your sales stars seize any opportunity, whenever it arises.


The power of integration

Integrating a CRM with financial and other key processes will automatically link every bit of information you have about a customer together. This gives your sales a complete overview of every customer, wherever they are.


Who is Elementary Business Solutions?

Elementary Solutions is an Exact Certified Partner. Our technical business consultants have all been through the rigorous certification programme to ensure that they not only understand the Exact software solutions, but also understand how it can help your business reap the benefits efficiently and effortlessly.


What makes Elementary Business Solutions different?

Whether it’s Exact for Accounting, Time & Billing, Project Management, Wholesale Distribution or Manufacturing, the transition from implementing your new software to establishing a process where you are confident in being able to use it is crucial. We will work with your company and act as problem solvers, critical friends, trainers and mentors to ensure your business reaps the benefits that your all-in-one, integrated software solution can provide. We put in place the tools that will deliver lasting change and equip your business with what it needs to grow. This, in turn, will provide your business with a more efficient process of working, allowing you and your workforce to focus on the more important tasks at hand.


If you would like to discuss how our experts could help you, then get in touch with Paul today on 07535 260 723 or paul@elementary.solutions