How can a CRM help me?

With so many companies claiming to help you with your CRM, it's hard to decide whether to take the leap or stick with the tried and tested Excel spreadsheet.

Small business owners - well, not just small business owners, but larger ones too - sometimes find it difficult to give up their spreadsheets for fear that all the data they have extracted over the years, cultivated and honed for hours, could disappear in a moment. Being able to upload a CSV file, Excel or other documents has never been easier.

Imagine this: Tom has worked in the accounting department for 23 years and has drafted your own document with contacts. Richard did the same in Sales, but yours has additional fields that are valuable to him because he's been nurturing all those clients since he started at the company 7 years ago and brought a list of contacts from your previous job (without your previous employer coughing it up). Then we have Harry, who has worked in marketing for the last 8 months and has had the bright idea that the company needs a CRM system for everyone to use, so now what?

As you can imagine, there is likely to be an uproar, as no one likes to part with your hard work and emotional investment in building your contact list to simply include it in a global list for everyone else to use, and that's without even thinking about GDPR. What Tom and Richard don't understand is that Harry's idea is to establish a process by which the customer (and pre-customer) journey can begin and be valuable to every person and department.

At Datalyse we can help your company with a CRM system that fits your business.

1. Track all interactions with your audience

2. Manage your client portfolio through a secure and easy-to-use system.

3. Help yourself to increase your customer retention rate.

4. Make loading all old data easy and accessible.

5. Turn your CRM into gamification to support staff morale and healthy competition.

6. Be available outside your geographical area

7. Provide training and videos to keep you growing with Datalyse CRM.

8.Incorporate departmental restricted areas to segment information.

Today's CRMs can have a whole host of fields to make it easier to manage your audience. Whatever your business needs, we'll integrate the field for you, ready for your agents to ask the questions.

Why choose Datalyse CRM?

At Datalyse, we provide the "world's easiest call centre software", ensuring that the software is easy to use for those in and out of the office.

For SMEs who have an overseas operation or case managers who are based abroad, Datalyse is ideal for you. You can manage your agents from anywhere in the UK. Our platform is cloud-based, which means it can be accessed wherever there is internet.

At Datalyse, we offer a free trial before you commit and, if you are a sole proprietorship, we will give you free access for a full year.

- Datalyse is a fast and easy to use CRM that allows you to unify your company's needs, centralising all your operations in a single application. Find out how a CRM can help your team on our website and blog, or contact us.