Some Common Business Processes CRM Can Help Save Time With:
- Handling enquiries via phone, email etc
- Capturing contact information
- Creating quotes
- Following up with customers
- Creating invoices
- Keeping track of potential sales
- Keeping track of products/services purchased.
- Emailing newsletters or info about upcoming events or new products
- Tracking Marketing – Newspaper ads, Facebook, cold calling
- Managing contracts, agreements and documents
