A lot of our customers are keen users of the Leads module in their CRM solution. Leads are where you store details of possible business opportunities. CRM offers you great tools to capitalise on these and ensure that the lead follow-up process is managed in an effective way.

There are many different ways in which leads can be generated – whether at a conference, through a form on your website, email enquiries, word of mouth connections, the list goes on. Inputting these names and details into your CRM solution is the first step towards making lead management easy. The lead record will

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One of the many things a cloud-based CRM solution can do for you is assist with your document management. As well as the important task of providing virtual space for you to store that documentation, you can associate those documents in all the right places.

This offers you a great way of reducing the need to keep duplicate or even multiple copies of a document. For example a quote can be sent out and linked to companies, contacts or leads, without having to create those documents individually. With a link to all those documents getting set up and kept on all the relevant records, you can

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The way customer interactions take place is in a constant state of change.  A customer may now want to talk to you face to face, or on the phone, via live chat, email, on the comments section of your site, on your twitter page or on any of your social media platforms. As well as the means of communication the tools being used are also expanding - do you want to use your smartphone, tablet, pc, softphone or even the telephone...

Despite the ever growing methods of communication available one fact remains where it always was – customers want a quick reply to their enquiries with the minimum

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A personalised message works far better than a generic letter or email addressed. It implies to your current or potential customer that your company looks out for and cares for people instead of just dealing with numbers.

Your hosted CRM solution is the perfect place to take your address book and create some targeted marketing with a combination of addresses, emailing capabilities and some clever email templates.

Sending that personalised message targeting the interests of a specific group is likely to result in a greater percentage of qualified leads and generated revenue than a blanket

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As the platforms for dialogue with customers become increasingly diverse managing these relationships is more essential than it has ever been.