every business actually uses one. Even you Mr basher. Your brain is a CRM, your diary is a CRM, the note book by the telephone is one... Ones that can be shared and used by all are best. Can you view your telephone scribble pad remotly, can everyone read it. should you pass away, would anyone actually understand it.... Thats the basics behind them. The easier and more intuitive they are to use, the more they get used..No, only if you don't know what you're doing.
The original database is taken from the Company accounting system and/or marketing database (if yo have one). So, all names addresses, postcodes, tel no are added automatically. In fact the right system will automatically include mapping (taken from the postcode)
The information added manually to update the system is selected from a drop-down menus, takes at least Oh, two minutes.
But the really tough bit for many reps (not all) is adding a note such as: ' Quoted for a JD999 @ £99,999 ' or ' call again on 15-12-2020 to discuss changing combine' or ' customer has bought from the competition, thebasxxrd'etc. All information you would be writing in a diary anyway.
Oh, and not forgetting to press the ' ENTER ' button.
No chance of never getting back to anyone late or forgetting again, as the system will constantly remind you to do it.
In today's businesses no other system should be used, and if you're not, your ten years behind the times. All emails, meeting, webinars, diary entry's, flights, trains, travel, etc to do with business can be managed via CRM, no need for any other system. It doesn't matter if you're the Chairman or the junior rep, everyone should use it.
Most importantly, nothing gets missed or forgotten, and the reports produced for management are an invaluable tool for business planning.
Sure you could manage that barleybasher ?