Mind your staff, your clients and your sales.
What is CRM? Do I need it? Will it save me time? Will it help my working day?
These are some questions that we are asked regularly, and we are happy to answer all of these questions and other questions you may have.
Let’s start with CRM. This stands for Customer Relationship Management. A great CRM system in a company can make all the difference. In our CRM system you can manage all your clients, contacts, prospects and suppliers in one central database which is available 24/7.
CEO, Brian Kelly described it as ‘The best way of utilising all the information you have on your clients to help generate more sales and improve customer service. If you walked into a shop 30 years ago the shop attendant would know your order, your name, your children, your job and how well you are keeping. Companies are now using technology like CRM systems to create a personal relationship with their clients again. Companies now have all the information that clients have chosen to share with them at their finger tips.
We feel every company should use a CRM system. We have a variety of different companies that use MindaClient from one person operators to large international scholarship companies. It is vital to manage your clients and your team. If you have employees in different locations which most have now, it is a great way to track the work that is being done on a daily basis. With MindaClient everyone can log in remotely and see where each client is at in real time.
MindaClient helps you save time every day and it can help your employees save time too. You can allocate jobs and tasks for your employees. These can be noted as scheduled tasks in the system which allows you to go in and check if the jobs have been done and monitor the actions taken. This can help you and your team have a successful working day. Before Covid when we all shared an office it was easy to turn to your colleague and ask them a question. It was the quickest communication source. Nowadays we are all working remotely and if you want to find out who was last speaking to your client, what the latest updates are on your client this is all recorded in your CRM system and all of your colleagues can see this.
Everyone in the company is now up to date with the client information that you have updated on your CRM.
If you are thinking this CRM system is just what you need, but what do you do if you currently have all of your information saved on excel or word? We can help! We can import all of your clients for you when you sign up. We can also show you how to import your clients rather than typing them in manually. Bulk uploading is very helpful for companies who have a lot of data they need imported from a previous system or after a trade show or meetings where they take a lot of information. The safest and most efficient way to store this is on MindaClient. There is no limit on users for MindaClient and there is also no limit on how many clients you can store in our system. We have some clients that have just 10 key clients stored and others would have up to 60,000 clients in MindaClient. Our system can work for you, as we tailor- make a package that suits each business.
A lot of companies say ‘When my company grows, I will use a CRM system like yours’ Here at MindaClient we believe that it is so important for a start-up company to establish a good strong system from the start. This is by far the best way to manage the business, grow the business and increase sales.
There was a time when all we heard about was GDPR and we must remember that this is still a regulation that we must all follow. “When GDPR came in, we redesigned MindaClient which meant that using MindaClient actually made you more GDPR compliant in relation to your clients. When you add in a client you can record if they have given you permission to process their data, if they have opted to receive texts or emails, all the preferences can be saved in MindaClient.”
Another great feature of MindaClient is our email and text service. In the CRM system you can email and text your clients directly from MindaClient. This is a great way to stay in touch with customers, especially during these times. You can let them know if you have special offers or when you are hoping to reopen. It is best that you are staying in touch with your customers instead of your competition!
When it comes to invoicing your clients and paperwork, we can help you save time here! We are not an accounts system, but we do have a very effective way of generating invoices and recording payments against the invoices. Invoices can be generated instantly after a job has taken place and the invoice can be emailed directly to your customer. If an electrician is out on a call and finishes the job, this invoice can be sent directly so it certainly helps with paper work, time management and cashflow.
We hope that you have found our post helpful and if you have any questions or if you would like to receive more information, please contact us today;
hello@mindaclient.com
