Goodbye Spreadsheets, Hello CRM

Do you need a CRM System? You already have a great system in place. Pen, paper, spreadsheets, email and not forgetting the good old sticky notes!  The perfect tools for managing your clients, contracts and meetings, right? 

Spreadsheets and handwritten notes can work if you have a small clientele base as chances are you will recall details of each individual, but as your business grows your ability to remember customer conversations diminishes, especially if you are making a dash to the filing cabinet every time the phone rings to pull out the information needed whilst trying to sound professional and retain good customer rapport at the same time.

This complication is easy to fix with AutoVu Solutions CRM

Imagine having one place where every piece of information about your customers is stored without having to leave your desk! From logging names, addresses, phone numbers and emails to documenting call logs, appointments and notes. All automatically date stamped so you know when the details were taken and not a pen or piece of paper in sight. Add to this the ability to find your customers at the click of a button, your day has just improved significantly!.

Conversation tracking is a great tool for building excellent customer service and one I use not only for noting business data but also personal information.  For instance, one of my customers is a keen traveller. I made a note of this on her file so when she calls in I always ask about her latest trip which in turn has helped me establish a harmonious relationship with her over the years.

Another problem suffered by the pen and paper army is the annoying dilemma of calendar clashing! How many times have you booked an appointment without having your loyal diary to hand only to discover that you have double booked, resulting in another time wasting exercise of having to get in touch to reorganise. Arranging your schedule and that of staff members can be a cumbersome task when using a paper diary and/or a wall calendar. Whether you’re booking an important sales visit, management meeting or staff holidays, it’s vital that you know where your team members are at any one particular time in order to organise and co-ordinate. A shared online calendar is an essential feature to running a successful business. Never miss a meeting, event, or appointment again!

All these features and many more are available from AutoVu Solutions. We are a team of dedicated people who have all been business owners and recognise that automation and organisation within a company will make you stronger, more prosperous and most importantly give you more time to do the things you like to do.