A Customer Relationship Management System takes control of your prospect database, client database, sales processes and supports your business to actively market … But most of all, it helps your business generate revenue.

Choosing the right CRM sales system can dramatically change the results your business produces while automating your inbound leads and increasing your sales conversion. While this is all good, I also believe your CRM need not be that fancy, the most important thing is that you do have one! Manual or Technology based.

Using Well Developed Tools To Support Your Marketing Efforts

A CRM system is a tool that saves your business countless hours correcting or compiling prospect and customer information. Carefully chosen, a CRM system stores your prospect database, client database, business processes, standard letters, website link forms, suppliers, employee information, marketing campaign activity and records important information to your contact history.

A good quality CRM sales system will also have in-depth reporting capability, which allows you to access and evaluate the results of your marketing activities as well as pinpointing sales process changes. It should give you clear visibility of your sales pipeline allowing you to line it up against your current sales gaps to see where focus needs to change.

The more you communicate with your prospects and clients, the more likely they are going to purchase from you. The more you automate the process via a CRM system the greater ability your business has in generating sales.

Simplicity of Use

A quality CRM system should be intuitive and not require hours of training. Intuitive systems have features and buttons that are placed logically, have entry field labels clearly and simply titled and help information that is clearly worded and “helpful”.

Make sure that the CRM system you select has all of the information storage capabilities you want for your business.

Some of the basic considerations are:

  1. Information you keep on your prospect and client database
    • Company, First Name, Last Name, Physical Address, Postal Address
    • Contact Phone, Fax, Mobile, Email
    • Campaigns they are listed in
    • Last contact date
    • Next contact date
    • Purpose of next contact
    • Previous contact and discussion details
    • Buying motivations
    • History of discussions to date
  2. Targeting your product/service
    • To be sold
    • Previously purchased
  3. Prospecting past clients
    • Other opportunities and interests
  4. Future purchasing
    • New products, new services of interest to your client
  5. Marketing campaigns that are able to be targeted to selected markets
  6. Easy follow-up and calendar features that target the follow up to specific teams or team members
  7. Information you store about your vendors, designers and installation personnel.


A CRM sales system is a time saving tool for your business that delivers many benefits. Regardless of whether your CRM uses the latest and greatest app developments, or simply using a good old fashioned pen & paper, the most important thing is that you are actually tracking the conversation with your clients and prospects. CRM sales systems need to be customised to the individual business needs.

Make An Appointment

This just a brief overview of the value of developing your own CRM sales system. To make an obligation free appointment with our Firm to discuss how a CRM sales system (manual or advanced) can benefit your business, improve marketing, improve sales, create visibility and build automation, please contact us and we will prioritise a call with you.