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Customer Relationship Management (CRM) can be very beneficial for businesses. It helps you manage your customer data and supports sales management. Using a CRM system allows you to have constant insights into your business’ data, provides you with actionable insights and facilitates the internal communication within your team. In short, it might be a good idea to look into the benefits of CRM and consider implementing a CRM system in your business, and here’s why.

1. Actionable and valuable reporting

Data analysis and metrics are an essential part of growing a business, and accessible through multiple tools and extensions, such as social media channels, Google Analytics, business software and digital CRM systems. And although data analytics through social media and Google Analytics are very useful, it might not be enough to rely solely on these tools. This is where a CRM system comes in. A system like this dives deeper into your metrics and helps you organize your data. It provides reports that tell you more about how you can use your collected data in order to improve your business processes and strategies. It gives you a better understanding of new potential leads and conversions, and can greatly increase your sales.


Actionable data reporting and automation allows businesses to effectively communicate with its current customers, while at the same time reaching out to new audiences. Because of that, CRM reporting can greatly support your decision making processes, which can ultimately make your business grow better and bigger.

2. Real-time and customizable data visualizations

A big benefit of a CRM system is its real-time data insights. Most CRM tools work with high-quality and real-time data visualizations, which give you a constant and clear insight into your customer data. If your business still uses spreadsheets to manually manage customer data, a CRM can take a lot of work out of your hands by automating the process of data collection and analysis. All the important information is visualized on a centralized and customizable dashboard and shows you exactly what you need to know. Additionally, your marketing team, who mostly relies on metrics such as click-through rates and bounce-rates, can customize their dashboard to immediately visualize these metrics, without the clutter of extraneous data. CRM dashboards allow its users to immediately view the information that’s needed to optimize their workflows without having to sort through piles of other data.

3. Optimized communication & collaboration

Because CRM systems provide a centralized dashboard with all the necessary data, it’s very beneficial for the internal collaboration and communication within a company. Your CRM systems serve as a record of interactions, conversations, notes, and decisions, which are accessible for your entire team. Some CRM platforms have built-in collaboration tools that allow multiple team members to work on one single file at the same time. If your CRM service is cloud-based, everyone can access the information stored inside at all times, from anywhere in the world.

4. Enhanced automation

Business process automation is a big deal within modern businesses nowadays, and not without reason. Turning manual processes into automated procedures can save your business a lot of time, effort and money. Some CRM systems make use of artificial intelligence (AI) to learn from collected user data. AI-powered CRM systems can make automated recommendations based on the business processes that aren’t functioning optimally. This way, the system continuously automates and improves, becoming smarter and more focused to the needs of your customers.

5. Personalized and improved customer experience

Customer Relationship Management has its main focus on the customer experience. CRM systems are therefore very useful for the optimization of your customer services. A great asset of an automated CRM system is the ability to send automated emails with content that speaks specifically to a certain audience segment. Your CRM system collects the data of your customers’ actions, which gives them enough information to create and aim specific content to specific users. This way, your customers are always satisfied with content and services that fit their needs and interests. Because you are constantly collecting and analyzing data insights about your audience, market, and industry, you can create more personalized and relevant content, both manually and automated. CRM systems offer the possibility to track specific sales/lead information, such as customer interests, birthdays, contacts, etc. and help remind you when these personal events come up. This personalized attention can greatly improve the overall customer experience and helps businesses build a very loyal customer base for the long term.

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Salesforce CRM and Lizard Global

Lizard Global is a partner of Salesforce, which offers the world’s leading cloud-based CRM software for businesses. They provide users with a large range of innovative and cutting-edge CRM solutions, easily customizable to the objectives and requirements of your business. Why should you choose for Salesforce?

  • All CRM software is cloud-based
  • Salesforce CRM is scalable
  • Easy to use & customize
  • Focused on growth
  • The software runs on automated updates and upgrades
  • And Salesforce CRM is accessible for mobile use

And these are only a few reasons to choose for Salesforce as your CRM service provider. At Lizard Global, we are experienced in helping our clients with the integration of Salesforce CRM into their business and streamlining this new software with your existing processes. This way, you don’t have to worry about bottlenecks and other issues faced when implementing new software. We do the job for you, and you can enjoy the benefits that a high-quality CRM system has to offer.

Hey there, can I help you?

Did you like the blog above, but do you still have some questions about the subject or related topics? No issue! You can easily contact one of our Lizard specialists on these specific topics, and they gladly tell you more about it. This way, you’ll never leave with uncertainties.

MARKUS MONNIKENDAM

Global Commercial Director | markus@lizard.global | +60 18 35 65 702

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