These days, many businesses rely on customer relationship management (CRM) tools to handle their daily operations. With such high demand, the CRM market has become saturated with options, many of which heavily focus on only one piece of the puzzle. But here’s the truth: if you’re using a CRM that only focuses on one aspect of your business, you’re leaving a lot on the table. The right tool to support you in running your business should have more than a singular focus; it should be a tool that supports your entire day-to-day so the finer details never fall through the cracks, while also providing you with the overall bigger picture of your business.
What is a CRM Exactly and Why is it Critical to Running a Successful Business?
A Customer Relationship Management (CRM) tool is crucial for businesses to centralize customer data and streamline interactions with current and potential clients. By synthesizing and organizing information such as emails, call notes, and meeting summaries in one place, a CRM helps maintain organized, consistent communication and prevents important details from falling through the cracks.
Read more here: Why CRMs are Critical to Running a Successful Business
A good CRM should act as a central hub where you and your team can accurately track the day-to-day activities, while simultaneously linking, storing and collecting all data and communications into a rich history that supports your business’s growth in a plethora of ways. Without a good CRM, data and details can become disjointed and scattered across various platforms and make-shift tools like post-its and scraps of paper, leading to disorganization, missed opportunities, and a decline in customer service quality. And even worse, it limits your ability to see the big picture for your business. This ultimately and inevitably damages a business’s reputation and its ability to grow, making all your hard work for nothing.
Even more challenging, with such high demand for CRM tools, we’ve become overrun with options that sound fancy and full-serving; however, in reality only focus on one cookie-cutter functionality, overall lacking the infrastructure to support you naturally building your history. These CRMs create a ‘smoke and mirrors’ story of business management, when in reality they fail overall to offer all one needs to manage their business effectively and efficiently.
Why spend your hard earned money on a mediocre CRM that does not meet all of your needs? A CRM worth investing in helps you care for each detail in the moment while simultaneously building a rich, organized history that future you and your team will thank you for.
Do the Things Today That Your Future Self Will Thank You For!
Imagine building a library, and the investment of time and money it takes to curate an overall collection of books that creates a beautiful catalogue of resources and knowledge anyone can visit and benefit from over time. You begin with a few books; start making small piles with the intention of organizing later. It’s manageable for a while, but then more and more books are coming your way and eventually you feel overrun. You begin spending more time managing the growing collection in the moment, making space, growing haphazard piles day by day, in any way you can in order to maintain the flow of incoming resources. Before you know it, you have so many books – a dream collection, in theory, however, with no order or system. You are overwhelmed and highly stressed by the quantity of books you have that are essentially useless, because there is no bigger picture plan and no one can find anything that they want and need.
Now imagine that each book is a detail about your business—a conversation, a transaction, or a client preference, and the library represents your business overall. The details themselves are valuable, but it’s the whole of your business’s history, with its catalog system and organization, that really unlocks its potential, especially as your collection of details grow – the more details, the richer the knowledge and archiving at your fingertips. But if your business only focuses on the individual details, it’s like having a random collection of book piles with no system, making it hard to find what you need when you need it in a scattered array of information, increasing disorganization and stress while decreasing efficiency and effective professional business management. By filing and organizing your business’s details consistently over time, a good CRM builds a comprehensive history that anyone in your business can access, understand and utilize in the most effective way to support your day-to-day, as well as your overall business and it’s growth.
Don’t be Fooled! Expect More Than Basic
The collected history of your business is the sum of all the information your company and employees possess. It’s not just the facts, figures and details independent of each other—it’s the processes, relationships, and insights that intertwine and build over time. While the day-to-day details are inarguably important to drive operations forward, it is imperative one does not only focus on these details alone. It is a detrimental missed opportunity to ignore the bigger picture, since this ever-evolving culmination of historical data allows for smoother transitions, continuity, and less risk of details falling through the cracks. Having immediate access to your all-encompassing business history supports the growth of your business, bridges any communication gaps between staff and/or clients, allows anyone to pick-up on a project or interaction where another left off, etc., as the accumulation of data is all in one place, right at one’s fingertips!
Daylite understands the non-negotiable need for this kind of infrastructure in a business tool, and has been innovating over the last 20+ years to support you and your business, allowing you to nurture both the present details, while building a history your future self will thank you for.
Why Daylite Is Better Than the Rest
At Daylite, we know that businesses don’t start and end with customer relationship management. Not only should you expect your CRM to be a comprehensive tool that goes beyond just sales or communication, your CRM should work seamlessly in the background, automatically capturing and organizing data as you go about your daily tasks. It should build a rich history that will serve you in the long run, without requiring constant input. Every activity plays a role in creating a clear picture of where your business stands and how it’s performing. Daylite does ALL of this.
Daylite stands out from the CRM-only solutions since, by design, it is not just about tracking day-to-day details, it also offers an integrated approach to capturing both low-level (tasks, calendars, notes, etc.) and high-level data (contacts, projects, sales opportunities, etc.). It acts as your calendar, task list, note keeper, email collector, project tracker, detailed contact management, and more, while also thinking bigger picture, utilizing your day-to-day operations to naturally build a rich history as you work with little to no extra effort on your part. As you add contacts, manage tasks, send emails, track projects, etc., Daylite is linking, collecting and organizing this information in a way that creates a deeper and easily accessible historical understanding of your business over time. In other words, Daylite helps organize and store the work you do today in a way that your future self will be grateful for!
Your Business History is Your Superpower!
The continuity of nurturing your ever-growing history is crucial in maintaining workflows, minimizing disruption, and ensuring that no knowledge is lost during transitions. This history becomes your superpower, allowing you and your team to:
- Access all business information in one place.
- Capture personal details about your clients to show your care and attention to detail.
- Naturally interact with customers, no matter where or when, with all critical details at your fingertips.
- Seamlessly onboard new employees and ensure they can hit the ground running.
- Easily cover for colleagues on leave, vacations, or those who have departed.
All of this inevitably impresses your clients, which creates strong relationships and reputation, which creates returning and referral customers!
We get into business because we are passionate about the work we do. Your business is important to you, requiring and receiving your time, care and efforts to maintain and grow. Daylite understands the day-to-day details, as well as the importance of nurturing and growing an overall history of all your efforts. Dont settle for basics when it comes to your business – everyone deserves more.
Stay tuned for next week’s blog 5 Tips to Build CRM Habits to see in more detail how Daylite supports your overall business, and how you can build the habits to best utilize it so your present self thanks your future self!
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