Reasons Why You Need a CRM System – 10 Things To Consider - It's All SAVVY

Reasons Why You Need a CRM System – 10 Things To Consider

It’s no secret that customer relationship management (CRM) systems can help you and your business be more productive and make more money. It’s not just because they organise and simplify your information and data. If you’re still on the fence about getting one, here are 10 reasons why you should definitely invest in a CRM system right away…

1) Customer Service
First and foremost, it’s important to understand the reasons why you need a CRM system in your business. Your customers might not seem like they’re all that different from one another at first glance, but spend time with them and you’ll see that they can be as different as night and day.

When it comes to customer relationship management (CRM), understanding who your customers are helps you cater better to their needs and enhance your brand experience. Savvy’s flagging system allows you to segment your clients for better communication. This will also help you to remember key things about clients to make their experience personalised and perfect!

2) Bookings
A customer relationship management system is designed to help service providers manage their bookings. With a customer relationship management (CRM) system like Savvy in place, all of your relevant contact information is stored in one location so you can quickly access it when necessary.

Email and SMS messages are saved and communication automated, making it simple to deliver awesome service and follow up when you need to. Your bookings can be automated too with online booking, so you can take bookings 24/7 . It can even collate all the key info about what and when clients want to book in.

3) Customer retention
If you have happy customers, they’ll come back to you. One way to make sure your clients stay happy is by using a customer relationship management (CRM) system like Savvy.

These tools track everything from bookings, past history, to customer preferences. This can help you anticipate each encounter and optimise it for both you and your client. After all, knowing all there is to know about each client makes it easier to deliver their needs.

Savvy has features just for your customer like the portal and the customer mobile app, making their life super easy. Why would they ever choose to go elsewhere?

4) Track Clients
Client tracking is another one of the reasons a CRM can work for you. Your business will operate more efficiently and your marketing campaigns will be more effective if you know where your clients are coming from. By keeping track of these customer sources, you can determine which ones to focus on and how they may change over time.

By tracking bookings for each of your clients, you’ll have a clear idea of what is working for your business and what isn’t—and be able to tweak accordingly.

In Savvy you can run reports on your best customers and you most profitable services. You can see their geographic location and see how many times they have cancelled or no showed. You can flag clients and send to all by flag. Everything you need to manage those clients and increase profitability.

5) Communication Recording
Communication is one of those things that most people do so naturally and with such little effort that we don’t even notice we’re doing it. It also happens to be one of those things that professionals tend to forget about, or—worse yet—do without, especially when there are other things competing for their attention.

If you want your business to run as smoothly as possible, communication is essential. The solution? Implement a CRM system. Savvy keeps track of all the emails and SMS you send out, it allows you to automate it with reminders and simplify all points of communication to deliver exceptional service with the workflows and 1 click message buttons.

6) Branding
Creating a comprehensive, modern brand is an essential first step to building your business. This isn’t just for large businesses—small brands are critical to your success as well. Plus, it doesn’t have to be time-consuming or expensive! There are many low-cost tools you can use to get started. Two of our favorites: Mavrck and Canva . You can create logos that represent your brand and your CRM should shout about your brand to your client.

In Savvy you set your brands and your colour schemes so all comms from emails to invoices all look like they are coming from you and not from us. If you have multiple faces to your business you can set multiple brands. You can even have a Savvy website and customer portal all to showcase your brand.

7) Marketing
One of the biggest reasons you need a CRM is that it can help you plan and carry out successful marketing campaigns. Your customers are constantly bombarded with ads, emails, social media messages and other promotions. It’s hard to keep up.

A good CRM will allow you to target your marketing to clients needs and in Savvy you can do that with the send to all by flag feature. Then you can fine-tune your marketing messaging until they’re working as effectively as possible for your different audiences.

8) Location Management and Scheduling
Location management and scheduling is a crucial piece of having your business run smoothly. If you are single handed and mobile you need effective scheduling based on locations and simple directions to get to the next location. Savvy’s map feature and google maps integration is perfect for this.

If you are a multi branch business with many locations and lots of staff, you need staff rotas by location, different log ins per location and the boss needs an overview of what everyone is doing at any given time. Savvy gives you all of these features and doesn’t penalise you as you grow. Unlimited devices and unlimited staff on all plans.

9) Business Reports
Tracking your business’s performance is one of the most important things you can do. If you want to run an effective and efficient business, then you need to be able to understand where your customers are coming from and how effective your marketing efforts are.

Understanding your most profitable services and best customers is essential. By using business reports from your customer relationship management (CRM) systems, you’ll be able to track all of these details in an organized fashion. Savvy gives you the ability to run all those reports as well as future planning and projected income.

10) Back Up Important Data
A good CRM system will let you back up your important data, so that in case of disaster (like natural disaster or fire) you can get your business up and running with minimal delay. If you’re not storing your information in one central location, all of it is vulnerable to being lost at once.

A good bookings system will let you store data in an easy-to-access location so that if something happens to one device, you don’t lose access to everything. Cloud based systems like Savvy mean you can access your data from any device. Savvy also has in built resilience with mirrored servers and daily back ups for minimum downtime. It also has customer service available 8am to 8pm daily so you can get help when you need it!

Book a demo!
If you’d like a guided tour of any of the features above, and to ask questions about some other reasons you need a CRM, book your free demo today!