What is a CRM system and why do I need it?

Uncovering CRM is vital in 2021. Let us start by defining what a CRM system is, a Customer Relationship Management system. As the name implies, this system manages important customer data that offers support to the sales team. A CRM system provides actionable insights.  It also easily integrates with your social media platforms, and allows for more efficient team communication. monday.com South Africa offers an easy and simple to use CRM platform to help you and your team stay on track when it comes to managing customer relationships.

Why do I need a CRM system?

Your CRM systems contain all of your important customer information and data. It also allows you to easily update details, track customer interactions and manage their accounts – only from one easy-to-use platform. The purpose is to provide insights to businesses that will allow them to improve customer relationships.

The CRM system provided by monday.com South Africa assists you with managing sales pipelines, customer onboarding, clients’ projects, and marketing – to name but a few. You can even customise your CRM system to include or exclude specific data to meet your business needs.

monday.com South Africa’s intuitive CRM system ensures that all customer data is uploaded to the platform, sharing the outcome of the initial discussion to share valuable data with the rest of the team. For example, are they a potential lead or are they interested in one or more of your business offerings? It can also record negative feedback to help improve your customer care experience, for example, if they waited more than a week for a response.

Simple to use and intuitive CRM platform

monday.com South Africa is the perfect CRM tool for teams of all sizes.

What happens if I do not have a CRM system?

Before CRM systems became the new norm, all of this important customer data remained unconnected.  It was therefore easy to lose or forget about. The got to form of recording would have been notebooks or laptops, however, there was no real way of consolidating all of the available data into one convenient location. This lack of organisation can have disastrous effects, often leaving an unprofessional impression of your business with potential customers. another potential issue is having employees leave the company and taking all of their customer knowledge with them.

It is all about ensuring accurate, easily accessible data

When you invest in monday.com, you can rest assured knowing that you have a CRM system that can safely and securely store important customer data. You can give your entire team access to this information to assist them in improving existing customer relationships and find ways to build relationships with new and potential customers. It also shows you what is being well received, what is not and how you can improve what you are currently doing while creating a platform for seamless communication and collaboration.

monday.com South Africa’s cloud-based, online system makes it easier for all team members to access this important data from any location if they have login credentials and an internet-enabled device. There is no excuse for poor customer relations in the age of digital, it is time to re-evaluate how you manage customer data.

Sign up to monday.com South Africa  – Activation or Trial Link and track time with monday.com South Africa.

Interested in uncovering CRM with monday.com then hit the link below and start your monday.com journey, partnering with Syscor all the way.

Syscor monday.com trial and activation

Signing up to monday.com in South Africa and Africa

Book a call for monday.com Pro Services in South Africa and Africa

Once you have an active account Syscor can assist with a full consulting and professional services stack, including:

  • Process design
  • Workflow design
  • Workspace builds
  • Board builds
  • Customisation
  • App integration
  • Installs
  • Training
  • Support

Syscor is a sales, installation, and support partner to monday.com, having completed many successful projects on monday.com.  Thus making us very experienced.  Syscor has clients that range from Tanzanian Banks to small manufacturing businesses in South Africa, for instance. Our reach is completely continental.

Syscor’s Consulting team are all qualified to deliver a full installation and support offering, meaning we offer turn-key services.  We will gladly share any referrals, in order to give you peace of mind. So you can embark on your monday.com journey, with confidence.

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