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AI Business Benefits: How does it fit you?

In my last article, we learned what AI is simple terms can be. Also, I pointed out to how it is used in our everyday lives and the difference between narrow and general AI. Now we want to see how it can benefit our business world and the AI business benefits.

AI Business Benefits in the Workplace

As we advanced in the tech era, you are used to some things you might see every day that AI is implemented within. However, not many recognize the AI business benefits so I have first pointed out some main advantages:

  • Virtual Assistance
  • Predict insights from business data
  • Automation of repetitive work
  • Enhancement of productivity, more focus on the real work
  • Fraud detecting
  • Notifications and Scheduling
  • Marketing assistance
  • Avoidance of human errors

Virtual Assistance

One of the great AI business benefits is using it as a virtual assistance. This is currently used in the Amazon Alexa, Apple’s Siri, Google Assistant and Microsoft’s Cortana. The benefit of a VA is that you can get a lot of the work done that you might previously have needed a live person for, so you can reduce costs in the payroll and also use the energy of a live employee more efficiently. You can use VAs for other office work like dictation, ordering tasks, calendars and events, to do lists and more.

Prediction Based on Data

One of the main concerns in business today is how we are using all the gathered data in our work. Many businesses seek to hire data scientists and growth hackers to analyse all the information and collected data. AI can help tremendously by processing billions of data in a matter of minutes. For example, it can be used to analyse lead generation reports, sales reports, procurement reports and more. With the help of machine learning and deep learning, it can continuously advance as well. AI uses data as raw material fed into it, to process information and provide valuable summaries, analytics and insights.

AI Business Benefits in Automation

Another significant AI business benefit is how we can use it in automation tasks. For example, we can use it lead flow tasks, in notification automation, in scheduling and much more. As written in this article, some of your daily tasks can be automated, like scheduling invites, managing emails for replies/delete/reviews, booking flights, ordering and help us perform better. For example, in Sales, automation can be done by follow up emails, contact updates, and lead updates.

Fraud Detection

Most business need to secure their information as cyber-attacks rise. Many have been target of cyber-attacks due to flaws or wholes in their business security. Another benefit of AI for business is how it can detect fraud in your business network. Using deep learning techniques, check of time series/sequence, ability to identify networks, check payment transactions and more, AI will help to secure your business.

Marketing Assistance

One of the best samples of AI is how it used as a marketing tool. For example, it can be used as a service chatbot, social media automation like IFTTT or Buffer, used for making checks and balances, and scoring leads, adapting the customer journey, advertising, and more.

Increase in Productivity, Reduction of Errors

The best AI benefit in business though is how it can enhance employee productivity so they can focus on high-value work, instead of tedious repetitive work or administrative work that can be handled by machines. AI VAs or applications don’t get tired, don’t make mistakes, can work without breaks and without payroll. On the bright side, employees in companies can focus on the real value of their work, how to improve customer service, and are the best friends of the HR department.

Wrapping Up

So, to wrap up, you can see some of the AI business benefits and how they can be applied in your business. Of course, the advantages are endless and this article is just a short briefing to get you familiar and open your mind on the possibilities. In the next article, I will explain our AI solution and how you can apply it.

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AI in Simple Terms

Last year, I read in many articles that AI was part of the emerging technologies in the years to come, and interestingly enough, this year, we were witness to a lot of progress in this field. As this is an immense field and I won’t be able to expand it fully, I thought it might be good to explain the fundamentals of AI in simple terms for our readers, and in the later articles, how it will benefit your business and our solution for it.  These days AI has become an ordinary term and used almost everywhere, from Google products, to social media platforms like Facebook, to apps in your smartphone and devices in your home.

So what is AI in simple terms?

AI in very simple terms is the ability of computers to act like humans, as defined in Tech Terms. As in this Salesforce article, it means that non-human entities have human-level intelligence and perform tasks intelligently. There are two general AI versions, the “narrow” or “weak” AI, like the ones you usually deal with such as smart search engines and apps, or the computer chess games you play with, or even speech and image recognition. Narrow AI works within a specific scope, so even though it is referred to as “weak” AI, it does its job pretty well. Actually most of AI you see today is weak/narrow AI and it automates a human activity so it serves us well.

The other type of AI is called “general” AI, which can operate independently of human beings. Up to now you would see general AI in sci-fi movies, but thanks to development in technology and use of Machine Learning, this has become reality now. When we talk of Narrow AI, we’re talking of AI that can’t learn new things or learn from experience. In General AI though, Machine Learning is used so the AI can “enhance” and “learn” and progress. You can read this to learn more of how AI and Machine Learning work.

Example of AI around us

Now that we learned of AI in simple terms, let’s see how is AI used around us. Here are a few examples:

Purchase Predictions: if you have shopped online, you probably have experienced the online platform predicting and suggesting products to you. Based on your favourites, or previous purchases, or selection, most ecommerce platforms like Amazon have AI build within working on predictive analytics algorithms.

Marketing Automation: in your CRM or marketing software, you will experience a lot of automated tasks and predictions and reports based on your data. In Salesforce, Einstein is taking the lead in facilitating all processes in a business.

Online Support: have you seen a chat box in service websites, providing online support? Most chat boxes these days have a chatbot based on AI like our Universal Chat. This will help free resources and save time by programming the most common questions people have when they come to your website.

Personal Assistants: anyone using a smartphone can see Siri, Google Now, Cortana as an intelligent digital personal assistant, and helping you find information with just your voice. You can ask for the nearest restaurant, ask for task reminders, schedule important appointments or just send other commands to your phone.

Music and Movies: ever wondered how Youtube provides you relevant videos of the one you just watched? This is also using AI to “guess” what you will like based on your previous judgements and likes/dislikes. A lot of platforms these days use AI to learn your taste and interest.

Social Media: one of my favourite AI examples is how Pinterest uses AI to learn your interests and get you back on their website. But Pinterest isn’t the only social media platform using AI. Facebook, Twitter and LinkedIn also are using AI algorithms to learn about you and “sell” customized services for you.

Computer Games: if you have played chess or any other computer games with a Computer opponent, that is using AI as well. It started with video games and Nintendo but now it has reached a higher peak.

Smart Cars: smart cars and self-driving cars are a perfect example of AI, such as Tesla’s autopilot and maybe in the future you will no longer need a driver’s license because self-driving cars will be much safer than humans!

These are just a few but you can find more by just googling or reading online.

Ending Word

So up to here, we learned the basics of AI in simple terms. We learned of narrow and general AI, and samples of AI in our everyday lives. In our next articles, we’ll learn of the benefits of AI in business and how it’s applied.

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How I was Convinced: Why Salesforce for Business?

I’ve been working in the tech field for over 15 years and I’ve seen and heard and even worked with a lot of platforms. The first time I heard about Salesforce was some years ago where I heard it was a good CRM. Most of the bigger projects I have come across up to now, which included management systems and platforms, required ERP applications so when I heard of Salesforce for business as our main solution, I was pretty sceptical. My tech colleague, who has also worked with a lot of CRMs and other types of management systems spoke very highly of Salesforce. In this article, I wanted to let you know what I thought BEFORE of Salesforce for business, and what I think of NOW.

My Dialogue: Why Salesforce for Business

My colleague and I were discussing the new techs and trying to figure out a solution to base our 2017 strategy on last year and when she said Salesforce, I said, no that’s just a CRM. A CRM is not going to resolve the issues of companies with products and inventories and what about their accounting and transactions? What makes it so special anyhow? There are so many CRMs. We should focus on another solution, something more complete.

She replied: but this is not just a CRM. It’s a platform. It’s based on the cloud. This means everything will be online and accessible from any device, any location. No hosting required, no special hardware, no software updates.

Me: What do you mean platform? All management systems are Platforms. A CRM is a CRM. Odoo is a better software application. It has CRM, HR, Inventory, Sales, Purchases and it is fully open source, we can do any customizations. And it’s an all in one. But Salesforce, if you want to add inventory and accounting, you have to do more custom work and integration.

Colleague: Platform means that it has so many tools, you can create “apps” (modules for old tech people like me) without any coding. It has even a third party store too, it’s called App Exchange. You can even publish an app you make for others to use. There are platforms currently build for specific industries on the core Salesforce platform, like Property Base for real estate or Financial Force for accounting which you love. It is a full ERP too, all based on Salesforce. That’s why we say it’s a platform, not a simple CRM. It started as a CRM but now it is much more.

Me: (a bit surprised and curious now) Tell me more…

Colleague: It has “clouds” for all the products you need, for example Sales Cloud is for CRM services, Service Cloud is focused for businesses with support and services focus, Marketing Cloud for marketing automation, Community Cloud for collaboration environment and also, (taking a breath), it has AI, Salesforce Einstein, embedded in the whole platform. It even has an app called Salesforce1, it will automatically read your platform and you can create mobile compact views for it.

Me: Hmm… (now she has my full attention) OK let me do some research and check it out a bit.

A Change in Opinion

So you saw how I first started learning more of the “new” Salesforce and not the old impression I had from years ago. My main tendency being bent on ERP systems, it was hard for me to believe this so-called modernized CRM could replace Odoo (I had checked many ERP applications, and Odoo was the best I had come to up to here). Then I saw they are both different solutions but Salesforce for business is by far a much smarter choice. Now here’s why below.

Customer Centric Core

As Salesforce started as a CRM, the main core is the CRM, with the main apps available in pretty much all products (leads, contacts, opportunities, etc.). The main tagline of Salesforce is customer centric as well, which shows the change of modern business implemented within the platform.

Cloud Based Platform

As mentioned before, cloud based platforms have many benefits. The most obvious one being the fact that you don’t need separate server hardware and hosting fees. All is included within your Salesforce subscription. Also, you can access the cloud anywhere from any device so this is another benefit that internally setup platforms won’t give you. One of the benefits I like most though is that there is no need for software updates, and this will be done automatically by the Salesforce team. This video illustrates the benefits of cloud computing.

Flexible to Customize

This part caught my eye the most. Salesforce is not just flexible to customize. It’s flexible to customize without code. When Odoo brought forth the Odoo Studio App, it also caught my attention but Salesforce has multi layers of customization, from the way the menus are placed, access level customizations for objects, even fields, adding new apps and new objects, reports, dashboards and more.

Centralized Data

When you run a business, the most important thing is to keep track of what you do, analyse it, sum it up, and repeat your processes with improvements on your analytics. And if you have your info in different platforms, documents, spreadsheets then it will be very hard to get a good overview and make key-turn decisions from scattered information. Once you base your business in Salesforce, you will be able to see it all from the birds-eye view as a business owner.

Workflow Setup

One of the things that I liked most in Salesforce for business was the ability to create rules, email alerts, flow charts based on decisions and data. For example, we could capture the leads depending on what source they had come from, then based on that, send a notification to an account owner, or send a welcome email to the lead, or make other decisions. Or it allows us to create tasks and follow ups, events, campaigns and more. We are allowed to create triggers based on specific criteria and other automation techniques.

Third Party Apps

When I first learned of Salesforce for business, my first question was, what if we want more? Like many platforms, Salesforce offers a store for third party apps and integrations, called App Exchange. This business store includes categorized apps by industry, collection or business department. The good thing is, you can create apps and publish them for others to use as well.

Mobile Ready

As a Millennial in 2017, I’ve noticed one of the first thing people click on is “Is it available on mobile?”. Fortunately the founders of Salesforce have thought of this one and the answer is Salesforce 1. This is a unified app available for all devices, where you can connect to your own platform. And within your own platform, you can customize lists and forms to show best on mobile.

Scalability

As your business grows, you will need to level your gear for business. As Salesforce for business is made for scalability, you can increase your platform capacity, add on more apps, get more processing power and suit your business with the growing size.

Wrapping Up

Ok I think I have proven to you how I got convinced on Salesforce for business being an ideal. As a person in the tech field, I’m interested to know what gets you stuck and what obstacles you face as a business owner. So please feel free to let me know and I’ll be more than happy to get back to you.

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6 Benefits of the Cloud for your Business

One of the most rapidly emerging technologies in the past years, and especially 2017 is making use of cloud computing. Cloud applications are advancing in providing various services, and creating a secure, scalable and facile environment for business owners. In this article, we want to see the benefits of the cloud and how you can make use of it in your business.

Benefits of the Cloud: What is Cloud?

In order to see the benefits of the cloud, we first need to learn the term. In simple words, cloud computing means making use of hosted services over the internet. The “cloud” is the internet, and cloud computing is making use of the services provided over the internet.

So why is it so important and listed as one of the emerging techs in 2017? Of course, because of the changes it will make to our lives in business. Below are benefits of the cloud that will affect your business life.

Self-Managed and Automatic Updates

Cloud services are self-managed, which is one of the best benefits of the cloud. You don’t need to have a separate IT guy to manage your dedicated or VPS server, or shared hosting, and you don’t need to install hardware and other software and integrations. In contrary to non-cloud services, you don’t even have to worry about software updates. For example, just recently Twitter had an interface update. Since it’s a cloud platform, you just logged in one morning and voila, your account was updated. No need for installation of new software. You have probably noticed the same on LinkedIn or in other Cloud services.

Capacity Unlimited

Another of the benefits of the cloud is that the size you need for your resources are tailored for you. You will be using a shared space so you don’t need to worry about running out of space and you can basically use an infinite amount of space. For example, I don’t ever recall worrying about my Gmail inbox and it running out of space. The same goes for other cloud services. Such as Salesforce, where each account has its own space and size, and you basically have infinite capacity and resources.

Accessible Anywhere with Anything

This benefit is one of my favorites. I remember a time where I was in charge of setting up a management system software. One of the challenges I had to conquer was the type of computer and its features, the software to be used and installed, the infrastructure of the office and then what if an update came? Oh, that was the worst part. An obvious benefit of the cloud is, whether you’re on your PC, Mac, tablet, or smartphone, you can have instant access to your account. No need of anything except an internet connection.

Reduction in Costs in the Long Run

The cost-effective factor is very important for businesses, especially those trying to invest and plan out their future strategies. Using cloud services, you have the benefit of removing extra expenses such as hardware updates, software updated, maintenance updates and much more. So even though most cloud services have a monthly or annual subscription fee, you will benefit in the long run in terms of the time, energy and money you put in (and ROI you get back).

Fast Implementation and Scalability

Most companies like the fast startup of cloud services as one of the best benefits of the cloud. In cloud setup and implementation, the platform is ready to use, and you usually just have to sign up, and there is no need for complex server setups by your specially trained IT guys. Right from the start, you can setup your cloud-based applications as well. I’ve seen the cloud option in many applications, from Salesforce Products to Odoo ERP to Bitrix24 and many other cloud services.

Better Security

Here’s the best part. No need to worry about your backups and security. Another benefit of the cloud is how you can free your mind on the what if’s of if your laptops and network experience a security breach. Most cloud applications have layers of security so bad experience with a hardware or software issue in your office won’t affect your data stored in the cloud. What if all your sensitive data was on a hard disk and prone to damage? What if your laptop is stolen or lost? With your data safe in cloud servers, you can be sure that your company data is secure and non-dependent on a specific machine.

Wrapping Up, see who’s using it

So you can see that Cloud Computing and cloud services are rising and you need to learn how the benefits of the cloud can change your life and business. As indicated here, cloud providers like Amazon, Salesforce and Google now dominate a large part of our life and are emerging to higher profits as most businesses are migrating to the cloud.

Just to get familiar with the most important companies in cloud computing, you can check out this interesting article in Business Insider but Amazon is ranking #1, with Rackspace, Microsoft, and Google right behind.

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Comelite Helps SIFCO to Setup Construction Project Management

Manage the whole business on one platform

Are you wondering how a CRM can add to your business? Check out one of the success stories from a construction group in Iraq and how they are benefiting from Salesforce CRM.

A few months ago we were speaking to our clients at SIFCO GROUP (in case you haven’t heard of them, SIFCO Group is one of the leading construction and engineering groups based in Basra, Iraq; responsible for the reconstruction of many projects all over Iraq with many relationship with other international groups in France , Oman and Jordan). So as you can imagine, the amount of projects they have in hand are countless.

Despite their many projects, what they lacked was an appropriate project management system where they could manage their interactions as they also had many partners and providers. They had to work on their invoices manually (you can imagine how time consuming that was) and gathered hundreds of different excel sheets, word documents and emails in order to sum up a report. Not only is this time consuming, but it’s also very frustrating and at times, can also be inaccurate.

At the same time, they had the complexity of receiving and following up on the many different invoices and reports they received from their partners and providers on a daily basis. So day after day, the work just piled up and it just never seemed to become organized.

Why Salesforce

So when we spoke to them and understood the amount of different work they have to handle daily and manually, Comelite gave them a solution where they would have the ability to collect and organize all the details of their construction projects in one centralized system. So not only did Comelite organize the scattered work in one system, but we also gave them the opportunity to implement the company business rules and workflow in the system so it would to facilitate the managing, controlling and monitoring of their projects and resources.

All of this was done on Salesforce’s CRM, force.com platform.

Now SIFCO Group has the ability to manage their projects, their resources, interactions with their partners and providers, their invoices (the ones they need to send and follow up on and the ones they receive from their providers) manage their bank accounts and their payroll management all in one unified and centralized system. Best of all, at the end of the day, they sign off with a graphical chart and dashboard of their daily report and can easily start planning the next day’s tasks, approvals and timetable.

When you are a leading construction company, you need a leading software to organize and facilitate your work so you can focus on the real aspects of your business and projects, and not worry about the amount of paperwork you have to handle daily.

Think you have a similar story? Share with us and we can assist you in finding the right solution for your business.

How a Salesforce CRM can uplift your business? (Infographic)

This infographic from Comelite IT Solutions depicts some major features Salesforce CRM will add to your business, how you can best engage with your customers which will result to higher buying experiences and of course, satisfied customers will lead to more sales.
See how a Salesforce CRM can uplift your business:

Salesforce CRM Infographic

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Take your business on the road of success with CRM

On the road of success with CRM

To improve relationship with the customers and increase brand awareness many business organizations are moving towards CRM. Over the past decade, we have noticed that companies who do not have the CRM program often find it hard to gain the attention of the customers. Therefore, it is important how you select and implement your CRM.

The frameworks of CRM by Salesforce is intended to aggregate data on clients crosswise over various stations or purposes of contact between the client and the organization, which could incorporate the organization’s site, live talk, regular postal mail, phone, advertising materials and online networking. CRM frameworks by Salesforce can equally give clients and staff definite data on clients’ close to home data, by history, purchasing inclinations and concerns.

Importance of CRM for an Organization

Following are some of the facts that will help you understand the importance of customer relationship management for an organization’s success:

1. Discussions

Overloading of Email is an ordinary issue today; however, you do not need to consider it an issue.

  • A CRM that is fixated on discussions can haul out the communications
  • Gather them by the group or organization representation in the discussion
  • Help you see precisely where to answer and follow the lead

It is a more intelligent email application that transforms your chaotic inbox into a composed place where you will really keep in contact with the clients and contacts that matter most.

2. Leads and Deals

By the day’s end, business will be business, and moving the needle with deals is the thing that makes paying for a CRM advantageous. That is the reason such a large number of Salesforce CRMs put leads and arrangements up front. You will track potential clients and customers as leads, include information as you work, persuading that client to utilize your item or brand, and after that transformation, that lead is into a bargain.

CRM helps you log the means, following the collaborations that drove from the main contact to the settled arrangement and is significant for cooperating in a business group that generally would battle to know precisely where the arrangement remained at any given time.

3. Contacts

We infrequently keep track of personal relations with contacts. However, if you do, a lot can change in your business relations. When you know something essential about your client such as

  • Their birthday
  • The present position
  • Service dish they requested the last time you met for lunch

You will be considerably more liable to make an association that will last longer. This is where contact-driven CRMs come in and make a difference.

Salesforce services are intended to help you assemble as much information as you can about the general population you are conversing with. You will log associations and compose notes, and after that when you are set to talk once more, you will draw your CRM up first so you can have all the relevant data from your device in front of you.

So make sure you get the right CRM for business.

Need more information to get an ERP solution? Contact us today!

Salesforce Amsterdam Tour 2017

Comelite in Salesforce Amsterdam Tour

March 2017, Comelite IT Solutions participated in one of Salesforce’s tours to Amsterdam.

One of the biggest events that took place in Netherlands, with Saleforce telling their story and how they can give our customers a better way of interacting. Key speakers were actually salesforce directors and high representatives such as Mr. Tony Prophet whom used to work for Microsoft as corporate vice president of Education Marketing, defining Microsoft Education’s business model, channel and market strategy.

Mr. John Hernandez, COO, which you’ll be surprised was also previously Vice President and General Manager of IBM’s Collaboration business.

And much more.

Salesforce World Tour in Amsterdam

The main aim for the annual tour for salesforce is to demonstrate successful cases of salesforce and what it can do for your business and the different advantages of the different clouds and apps and present their new products.

This year, they also had speeches on how to collaborate better with clients and close deals faster.

And how salesforce can work as a key tool solution than can solve  even the most complex requirements for quoting and collaboration.

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Business Automation Growth: Lead Your Company Strategy

Whether you’re a startup or business with years of experience, it’s vital to have your business automated. Without a plan and business automation growth, your business won’t be able to persist and survive in today’s digitally fast growing environment. You might be a company providing services such as a restaurant or hotel, and in this case you’re customer-oriented so a CRM will be essential for you, or you might be a manufacturing company or inventory based retail company, in which both ERP modules and CRM might be a necessity. In any case business automation growth will have a definite impact on how you run your business and affect your company strategy. Now how can you start and what do you have to take note of? See a few of our guidelines below:

Business Automation Growth: ERP vs CRM

So now you know, you need to get a uniform platform. No matter what you choose to get your business automated, you need to consider it to be resolved on ONE platform and not an integration of several. Otherwise, instead of business automation growth you’ll just have a hassle of getting your systems integrated. In the end, your staff and management will be just fed up and leave your system. Now, in order to choose whether you need an ERP or CRM, ask yourself, is my business customer-oriented? And do I need a system to help my sales growth? And an overview of my leads and their interactions? Or, is my business more in need of efficiently working processes within the departments, from approvals to workflows and inventory/accounting tasks? Most ERP applications already include CRM modules, but a CRM platform like Salesforce, will be focused on building a customer-oriented workflow.

Business Automation Growth

Cloud or Web Based

In any management and workflow that you choose for your business automation growth, make sure it is web based, whether if it is a web application like Odoo, or a SaaS/PaaS like Salesforce. Cloud based management systems will ensure your business security, company data, and allow you to track and have control of all your data. Of course a cloud based system will allow you access to your business status from any device and any location, making it easy for you to manage and keep up with your business automation anytime anywhere.

Business Automation Growth: Birds Eye View of Your Business

The most important gain you have when you have your business automated is securing your business strategy. With a CRM or ERP, you can always have a real-time overview of your sales, customer’s interactions, leads, tasks, your pending purchases, accounting reports and much much more. Most applications also provide graph reports, excel reports and comparisons so you can increase your business automation growth by using business analytics and intelligence tools. Reporting is not the only benefit you will gain. You can get a summarized view on workflow processes, approvals, pending sales, inventory shortages and much more.  

Conclusion

To wrap it up, if you’re planning to have your business automation growth in 2017, you need to start with a management system to collect all your departments, data, workflows, reports and interactions within one platform. This is something that will impact your annual strategy and future business, so if you’re not automated, don’t lose time and contact us today.

Follow Nadia Kamil on Twitter 

Need more information about CRM and ERP Business Automation? Contact us today!

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Your CRM system is your most valuable asset, Why?!

CRM system

I recently heard a great story from one of my customers, he is a co- founder of one the companies in GCC, as a co-founder, he is passionate about growing their business. They started out with 12 employees, and now have 280 employees. This is a great development, and without a proper CRM solution it would have been difficult.

Since the start in 2005, he has demanded everyone in the company to register every customer along the way. One of his key points is that any customer or contact should be registered in their central CRM database, with the email as the top field to remember, being the key to their lead- and customer nurturing program.

What companies do!

Many companies use spreadsheets for storing their customer data, and I keep asking myself why. Spreadsheets get lost, they get outdated, and they might fall into the wrong hands. Business cards are important for collecting customer data. But not when lying on your desk. These customer`s strategies miss something important – collaboration. A customer database increases in value when everyone works together on populating it with essentials.

Here is why the value of your CRM system is so great:

Features of CRM system

1. It allows you to register your leads and contacts. You never know when a lead is ready to buy from you. Probably not today anyway. Keep them warm. It is never too late to start organizing your customers and contacts. You need some basic categories to make your data efficient so that you can implement your CRM strategy to fulfill their needs. You need categories like Customers, Lost Customers, Prospects, Suppliers, Partners, Potential Partners, Influence and Inactive Customers. You could also consider dividing customers into A-, B- and C-customers depending on different customer programs for each segment. So you might get rid of your complex spreadsheets once and for all.

2. You can track all customer interaction – from everyone in your company. Next time you talk to a customer or prospect, you get the upper hand when you know what that company is talking about. You can get the person to feel seen and important. And this history builds a long-time relationship. Emails should be in your system, and not in each person’s mailbox.

3. It reveals possibilities. How many prospects have you “not sold to” yet? Most likely a lot. I usually tell my sales team that a “no” most likely means “not today”. Most companies keep their current supplier until they are ignored. That’s why keeping them alive and kicking in your CRM database is so important. And if you have an opt-in newsletter or a great seminar plan, their business might be yours for the next quarter.

4. It makes your most valuable asset – the customer data – remain. People change jobs. Have you ever experienced someone leaving you, and nothing is left behind? The sales pipeline wasn’t up to date. The contacts wasn’t updated. The important contacts wasn’t registered – because all relevant information was stored locally. Don’t let it happen to you.

How do you manage your contacts and #customer data?

If you’re looking to get started with CRM read more information here.