Customer Relationship Management (CRM)

A growing business like yours needs a good Customer Relationship Management (CRM) application. It helps you manage critical customer information in one place — and gives you a complete view of your business. You’ll gain key business insights that help you

  • Close more deals
  • Boost sales
  • Improve forecasting accuracy

When is the right time for you?

Signs you really need it:

  1. When you experience there’s no single source for information
  2. There’s is no visibility for your business
  3. Cumbersome reports without any tracks
  4. Losing data
  5. Difficult to stay in touch – your field reports are not shared with the team
  6. One size fits all – same treatment for all customers

Crafting your CRM Strategy

  • Your Vision
  • Define your strategy to achieve the vision
  • Your business Objectives
  • Get your executive sponsorship for the team
  • Identify your Metrics – you can’t manage what you can’t measure
  • Prioritize your initiatives – what’s most important to deliver first? (usually, the Training)
  • Your Roadmap – your directions, resources, timescale


Suresh Shah, Pathfinders Enterprise



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