Transform Your Business

on 01 Dec 07 by Dan

As you may have guessed from the rest of the Leopard CRM website, we're all about transformation.  We know that there are thousands of businesses out there who are feeling the pinch.  The pinch comes when you've grown to a point that your current systems and procedures can't support you anymore.  We believe that customer relationship management (CRM) is a tool that can be used to help ease the burdens through the growth of a business.

When a business starts, the founder will bring in whatever methods are efficient enough and affordable enough to enable the job to be done.  At this stage, the system may just be knowledge kept in the founder's heads.  At some point however, some other system is needed when staff come on board.  An obvious one is a job description, which now needs attention because you need to comminicate to a person starting in a newly created position what is expected of them.

Then as the business puts on more staff, knowedge about customers, jobs, products, and other relationships need to be shared.  This gets more complex at an exponential rate as more staff are hired and the business grows.

This is where Information Technology can step in and take some of the burden.  Files like spreadsheets and similar documents can be shared fairly easily with a basic IT network.  However, it can be difficult when the information you need is held within the files, but all you have is a filename.  As before, this type of system relies on the general contents of the files being known to people.  Unfortunately, as with the last example, this scales only so far.  It can be very difficult on new staff as it can take some time to learn where everything is.

Customer relationship management (CRM) is an ideal IT system to be implemented at this time of business growth.  A CRM system like Leopard CRM gives you a central location for all your customer, product, jobs, projects, sales and marketing history.  Leopard CRM has powerful searching capabilities, so new staff who are not quite sure where to look can find things quickly.  When a customer calls on you, you'll be able to quickly find their history with a few clicks of the mouse, instead of having to find information from multiple sources.

Leopard CRM can actually grow your business as well as bring efficiency and speed.  Leopard CRM has the ability to track your sales and marketing effectiveness which means you can devote business resources where they bring the most return.

Staff can share information easily with Leopard CRM through the shared calendar, and customer history no longer needs to be stored in people's brains.  Instead it can be instantly accessible to everyone. 

Support staff such as administration, accounts and finance, and technical support can also feel like they're a part of the action because they can also see what is happening within the business.  This  can bring some important changes to your organisational culture because you bring empowerment to staff who traditionally  make have only stuck to what they know.  Now however, with a CRM software system, they can be proactive by serving customers or internal staff when they see what needs to be done.  They no longer need to be asked, as they now have the opportunity to act by being made knowledgeable of what's happening at the time.

There are many different ways that Leopard CRM can transform your business, and we're keen to help you with all of them.

Find out more about CRM software.