Customer Relationship Management (CRM)
What is Customer Relationship Management?
Customer relationship management or CRM is one of many different approaches that allow a company to manage, analyze, and communicate with current customers and potential customers (Leads). You have a central repository of information that facilitates effective communication with your team and helps in providing a better customer experience.
What are the disadvantages of the Business Yeti CRM system?
We wouldn't be us if we didn't talk about the negatives of the system. The system setup is simple, with a low learning curve. We have removed the complexity of having to program anything.
The main focus of the system is customers and keeping track of the interactions you have with them. If keeping track of and sharing information with your employees isn't a priority than the system will not work well for you.
We built the system so that the system works immediately for you. Having developed, installed, and set up Microsoft Dynamics CRM and Salesforce.com CRM, we know the complexities of those systems. Those systems are robust and made for medium to large organizations. We have a way of exporting information for these systems so that you can migrate to those systems.
- No programming
- No mobile application
- No complexity
What are the key features of the CRM?
The key features that 200+ clients we work with and ourselves use daily are:
- Tracking Accounts
- Tracking Leads
- Adding Activity (Tasks) to Accounts, Leads, and Users
- Private Customer Portal
Who is using the Business Yeti CRM system?
Below you will find the industries that are currently using our system daily with over 10,000 active users. If you don't see your industry, that doesn't mean it won't work, but we don't have anyone in your specific industry. Shoot us an email, and we'll do a free, no obligation call, and see if we're a good fit for your business or not. If we are not, we will help you get with the solution that is best suited for your business.
- Agriculture & Farmers
- Apartment Complexes
- Chamber of Commerce
- Financial Institutions
- Governments (City & Government)
- Heating & Air Condition
- Insurance Agencies
- Law Enforcement
- Legal, Lawyers, & Law Firms
- Medical & Healthcare
- News & Radio
- Not-for-Profit Organizations
- Pets & Veternarians
- Politicians & Elections
- Real Estate Offices & Agents
- Religion & Spirituality
- Restaurants, Cafes, & Food Trucks
- Service Based Businesses
Accounts & Leads
In many CRM systems, you will find Accounts and Leads separate. To us, a lead is as important as an account (customer or business). The reason they do this is it allows you to keep them separate from a developer standpoint easily. From the CRM user perspective, we have found that it adds a complexity layer that isn't needed. Whenever you see us talking about Accounts, we are equally talking about Leads.
Accounts are your electronic Rolodex that keeps complete track of:
- the business
- their address
- unique users (employees), you interact with
- services provided
- related documents
Tasks are the unique activity you perform on all modules within the system. These modules are Accounts, Users, and Projects. You can track any information but is routinely email, meetings, and phone conversations. Other team members interact with one of your customers; they have the information readily available whether they are in the office or on the road.
With customer service being one of our system's initial priorities, we needed a way to share common knowledge with our customers who use our methods and procedures. KB Articles are often considered mini-blogs for your website as they are highly targeted pieces of information. The benefit a KB Article provides is it is highly categorized and often more technical than a blog story. It gets straight to the point so that people can solve their problems efficiently and quickly.
Every module allows the storing of one or more files with access controlled. Downloads can be made available on the public side of your site or within the customer portal.
Imagine you sold a particular product to a customer. You give them access to their portal. They can log in and access those manuals and don't have to go looking through every manual you have. They can update their information and keep it current. They can request service and have that request immediately sent to the right individuals to take action. Once the work is completed, the customer notified it's complete, along with how long it took and the action(s) taken.
We put security in the middle as its something people routinely don't think about until it's too late. Having seen large organizations not emphasize this and knowing small businesses don't have entire Information Technology (IT) departments, we knew this would be important. It needs to not interfere with using the system and track information based on each business's needs. We have made it so the system can track a minimal amount of data to virtually everything.
Often you will use a third-party system that doesn't interact with your business. By putting your available job postings, you gain some added abilities that you might not otherwise realize. These items are:
- Your candidates only see jobs from you
- You know they know about your business as they are on your website
- Once hired, you can quickly convert them into a regular user with a few clicks
Reports are essential to analyze and dig into information. Each module within the system provides a reporting function.
Reports are created for you at no charge so that you don't have to hire a developer, and you get to focus on the growth of your company.
Settings & Control
Even without a developer interface, you have a point and click access to everything. We have gone to great lengths to make every field able to be turned on/off by clicking a checkbox. You gain a consistent interface to onboard your team so they can hit the ground running faster.
Excel & Word (Google Docs & Google Sheets)
No system is complete without having the ability to export the information. We make every grid within the system capable of exporting to Excel. Reports export as either PDF or Word documents.
For information exported, Google Docs or Google Sheets work equally well.
When you need to bulk import, you will use an Excel worksheet.