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CRM: What is It and Why Does it Matter?

Customer Relationship Management (CRM): Your Key to Growth in 2023 with InvestGlass


Customer Relationship Management (CRM) is far more than just a buzzword; it’s a fundamental tool that businesses are using to cultivate growth in today’s competitive landscape. CRM systems, whether software or hardware-based, allow businesses to effectively track and manage interactions with customers and provide invaluable insights into customer behavior and preferences.

Why Should You Care About CRM Systems?

CRM is not merely a system for storing customer data; it is a strategic approach that helps businesses satisfy their customers’ needs seamlessly and sustainably. This, in turn, fosters loyalty and positive customer relationships, which are increasingly recognized as vital assets for any business.

Building Customer Loyalty with CRM

One of the key benefits of CRM is its capacity to increase customer loyalty. The more you understand your customers and their needs through data collected by your CRM, the better positioned you are to meet those needs in a timely and effective manner. This ability is not only likely to reduce customer churn but also to increase customer satisfaction and, by extension, improve overall business performance over time. We suggest you use a pipeline to visually see where your business opportunity is heading to.

InvestGlass Sales Pipeline
InvestGlass Sales Pipeline

Measuring Customer Satisfaction: The Essential Metrics

A robust CRM system like InvestGlass allows you to set and analyze specific goals for customer satisfaction. Key Performance Indicators (KPIs) might include customer retention rates, Net Promoter Score (NPS), customer lifetime value, and response time to customer inquiries or complaints.

What are the long-term effects of not achieving these goals? Failing to meet customer satisfaction goals can lead to decreased customer loyalty, lower revenues, and potentially, a damaged brand reputation.

Empowering Sales Teams with Cloud-Based CRM

To be fully effective, sales teams must be convinced of the benefits of a CRM system. Cloud-based CRM solutions, such as InvestGlass, are especially advantageous as they can easily integrate with other software tools. This connectivity simplifies tasks such as collecting contact information, implementing customer loyalty programs, tracking phone calls, managing leads, generating marketing materials, and other key customer interaction activities.

InvestGlass Task Management
InvestGlass Task Management

CRM Systems are Not All Created Equal: The InvestGlass Advantage

InvestGlass stands out as a unique CRM provider based in Switzerland. With InvestGlass, you have the option to host your data on a public Swiss cloud or directly on your own server. This ensures that all your sensitive customer data, from leads to confidential business interactions, is securely stored in Switzerland, rather than on U.S.-based servers like those of Amazon or Microsoft. This distinction is crucial for businesses that prioritize data privacy and security in their CRM solution.

CRM’s Meaning for Businesses of All Sizes

Whether you are operating a small local shop or a large multinational corporation, InvestGlass’s CRM technology is designed to adapt to your needs. Small businesses often appreciate the system’s user-friendliness and how it makes sales management more straightforward and effective. In contrast, large enterprises value the system’s customizability, marketing automation features, lead scoring capabilities, and the full modularity that InvestGlass offers.

Elevating Sales Strategy: Automation, Lead Scoring, and ChatGPT Integration

In the modern, fast-paced business environment, sales automation and lead scoring have become indispensable tools for efficiently managing customer relationships. Sales automation streamlines repetitive tasks, enabling sales teams to focus on what they do best: building relationships and closing deals. Lead scoring, on the other hand, allows teams to prioritize prospects based on a variety of factors, ensuring that efforts are focused on leads with the highest conversion potential. Additionally, the integration of advanced AI chat tools, like ChatGPT, into a CRM system enables real-time, intelligent engagement with customers, providing instant support and assistance while gathering valuable data for future interactions. InvestGlass stands out uniquely in this domain as the only institutional-grade CRM that also offers digital onboarding and portfolio management features. This comprehensive approach empowers financial institutions to not only streamline and enhance their sales and customer engagement strategies but also to manage client portfolios effectively and efficiently, all under one robust and secure platform.

Automation to build effective teams

Conclusion: Swiss-Made Excellence with InvestGlass

InvestGlass is not just a tool; it’s a comprehensive solution for managing your customer relationships and propelling your business forward in 2023. Start a free trial of our CRM technology today and experience firsthand the transformative impact of a Swiss-made cloud CRM on your business.

Let’s achieve unprecedented growth with InvestGlass – Your SaaS FinTech Solution!