Rock in the Ocean

Why you must have a CRM

It is imperative that all businesses have a balance between their systems to support your companies Financial, Operational and Sales & Marketing needs.

Most business owners have a bias towards 1 or 2 of these critical areas and the 3rd is often neglected.  In my experience Sales & Marketing is the area most often overlooked or ignored.

The facts are, that all business starts with a sale. If you don’t have any clients, you don’t have any sales and without sales you don’t have a business.

The key to any successful Sales & Marketing business system is a Customer Relationship Manager (CRM).

Why should you invest in a Customer Relationship Manager (CRM)? Here are the key reasons from a survey below:

1. More Effective Customer Communication
2. A better overall, view of your business
3. Improved Customer Service
4. Clearer insight into the Sales Pipeline

 * Source: Insightly Customer Survey, November 2012 (1200 Respondents)


Totally Integrated Cloud Based System
Enter data once and don’t build silo’s!

Envision are expert at integrating and automating all of your required business systems. Contact now to find out how we can integrate a world class CRM with Job/Project Management software and then Financial systems like Xero