Customer Relationship Management, or CRM, software helps companies of all sizes stay up to date with client relationships, see issues and challenges in businesses operations, and enables companies to effectively communicate with clients and potential customers through integration of tactics and tools. The benefits of having a CRM system in place outweigh the costs in almost every situation, but with so many options on the market, what makes a customer management system the right fit for you? What are the benefits that you should see in any software that you chose?

4 Benefits You Get From Great CRM


A CRM system should give you a full overview of your business as it sits now. Your customer management system should integrate well with all of your marketing, and sales and service departments so you can see how well every component of your company is performing at any given time and how that effects your customers.

With a full 360 degree view of your customer relationships you will be able to better manage every aspect of your sales funnel and marketing campaigns. This allows you to know what is working and what you need to work on. Decreasing kinks in you pipeline leads to smoother processes and increased sales.


Improving your customers experience is always on your mind. A good Customer management system will always put your finger on the pulse of your customer’s actions, while making it easy for you to engage their requests rapidly at any point in their buying cycle.

Having constant contact with your customers can make all the difference. A great CRM system will help you see when and how you have connected with your clients, customers, or prospects making it easy to quickly tell if you are inadvertently ignoring segments that could lead to increased sales.


A great CRM system will always make it easy for your sales and service teams to communicate easily with each other.  Sharing information and details with each other is pertinent when it comes to making sure that you stay on top of critical issues within your service and sales departments. A good Customer management system helps you create better teams through the automation of workflow and encourages your employees to collaborate.

We all know how hectic work can get sometimes. Things get overlooked and issues might not be discovered until it is too late. With a system that works throughout all departments bringing your teams together, it is harder for these hidden issues to stay in the dark, and easy for your team members to communicate these issues to each other in a timely and productive manner to fix every issue before it becomes a major problem.


Empowering your customers to be able to handle issues on their own without needing to contact your team for everything that comes up, frees up time for your service teams while making it easy for your customers to do what they need to take care of, on their own schedule. 

The use of customer portals, give clients the information they need and a place to contact you easily, making it easy for you and your customers to better manage the relationship from both sides.

The use of CRM or other customer management systems help you keep an eye on what is important at any point in time, making it easier for you to take command of the relationship between you and your customers or prospects, and helping you better maintain proper contact throughout the entire process. Better aligning your goals with your processes and helping you improve your bottom line.

For more info on how Acumatica can help get you up and running with a great Customer Management system as well as all of the other great products we can offer, contact us by visiting us here.