CRM: Maxing Out the Value of a Critical Business Tool

Many businesses depend on customer relationship management (CRM) software to generate sales leads and track client responses. But do these systems garner maximum benefit across a company, with user ease at the forefront? Hear Copper, Inc. CEO, Dennis Fois, describe why its CRM software is built around Google Workspace, and the benefits seen when a CRM complements user productivity. Learn why he advocates centralizing customer data away from email inboxes, and why the nature of your business model — transactional vs. relational — should direct what CRM you use.

Topics include:

3:02 - How does Copper differ from other CRMs? 5:27 - Why and how Copper integrates solely with Google Workspace 9:07 - Shifting from process software to productivity software 12:58 - Are industry-specific (vertical) CRMs necessary? 15:54 - ROI: business growth, existing customers, IP losses with employee turnover 26:50 - The value of top-down company commitment to a CRM 30:43 - Why CRMs need more focus on ease of use 33:01 - AI impact on CRMs, labor force, and decision-making

Resources:

How do customer relationships impact your business and how can you continually improve them? Read our article at www.paychex.com/articles/management/microbusinesses-build-customer-relationships.

In today’s online business environment, how can you nurture customer sales leads to a successful close? Learn more at www.paychex.com/articles/startup/tips-for-closing-a-sale-focus-on-customer.

Want to suggest a guest or topic for the show? Submit your ideas to: https://payx.me/thrivetopics.

DISCLAIMER: The information presented in this podcast, and that is further provided by the presenter, should not be considered legal or accounting advice, and should not substitute for legal, accounting, or other professional advice in which the facts and circumstances may warrant. We encourage you to consult legal counsel as it pertains to your own unique situation(s) and/or with any specific legal questions you may have.