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Why Your CRM is Essential to Data Collection

by Paul Scondac on May 28, 2019

3 minute read

Phone calls, online chat, incoming and outgoing emails, face-to-face conversations, and other interactions—they contain vital information to building stronger customer relationships, and ultimately, thriving businesses.

But while your business’ people-centric aspects (sales, marketing, support) are key to improving your revenue, their data is difficult to capture and is often ignored.

What if you had a central hub for collecting customer interaction data? Maybe you already do—your CRM! Here are our top 4 reasons why your CRM should be your communications data collection core.

1. Accessibility

Today, CRMs are common, popular, and widely accessible. If your organization has been using CRM for some time, then your sales, marketing, and support professionals are already familiar with the platform and need little to no training for extra software in order to start collecting communications data.

2. Customization

With the right customizations, your CRM can be the ideal pillar for your foray into data collection. Customizations might include interface, reports, dashlets, alerts and notifications, and one-click shortcuts. As long as the platform has been customized for your teams and your business, your CRM will become your go-to software for data collection in no time.

3. Integration

Today’s flexible CRMs can be connected to other platforms that hold customer data, including email, phone systems, marketing automation, support portals, and more. Aggregating collected data from these platforms in one place is vital for quick information access and reporting on interaction data.

4. Automation

Customer-facing employees rarely have the time to manually gather critical customer data that may be lodged in a handful of different applications and databases. As you start integrating your CRM with other platforms, make sure your teams are always notified as new interactions come in with emails and notifications. You’ll never have to guess if they received new customer data again!

In Conclusion

Successful relationship management depends on superior data management: capturing and accessing a complete data picture informed by all your customer interactions. Today, you have to power to remove the last obstacles to capturing that data. New technologies can turn your CRM into the core that helps you collect, analyze and apply the data insights you need to realize the full value of every customer. And, if this process is properly automated, your customer facing-teams will be eager to adopt.

Are you ready to become a master of collecting customer data? Download our eBook, Your CRM’s Hidden Gold: How to Collect and Manage Data Without Driving Your Teams Crazy and get started!

Your CRM's Hidden Gold eBook Cover and Preview