Getting the Most Out of Your CRM

By on May 26, 2016

Today’s business world is full of acronyms, and CRM is often among the most overlooked yet essential to growing your business. Simply stated, CRM, or Customer Relationship Management, is all about people. You should think of a CRM system as a private social networking platform designed specifically for your business relationships, organizing your contacts, time, current and prospective customers.

There are thousands of CRM systems on the market, and they are conceptually the same. As your business specializes, so do your CRM requirements. Generalized CRM software makes data sharable and accessible in real time, while sophisticated programs may focus on lead generation, sales process tracking, customer purchasing patterns, or other areas.

A crucial step in making sure your CRM system is aligned with your goals is to construct a list of your current and future business needs. Further, integration with existing systems and practices will help your team use a CRM efficiently and understand its value to their daily workflow. Atomic Revenue has found that entrepreneurs benefit from the right CRM system in a multitude of ways.

  1. Accessibility: By storing your data in the cloud, you can easily track your sales performance, appointments and other important metrics.
  2. Automation: CRM systems reduce time spent on repetitive tasks, allowing your organization to focus on profit driving activities.
  3. Communication: Focus on building the relationships that matter, when they matter, by tracking your interactions with customers.
  4. Insights: Real time reporting makes it easier to identify leads and performance trends. Having the information you need at your fingertips increases the quality of your marketing and sales efforts.

There is no replacement for having a strong network and viable business plan. However, a CRM system will help your early-stage business capitalize on existing relationships and manage time, data and resources more efficiently. Ask us how to implement a CRM system and become more competitive as your business grows.

About the Author


Quentin Ortega is passionate about improving processes, growing companies, negotiating business deals, and applying new thought-leadership to organizations. Previously involved in several ventures, he currently serves as Vice President of Lumate, a mobile advertising technology company. Quentin is Executive Partner at Atomic Revenue.