As a company that specialises in lead generation it is vital that none of our own leads is ever dropped. We at Air Social use a Customer Relationship Management (CRM) application to avoid that from ever happening. However, many CRMs come ready made with a huge amount of unnecessary apps that a compact team such as ours simply doesn’t require. With such an unwieldy amount of apps a CRM designed to organise a company may actually make matters more complicated, with actions getting lost in the system.
This is where Bespoke Business Solutions come in. They allow us to mould the software we use to suit our business, rather than force us to adapt to generic software. The CRM they have provided us with precisely does what we need it to do for example to assign and reassign roles, track new and completed tasks and keep up with each other’s meetings. As we work with many clients being able to assign hours is very useful and being able to log hours spent on certain clients is absolutely essential to the way we bill clients.
This level of organisation makes sure every lead is followed up, and nothing gets forgotten. Obviously for a business with more employees it would be less relevant to have a joint calendar with everyone’s meetings in it, but for our team its perfect.
On top of these benefits, having a custom made system it means if our business changes we have the ability to call up and alter the system. It is customisable and free flowing with our own business.
It also avoids some of the main pitfalls of generic CRM applications. The system that BBS have made toes the line between an overly simple interface that will quickly be outgrown by an expanding business and cumbersome systems where you have to go through multiple screens to process transactions. With BBS there is no refreshing, no scrolling up and down, minimal transactions from screen to screen – yet it delivers the same service.
So next time you’re wondering what the secret to our success is… Well, it’s a secret. But you can be sure our fantastic CRM from Bespoke Business Software plays a big part in the smooth functioning of our company!
Find out more about Bespoke Business Software here.