01638 741079
10 January 2022 | Reading Time: 2 minutes

CRM: what does it mean and why do I need it?

If you’re a business owner or sales manager, you will likely have heard the term CRM. It stands for Customer Relationship Management. A CRM system enables businesses to manage their relationships and the data and information associated with them.

With a CRM system, you can store customer and prospect contact information, accounts, leads and sales opportunities in one place (ideally in the cloud), for the information to be accessible.

It’s similarly built around people and relationships, which is why it can be so valuable for a fast-growing business. Any business begins with a foundation of great customer relationships. You connect with people who need your product or service. But as your company grows, these connections become more established. Customer service evolves from being simply a transaction between the seller and buyer. You begin to manage connections across time. You need to share information between people within your own organisation who are making contact with these customers.

A CRM system can act as a vital nerve centre to manage the many connections that happen in a growing business.

For small businesses, this system is still beneficial because you’ll be putting your data in the cloud, making it accessible from any device. It can then expand to include more sophisticated features. These can help you collaborate with colleagues and customers, send customised emails, gather insights, and get a holistic picture of your business health in real time.

Businesses manage customer information in various ways, such as filing systems or excel spreadsheets. These ways help in the short term. But if you want to scale for fast growth, it might be time to consider a CRM system to help you collate your data in one place, make it accessible from anywhere, and free up your time rather than letting valuable insights fall through the cracks.

We work with a wide selection of commercially available CRM systems and can help to consult you on a suitable platform for your business if you don’t already have one. We can also help to improve and manage existing CRM systems as well as help with inputting and cleansing data and ensuring that is kept up to date.

To discuss any aspect of your company’s CRM, please get in touch.

View Brochure

Tasks your virtual assistant can help you with

Removing things from your to-do-list means you’ll have more time in your day; more time to focus on growing your business! Here’s just a few of the tasks we can take off your hands to lighten your load:

Contact Us Today

We'd love to hear from you

  • Everything Answered VA Services

    Call us

    01638 741079

    Everything Answered VA Services


    07800 575754

    Everything Answered VA Services


    Connect on Social Media

  • Our offices are open from 8am to 10pm, Monday to Friday and 9am to 10pm Saturdays and Sundays.

    The office is closed all UK national holidays.
    We offer an open-door policy, so please feel free to visit us whenever you need.
    A 24-hour telephone answering service is also available at an additional cost. Please contact us for more details and rates.

    Head Office

    Suite 7, Rookery House, The Guineas, Newmarket, Suffolk CB8 8EQ