The benefits of a self-employed CRM.

You are auto entrepreneur and wish improve your business management daily ? Using a CRM is surely the solution for you. Reminders on this type of software and his advantages when you are self-employed.

What is a CRM?

First of all, you have to know what this acronym stands for. From English Customer Relationship Managementthe CRM is a software of customer management. This type ofself-employed erp will have as main functionalities to store the information of yours clients and leadscreate some quote and bills, or even manage purchases and stocks or create balance sheets. So many features contributing to facilitate the daily management of your self-employed business and contribute to its growth.

Effectively manage the customer relationship and convert your prospects

By integrating the different information and specificities of each of your business contacts, it will be easier for you to know how to approach them effectively. A CRM will for example allow you to remember how you met such a client or prospect and allow a more personalized approach. Did you find an interesting prospect during a professional event? Why not relaunch it by precisely alluding to the famous event? This type of software therefore contributes to a better relationship with your customers and prospects and increase your chances of close new sales. If acquiring new customers is important for growth, retain the current ones is just as useful for your development! Finally, a alert system and history lets you know when and how to restart a customer Where prospect effectively.

Quickly access information

No more numerous Excel files or countless customer files on your computer. A CRM will allow you as a self-employed entrepreneur to centralize all your business information and access it easily. Some CRMs even come in apps smartphone and tablet. You will therefore be able to access all your business information even on the go. Useful for consulting the summary of a customer file during your train journey just before coming to meet him at his premises!

Save time on administrative tasks

The adage “time is money” is never more true than in business! In self-employment, it is moreover common to bill for services on a time-spent basis. In order to reduce that not invoiced, because intended for administrative tasks, the CRM will again be a valuable ally. A few clicks will be enough to produce quotes and invoices, all you have to do is send them! Similarly, a CRM will offer you a reportingwhich will save you from having to do it by hand, in particular by looking for several pieces of information, by doing a lot of calculations… The software does it for you and will provide you with a detailed dashboard of your activity. Practical, right? Finally, since administrative tasks are often painful and time-consuming, we are never immune to the risk of error or forgetfulness. One powerful software will make checks and automatic calculations, which limit to greatly this risk oferrors. For example, it would be annoying to send an invoice with a missing 0, or to get the wrong person when sending a commercial email…