5 Reasons your Sales Team needs a Customer Relationship Management System

8th October 2015 :: Author: Andrew Cope, Managing Director, Evergreen


We all operate and do business within an ever moving, fast paced environment that is hinged on technology.

So, if you are a CEO, Managing Director or Sales Director looking to increase your market share, improve customer service and grow your business you really need to consider making use of technology that will help you achieve your objectives.  A Customer Relationship Management (CRM) system could be the answer.

Of course one size does not fit all!  Although there are many ‘off the shelf’ or ‘out of the box’ solutions available, if you really want to be the best at what you do a customised CRM will provide the return of investment and exact functionality that you need.

A CRM system can provide many benefits to the business leader and their sales team:

Trend Reporting and Analysis

  • provide an overview of your entire business
  • report on trends and issues that will help identify future opportunities and strategies
  • highlight lead generation, opportunities and pipeline values


  • an overview of individual and sales team members; area coverage, calling activity, conversion rates and closing
  • analysis of specific marketing campaigns and initiatives
  • efficiency of individuals against targets and objectives

Managed workflow

  • manage leads generated from your website, seminars and trade shows
  • ability to assign leads immediately
  • identify cross selling or up selling opportunities
  • realise gaps in the market for new products or services

Best Practice

  • consistency of service and procedures
  • ‘prompts’ that guide your team through each interaction for a seamless service
  • Automate admin procedures saving time, money and resources

Customer Retention

  • improved customer engagement process
  • identification of your high worth customers and revenue stream
  • continuous improvement in all areas of the business

Choosing to use a customised CRM system will give you and your sales team a competitive advantage in a multi-channel customer environment.

At Evergreen we specialise in building custom CRM systems that are unique to your business and the way you work.  Our systems align seamlessly with your existing IT arrangements and include all the functionality you need to effortlessly manage your sales process.

Talk to us today about how we can help you to grow your business, out-smart your competitors and improve your bottom line.

Call us on 01454 269 087