5 Reasons Why CRM Helps You To Improve Your Business Process

5 Reasons Why CRM Helps You To Improve Your Business Process

CRM, or customer relationship management systems, are software that helps you manage interactions with your customers. We all know that for a business to be successful, customers, or end users, should be satisfied.

To achieve this, you need to be organised and prepared to make decisions and deal with customer related problems. CRM automates the “paperwork” done by your customer services team and sales team and helps you to analyse the data to make these decisions.

How CRM helps you to improve your business is explained below:

1. Streamlining your data

With the expansion of business activities, you will get data from different sources like your employee emails, surveys, analytics etc. that can be helpful in customer relations.


The software replaces your paper calendar and sticky notes, giving you all of this in one interface. Although you have all of these facilities on your smartphone and cloud, you can access it via CRM alerts. Reminders for others can be set up and sent out as well.

Your employees can enter sales leads and complaints from clients to facilitate this process.

2. Increases sales leads 

How does CRM increase sales leads to follow up on? It allows you to analyse the prospective client and prepare the marketing pitch accordingly in a more customizable manner.

This increases your chances of conversion.


CRM does wonders for the efficiency of your workforce, as it links different departments together and makes it easier and faster to respond to customer queries and complaints.

3. Helps decision making

The good CRM-related websites receive input data from employees, analytics, social media… This can help you to evaluate the trends and can guide you to make timely decisions.

It also helps you to access real-time customer responses and e-commerce transactions to see the impact of the decisions you made.

CRM is designed and developed for this purpose—to analyse these decisions. Some systems can analyse  based on the trends from the inputs it receives. This  can be more than helpful, as you can decide whether you want to continue making that decision, add on to it, or make a different decision.


4. Increases data security and access

Centralising data is always more secure than storing copies of it on different systems. CRM helps with that. Centralised data is also easily managed and accessed. Real-time data manipulation is easier too with CRM.

5. Increased productivity and teamwork

Customer queries and problems can be updated in real-time, which means problems can be worked on instantly, increasing productivity and better customer services.

6. Factors to consider when choosing CRM?

As mentioned, CRM helps you handle and store your data. It takes the load off of you and your employees and organises your data to give you the best possible results. There are a lot of different tailor made as well as generic CRMs available on the market. If your business needs are not that big or complicated then a predefined CRM can serve your purpose.

However, you can also get a custom designed or tailor-made CRM, especially if you want CRM software that meets your specific requirements. The generic CRM might have features that do not pertain to your business.


Of course, customised software is always more expensive than the generic versions that are available on the market; that said, your budget is one of the factors that determines what CRM you’ll choose.

Even if your team is not that large, you should get a CRM because a good business is always expanding.

No matter what, do your research; check out what CRM is on the market, narrowing down which one is right for you.

What are your thoughts about CRM? Leave a comment.

Featured photo credit: Bench Accounting via

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Adnan Manzoor

Data Analyst & Life Coach

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Last Updated on February 15, 2019

7 Tools to Help Keep Track of Goals and Habits Effectively

7 Tools to Help Keep Track of Goals and Habits Effectively

Now that 2011 is well underway and most people have fallen off the bandwagon when it comes to their New Year’s resolutions (myself included), it’s a good time to step back and take an honest look at our habits and the goals that we want to achieve.

Something that I have learned over the past few years is that if you track something, be it your eating habits, exercise, writing time, work time, etc. you become aware of the reality of the situation. This is why most diet gurus tell you to track what you eat for a week so you have an awareness of the of how you really eat before you start your diet and exercise regimen.

Tracking daily habits and progress towards goals is another way to see reality and create a way for you clearly review what you have accomplished over a set period of time. Tracking helps motivate you too; if I can make a change in my life and do it once a day for a period of time it makes me more apt to keep doing it.

So, if you have some goals and habits in mind that need tracked, all you need is a tracking tool. Today we’ll look at 7 different tools to help you keep track of your habits and goals.

Joe’s Goals



    Joe’s Goals is a web-based tool that allows users to track their habits and goals in an easy to use interface. Users can add as many goals/habits as they want and also check multiple times per day for those “extra productive days”. Something that is unique about Joe’s Goals is the way that you can keep track of negative habits such as eating out, smoking, etc. This can help you visualize the good things that you are doing as well as the negative things that you are doing in your life.

    Joe’s Goals is free with a subscription version giving you no ads and the “latest version” for $12 a year.



      is an in depth way of counting things that you do during the day and then presenting them to you in many different reports and groups. With Daytum you can add several different items to different custom categories such as work, school, home, etc. to keep track of your habits in each focus area of your life.


      Daytum is extremely in depth and there are a ton of settings for users to tweak. There is a free version that is pretty standard, but if you want more features and unlimited items and categories you’ll need Daytum Plus which is $4 a month.

      Excel or Numbers

        If you are the spreadsheet number cruncher type and the thought of using someone else’s idea of how you should track your habits turns you off, then creating your own Excel/Numbers/Google spreadsheet is the way to go. Not only do you have pretty much limitless ways to view, enter, and manipulate your goal and habit data, but you have complete control over your stuff and can make it private.

        What’s nice about spreadsheets is you can create reports and can customize your views in any way you see fit. Also, by using Dropbox, you can keep your tracker sheets anywhere you have a connection.



          I must admit, I am an Evernote junky, mostly because this tool is so ubiquitous. There are several ways you can implement habit/goal tracking with Evernote. You won’t be able to get nifty reports and graphs and such, but you will be able to access your goal tracking anywhere your are, be it iPhone, Android, Mac, PC, or web. With Evernote you pretty much have no excuse for not entering your daily habit and goal information as it is available anywhere.

          Evernote is free with a premium version available.

          Access or Bento

            If you like the idea of creating your own tracker via Excel or Numbers, you may be compelled to get even more creative with database tools like Access for Windows or Bento for Mac. These tools allow you to set up relational databases and even give you the option of setting up custom interfaces to interact with your data. Access is pretty powerful for personal database applications, and using it with other MS products, you can come up with some pretty awesome, in depth analysis and tracking of your habits and goals.

            Bento is extremely powerful and user friendly. Also with Bento you can get the iPhone and iPad app to keep your data anywhere you go.


            You can check out Access and the Office Suite here and Bento here.

            Analog Bonus: Pen and Paper

            All these digital tools are pretty nifty and have all sorts of bells and whistles, but there are some people out there that still swear by a notebook and pen. Just like using spreadsheets or personal databases, pen and paper gives you ultimate freedom and control when it comes to your set up. It also doesn’t lock you into anyone else’s idea of just how you should track your habits.


            I can’t necessarily recommend which tool is the best for tracking your personal habits and goals, as all of them have their quirks. What I can do however (yes, it’s a bit of a cop-out) is tell you that the tool to use is whatever works best for you. I personally keep track of my daily habits and personal goals with a combo Evernote for input and then a Google spreadsheet for long-term tracking.

            What this all comes down to is not how or what tool you use, but finding what you are comfortable with and then getting busy with creating lasting habits and accomplishing short- and long-term goals.

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