5 Ways A CRM System Can Save You Time


We're all looking for new ways to gain some time back in our lives, so it makes sense to look at a CRM as the answer.

We're all looking for new ways to try and gain some extra time back in our lives, so it makes sense to look at a CRM system as a way of getting some extra hours back throughout our hectic working weeks. But how can a CRM system save you time exactly? 

1. Pre-Populated Data Entry

This is at the core of most popular CRM platforms and should be the spine that runs throughout the system. This is one of the most common forms of CRM automation occurs when the system automatically fills in relevant data (also known as pre-populated data) from other parts of the CRM. This saves you so much time as it eliminates the need to type obvious and repetetive information into fields. Not only does it save time, but it can also save countless mistakes such as spelling and typos.

2. Pre-Calculated Data Entry

Similar to pre-populated data entry, good CRM systems will also calculate crucial mathematical data for you which is not only a huge time saver, but also prevents very costly miscalculations from occuring. This is commonly used to calculate important documents such as invoices and quotes; automatically calculating prices and costs against things like VAT, labour costs, discounts and more. 

3. Sending Important Documents

Little tasks mount up, and sending important documents to clients can take it's toll on your day without realising. Which address should the invoice be sent to? Who is the account holder? When should it be sent? A CRM helps to iron these questions out as all of this data is already stamped against that client. This means you can send out 5 invoices seamlessly to the right person, at the right time, at a touch of one single button.

4. Time Allocation

If you're managing a team of staff, it can be difficult to know what everyone is doing and when. A CRM can help you to allocate vacant time to employees which can ultimately free up some of your own time. This can be viewed via individual and shared calendars or by simply checking their scheduled activities and tasks for the day. Most CRM's give you the ability to do this, as well as giving you the ability to monitor the progress of each specific task; saving you time going back and forth with your employee to check up on progress. This way, you can offload some of your own tasks on to staff members who may not be as busy as you are that day.

5. Importing Data

Perhaps one of the most daunting and time consuming admin tasks is entering in hundreds of contacts or products into a system - this is a common demand when starting with a new CRM system as you need transfer your old data into your new system. Luckily, most CRM software packages allow you to simply import hundreds and thousands of pieces of data straight into your CRM. The only consideration you'll need to have is to make sure the fields match up in your Excel document, and the data will be added into your CRM in a matter of minutes!

Looking To Start Your Oomph Journey?

Aside from writing this wonderful blog, we have a CRM system of our own called Oomph. It includes everything we've discussed in this article (and more) and you can trial it completely free for 14 days by clicking here - registration takes a minute, there's no commitments and no card details are needed at this stage.