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Why Use CRM Software? - Sullivan And Leavitt, PC

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Why Use CRM Software?

In today's competitive business landscape, small and medium-sized businesses need the most efficient and effective way to market to, sell to, and service clients. CRM, or customer relationship management, consists of the business processes and software that enable collaboration, performance improvement, and better business visibility across all customer touch points. If customer relationships are an important asset to your business, then effective CRM strategies and software are key.

CRM software consolidates all customer information and processes into one, holistic view of each customer. This enables customer-facing employees in sales, marketing and customer service to make quick, informed decisions on everything from cross-selling and up-selling opportunities to target marketing strategies and effective problem resolution.

Analyst studies show that on average, companies using CRM software grow their businesses at a rate 2-3 times faster than those that do not.* That's because CRM enables businesses to:

  • Win more deals by collaborating throughout the sales cycle
  • Centralize customer information for all employees to better service customers
  • Build profitable relationships with customers through more effective target marketing
  • Increase customer loyalty and drive repeat business
  • Automate customer-facing business processes and streamline repetitive tasks
  • Gain visibility into staff and business performance to make timely decisions

ADVISO's Projex5 CRM software enables you to do more with less, providing a central hub with instant access to the entire history of every customer or prospect - whether accessing through a mobile device, online, or in the office. It integrates with business tools you already use, including Microsoft Outlook®, Exchange® and Office, and popular accounting software. Projex5 can be easily configured to meet the specific needs of your business and enables managers and executives to gain insight into the performance of the business through dashboards and reports.

To learn how Projex5 will help you attract more prospects, win new customers, and increase repeat business, write to us at

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