New Tricks

June 2021

New Tricks: How a Bespoke CRM Can Be a Great Learning Tool

Whether you’re just starting out or the owner of an established business, it’s never too late to learn something new. There’s a lot you can pick up from a bespoke CRM solution, with plenty of tools to inform you of ways you can improve your business practices – automated reporting for example.

The phrase “you can’t teach an old dog new tricks” doesn’t apply to businesses. Even if you’ve been around for a while, there’s always time to learn, evolve and adapt. Your bespoke CRM solution can help you do just that. Let’s take a look at some of the ways it can…  


Remote Working Works!

We love remote working – it’s good for the environment, it’s great for team morale and it keeps your business’ costs down. Thanks to cloud-based bespoke CRM solutions like Lunar CRM, the reasons to reject remote working are becoming fewer.

There’s no reason to worry about a communication drop. Thanks to being hosted in the cloud and therefore being available 24/7, you’ll never have to worry about not being able to contact your team or vice versa. Of course, you don’t want to be contacting your team in the middle of the night or out of their working hours. But it does grant you easy access to communication regardless of geographical distance.

Data sharing also couldn’t be easier thanks to your bespoke CRM. Lunar keeps all your data safe and sound, whilst also granting anyone in your team access to the important data they require on a day to day basis to deliver the best results for your business.

And if productivity is a worry for you as a business owner, you’re covered there too. Lunar’s reports will allow you to monitor team productivity. This doesn’t necessarily mean anyone is slacking off, you can use these reports to monitor which process are time sinks and then communicate ways around that.


Building Reports can be Easy!

Speaking of reports, you’ll now be able to create those at the click of a button. Gone are the days of manually putting together reports for you clients or business partners. Creating these reports manually can often result in incorrect data that can have a huge impact on your business down the line, when it’s too late to resolve the issue. They also tend to just look a little messy.

Because Lumen stores all of your data in one secure place, your bespoke CRM can build reports in a matter of minutes. You’ll even be able to update those reports in real time, so the whole team can see how they’re performing. No more headaches for you and your team from sifting through piles of data in different places, Lunar has you covered.


Your Business Needs Flexibility!

Flexibility is what any growing business needs. So why settle for an off-the-shelf CRM that doesn’t allow for that flexibility. Sure there’s plenty of choice, and you’ll ultimately find you need it when you have to rely on multiple tools as your business grows and requires more functions from a CRM.

A bespoke CRM solution offers the flexibility that your growing business needs. Not only will you save money by having everything in one place, rather than paying for different services, you’ll be able to customise your CRM to suit your business’ needs. If you need to add anything along the way, you can do it thanks to third party integration.

Tailoring your CRM to your business’ needs will ensure you’re not wasting your time or your money by spreading your resources all over the place. Keep it all central and organised with a bespoke CRM solution.

Want to learn more about what a bespoke CRM solution could do for you? – simply get in touch to try out Lunar CRM with a free demo!