Services: Client Management Systems


What is a Client Relationship Management System (CRM)?  Business leaders don’t often realize that they even need one, let alone what one does.  A CRM is a tool designed to allow a business leader and their team become knowledgable and proficient at keeping track of their leads, prospects and customers.  A CRM provides an ability for you and your team to track and maintain what interest prospects have had in your services or products as well as what their entire life history has been with your organization.

Here are some benefits of a CRM:

  1. Increased sales through better timing by anticipating needs based on historic trends

  2. Identifying needs more effectively by understanding specific customer requirements

  3. Cross-selling of other products by highlighting and suggesting alternatives or enhancements

  4. Identifying which of your customers are profitable and which are not

This can lead to better marketing of your products or services by focusing on:

  1. Effective targeted marketing communications aimed specifically at customer needs

  2. A more personal approach and the development of new or improved products and services in order to win more business in the future

When you understand what it is that your client needs from you and you have everything tracked and understand your entire relationship history, it makes working with them easier.  Not only this but a collaborative type system like a CRM allows your team to work well in understanding a client and their history.  The CRM helps to understand even more, when you have multiple systems like integrated marketing and Direct Mail marketing plugged into the CRM as well.

Contact Us Today to learn more about how The Lightbox Group Can work with your company:


Client Management Systems

“We knew we needed a CRM solution but needed the right help to implement the software and get the ball rolling.  The Lightbox Group showed us the way and provided the resources necessary for implementation and training.”

Kevin Johnson

Grape Media