5 Signs You Need a CRM

        So you keep hearing about “CRM” and how it can improve your business in some way. Maybe you worked at a company that used a CRM or maybe a friend has told you about one recently. Either way, you’re hearing about it so much that you’re starting to think your business needs one.

        Or maybe you think you don’t need one at all and you might be right. Some companies are perfectly fine without a CRM while others can’t operate without it. It can sometimes be difficult to tell when your business can actually benefit from a CRM.

        Here’s a list of five signs that your business might benefit from a CRM. It’s not a complete list but if you are finding that some of these scenarios are familiar to your business, it might be a good time to look at what a CRM system can do for you:

        1. You’re losing important data.

        Your employees are recording their interactions with customers in their notebooks, post-it notes, and several shared spreadsheets. Their desks are full of small memos, names, and phone numbers that sometimes get misplaced or accidentally thrown away. All of this information can be critical to your business. If they are not stored in one central place, it can easily get lost or thrown in a pile and quickly forgotten. Having one location for all data ensures that it will still be there even if the employee leaves the company.

        2. Your customers need to tell you their history every time they talk to you.

        There is nothing more frustrating and inconvenient for a customer than having to repeat themselves over and over again. Or even worse, your customers are being contacted about the same thing more than once. If you are running a business with just 1 or 2 employees and only have a few customers, it might be easy to share each customer interaction verbally or in a shared spreadsheet. But, as your company grows, it becomes more difficult to record each interaction with each customer every single time.

        3. It takes forever to create a simple report.

        You should be able to quickly and easily see real time business data and sales forecasts with just a few clicks. If all your business data is located in seven different spreadsheets, pulling together simple but important reports can be tedious and painful. By having a CRM with simple but powerful reporting capabilities helps your business stay agile. You can stay up-to-date with your business, accurately forecast your sales, and make quick decisions that will help you stay on track of your goals.

        4. You’ve entered the same information in five different spreadsheets.

        Not only is this a waste of time, but also makes reporting more tedious (See #3). As your company grows, it will become more difficult for your employees to keep information up to date in all locations and might forget or input data only when it is not busy. This also increases the chance of having incorrect, incomplete, and outdated information.

        5. It’s difficult to get information while out of the office.

        Does your sales team need to be at their desk to get work done? Imagine if they can update details about a customer, deals, and opportunities, while they are on the road and on any device. And, you can see their updates back at the office or wherever you are and on whatever device you are using.

        A CRM not only holds critical information about your customers but also helps to bring your Sales, Marketing, and Customer Service teams together. Each department holds a vast amount of important information that can help your company provide a better and more personalized service to each customer. Bringing these groups together will give you a more holistic and centralized view of your organization.

        If you have any questions about CRM and how it can help your business, feel free to give us a shout and we’ll be glad to help: 1-877-893-3266

        Or, if you’d like to learn more about CRM, check out these articles:


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