CRM software sounds complicated and expensive, doesn’t it?

It doesn’t have to be and the benefits will far outweigh having to learn some new tricks.

A CRM system helps you manage all the activity that happens in your business, making it easy to follow up on new leads and service existing clients.  It collects all your customer information and puts it in one central location that can be accessed by everyone who needs it in your team.  The best part is that it gives you the opportunity to create lasting relationships with customers for repeat business.

This article on Why Every Small Business Needs a CRM makes the great point that usually the first indication that a business needs CRM comes in the form of something negative.  The examples they use are, your top performing sales person leaves the company and takes all the contact information with him, leaving you in the dark.  Or, one of your potential customers tells you he has decided to do business with someone else – you  then find out that this lead dates back three months and your sales team hasn’t followed him up.

10 questions to ask yourself

Here’s a list of 10 questions that will give you an indication of whether or not your business needs a CRM solution.

  1. Are all your customer interactions and the information (in the form of letters, forms, documents, emails, etc.) stored in one convenient location and accessible to everyone in the organization?
  2. Are you certain that all leads in the sales pipeline are being followed up?
  3. Are you able to coordinate specific marketing campaigns and follow up activities along with the sales team?
  4. Are you currently able to generate accurate information on forecasts/ pipeline on a short notice?
  5. Are you currently able to view all sales activity and results at the click of a button?
  6. Can you currently accurately identify the areas of the sales process in which most sales are lost?
  7. Are your sales people able to access customer information when they are out of the office?
  8. Do you know how many deals you lost last quarter and why you lost them?
  9. Do you know how many customer service issues each customer had and why?
  10. Are you happy with the amount of time your sales people spend currently on administrative tasks?

If you answered “no” to more than a couple of these questions, it’s time to do some research into how a CRM system will help you get control of your business and make decisions based on business metrics.

Many CRM systems options available are simple to implement, easy to use and inexpensive.  You can import your current database and be operational within 24 hours.

If you are wondering where to start, please drop us a comment below and we’ll be in touch.