Posted by Bethany Handy ● January 1, 2016

4 Signs Your Organization Should be Using a CRM Application

Is your enterprise still managing marketing, sales, and customer service activity with a handful of disparate software applications, along with some spreadsheets and perhaps a few Post-it notes?

If so, you’re already at a disadvantage in comparison to some of your competitors that have already invested in a CRM application. Can you afford to be left behind?


If You Don’t Have CRM, Do You Need it?

If you haven’t yet implemented CRM for your business and it feels like you are doing just fine, can you be sure that’s really the case? It might be worth investigating whether any of the four following signs are trying to tell you something—like the fact that it’s time to play catch-up and install a CRM application.

1) Lost employees mean lost data: When a sales employee leaves your organization, does someone have to hunt through files, contracts and other sundry items of documentation to achieve continuity of contact with customers? If so, a CRM solution will help by keeping all your customer data stored in one place. Nobody wants to lose employees, but when someone does go, it’s a less painful experience if somebody can immediately pick up where the exiting team member left off.

2) Your Spreadsheets are Monsters: With a small customer base, your sales and lead data probably only fills a few rows and columns in a spreadsheet. However, as your business grows, so does your workload in Excel (or similar application). If your team spends lots of time searching through spreadsheet columns identified by two letters rather than one, it’s probably time to upgrade to a CRM application. The time saved by immediate data access in CRM will be worth a lot of money in the long run.

3) Customers are getting frustrated with repeating information: This sign is especially relevant if your business is primarily a service provider or provides service after the sale. Without a CRM solution to keep track of all customer interactions, it’s probable that your customers sometimes find themselves explaining the history of their issues every time they contact your service team. If you’ve ever been a customer in such a situation, you’ll know it to be an extremely tiresome experience.

4) Out of sight is out of touch: If you have a team of sales managers out in the field, do they have to spend what might otherwise be productive selling time stuck in the office updating details from their on-the-road activity? If so, there is money to be saved, revenue to be earned, and efficiency to be gained from upgrading to a CRM platform with integrated mobile features. Imagine the benefits of real-time system-updates straight from your sales managers’ smart phones.

See Any of Those Signs?

If you recognize any of the issues described here as inherent aspects of your day-to-day business, it’s surely time to think seriously about investing in a CRM application.

Faster and easier access to data, continuity in customer interactions, and sales people who are in the office even when they are out—all of these are benefits your company shouldn’t be missing out on. With CRM in place, you won’t need to miss a thing.

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