5 Signs You Need a CRM

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As running a business is never an easy task, you can’t spend all of your time going to every single department to set things right; obviously, you need some space to focus on the bigger picture, i.e. developing your business!

If this sounds like your concern already, you are probably all set for implementing a CRM solution into your business. Here’s how to identify when your business is ready for a CRM.

1) So Many Leads, Too Little Time!

If you are handling more leads than you can keep track of, then you need a CRM system right away so that no lead falls through the cracks. With the help of a CRM, you can monitor every lead that comes in and its source. This way, you can follow the progress of each lead as it goes from inquiry, to prospect, to lead to customer. In short, CRM is an effective method to deal with the challenge of ‘so many leads, too little time’. You can also map customer journeys while being able to pinpoint the exact location of a lead on a customer journey map using a customer journey plugin inside your CRM.

2) A Cure for Multiple Touch Points

Another problem is that customers  interact with organizations at different customer touch points – not just at one place. As they are spread across different channels, this makes it difficult for businesses to interact effectively with them. However, one easy way to leverage on multiple touch points is by adopting a customer interactive approach through CRM. This does not only allow enterprises to enhance customer experience but also enables them to utilize all customer touch points effectively to increase profitability.

3) Does History Matter? Of Course!

How often do you look back to see the history of a particular customer? How many times you fail to recall the details of an email, message or phone call? A lot of times, perhaps! That’s why getting a  CRM system can make a huge difference to your business. It enables you to record conversations, save emails and maintain complete history of each customer or prospect. Once you have all these details at one place, you can always look back and review your history with a customer.

4) Customer Data Is Important:

We all realize how important it is to record data for any business… and not just that, to protect it too! However, this is easier said than done. If not taken proper care from the beginning, you can end up with a lot of crucial information scattered at various places. That’s why it is important to deal with customer data through a CRM system which maintains and organizes information in a database.

5) Uh-Oh, Bad Customer Feedback

As a business owner of a growing enterprise, it’s essential to know exactly what’s going on with the customers. Communication needs to be efficient and operations need to be carried out without a glitch. However, things don’t always work as expected. Remember? To minimize bad customer feedback, CRM can help you overcome such feedback and keep your sales and customer service on a forward, ascendant path.

Take Action

We have gone through five major indications which stress upon an enterprise’s need of a CRM. If any of these signs is prevalent in your business, then you need to arrange for a robust CRM system at your earliest. Implement a CRM and see what performance changes it brings to your business.

Looking to adopt a CRM? Check out this Infographic on the Comparison of 13 CRM systems.

Rolustech is a SugarCRM Certified Developer & Partner Firm. We have helped more than 700 firms with various SugarCRM integrations and customization. Get in touch today for your FREE Business Analysis. We will be happy to assist you!


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