As you know CRM – Customer Relationship Management
System is an efficient software built for your sales team.Don’t get me wrong, what I meant is the software is
mainly meant for the sales team. CRM definitely brings transparency to the
information and makes it easier for all departments to collaborate through one
single platform.
If you ask me why do you need a CRM? Best answer
would be
“CRM helps you
TRACK MORE LEADS and CLOSE MORE SALES”
So here is the big Question. How do you know if you
need a CRM system?
Most small or large Businesses manage their contacts, track your sales pipeline and deliver customer service someway or the other without understanding what value your customer database holds. As one of our clients has previously told us " Customer Database is the most important business asset. Hold on to it" . Over
the years of helping our clients implement CRM systems, what we have seen is
that most businesses use excel sheets to do it. What happens with this is there
is a lot of duplicate data being managed by multiple people over different
departments and there is no information transparency. This costs the business
lot of man hours wasted on double entries and running being others to get the
required customer information. Is it not hurting the business bad?
So what
should really be asked is not why do I need a CRM but What functionality
do I need from a CRM system and how complex does it need to be?’
Before making the decision to invest in any form of
CRM solution, you should firstly consider your existing systems and
processes, and how well these meet your business needs. Once you
have clarity on the scale of the problem, you can decide if investing
in a new system is right for your business.
1. Are all your Customer records and contact history held
in one central place that is easy accessible and visible to all members of your
organisation?
2. Assume one of your colleagues left the business,
would you have all their customer contact details and do you know the
opportunities that they were working on?
3. Do you know how many customer service
issues each customer has had, and why?
4. Are you certain that all the leads in the
sales pipeline are being followed up?
5. Can you access all your customer
information when out of the office?
6. Do you know which of your marketing campaigns
are the most effective at generating high quality leads?
7. Are your team staying on top of follow up
communication with potential clients?
8. Are you able to generate reports on the health
of your business, at any point in time?
Did you answer “ No “ to at-least one
of the questions above. Wait no further,
Talk to us to see how you can get your own CRM System customised for your business.
