You may be wondering if you need a CRM system. Many small business owners are asking themselves. Well, the answer is simple. Especially the free CRM is very powerful now because it won’t cost you. If you want to sell or expand your product or service to your customers, you need CRM. If your sales are small and somewhere in between, you may not be able to survive.
Short version. Long version.
You may have heard this old saying that you will not take you there when you are here. The same curriculum can be applied to an evolving business. You may have used an Excel spreadsheet or similar method to track customer orders and queries during the startup phase.
But as the business grows, so does the complexity. In addition to managing customer orders, you also need to monitor revenue and sales cycles. Businesses that experience growth will suffer more and more. How do you know when you need CRM? The following are five time stamps for the CRM system.
We are unable to find customer service and interaction history with our customers.
Have you talked to the customer? Ask questions and search for answers within an hour. Do you really think that today’s tech-savvy customers have time? They can easily turn to competitors by highlighting tools in the world of hyperlinks.
As for customer information, the last thing you want to see is data scattered in different places. There are many stores filled with post-it notes, Excel spreadsheets and broken customer information. The problem is that the information is separate. Therefore, strategic decisions cannot be made.
To maximize sales efficiency, you need to collect data at every stage of the customer’s lifecycle. How do you fully understand customer relationships when different employees track customer interactions in different ways? This shows that in the face of the customer’s employees storing information in a central repository and allowing access, you need to know how to simplify the data content in the CRM system.
You don’t need to collect spreadsheets, notes, and emails together to view specific customer records. You also have quick access to important sales and management reports.
No CRM, no follow up
If you do not send an invoice, you will not be able to get paid. Therefore, you cannot continue to do business by paying your bills. If you do not renew on time, you may lose the main part of your business. If you don’t use the CRM system, your data will be lost.
There is no effective way to systematically organize your data. What do you think of sending invoices or renewals? The CRM system can do this automatically. You can also show which customers need more attention through the CRM system.
If you leave the office, you are lost.
Because we live in a connected world, we can work easily anytime, anywhere. Without a CRM system, you can’t do it. If the sales team needs to attend the meeting, how can I retain customer information without going to the office?
Sales representatives should be up to date at all times. You can get important information from this field, but if you need to record it elsewhere, you can only share it when you return to the workspace. With the CRM system, you can enter information from anywhere in real time. In other words, the risk of information loss is reduced.
This is especially true for mobile CRM benefits, such as salespeople being able to access the system from any device. In addition, it is not difficult to choose the right CRM for your company through these guidelines.
It does not have an automated daily sales process.
If you spend more time searching for data than you are interested in customers, then you know that you need CRM. Excel and CRM have obvious winners. In an ideal world, you need a consistent sales report that shows the progress of the quota.
How long does it take to manually determine the number of potential customers processed last week, month or year? Which salesperson is the most effective? How long is the sales cycle? You must understand all of this data, but manual processing is too difficult to understand.
One of the basic functions of CRM is the ability to create advanced reports. Remember that data is power.
Your business is growing faster than your processing speed.
As your business grows, you need a scalable sales process. At this point, you will understand why you need CRM software. The problem begins when there are inconsistent manual processes across the sales and marketing team. If you have 5 potential customers per day, we recommend using a spreadsheet. However, more than 20 people come every day and need more advanced things.
I don’t want to hire new people. You must get rid of new people because you are frustrated with passive and inefficient processes. They want more potential customers, but they can’t track the potential customers they already have. Maybe you have someone responsible for storing the information on his mobile phone, while another person writes it down. These types of differences are not visible to administrators or others. In the process of growth, you need more efficient processes and clear policies.
When salespeople leave the company, you can easily get contacts and information. The CRM system stores all data on one platform to understand potential customers and sales cycles. Then, because you have access, anyone can use data that others can use.
Learn how free CRM provides a platform for Bitrix24 to organize and interact with potential customers and existing customers, partners, agents and more.