Business AutomationCRMCustomer Relationship Management Benefits

Unfortunately, an indication that a business is ready for CRM usually comes in the form of a challenge. For example; your top performing sales person leaves the company and takes all their contacts with them, or, while your customer service team is trying to help out an unhappy customer, a sales rep attempts to upsell them, which makes them so mad that they don’t want to do business with you anymore. Perhaps you even recognize yourself in one of these situations?
So the big question is…

How Do You Know If You Need A CRM?

10 Questions To Help You Decide

  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. How certain are you that all leads in the sales pipeline are being followed up?
  3. Can you 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. Will you be 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. Have you any idea 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 any of the above questions, then it’s probably a good idea to take a more in-depth look at small business CRM software and the benefits that it can bring your business.

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