Your business needs a CRM and here's why
Do you have a list of customers or contacts that you manage manually?
Is it time-consuming to remember what your last conversation with a contact was about?
Can you quickly see who's been working with a client, and needs to be kept in the loop at every stage of the customer journey?
If these sound like scenarios that might be impacting your business, then it's time for a CRM.
A customer relationship management (CRM) system serves as an automated way for businesses to keep track of interactions with clients or customers. It allows you to automate repetitive tasks, monitor where each lead is in the sales cycle and it can remind salespeople when they need to follow up with a prospect.
The right CRM will streamline your workflow so you can focus on growing your business. Here are five telltale signs that implementing a CRM would make a huge difference to your business.
1. You spend too much time on repetitive data entry
If you find yourself wasting valuable time creating, updating and deleting customer information each day, then you probably need a tool to manage your contacts and workflow efficiently.
2. You can't quickly access the information you need or it's out of date
Take a minute to imagine what it would be like if your CRM system had all the information you required at your fingertips, so you could grab important data whenever you need it. Productivity would skyrocket, don't you think?
3. You're juggling multiple platforms with different workflows
Do you waste time jumping back and forth between tools when trying to move projects around or update client records? CRM systems allow automation, meaning that certain tasks can be triggered by events such as client payments being received or even a new lead entering your pipeline.
4. You find yourself having to ask for information you should already have access to
If certain members on your team are responsible for specific tasks or data points, then it means that they probably share bits of information through email, spreadsheets or verbally -- none of which keep that information organised in a single place. A CRM forms one centralised database, which can be accessed by all, instead of data being spread over different platforms.
5. It seems that you're frequently tangled in to-do lists
Feelings of overwhelm can come when information isn't easy to find and processes aren't streamlined. The right CRM for your business can alleviate this frustration by automating repetitive tasks, letting you focus on important projects instead of chasing your own tail.
While off-the-shelf CRM software can help you get organised, it often has features and functions you'll never use and it's also unlikely to fit your existing workflow. Having a custom CRM tool built for your business is the only way to ensure it complements all of your current processes and integrates well with your other systems
If you need help finding a CRM system that's designed to meet your unique requirements, contact us... we'll make you one! Get in touch with the Megabits team today and we can start building a tool to help manage your data and processes.