Decide if your business needs a CRM system

If your business sells, markets or provides services to customers, it is likely that you need a customer relationship management (CRM) system. If any of these are true you need a CRM…

• Your customer information is scattered in more than one location.
• You're keeping spreadsheets, notes and casual records, and there is no central repository for all this data.
• You have no single view of your customers' contact information, orders, queries and general interactions.
• You are losing track of data, searching through miscellaneous documents, multiple hard drives and random folders, and none of the information is secure or organised.
• Your missing out on valuable data on your customers. -
• You have no remote access to your data.
• You're restricted to viewing it from a certain office or machine, which is causing problems when you’re travelling or away from your desk, meeting customers and sourcing new prospects. -
• You have only a vague idea of what your teams are doing in or out of the office - which customers they are approaching and how they are performing.
• You are not able to keep your staff accountable and ensuring that they are meeting their goals. -
• You struggle to create meaningful sales or customer service reports – the very reports that can help you identify further business opportunities.
• Your limited on spotting the ways to upgrade or cross-sell to your customers. You struggle to identify best leads and convert them to opportunities.
• Your processes are rigid and unable to scale.
• You spend too much time working in your business rather than on it A CRM system gives you visibility into your sales and marketing activities and allows you to deliver better overall customer experience.

If you’re still not sure if you need it, check out our other blogs about CRM at mycorecrm.co.uk. Find out more about CRM’s and how they can transform your business on our blog pages at mycorecrm.co.uk