Believe it or not, a significant portion of businesses have chosen not to adopt CRM software in the face of the growing efficiencies it provides. The reasons are myriad; it can be intimidating to overhaul existing business infrastructure, particularly if a business doesn’t understand the benefits of CRM. Small businesses or companies with small sales teams may also not see the benefit of adopting software if they don’t have as much customer data to track. However, longstanding organizational issues often necessitate the use of a CRM to consolidate paper records, improve organization, and not lose out on customer leads.
If you’re running a business and the following apply to your team, it may be a sign that a CRM can help smooth out some of your organizational hurdles.
Inconsistent Information Storage
Customer information is increasingly valuable, particularly as the means to convert data into conversions improve. Similarly, securing data under one umbrella saves employees from the rigor of tracking down information that might be on personal computers, only shared via email, or even written down physically. CRMs also ensure that the data is consistent and allows for easy aggregation to track customer trends.
If you’re working for an organization that spends a lot of time in meetings sharing sales information or nailing down leads, a CRM might help. Sales reports can be easily shared between team members and workflows are simple to manage. Getting a whole team on the same page can be done remotely through CRM software, with the same insights accessible to everyone.
Prep Time Takes Too Long
The minutiae of preparing for meetings and calls can be just as cumbersome as the meetings themselves. If pulling customer information involves a long slog through multiple locations or email accounts on your computer, it’s a good sign that your level of preparation both internally and externally can be improved through a CRM.
You’re Not Sure How to Follow up with Leads
The sales funnel can be hampered by too many points of contact, though continuing conversations across multiple members of the sales team may be necessary. Being able to address potential gaps in the communications process can be facilitated through CRMs. The software allows for easy viewing of prior communication, giving your sales team the context they need to follow up with customers or speak to the service they’re receiving.