You might be thinking to yourself, "But I run a small brick-and-mortar store, I can't afford a CRM system for my business." To that we say, don't knock it till you rock it. Whether you run a boutique salon down the street or a 500+ member multinational corporation, CRM software makes it possible to grow your business exponentially from any part of the globe.
Here are a few questions below to help you decide the right time to invest in CRM tool.
If you answered ‘Yes’ to any of the above questions, then, the time has come for you to invest in a CRM solution immediately.
Usually have one to a few customer facing team members, usually take notes on notepads, communicate through email, and track data in spreadsheets. They use CRM to centralize data and collaborate around customers.
Usually have more people on each team and more customers. In addition to the needs of small businesses, they need to build a process for sales and customer service team members to triage and drive customer work forward. CRM platform helps them create, manage, automate, and measure that process.
Often have more than one of each team, sometimes in different countries. In addition to the needs of SMBs, they need to route work between teams, more in-depth customizations, and account management to ensure they get priority attention.
Sales teams seek CRM software to help centralize and track their contacts, deals, notes, and other information. It automatically captures data and nurtures customers. It also fosters collaboration with internal messages to ensure faster action. All the data collected is used to precisely forecast future sales, and reveal historical performance insights used for coaching team members and scaling the sales pipeline.
Support teams seek CRM software to bring all customer support requests from customer-facing channels (email, Twitter, phone, chat, and others) into one place where they can assign and respond to those requests quickly and effectively. CRM helps them prioritize requests by case duration, customer value, and reason, and shows them insights to improve overall customer satisfaction.
If you have more than one person on your sales team, then, you must be familiar with the pain that comes with it. From getting all your customer information in one place to sorting out paper trails in your office for invoices and memos, we understand your business needs better than anyone.
CRM system can relieve you from your struggles by enabling you to manage your sales leads and marketing resources at a central location for expanding your business exponentially.