Does your business need CRM?

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 makes it possible to grow your business exponentially from any part of the globe.

Signs You Need a CRM

Here are a few questions below to help you decide the right time to invest in CRM.

  • Is customer information scattered over multiple teams and departments? 
  • Are you missing out on follow-ups?
  • Are you stuck doing mundane tasks repeatedly? 
  • Are you spending excess time on administrative tasks?
  • Is your company's growth slowing down?
  • Are your customers dissatisfied with your service?
  • Has your customer base started to decrease?
  • Do you have limited visibility over your team’s activity?
  • Are different teams clashing over accounts?
  • Are your team members working in silos?

If you answered ‘Yes’ to any of the above questions, then, the time has come for you to invest in a CRM immediately. 

Who uses a CRM System?

Small businesses

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.

Mid-Size enterprises

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 helps them create, manage, automate, and measure that process.

Large businesses and enterprises

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

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

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.

When is the right time to invest in CRM?

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 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.  

Sign up for Vtiger today!

* no credit card required *