CRM TipsHave you ever wondered if a CRM solution would help your organization reach new levels of success?

In today’s modern marketplace, CRM is identified as any customer relationship management technology that helps a company manage their interactions with current and potential customers. (Leading solutions like Salesforce and Microsoft Dynamics 365 may come to mind first.)

CRM reflects core business concepts in its technology to help you create the best results for your organization. The technology is designed to help you boost your results and see an amazing ROI (return on investment).

Prominent features of CRM may include:

  • Marketing automation integrations
  • Artificial intelligence
  • Dashboards and reports
  • Contact management
  • Workflow automations
  • Pipeline management
  • Email integrations
  • Interaction tracking
  • Mobile capabilities
  • Sales team and customer opportunity management
  • Sales forecasting
  • And much, much more… 

If any of these features or concepts are making you curious, this is certainly one sign your organization may want or need a CRM, but the most common tell-tale signs you do are as follows:

1. There’s no single source of information among your sales team

Does your sales teams have multiple methods for tracking customer information? If multiple sales team members are tracking customer or prospect information in various ways, this puts your team at a serious disadvantage.

Lacking a single view of a customer can distort information.

You may struggle to stay updated about their current state or needs. Your sales team members may have different versions of the truth that lengthen the sales cycle and prevent them from moving forward with the customer or prospect.

2. There is little or no visibility into how your customers interact with your sales team

Do you lack insight into what your salespeople are doing? Are you struggling to gain visibility into how your customers are interacting with your team?

Having no or little visibility in the customer experience makes it difficult for your salespeople to be successful and accountable with your customers. This same result may trickle down to the customer service team as a result.
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CRM enables salespeople to have visibility into their customers and how team members are interacting with them tracking capabilities.

3. Reports are hard to share

Does your sales team struggle to generate reports and analytics based on their progress compared to their quota? CRM makes this much easier to manage.

Creating manual reports is a laborsome task that prevents the sales team from focusing on what they do best. While CRM isn’t just for salespeople, the benefit of reports for salespeople are evident.

The ability to automate redundant and tedious tasks is a huge advantage to having a CRM. 

4. You don’t have a mobile solution

Great meetings happen out in the field, so if your sales team doesn’t have access to your technology while they’re working OOO (out-of-office), this can cause notes to become muddled as they’re traveling.

CRM mobile capabilities makes it easier for salespeople to transfer notes and important details while they go. They won’t have to worry about forgetting anything later!

5. Resale and upselling opportunities are lost

Resale and upselling opportunities maximize business profits - CRM helps salespeople do just this by providing insights into your customers purchase mindsets' so you can get ahead of the game with them, with behavior tracking and…
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6. You lack a plan to scale quickly

Imagine if your business grew by 10% or more this year… that sounds pretty good, right?

CRM helps your team become confident in their sales processes. It will help you to address any underlying productivity issues you may have, which will allow you to scale quickly.
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CRM helps your team keep their productivity levels up as you scale and grow, making the change management process easier than without CRM.

Do all of these signs point your team to needing a CRM?

Attend one of our weekly complimentary demos to learn if a solution like Microsoft Dynamics 365 or Salesforce is right for you.

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