If you’re still not sure if your small business would benefit from CRM, below are some clues that can help you in your decision.
Signs You Need CRM
If anything on this short checklist sounds familiar, CRM might be worth exploring to help your business find, win, and keep customers more efficiently.
- You have teams that work closely together, even when not actually together
- Your sales teams are often on the road
- You are unable to quickly find customer data to make decisions fast
- You feel deals are falling through the cracks because you’re managing things in spreadsheets and notebooks
- You have a patchwork of apps that you call CRM but they are not really connected on top of a single database or “system of record”
- Your business is growing more quickly than you feel ready for
- You know that your business’ customer service experience is lacking or you are losing more customers because of service issues than you’d like
- You or your IT department is buried with maintenance requests