A Customer Relationship Management (CRM) application manages most critical customer information so that you can see everything from one place. From the same app, you can view contact info, follow up via email or social media, manage tasks, and track your performance. The main benefit of having a CRM system is that it increases sales efficiency; helps close more deals, boost sales, and improve forecast accuracy.
There comes a point where the company is growing, and you might need to manage customer relationships more effectively. Here are some signs that your company needs to invest in a CRM system.
1. There’s no single source for information
Your sales team needs access to a single view of every customer’s contact info, orders, and interactions. Storing them in more than one location, such as spreadsheets or notebooks, puts your sales team at a disadvantage.
2. There’s little or no visibility
You lack insight into what your sales people are doing. This makes it difficult to help them be successful – and keep them accountable.
3. Reports are hard to share
Creating reports manually is a long process and often results in no tracking at all. A CRM would make it easier to generate reports and analytics of your sales team’s monthly progress.
4. You are not optimized for mobile
When your sales reps are out in the field they are storing data on handwritten notes or in files on personal computers. Sometimes these meeting notes are not even transferred, and important details get lost.
5. Resale/upsell opportunities are lost
You are sending the same types of offers and messages to customers and prospects in very different stages of the buying process, as well as in different industries or geographies. With CRM you can target prospects based on their value to the business.
6. You lack a plan to scale fast
If your company suddenly grows from 20 to 200, are you confident that your current processes will scale? If you know that you are going to grow, are you worried about keeping productivity while scaling up?
If any of these issues apply to you or your team, don’t fret! These are all issues that Salesforce can address.
Treat all your customers like they’re your only customer with Salesforce CRM. Understand them better through their personal preferences, solve any problem faster with access to past customer interactions, and even identify new sales opportunities by analyzing your best customers’ purchase histories.
As a certified consulting partner, iMovo will help you implement and integrate Salesforce seamlessly, provide training at the comfort of your office, and 24/7 technical support. Get started with Salesforce – the customer success platform.