Sales and Marketing - Jen Jordan

Why Your Business Needs A CRM System?

What is a CRM system?

A CRM system streamlines the process you use to stay connected with your customers, service users, colleagues, or suppliers. The system allows you to gather, store, and update people’s contact information, identify potential sales opportunities, create more accurate sales records, and segment your customers for more precise marketing.

When this kind of information is organized and easy to access, you can see how customers are interacting with your business, their purchasing patterns, and other helpful information. CRM systems can help businesses in every industry improve sales and drive growth, especially small businesses that have tighter budgets and smaller teams.

Why CRM systems are important

There are countless benefits of a CRM system that make them well worth the financial and time investment.

In today’s economy, businesses must have up-to-date, reliable information about their customers. A CRM system allows you to see all the relevant data in one place. Many CRM systems even gather information from your customers’ public social media activity. All this data helps businesses improve their marketing, customer service, and sales.

Without a CRM system to gather, organize, and track data, your team will resort to keeping valuable information on various laptops, notepads, or try to rely on their own memory. These scattered methods can be devastating if (or when) critical people in your company move on.

Another benefit of a CRM system is that it gives your business a common platform for customer interaction. In today’s digital age, current and potential customers are likely trying to contact you via any number of platforms, from email and social media to phone calls. It’s critical to respond quickly and efficiently when someone asks a question, reports an issue, or tries to follow up on an order.

3 Signs your business will benefit from a CRM system

Here are three critical signs that your business will benefit from a Customer Relationship Management System:

You are struggling to keep up with new leads: Having too many leads is a good problem, but a problem none-the-less! A CRM system will help you sort and prioritize your leads.

Your customers’ information is hard to find or poorly organized: Do you have multiple systems to gather and track customer information? Have you used the same system since your business started? Do you rely on your sales staff to keep up with customer information? Will you lose valuable data if one of your team leaves your company? These are all signs that your business needs a new or updated CRM system.

Your customer service leaves something to be desired: In today’s social media age, customer service is more important than ever. Customers readily share their experiences with companies and either draw their friends in or steer them away from your business. It’s critical to offer excellent customer care that wows your clients and anticipates their needs rather than reacting to issues and complaints. A CRM system will help you efficiently accomplish everything.

Almost any business in any field will benefit from using a CRM system. Though they do require some time and money (especially during the set-up and integration phase), they will save you vast amounts of energy, time, and resources in the long run. A CRM system may be just what your business needs to get to the next level in 2020!