Are you in the business of getting more customers? If yes, you need a CRM. Even a basic CRM is still better than running your business on spreadsheets.
Every business has several customer touchpoints which are crucial to its existence. The core ones include marketing, sales, and customer service. In short, a Customer Relationship Management (CRM) system manages these touchpoints to help you build better business relationships with your customers.
If you’re not using a CRM system, chances are, you’re using a spreadsheet to keep track of your sales and customer database. The problem with using spreadsheets to track sales is similar to that of driving a truck in a car race. Yes, a truck is a very powerful vehicle but it’s not a racing car. In other words, your team is has to spend extra time on non-productive busywork because they’re using the wrong tool for the job
With a CRM system such as Salesforce, all your customer information & interactions are kept in one place, instead of being scattered across different email accounts, phones, spreadsheets, or worst of all, in your team’s heads! But beyond storing & organizing customer info, a CRM allows you to make use of the data you already have to cross-sell to existing customers as since the CRM would tell you which products they bought to inform your marketing team on what to pitch to them next.
Another handy feature of a CRM system is that it gives you numerous reports and actionable insights for future business opportunities, all with a few clicks. Gone are the days where you and your team spend hours at the end of each month consolidating numbers into one spreadsheet for reporting. You can also set targets, track them up to the minute, know which products are selling best, and cross-reference that with region, demographics, and so much more.
Check out the infographic below for a summary of the immediate value you get with having a CRM: