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4 Signs Your Business Needs a CRM

Savannah Muñoz 10/24/22 2:45 PM
4 signs you need a CRM for your business.

Have you ever felt overwhelmed by all the different programs you need to use to run your business smoothly?

Wouldn't it be nice if there was one system for everything?

That’s where a CRM (Customer Relationship Management System) comes into play!


What is a CRM?

In short, a CRM (Client Relationship Management system) is a tool that organizes your customer data and allows you to connect with customers more easily and consistently.

CRM’s are made for businesses of all sizes to help streamline processes and communication. 

This means you waste less time, effort, and money on mundane tasks.

Plus, CRM’s provide analytical insights on your efforts so you and your team will be able to make more strategic moves.

Find the right CRM for you.


The 4 signs you need a CRM

While any company can benefit from implementing a CRM, some may benefit more than others. Do any of the following resonate with you?

  1. Your customer data is spread out into different systems, and very unorganized.

    Your customer data lives in multiple, disconnected systems. This means people on your team have to operate with incomplete or outdated information, leading to internal frustrations, inconsistent experiences, and upset customers.

  2. You can't keep track of your leads. 
    More leads are coming in than you can manage. This means you are likely following up with the wrong lead at the wrong time. Or even worse, you're not following up at all because you're "leaking leads" due to poor processes and systems.

  3. You rely on manual reporting processes or don't keep up with reporting at all.

    Without a CRM, your teams are likely forced to use manual processes — like spreadsheets or a legacy system of record — to keep track of customer information and build various internal reports. This approach means hours of tedious work or the work never happened at all, meaning you’re likely missing out on critical insights or are making decisions with outdated, incorrect data.

  4. You have a lot of disconnected systems.
    To digitize your business quickly during COVID, you likely created a messy bowl of disconnected business system soup. This disconnection is now starting to wear on your team and will ultimately lead to wasted time, frustrated team members, and unhappy customers.


When can I start?

In case you’re wondering when you should try a CRM out - now is the best time. 

Why wait to make things easier for yourself and your team? Ditch the old way of running your business and get yourself on the fast track to surpass your goals!

Not sure where to start? Check out our free guide to finding the CRM for your business.

Click to Get Our Free CRM Buyer's Guide