FAQ
1.How can CRM help me make more Sales?
A CRM system gives you a quick way to score and route leads, track opportunities and activities, and gain visibility into deal stages and business health for both prospects and customers. And it’s literally a record of your business’ ongoing relationship with those contacts, whether they’re a customer, or if you’re trying to turn them into a customer. The details of that record can contain everything from call logs, call notes, deal conversations, and quotes, to shared files that are relevant to the customer’s needs, and more. So now anyone with access to the record can speak to the customer with confidence. Additionally, you can set it up to create daily to-do lists, schedule call alerts, trigger emails, and more. Most companies using a CRM solution find their deal cycles shortened considerably.
2. How is CRM going to save me time?
A huge benefit of CRM is automating routine — yet time-sapping — tasks, which saves countless hours. This allows more time for selling. Take for example a marketing effort, one in which you want to send out an email follow-up. With a good CRM solution, you don’t have to remember which leads you want to target. You can simply create some rules around your leads and automate the marketing effort, like email campaigns and lead capture, so leads are quickly routed to reps to be either followed up with or nurtured. Email templates that can be created in the CRM solution ensure you don’t have to repeat the work or even cut and paste.
3. How do i know if my small business needs CRM?
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.
4. Is CRM customizable for what’s important for my business?
Obviously every business runs differently, with different processes and ideas of success. This means a good CRM solution should be easily customizable and have an information hierarchy that puts what’s important to you, front and center. The best CRMs feature drag-and-drop customization capabilities, and then deliver regular upgrades automatically that won’t break those customization’s — with little or no need for IT involvement.