Every business actively pursuing prospects & customers needs a CRM.

It’s common knowledge these days. But why? CRMs can be complicated to implement, difficult to roll out to an established team of sales folks, and all too often be expensive. What might compel a company to initiate such a challenging process? Let’s explore some top reasons:

Provide a single source of the truth about your prospects and customers.

Businesses today need a single location for sales, support, management, and any other customer-facing employee to see the latest interactions with a prospect or customer. Consider these examples:

  • Your most diligent sales rep, Sally, finally gets a call back from Joe Prospect after a month of trying him. When Joe calls, Sally’s CRM automatically pops up a window with Joe’s information so that Sally can quickly review her notes about Joe and make the most of the call.
  • A month later, Sally is able to close the deal with Joe. Joe has some special requests for his product onboarding. Sue the Success Manager is in charge of making Joe successful with your product. Sue is able to see the onboarding instructions that Sally entered into Joe’s contact record, ensuring Sue can provide Joe with the impeccable service he deserves.
  • A month after Joe purchases, he has an issue arise with the product. He contacts Charlie the Customer Support rep. Since Charlie is in the same CRM as Sue and Sally, he can quickly see Joe’s history with your product and company. This enables Charlie to provide the best possible experience for Joe.

Access your data from anywhere!

Today’s CRM’s include ability to access your data from any device that has a browser and an internet connection. Many have native Mobile apps for platforms like iOS and Android. And the best CRMs offer offline access to your data from those mobile apps. Being able to access your data as well as update your data at any time from any device is a huge time saver!

Customize Reports and Metrics.

Putting all customer interactions in one database enables managers and reps to quickly visualize lead, account, and opportunity metrics. From reviewing Customer Support cases to understanding a sales pipeline, reporting on your CRM data is a critical part of a successful CRM.