Business Answers
Business Answers is a place where HP in the UK can engage with owner-managers in small and medium-sized companies. It embraces this blog, a vibrant LinkedIn group, Twitter and YouTube videos. We hope you find this useful and that you will share your thoughts with us by leaving comments and sharing articles you like with your colleagues.

10 Signs you need a customer relationship management (CRM) system

iStock_000001708070Small-w480-h320.jpg

 

Customer relationship management software (CRM), such as Highrise, Pipedrive, Microsoft Dynamics CRM or Salesforce, helps salespeople coordinate their work, improve customer service and convert more leads into customers. Here are ten sure signs that you need a CRM system.

 

  1. More than one person deals with customers but they don’t share customer data.
  2. Potential customers chase you when you should be following up with them.
  3. You call a lead back only to find they’ve gone with a competitor because they were waiting too long.
  4. You’re tracking opportunities using a spreadsheet (or worse, scraps of paper).
  5. There is no central database of customer contact details.
  6. If your main salesperson goes on holiday, all your sales activity dries up because nobody else knows what’s going on.
  7. You don’t have a formal, predictable, scalable process for turning leads into customers.
  8. You’re missing out on upsell and cross-sell opportunities because you’re not staying in touch with customers after they actually bought something from you.
  9. You don’t have any idea what you’re sales funnel looks like or what sales you’re likely to get in the next three months.
  10. You can’t access basic information about customers like the last time they bought from you, their total order value or who has purchasing authority.

If three or four of these are true and you don’t have a CRM system; this could be the time to start looking into one.

Leave a Comment

We encourage you to share your comments on this post. Comments are moderated and will be reviewed
and posted as promptly as possible during regular business hours

To ensure your comment is published, be sure to follow the community guidelines.

Be sure to enter a unique name. You can't reuse a name that's already in use.
Be sure to enter a unique email address. You can't reuse an email address that's already in use.
Type the characters you see in the picture above.Type the words you hear.
Search
About the Author
Matthew Stibbe is CEO at Articulate Marketing and TurbineHQ. He is an HP fanboy.
About the Author(s)
  • Matthew Stibbe is CEO at Articulate Marketing and TurbineHQ. He is an HP fanboy.
Follow Us