Here are three pertinent reasons your business needs and can benefit from having a CRM.
YOU NEED METRICS
How many successful projects have you had in the past week, month or even year? What is your conversion ratio and what are the best methods to make sure you are reaching your customers? Knowing your business metrics is critical to your business growth and success. A CRM will give you instant metrics of dozens of aspects of your business plus it allows you to create custom reports to better track metrics to your specific needs. Once you have those reports at your fingertips, you will never look back. Just think. No more time wasted on excel spreadsheets!
STATUES ARE IMPORTANT
How do you know which of your clients are ready for a call back? If you knew exactly which prospects were on hold and which ones are slightly interested in your services do you think that would help your business and your sales strategies? A CRM lets you see those statuses. Every time you or one of your employees make a call, send an email, or contact a customer or prospect this can be updated with your CRM with their current status. This will allow you to be able to see exactly where each client is in the sales process.
HISTORY IS IMPORTANT
You now have your metrics and statuses which means you can now easily look back and see everything on a particular contact. For example, the stream of communication between you and them of other members of the business. By having a customer relations system in place it helps by keeping all these conversations in one place so you can quickly look back in time to see how things have progressed. This should eliminate any confusion why a customer is upset – since now it is documented where you can see the progression of a client and their communication. A huge upside to this is being able to save more customers from leaving by catching something you would have previously missed. With all of this at your fingertips you can learn from your history.
To conclude this blog I hope these three reasons make you think twice about using a CRM. Want more reasons or information on how a CRM could benefit your business? Contact Karrie Amann at kamann@ktlsolutions.com or call 866.960.0001
KARRIE AMANN | Sales Executive
Karrie graduated from Frostburg State University, Frostburg, MD, with a Bachelor of Science (B.S.) in Business Administration and years later a Master of Business (MBA), in Business Management from Mount St. Mary’s University. She primarily comes from a long career doing sales and marketing in the medical field. She has professional experience working in Pharmaceuticals and has heavily marketed Neurosurgeons. Her most recent career was in digital marketing making her well versed in websites, SEO, SEM and mobile optimization. She brings her experience and skills to KTL Solutions in order to help businesses find the solutions they need in order to operate more efficiently and effectively.
