reasons for CRM software

Customer relationship management (CRM) is a vital tool for any business. Even the most successful companies have room for improvement, whether that is creating best practices, having better resources for clients or upping productivity in specific departments. There are a lot of reasons you need CRM software.

Utilizing a CRM platform brings together the many facets of your company, giving all your employees access to integral information, whether they are at the office or in the field.

Here are the top 10 reasons you need CRM software:

1. A look forward

Having a CRM at the center of your business means you can track trends, revenues, etc. to see how to be proactive in your future goals. Whether you are making your budget for next year or creating a five-year strategy, your CRM guides you with legitimate statistics, growth opportunities and more.

2. A look backward

History is important. When looking at a past marketing campaign or sales pitch, it’s not enough just to know what worked and what didn’t. Understanding why it was successful or failed so you can adjust as needed yields your best results for future endeavors.

3. Customer knowledge

Whether you need an update on a project for a customer or the name of the sports team a potential client likes, CRM software stores customer information that helps your team close the deal. A customer familiarity tool is useful for quick reminders or to reacquaint yourself with past clients for new opportunities.

4. Centralized software

Gmail. Outlook. Excel. These are all business essentials for a lot of companies. However, they do not work as a singular, centralized resource where all employees can go for easy-to-access information. Whether it is sharing ideas, working on a project or conducting research, using your CRM as the nucleus of your business practices creates efficiency in everything your team does.

5. Communication

Like the above reason states, transferring information is important. Some employees speak in person, others through email and the rest in Skype or Slack. It’s easy for information to get lost. Email is a quick way to communicate, but it is easy to get bogged down with an overflowing inbox and not pass along necessary information to colleagues. A CRM makes it easier to communicate. CRMs are mobile-accessible, making it easy for in-office workers and on-the-go sales representatives to keep each other in the loop.

6. Prioritizing tasks

For maximum efficiency, a manager needs a bird’s eye view of his or her department. From assigning tasks to tracking their progress, a CRM creates easy work flows for everyone involved. Employees can better understand their roles in a project and supervisors can quickly identify where efforts are lagging or when staff needs additional assistance.

7. Data consumption

Who knows the most about your business? The CEO knows the history and the industry. The CFO has the financial trends down pat. The director of marketing knows your customer base like the back of their hand. But where is all this information stored? How often is this information shared between departments?

Housing company material in one place is essential for your business. And, with CRM reporting capabilities, you can also get the most from your meetings too because it tracks sales motion and activities.

8. Scalable for growth

Just like your company, a CRM is a living, breathing entity. It can grow with you and your needs. When first starting out, your organizational needs may be simple. As you continue to expand, so can your CRM.

9. Streamline sales pipeline

CRMs do more than just organize information. It processes your data and gives you usable material to make decisions. It equips you with better sales opportunities because it provides you better business intelligence and lead tracking.

10. Consistency

Some companies struggle with CRM implementation. It can be a hurdle, but once you move past the growing pains, your CRM will help your business run smoother and more consistently across the board. You will no longer have members of the same team doing tasks in separate silos where you need shared ideas.

Get the most from your CRM platform. Learn the reasons you need from CRM software. We’re excited to hear from you. Contact us today or call (+1) 800.391.4055.