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When install a CRM?

This is the fourth of five posts answering the what, why, who, when, and where of CRM systems. Previously, we answered the questions: ‘What is a CRM system?‘,
Why does your business need a CRM?‘, and ‘Who should use a CRM?When implement a CRM
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As a business, you probably use an organisational process that has worked well up to this point. Maybe you’ve used Excel to keep track of new purchases and contact information, or maybe you use several different apps for your data. Whatever your process has been, you’re probably looking for something more (or you wouldn’t be reading this).
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In research conducted by Gartner, the eight essential building blocks of creating a successful business are: vision; strategy; organisational collaboration; processes; customer experience; information; metrics; and technology.
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Once the business vision has been identified, a CRM should form part of an overall business strategy. It will then help with organisational collaboration, processes, customer experience, information and metrics. The CRM itself is a part of the software technology necessary for a business to operate.
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In a recent survey, CRM users shared the timing of implementing a CRM system for their business..
So, you have a process that seems to be working well and you’re just curious as to why a business would need a CRM System? Here are a few indicators to help you decide when it’s time for you to use a CRM System:
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1: You wish you could easily organise and analyse your business contacts and projects.
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2: Keeping a record of conversations with customers is difficult in Excel. As is scheduling task reminders.
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3: You have no way of cross-referencing and searching marketing campaigns against leads and customers.
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4: Y
ou want to keep track of your sales team’s pipeline, projects and customer interactions. Remotely.

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5: You want to easily find historical emails for your contacts and projects
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6: You want to associate various unrelated contacts against projects they are collaborating or contributing to.
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Using a CRM system in the early stages of business growth will help you setup ongoing sales processes, manage customer relationships and manage important deals. So, as your business grows, you’ll have a system in place to track leads, sales, projects, and tasks. A CRM is scaleable too, meaning a business can easily add new employees to the system to ensure they adopt your business’ standard way of working. This is essential to prevent employees creating their own standalone spreadsheets and workflows (which makes it impossible to understand and analyse what your employees are working on and with who). So, when should your business implement a CRM? Well, yesterday’s gone. And tomorrow never comes…
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Next, ‘Where to find a great CRM
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