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Who needs a CRM?

This is the third of five posts answering the what, why, who, when, and where of CRM systems. Previously, we answered the questions: ‘What is a CRM system?‘ and
Why does your business need a CRM?
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In a Zoho survey, CRM users ranked the ways it has helped their business. 67% said it helped them follow-up on opportunities and leads, and 56% said it helped customer relationships because the interactions were accessible in one place. If you answer ‘Yes’ to any of the following three questions, your business will benefit:Who should use a crm system
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 Are you losing sales because you’re not properly following-up on leads?
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2. Have you established a sales process and want to manage your sales pipeline?
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3. Do you want customer info. (emails, calls, meetings, projects) accessible in one place?
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Such a system should be customisable to meet specific business needs and is suitable for both B2B (business-to-business) and B2C (business-to-customer) outfits. Whether you are a sole trader or a small business, you will stay organised and efficient. We advise the following to anyone implementing a CRM:
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We have implemented CRM systems for sole traders and small businesses. Every business benefitted from being able to read, edit and save data to a central location either through their computer, laptop, tablet or smartphone (using an app). From collaborating on projects to scheduling meetings and reminders, a central database allows a business to manage hundreds of contacts, projects and leads in an efficient manner. And, because the system we utilise is cloud-based, it means a business’ data is backed-up and accessible from anywhere in the world. So, if you want to work from home, need urgent access whilst on holiday or want to base yourself somewhere exotic, you can.
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The fourth post in the series will answer the question, ‘When implement a CRM?
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