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Why you need a CRM
Previously, we discussed ‘What is a CRM system?’. Today, we’ll define the ‘why?’
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Zoho asked a group of small businesses to identify their biggest challenge regarding sales and marketing. 70% of respondents said engaging, qualifying and following up with leads was their biggest challenge, and 61% said prioritising and tracking tasks for the sales team was a problem.
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CRM systems are designed to help businesses solve challenges when it comes to following up with leads and managing your sales team’s priorities. If you’re considering implementing a CRM System but aren’t quite sure if you need one, here are some common problems it can help your business solve:
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1: You feel like you’re drowning in information and can’t keep track of it.
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2: You’re losing business because leads are falling through the cracks.
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3: You have no idea if your marketing expenditure is benefitting your business.
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4: You waste time trying to find emails from a contact.
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5: You’re missing appointments and not following through on tasks.
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6: You have no idea if your business is growing or how/where it’s growing.
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7: Your customers have to repeat themselves every time they call you.
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8: Each person on your sales team has a different sales process.
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9: You lost a hot lead list when an employee left your company.
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10: There is no consistency in sales emails sent to potential customers.
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11: Your sales team has no way of prioritising their task list.
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12: You don’t have a way of collaborating easily as a team.
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A CRM is part of a suite of software apps your business needs to grow. One of the perks of using Zoho CRM is it’s part of a complete set of apps available to manage your business, including email, marketing campaigns, invoices, and passwords.
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Next, ‘Who should use a CRM system?‘
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