In my opinion, every company should use some form of CRM, no matter what size it is. From the smallest freelancer to the largest companies with hundreds of employees, a customer management tool not only paves the way for growth, but also makes your day-to-day life easier.
Here are some signs that you urgently need to implement a CRM in your company:
You feel that everyday life overwhelms you
In a company there is always a lot of work to do. A lot.
When you're not serving clients, you're russian number for whatsapp tasked with running projects, handling billing, reviewing legal issues, and much more. In some ways, it's normal to feel cluttered or overwhelmed.
The problem comes when you find it difficult to meet your proposed objectives. Having too many pending tasks is not the same as being disorganized - in the latter case, the lack of order causes you to make mistakes and your quality of service to be lower.
The software serves to make your day-to-day life easier in many ways, not just by writing everything down on a screen:
It tells you the next steps to take
It allows you to automate small actions, such as sending a canned email
It may prevent you from taking actions if you have not completed previous steps.
It reminds you only of what is important
You find yourself repeating calls or contacts
Remember what we said about traceability? An important part of having a record of actions is that you can know whether something has been done or not.
Otherwise, you risk repeating actions unnecessarily and wasting time.
Imagine it's Monday and you've had a busy weekend. How do you know if you've already sent that proposal to the client who contacted you on Friday? The reality is that it's impossible to know if it's not written down somewhere.
The main reason we write everything down in a CRM is because you can't remember everything at once, all the time. This is one of the reasons why having a simple process to write down all your tasks gives you efficiency and peace of mind.
It is not easy for you to get specific information
The main advantage of sales software is that you can analyze all the information you record. Otherwise, why would you bother writing it all down?
Every 1-3 months, you should schedule a time to sit down and analyze your company's progress. You can ask yourself questions like these:
Has turnover increased?
How long does it take to close a deal?
Are customers satisfied?
Who is my best type of client?
What have been the main complaints?
If you don't have the ability to pull up customer lists, sales times, or a summary of your main customers... then you need CRM software that helps you centralize all the information.
