First, let us caution you this is not a comprehensive list of reasons your company should invest in a CRM solution. There are several reasons for a CRM solution, but we’ve listed 10 reasons that Alderbest Solutions has found to be the most helpful.  We are positive you’ll think of other reasons, but our goal is to get you thinking about the value of CRM and help you realize that if you have a business, then you need a CRM solution.  So without further adieu, we present our top 10 reasons your business needs CRM…

  1. Your Memory is Not Perfect

Sure, you might be able to keep up with 10, 20 or even 50 clients in your head but there comes a point when you just can’t track them all and their associated tasks and events. So why limit your business?  If you can only manage 10-15 clients successfully in your memory then you have stopped your business from growing any larger. With A CRM solution you have the ability store and manage hundreds of clients so your business growth is never limited by the brain that can’t remember where you put your cell phone.

  1. Emails Are Decentralized

Our inbox is not the perfect solution.  We can filter, search, and read past emails to remember clients and tasks, but then you have to sync your email on all your electronic devices and store all your past and present emails on them. This is okay at first, but you’ll eventually find your inbox quickly growing in size and storage space; thus, becoming unmanageable. Finding sent mail is also a problem and makes things difficult to track. Suddenly email is no longer a good solution. Your team may be spread completely apart and communications will quickly get lost, and your clients are the ones who suffer.  A CRM solution puts all the necessary client information in one central location that is easy to update and access.  With using our tips for keeping clean and updated data your client information can be kept in one spot, nothing gets lost and you can now see and share with the rest of your team.

  1. You Need Metrics

How many successful projects you’ve had in the past week, month, or year? Can you quickly state your conversion ratio if you’re ever asked? Metrics are critical to business growth and success. Do you really want to spend your time trying to figure information out with some Excel spreadsheet formula?  You time is more valuable than that.  You have a company to run!  A CRM will give you instant metrics on different aspects of your business, and with a CRM solution you can create custom reports to track metrics and reports specific to your needs. Create it once and use it forever.

  1. Statuses Are Important

Do you really know the status of each client? Knowing exactly which prospects and clients are on hold and who is actually interested in your services will help your business and your sales strategies tremendously.  Every time you make a call, send an email, or contact that customer or prospect you can update your CRM with their current status. This will allow you to review and see exactly where each client is in the sales process.

  1. History is Important

The stream of communication between you, your client, and other members of your business is extremely important; especially to avoid any “he said, she said” should an issue arise. A CRM solution will keep all those conversations in one place so you can quickly and easily look back to see how the customer/company relationship progressed.  You’ll be able to save more customers from leaving by catching something you would have otherwise missed.

  1. Competition Helps Business

It’s good to have communication between yourself and your employees so you can compare notes.  Also, fun competition can drive your business.  Through certain CRM solutions you can stage friendly inter-office competitions to see which employee can close the most deals, sell the most in a month, or carry on the most conversations.  When those competitions grow so does your business and therefore, everyone wins!

  1. Never Lose Your Data

Lose the notepads, memo books, calendars, and other systems for tracking your data because with those methods it’s more likely the information will be lost or misplaced.  Oh, you use a thumb drive?  Those can be easily lost or stolen.  A web-based CRM solution allows you protect your data from being lost or misplaced.  Of course, servers can crash and hard drives fail but with web hosting and data backups you can never lose the data in your CRM.

  1. Predict Your Future

Every company needs to know the future. A good CRM solution can give your business reasonable expectations of the future based on past sales, performances and events. If you correctly store your history the CRM can use that information to give you a good idea of what is to come. You can view the pipeline of your prospective deals and have an accurate vision of how much business you can expect to see in the months to come!

  1. Custom CRM Integrations Help Your ROI

Simply put, CRM integration is building your website, other business tools, and CRM solution to function together seamlessly. Instead of using your CRM to simply be a system that retains customer information based on manual entries, CRM solution integration makes your CRM solution work double-time, automatically bringing in valuable customer lead data directly into your CRM using information already found on your website!  Aside from those benefits, CRM integration with your website helps streamline the sales process as leads come in through your site. Fields such as name, company, e-mail and phone are typical areas that will be populated from your site to your CRM, and in most cases, you’ll be able to pinpoint when the lead visited your site, what they looked at, where else they visited and what information they requested – all viewable in one easy-to-access place! Other custom fields are welcome in integration, depending on the needs of your company.

  1. Make Informed Sales and Marketing Decisions

Let’s face it, as a business owner you’ll never be able to keep track of every task you need to do and every event you need to attend without a good system.  A CRM solution will not only keep track of every task and every event, but also link them to the appropriate customer or lead.  You may also think that you can manage your business using email, task management systems, and calendar systems but you’re missing the bigger picture. Sure there are calendar apps and task management software you can use, but the goal is building customer relationships, not just managing daily tasks and events.  However, organizing all your information into one system gives you the organization your business needs as it grows. A CRM integrates everything your company needs into one easily maintained and managed place. Access your information from anywhere in the world and from any internet-accessible device. By being organized and storing things in a central location you’ll see the big picture. The key is business organization.  You should choose a CRM that will relate your company’s tasks and events to the appropriate lead, contact, or company – it all works together to form new customer relationships and enhance past relationships already in place.

Alderbest Solutions strives to help businesses grow and succeed.  We are constantly improving companies to make them better – one CRM solution at a time.  By using a CRM solution your business will become organized and as your business becomes organized you’ll start to see success.

Let Alderbest get you there!  If you need help choosing the CRM solution that best suits your company, contact Alderbest Solutions and we can make sure you are reaching your fullest CRM solution potential!