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Do we need a CRM solution? Yes. No. Maybe

You may be won­de­ring if you even need a CRM solu­ti­on. That’s a ques­ti­on that many, espe­ci­al­ly smal­ler com­pa­nies, ask them­sel­ves. Well, the ans­wer is pret­ty simp­le, espe­ci­al­ly sin­ce even more afford­a­ble or free CRM sys­tems are extre­me­ly power­ful nowa­days. If your com­pa­ny sells pro­duc­ts or ser­vices to custo­mers and you want to grow or increa­se sales, you have a need for a CRM. Howe­ver, if your sales are spo­ra­dic and infre­quent, you can pro­bab­ly sur­vi­ve wit­hout a CRM.
So, that was the short ans­wer- and now here comes the long one:

As the pro­verb goes; “what brought you here won’t bring you the­re.” This state­ment can be app­lied to a deve­lo­ping busi­ness. During the start-up pha­se, you may have reli­ed on Excel spreadshe­ets, or some­thing simi­lar, to track sales orders and inqui­ries.

But with the growth of a com­pa­ny, the com­ple­xi­ty also grows. Not only do you need to mana­ge sales orders, you also need to moni­tor tur­no­ver and the sales cycle. Every com­pa­ny which has grown has cer­tain­ly also expe­ri­en­ced growth pro­blems. But how do you know when you need a CRM? Here are five signs that tell you it’s time for a CRM sys­tem:

You have to painstakingly gather information about a customer

Have you ever tal­ked to a custo­mer who asked a ques­ti­on and you have had to search for an ans­wer for over an hour? Plea­se do not belie­ve that the tech­no­lo­gi­cal­ly sav­vy custo­mers of today have enough time for that. They can easi­ly and quick­ly move to one of your com­pe­ti­tors, who has the sui­ta­ble and tools to stand out in a hyper-con­nec­ted world.

When it comes to custo­mer infor­ma­ti­on, the last thing you need and want is data scat­te­red around dif­fe­rent loca­ti­ons: you have a Post-It note, an Excel spreadsheet and mul­ti­ple unsyn­chro­nis­ed pie­ces of custo­mer infor­ma­ti­on in various pla­ces. The pro­blem is that the dif­fe­rent but also rele­vant infor­ma­ti­on is sepa­ra­ted. The result: you can’t make a stra­te­gic decisi­on.

To maxi­mi­ze the effec­tiveness of your sales, you need to cap­tu­re data at every sta­ge of your custo­mer life cycle. How do you get a com­ple­te pic­tu­re of your custo­mer rela­ti­ons­hips when dif­fe­rent peop­le docu­ment and track custo­mer inter­ac­tions in dif­fe­rent ways? And it’s exac­t­ly at this point that you should noti­ce that you need a CRM sys­tem to struc­tu­re your data in a way which allows custo­mer-focu­sed employees to store and access infor­ma­ti­on in a cen­tral loca­ti­on.

You no lon­ger have to pain­sta­kin­gly com­po­se spreadshe­ets, notes and emails to deter­mi­ne the histo­ry of a par­ti­cu­lar custo­mer. With a CRM sys­tem, you can quick­ly access important sales and manage­ment reports.

No CRM, no follow-up

If you don’t send bills, you won’t be paid. As a result, you will not be able to pay your bills and keep the busi­ness run­ning. If you do not send pay­ment rene­wals on time, you can lose an important part of your busi­ness. If you do not use a CRM sys­tem, you will lose data.

The­re is sim­ply no more effi­ci­ent way to orga­ni­se your data and infor­ma­ti­on. How are you cur­r­ent­ly remin­ded to send an invoice or rene­wal? A CRM sys­tem can do that auto­ma­ti­cal­ly for you. Addi­tio­nal­ly, your CRM sys­tem can show you the custo­mers who need more atten­ti­on.

You’re lost if you’re not in the office

Becau­se we live in an extre­me­ly net­wor­ked world, it is theo­re­ti­cal­ly easy to work from any­whe­re, any­ti­me. Howe­ver, wit­hout a CRM sys­tem, this will not be the case. If your sales team needs to attend a con­fe­rence, how can it keep up with new custo­mer infor­ma­ti­on wit­hout having to go to the office?

Nowa­days, your sales team need to stay up-to-date on the go. They may recei­ve valu­able infor­ma­ti­on local­ly, but if they are forced to take notes else­whe­re, the infor­ma­ti­on can only be sha­red when they return to work. With a CRM sys­tem, you can enter infor­ma­ti­on in real time — from any­whe­re, any­ti­me. This signi­fi­cant­ly redu­ces the risk of losing infor­ma­ti­on.

Mobi­le CRM solu­ti­ons are par­ti­cu­lar­ly effi­ci­ent as they, for examp­le, allow your sales team to access the sys­tem from any device.

Without automation, you’re overwhelmed by the daily sales routine

If you spend more time sear­ching for data than loo­king after custo­mers, you know you urgent­ly need a CRM. When it comes to Excel ver­sus a CRM, the­re is a clear win­ner. In an ide­al world, you want con­sis­tent sales reports that will match your pro­gress and your tar­gets.

How long does it take to manu­al­ly figu­re out how many leads you’­ve pro­ces­sed in the last week, last month or last year? Which of your sales employees is the most pro­duc­tive? How long does your sales cycle last on average? All of this data needs to be unders­tood, but it’s just too awk­ward and time-con­suming to cap­tu­re it manu­al­ly.

A CRM func­tion is the­re­fo­re the logi­cal choice for crea­ting advan­ced reports. Remem­ber: data is power.

Your business is growing faster than you can

As your busi­ness grows, you need scala­b­le sales pro­ces­ses. At this point, you’ll pro­bab­ly begin to under­stand why you need a CRM solu­ti­on. Pro­blems often start with having manu­al pro­ces­ses that are incon­sis­tent wit­hin your sales and mar­ke­ting teams. If you only get five leads per day, then it might be okay to use a spreadsheet. But if more than 20 leads come in dai­ly, you need a more advan­ced solu­ti­on.

You do not want to hire new employees only for the exis­ting ones to lea­ve becau­se they’re frus­tra­ted by manu­al and inef­fi­ci­ent pro­ces­ses. You want more leads, but you can’t even track tho­se you alrea­dy have? May­be you have a sales rep­re­sen­ta­ti­ve who stores infor­ma­ti­on on his pho­ne and ano­t­her who wri­tes it down in his note­book. With this kind of incon­sis­ten­cy, the­re is no insight for mana­gers or others. As your busi­ness grows, you need sleek pro­ces­ses and clear poli­ci­es.

When employees lea­ve the com­pa­ny, they can easi­ly take their con­tac­ts and infor­ma­ti­on with them. A CRM sys­tem stores all the data on one plat­form, so you always have an over­view of your leads and your sales cycle. Addi­tio­nal­ly, the­re are indi­vi­du­al access rights so if anyo­ne lea­ves, ever­yo­ne else still has all the data if nee­ded.

The CRM in Bitrix24 is a platform for organizing and tracking interaction with potential and existing customers, partners, agents and other contacts.
Have a look for yourself!

It is our belief that “simp­le col­la­bo­ra­ti­on” is the effi­ci­ent, future-ori­en­ta­ted key to your company’s suc­cess.

We are hap­py to ans­wer any fur­ther ques­ti­ons you may have. Plea­se do not hesi­ta­te to con­tact us.

Over­view of our ser­vices:

  • CON­SUL­TA­TI­ON AND CON­CEP­TI­ON. No two com­pa­nies are ali­ke: LINXYS ana­ly­ses your company’s cur­rent sta­tus and works with you to find the opti­mal goal.
    We will glad­ly arran­ge a free intro­duc­to­ry mee­ting with you and intro­du­ce you to the basic princi­ples of net­wor­ked working using a soci­al intra­net. At this mee­ting, we dis­cuss the per­so­na­li­sed opti­ons for your com­pa­ny with tho­se respon­si­ble.
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  • IMPLE­MEN­TA­TI­ON. LINXYS imple­ments your pro­ject accord­ing to your indi­vi­du­al needs. Trans­pa­rent and con­ti­nuous com­mu­ni­ca­ti­on with our custo­mers is stan­dard prac­tice for us. Tog­e­ther with LINXYS, make your intra­net the place whe­re you can reach your employees and com­mu­ni­ca­te with them at an equal level. As a com­pre­hen­si­ve part­ner, we accom­pa­ny you and, with the right solu­ti­ons and stra­te­gies, we ensu­re that you can suc­cess­ful­ly advan­ce the per­for­mance of your com­pa­ny.
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  • SER­VICE. Opti­mal and indi­vi­du­al: your new digi­tal enter­pri­se plat­form. From cor­po­ra­te bran­ding to indi­vi­du­al inter­faces, LINXYS always focu­ses on your com­pa­ny and your indi­vi­du­al inter­nal pro­ces­ses.
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  • SOLU­TI­ONS. Intro­du­ce pro­fes­sio­nal chan­ges and con­vin­ce your employees of the added value. LINXYS offers indi­vi­du­al solu­ti­ons — befo­re, during and after the roll­out.
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  • WORK­SHOPS. Impro­ve effi­ci­en­cy and simul­ta­ne­ous­ly redu­ce costs through employee accep­tan­ce. LINXYS con­duc­ts tailor made work­shops to reach the­se goals.
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Ossian Scheller Business Executive LINXYS TEAM

Your expert
Ossi­an C. Schel­ler / M.A.
Busi­ness Exe­cu­ti­ve

Arran­ge an online appoint­ment and let us advi­se you wit­hout obli­ga­ti­on.
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