Most small businesses uses email and Excel to track customers, and it's easy to see why, as the cost is low and most employees are familiar with email and spreadsheet functionality. But, the problem comes when you need to scale up your system, or want to do more with your data.
If you have a goal beyond just maintaining the status quo, and want to support growth and keep your customers happy, a CRM application may be what you need. A CRM application can improve collaboration, productivity, and efficiency so that you can effectively maximize revenue and provide the best possible experience to your customers.
Read this white paper to learn some warning signs that it's time to move up to a customer relationship management (CRM) solution, including missed sales, missed deadlines, and tasks and responsibilities falling through the cracks.
It also includes questions to ask yourself before choosing a CRM solution, including getting clear about your goals and objectives of a CRM application and determining what processes need to be implemented and fixed, as well as looking into the basics, such as who will use the CRM system, and what other technologies the CRM system needs to work with.