Have you been thinking your sales process could be better? Or that you are finding it impossible to keep track of what’s where & who is doing what? Maybe you aren’t using any form of CRM at all and are using a spreadsheet to keep track of your records and accounts? Then keep reading…
It’s no secret that Customer Relationship Management (CRM) helps companies to focus on their customers, to grow faster, and to work smarter. Customers are demanding, and competition is tough, and as your business grows, so will everything else. Without the means to manage these demands, it will be like treading water and be difficult to get ahead.
Check out these 7 signs we have put together, that might suggest you need Salesforce to change the way you operate and communicate with customers and employees.
1. Data, reports, information is unorganised and spread across multiple systems
This limits team members 360-degree view of customers and interactions, putting them at a disadvantage. As well as being a huge time waster searching through multiple systems.
2. Using Spreadsheets for recording data and information
Spreadsheets will not be able to keep up with the demands of a growing business, and it is difficult to visualise the data.
3. Slow or invisible sales process.
This makes it difficult to keep track of leads, contacts, opportunities, and accounts. As well as this, if you do not have insight into your sales team’s performance, it makes it hard to see where they are at, as well as track and measure employee/company goals. This leads to missed opportunities and inefficient, unmeasured performance.
4. You don’t have a mobile solution
Especially for sales reps in the field, they may not always transfer their data, notes, or prospects to a shared place, which can then easily get lost.
5. Messy sales pipeline
Hard to keep track of what deals you have going on, as well as making it hard to scale your activities when you grow.
6. Manually creating reports and analysis
This is a time-consuming task, and can be hard to share across teams.
7. Losing records and history on customers and data
Trying to find what information is stored where, or files having been deleted or wiped is time-consuming & inefficient, this often happens when information is spread over multiple systems. This can also make customer service extremely difficult and inefficient.
A system that does not account for all of the day-to-day operations of your business, including (but not limited to) sales, analytics, interactions with customers, will not be able to scale with your growth or activity, and ultimately, will not lead to customer success.