6 CRM examples: how businesses like yours are using it

Do you really know what cloud CRM software could do for your business? CRM software has helped thousands of businesses around the globe enhance customer relationships, optimise internal communication, and drastically improve their lead conversion rates. In fact, research from Nucleus Research shows that data availability shortens the sales cycle by 8-14%, and the average Return On Investment for CRM software is $8.71 for each dollar spent.

To get down to brass tacks: CRM helps businesses sell more and faster to increasingly loyal customers.

If you’re considering adopting a CRM solution, you’ll probably want to know how exactly it benefits businesses like yours. Let’s have a look at six success stories.

Want to discover how CRM software can help grow your business too? Discover which Teamleader features will take your sales and marketing efforts to a new level.

“We mainly used cluttered Excel sheets in the past, which weren’t helpful. We were looking for software that wasn’t too overwhelming so it wouldn’t dissuade people from using it.”

“Our CRM system gradually helps us unify our departments and stimulate knowledge and idea sharing. Before, each department sort of worked in its own, separate ways and contacts was managed in a fragmented way as well. Today, information is much more transparent and we simply collaborate more efficiently.”

Main benefit: a slick sales process, aligned workflows

“Our CRM software is linked to our bookkeeping software, and we also use it to manage projects, and to create and send invoices. Our entire workflow is now really clear, and so user-friendly - everyone can get started right away. New hires don’t require extensive training, which also means they can get to work quickly. That’s an enormous advantage.”

Other perks of cloud CRM? “The ease-of-use and speed with which you can get started as a small business. If you don’t have time to figure out complex business software or lack technical knowledge, ease-of-use and intuitiveness are essential factors. Everything is just right there whenever you need it. I simply don’t have time to figure out everything for myself − I need to access information quickly and easily. I want to be able to create segments and know who I should send emails to. For all that, online CRM is just perfect.”

Main benefit: ease-of-use, instant access to the right information

“We needed an intuitive solution that allowed us to work autonomously, without requiring extensive training or onboarding. Our previous on-premise tool had become obsolete, and we needed to be close to a computer to do just about anything - while today’s world is mobile in every way. Software needs to be accessible from any place and device. Speed, flexibility and price were the other factors in play.”

“The transformation we witnessed was remarkable. Daily, we made 60 sales calls before, now we can handle 100. Processes have improved and we are much more productive. We now have the structure in place to double our revenue with the same amount of co-workers.”

Main benefit: mobility, efficiency, access anywhere from any device

“We used to rely on tables and spreadsheets; everything was done in Excel. One file in particular was updated every single week during a meeting, but I had to call people to get an update and couldn’t really maintain an overview of anything.”

“Also, we couldn’t forecast, nor see what leads and sales opportunities came in. To us, this information is crucial: how much is left in our pipeline? How much turnover will we generate shortly? We’re now able to predict this much easier.”

Main benefit: forecasting, sales pipeline insights and overview

“We wanted to keep a global overview of our activities and keep track of tasks performed by colleagues. As they are often on the road, we needed a way to coordinate the team and to organise our sales development.”

“Before we used CRM software, we didn’t really have a solution for all that - we used Excel sheets and Outlook. We need a way to gather all customer information in one location. Our team quickly adopted our new solution, as everyone was looking for a way to keep track of customers, meetings, past interactions and a way to plan tasks and reminders.”

Main benefit: global overview, coordination

Before we used CRM software, we couldn’t see calendars of co-workers, didn’t know who was doing what and how long it took us to complete projects. But the biggest issue was maintaining overview. How much did we sell, did we reach our targets? Did our investments pay off? We didn’t have answers to any of those questions - or at least it took us long to find them.”

“In the past year, we’ve grown from three to eight employees. We stopped using Excel files to store business information - our CRM tool is now the backbone of our business. from managing customer information to sales intel and other data: everything is so much more accessible. As a business owner, CRM software allows me to stay in control, without having to be an obnoxious manager.

Main benefit: information readily available, sense of control

In short, businesses of all shapes and sizes paved the way in adopting cloud CRM software. Today, these businesses wouldn’t trade their CRM software for the world.

Why not try it yourself? Start your 14-day free trial today and manage customers, projects and invoices in one simple tool.