Think Excel, sticky notes and your inbox are good ways to manage contacts? You’re not alone. To understand just how useful CRM can be, let's have a look at what life without it is like.
Communication gets lost in the flood
CHALLENGE
A co-worker came down with the flu or is on holiday? Interactions with a lead may suddenly be beyond reach, or you have to dig through dozens of emails to find it.
CRM TO THE RESCUE
Storing this information in a centralised cloud tool allows anyone who needs it to keep tabs on important interactions - anywhere, any time.
The risk of lost sales opportunities
CHALLENGE
Say a salesperson is working on 30 deals. Without a CRM system, it’s difficult to maintain overview, prioritise and get back to your leads when promised.
CRM TO THE RESCUE
CRM helps you track your entire sales process in one overview and reminds you when follow-up is due, so a sale never falls through the cracks.
It’s hard to make sense of data
CHALLENGE
Creating insightful reports in spreadsheets isn’t for everyone and manual number-crunching takes a lot of time to answer questions like: How many leads did I get last year? Where are most of my sales coming from?
CRM TO THE RESCUE
CRM can answer important questions about many different areas in your business
No overview of what your team’s doing
CHALLENGE
Everyone is working hard, but no real results are coming in. You actually don’t have an idea of what you’re colleagues are working on and what the best way is to help each other.
CRM TO THE RESCUE
CRM shows you which tasks, meetings and calls are assigned to which colleagues. On top of that, an integrated calendar offers the perfect overview of everyone’s schedule.