- By Camila Ante
Isn't it enough to just use an Excel sheet to keep track of your customers and record your interactions with them? Technically, you can use an Excel sheet to do it. But when you start to grow, this process becomes very tedious. It is feasible to manually track five customer interactions, but 20? 50? 100?
There will come a time when you will spend your entire day tracking interactions with your potential and current customers rather than running your business, and let's face it, that's not really a viable option.
It is there when a CRM becomes useful and perhaps even indispensable for your company. These systems automatically track your current and potential customer information, so you can focus on strategizing and experimenting with new ideas to grow. If you are still not convinced, analyze the following points.
Benefits of a CRM
If you still have doubts about the advantages that the implementation of a CRM can bring to your business, here are some of the benefits that we consider most important:
1. Concentrate all the relevant information about your customers in a database.
2. Helps you optimize time thanks to the automation of repetitive processes.
3. Facilitates the management of communication and interaction strategies by integrating data from various platforms in one place.
4. Boost your work capacity thanks to the additional tools it provides to your collaborators.
5. It gives you a critical view on the state of your company, campaigns and communication strategies. Among its functions, it includes the creation and delivery of analysis, reports and reports.
6. Facilitates the creation and improvement of new buyer persona profiles.
7. Improve the criteria within your company to identify new leads and prospects.
For all these reasons, we consider that CRM software is a tool that will help you boost the growth of your company and that you undoubtedly need to include in your list of digital tools.
How to decide which CRM to use?
Now, there are numerous CRM software options on the market that could serve your business. It all depends on what features are essential for you and your business. Here are some questions that would be helpful when deciding which CRM system to use:
- Does your sales team have a clear and defined process of who to approach and when to do it? If not, a CRM that gives the team a good perspective on who the most engaged leads are is recommended. Give priority to a CRM that provides reports and analysis of all your customers and that closely observes the interactions that you also generate with leads.
- Does your company work with large B2B companies that force you to interact with several people within an organization? Then perhaps a CRM is necessary that allows them to easily collect and organize the data of your contacts according to the company for which they work.
- How do you regularly interact with your leads: by phone, email, social media or through a combination of these channels? You must find out how the different CRMs would facilitate the interaction of your sales representatives with potential customers and if they offer integration with all the channels that your company uses so that you have all the necessary information in the bases of your CRM.
The best way to determine what you need now is to talk to members of your sales team. In this way, you will be able to establish the characteristics that your team will need at the global level of a CRM.
What is the main characteristic that every company needs? Excellent integration between your CRM system and your marketing software.
In order to communicate properly and track potential customers, leads and customers of your company at each stage of the purchasing process, your technological resources must be perfectly geared.
The moral of this story is: if you run a developing company and want to keep growing, you should install a CRM system. Your success depends on delighting your customers, knowing about them as much as possible, offering quick responses to their requests, resolving problems quickly, and providing a personalized experience to make the customer feel special - this will help you satisfy your customers and, ultimately, it will allow you to grow.
Source: Hubspot
