When to start using CRM software?
Posted: Sun Dec 15, 2024 4:06 am
If you already know what a CRM is and how it can benefit your company, the next step is to ask yourself when to adopt its use. When to implement a CRM? We said above that the size of the company does not matter , only the level of maturity and complexity of a client portfolio. At first, an Excel spreadsheet may be enough, but if it is not a resource in the cloud, with different administration privileges, with the ability to extract information, it is not valid. And the 'normal' Excel spreadsheet does not allow that. And what if you also have to cross-reference that spreadsheet with billing, accounting, shipping...?
Many companies run into phone number list malaysia problems when a salesperson is on vacation, or when they leave the company. Where is their customer and prospect information? Did they take it with them? How do you know what state your processes are in?
Sales team managers are unable to ensure that each salesperson performs his or her tasks accurately, according to a schedule, or that he or she adheres to standardized offers in terms of price and conditions. What is that person doing? How many clients and offers does he or she manage?
When sales meetings are unproductive because they address topics of little importance, lack strategy and are full of minor problems, it is time to implement a B2B industrial companies that have very long sales cycles , with multiple decision-makers who need information constantly, with complex products that must be analyzed in detail before being purchased and that, naturally, require high investments with long amortizations CRM.
Many companies run into phone number list malaysia problems when a salesperson is on vacation, or when they leave the company. Where is their customer and prospect information? Did they take it with them? How do you know what state your processes are in?
Sales team managers are unable to ensure that each salesperson performs his or her tasks accurately, according to a schedule, or that he or she adheres to standardized offers in terms of price and conditions. What is that person doing? How many clients and offers does he or she manage?
When sales meetings are unproductive because they address topics of little importance, lack strategy and are full of minor problems, it is time to implement a B2B industrial companies that have very long sales cycles , with multiple decision-makers who need information constantly, with complex products that must be analyzed in detail before being purchased and that, naturally, require high investments with long amortizations CRM.