Why Use a CRM for Your Small Business?

Are you looking for a way to streamline the way you handle your customer details?

If you are still tracking things with spreadsheets or the old fashion ways, then you are missing out on a lot of benefits that web software has to offer.

Other businesses have taken notice. The CRM market is expected to reach a market size of $29.77 billion by the year 2022.

So why use a CRM?

It doesn’t matter the industry you are in. You need a way to track and nurture your current and potential customers.

If you don’t have an efficient way to organize your data, then you are wasting time on administrative tasks that you don’t need to be doing.

Below are five benefits you will get when you start using CRM software.

Centralize Your Data

If you are using spreadsheets or paper to manage your contacts, then how are you sharing this data with your employees?

You probably email data back and forth or have a read-only version of the data on a file-server in the office.

A CRM centralizes your data on the internet so everyone can access it. It doesn’t matter if they are in the office or on the road. You can access the information you need everywhere.

Track Customer Interactions

How much do you know about your customers? CRM allows you to record everything you’ve learned.

You have access to personal information, previous communication history, and anything else you can think of.

This information gives you more insight into your customer, so you can provide better service to them.

Integrate With Other Services

You need all the data about customers you can get. CRM software provides integration with other software services. This integration will allow you to bring new information from those services into the platform.

This integration allows you to sync customer information, email histories, invoicing, and file sharing.

If you are interested in how two of the top services compare with these integrations, read this HubSpot vs Salesforce article for more information.

Improve Workplace Communication

If you have sales teams that work together, you need a way for them to track projects and communicate effectively.

Things get lost in email. CRM software provides a central point for them to track everything happening with customers.

Track Sales Performance

If you aren’t aware of what your sales force is doing, then how can you know how well they are working?

The information in a CRM can help you track the top performers to figure out what they are doing. Your other staff can use this information as educational material to help their own sales.

By now you should have some more insight on the question, “why use a CRM?”

There are more benefits you can find by using a CRM service, but you won’t know until you try for yourself. Sign up for a trial to see how it can help.