Why do I need a CRM?

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A CRM is a relationship manager made up of a set of software programs that allow companies to communicate with their potential and current customers. It translates into software that allows detailed tracking of the relational information we have with customers.

The possibilities of each software are many, including tracking emails, calls, scheduling appointments, customer service registration, or personalized emails.

A CRM allows you to carry out relational marketing actions and centralize your communications with sales opportunities and clients.

If your sales team lacks communication skills and is overwhelmed with customer canada email list management, it's time to implement a CRM.



Signs your CRM is too complex
We're going to list seven reasons why you might want to consider whether you need a more basic CRM option.

1. Too many unused features
This may be one of the most common signs. It's like having a 4x4 car in the city; it uses a lot of gas, it's very big, and you don't even use half of the power.

According to Salesforce , one of the most popular CRMs, approximately 72% of CRM users believe they would trade functional complexity for simpler-to-use software.

Having a substantial number of applications is not always the best. Many times we perform simpler processes and realize that we do not need all the bells and whistles of convoluted processes.

Usability and simplicity are your best friends in these cases. It is true that a young team has a better acceptance of technology, but the important thing is to focus on your sales objectives and on obtaining a better return on investment.

2 Complicated and lengthy initial installation and configuration
A good CRM shouldn't take that much time to get started. So if you and your team are new to using CRM, it's normal for the learning curve to take some time. But if you're already experienced and find the setup cumbersome, it may not be the right software for you.

3 You do not automate processes
If you're using a CRM and not automating processes, something is wrong. For example, are you manually entering call logs? This is an indicator of a process that's slowing things down. Re-entering information is a sign of not using your CRM's workflows.

Research the different automation possibilities your software can offer and sync apps with IFTTT or Zapier.

4 Tracking and entering irrelevant data
Your client's birthday may not be relevant (or maybe it is), but your team is wasting time entering a lot of data. Sometimes we have data that is essential for successful lead management, but for other clients it may not be valuable to meet our goals.

Focus on determining what the crucial points are and cut out excess data logging.

5 Difficulties for getting your team to accept new software
Your team may not be fully motivated to support your decision to implement a CRM. This is quite normal and to some extent inevitable. But if the sales department is moving backwards instead of forwards once the CRM has been implemented, then we have a problem.

Additionally, CRM software needs to allow for constant communication between marketing and sales. For example, HubSpot is a software that allows for easy input between both departments.

6 Your sales team is not focused on sales
That is, if more time is spent managing software, entering data, searching for information, and resolving login issues, then your CRM setup is too complicated.

7 Your team is not getting what they are looking for
Too much information, platform complexity to use, or requiring too many clicks can delay and frustrate salespeople.

A poor data infrastructure or too much bureaucracy in the company's procedures can be the reason for these delays. Listen to your sales team and reach a consensus on the tools they need to improve their work. A good technique to apply is the creation of content to sell more.

The goal of a CRM is to save time and increase sales effectiveness. If the software does not allow you to achieve this goal and your team is frustrated, then it is not a good implementation.