We have gone many years without a CRM System, why do we need one now?

Some businesses have gone many years without a CRM System so question why they may need one now. If you are noticing inefficiencies within your businesses and the way in which you are storing data, managing relationships and working on a day-to-day basis could be improved, then investing in a CRM system could help.

Additionally, over the years, technology has advanced at such a rate that business software today is very different from what it was 10 years ago. If you are lagging behind with internal systems, your competitors are most likely ahead of you and gaining an advantage.

When starting a business, many people resort to Excel spreadsheets to manage their information (finances, customer data, leads, notes, etc). Whilst this approach may work initially, as your business grows, Excel and other manual processes become cumbersome, difficult to manage and inefficient. On top of this, you could be using multiple disparate systems to handle various departments job loads; sales, marketing, customer services, order fulfilment, etc. As a business grows and the demands of customers increase, there will come a point where your technology and processes will need to change to meet these.

A bespoke, centralised CRM system can help you to:

  • Improve lead management
  • Enhance employee productivity
  • Improve collaboration
  • Integrate with other business systems
  • Improve data security
  • Enhance reporting
  • Work anywhere, anytime

Take a look at the below blog post for more information:

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Get in touch…

If you would like more information on how a CRM System can support your business, please get in touch by emailing us at [email protected] or calling us on 01908 038110. Alternatively, fill out the form below and a member of our team will be in touch shortly.

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