3 Questions to Ask Before You Invest in a CRM – ITVibes

3 Questions to Ask Before You Invest in a CRM

by | Sep 28, 2018 | Business Tips, Connect With Your Customers

3 Questions to Ask Before You Invest in a CRM, ITVibes, Houston TX

CRM (customer relationship management) is a digital system for managing relationships with your customers. It allows you to organize information about them and their relationship with your business in a single place. A good CRM and strategy will help you manage customer relationships in a process-oriented way. Not sure if you need a CRM? Here are 3 questions to guide you to the best system for your business. Click To Tweet

Why Invest in a CRM?

Have you been considering an investment in a CRM system? If you have been, but are not sure if it is worth the money, here are a few questions you need to ask:

  1. Is CRM is worth the investment?
  2. What will a CRM do for my business?
  3. How do I choose which product to use?

1) Is CRM is worth the investment?

That depends on whether or not you already have customer-focused processes. A CRM will not create these processes for you, it simply manages them. A CRM should help you execute your strategies like sales, retention and upselling in an organized, systematic way. The objective is that you will never miss the opportunity to reach out to a new lead or upsell a current customer. You will be more proactive, efficient, and accurate in your engagement with customers, and thereby improve your business.

2) What will a CRM do for my business?

For most businesses, the answer is A LOT. Perhaps your sales process isn’t exactly where you want it to be. You may be struggling to keep track of clients, which means you probably miss opportunities for developing relationships and upselling. Consider how things would be if you managed your customer relationships with a much higher degree of intention and accuracy. Do you think you would be making more money? How much? The majority of business owners will find that it’s worth it.

3) How do I choose which product to use?

There are so many CRMs to choose from, so it can be a challenge to settle on the right one for you. What’s the most important factor for you? Scalability? Ease of use? Features? It is a lot to think about. In addition to technological capabilities, one of the most important things to consider is the assistance you receive. Especially during implementation, it’s imperative to have quality support available when you have questions.

The Importance of Planning

Before you commit to a CRM system,  examine your existing processes and make sure that they are efficient. If there are flaws or bottlenecks, those should be addressed before automation. Spend as much time in the planning stage as you need. It is just as important than the implementation itself.

Client-Focused Business

When it comes to investing in tools for your business, it can be difficult to know where your money would be better allocated. However, if your business is growing and you struggle to keep up, a CRM will help you sort through the backlog and get back on top!
Contact Us to learn about other recommended tools to help your business grow, like call tracking with CRM integration.