10 Questions To Help You Decide IF Your Organization Needs A CRM System
So how
does an organisation know if it needs a Customer Relationship Management
(CRM) system? Surprisingly, there is no simple answer to this. The
deployment of CRM solutions in
organisations both small and large has become so widespread, that to stay
competitive, it is essential that at least some form of system is in place to
manage your contacts, track your sales pipeline and deliver customer service.
The question
is therefore not so much ‘When is the best time to implement a CRM system?’ but more,
‘What functionality do I need from a CRM system and how
complex does it need to be?’
Before making the decision to invest in any form of CRM solution, you should
firstly consider your existing systems and processes, and how well these meet
your business needs. Once you have clarity on the scale of the problem, you can
decide if investing in a new system is right for your business.
1. Is all your contact information held in one central place
that is easy accessible and visible to all members of your organization?
2. If one of your colleagues left the business tomorrow, do you have all their
customer contact details and do you know which opportunities they were working
on?
3. Do you know how many deals you lost last quarter, and why?
4. Do you know how many customer service issues each customer has had, and why?
5. Do you know which members of your sales team isn’t performing as well as
others, and so may need further training or support?
6. Are you certain that all the leads in the sales pipeline are being followed
up?
7. Can you access all your customer information when out of the office?
8. Do you know which of your marketing campaigns are the most effective at
generating high quality leads?
9. Are your team staying on top of follow up communication with potential
clients?
10. Are you able to generate reports on the health of your business, at any
point in time?
Source: Workbooks.com
For further information and consultation about CRM solution, feel free to contact us at marketing@ciptadrasoft.com/+62 21 7271051/+62 21 78893737(fax).