We asked our Director of Sales, Kyle Jamieson, why companies should be jumping on the CRM bandwagon, now more than ever before. Read on below for his top 5 reasons to go the CRM way.
The reasons to have a functional CRM are vast. Here are 5 of the main reasons as we navigate a changing landscape in 2020:
Actionable Insights
One of the most important elements about Salesforce as a CRM in particular, is its robust Reporting ability. Running your business on Salesforce gives you a daily view into trends within your business, whether they relate to your Sales Pipeline, or Ticket Resolution patterns. Many of the insights available through Reports and Dashboard are actionable and can allow you to make on the go improvements to help your business run more efficiently.
Funding and Acquisitions
Growth is always a central goal, regardless of the size of your business. If you are looking to obtain funding or one day be acquired, having a functional CRM is a great way of being able to display the method behind your success and tell your story. Having well defined processes and an efficient business model makes you that much more attractive to potential investors as it mitigates their risk
Collaboration
It is no secret that the world of work has changed dramatically this year. While many of us were used to gathering every day and collaborating around various initiatives with our colleagues, we are now isolated and working remotely from home. It is easy to see the negative impact this could have on productivity and efficiency. Using features like Chatter allows employees to virtually collaborate around different customers and topics, while also allowing them to maintain a level of connection to their team despite working remotely.
Your Customers Experience
All of your customers want to believe that you understand them and their unique set of needs, and that you care about their business. When they contact you for support, the fact that you are able to access a 360-degree view of their Account and immediately understand your communication history with them gives a great deal of comfort. Setting up automated updates to let them know up to the minute status of cases/tickets they have submitted also shows that you are proactively working to assist them.
Keeping Up
A decade ago, having a functional CRM may have been seen as major competitive advantage over your competitors. Today, the odds are that your competitors have a CRM of their own in place. Most business are constantly looking to find, win, keep and grow new customers all the time. If you are competing with businesses that are powered by a well configured CRM and you do not have one yourself, you are likely at a major competitive disadvantage.
We hope you found this blog insightful. If your company is considering adopting a CRM system at this time, please reach out to us and someone from the App Solve team will be in touch with you to help you evaluate Salesforce and aid you in your decision-making process. In order to contact us, please fill out this form or email us at customers@appsolve.com.