10. Memory Limits
The human brain is simply amazing, but, like everything, it has a limit. A businessman might be able to keep with 5, or 15, or even 30 clients information in memory, but there comes a point where it seems difficult to track all of them and their associated tasks and important events. No one will really want to limit their business by what information he/she can store in his/her head. Managing only 20-30 clients successfully in memory will stop business from growing. With a CRM software, a person will be able to manage hundreds of clients and let the system handle the task of remembering and recall. It is a fact that a business will be able to success more quickly by taking advantage of technology.
9. Emails are Decentralized
Growing business means growth in inquiries, conversations, feedbacks, suggestions, and bulks of mail in the mailbox. Quickly growing business will face the problem of an unmanageable mailbox. Unable to find a sent mail is a problem and makes it difficult to track what has been said to individual clients. And this will lead to a great day to hire employees, resulting in higher operational cost. A person will never be able to remember to CC or BCC to the team on every important mail sent. Now, what? Email not a solution? The team may be spread absolutely apart and communication channel gets interrupted, and clients suffer. A CRM system, helps in centralizing pertinent client information at one location which is easy to update and easy to see when team members update. A centralized system will keep update team member with all the communications going on.
8. Need of Metrics
Metrics are very crucial for business growth and success. A business must be able to visualize the difference between what was predicted and what is achieved. One might be able to figure out the things with the common sense of with the help of Excel Spreadsheet formulas- but it is not a good idea when it comes to TIME. Time is more valuable than that, and the possibilities are high enough that a single mistake will wash away all the plans. A CRM will help you with quick metrics on numbers of aspects of a business, and there will no need of human efforts. Plus with a CRM offered 9series, generating custom reports to track metrics will far better and easier. Configure it once and use it forever.
7. Statuses are Important
Missing a lead is missing a customer. No one can predict which client is ready for a quick call back. It’s very important to know what is stage buyer’s journey(Lead Status: New, Working, Hot, Connected, Cold, etc.). If a salesperson knows which prospects are in which state, that would help him to pitch accordingly. A CRM at its basic level will deliver those statuses. Whenever a salesperson is making a call or sending an email or contacting that customers or prospects he can update their current status. As stated earlier, none has a perfect memory, the CRM system will help to review and see where each customer is in the sales process.
6. History is Mystery
Managing good relations with customers is the core motive of any CRM software. If anyone ever wanted to see everything on a specific client, the stream conversation between him and them and other team members of a business then CRM software is a must thing. CRM systems help retain all those communications in one place and make it easy to quickly look back and see how things have advanced. Every time it’s not necessary that a customer is upset because of his only- a well-maintained record of progression of clients and their conversation as well as company’s notes and responses are key to retain more customers from leaving by improving things missed otherwise. History teaches us a lot.
5. Competition is Within
A well-managed business always goes ahead with its employees. Well-defined business goals of helping to define the team as well as personal goals. CRM software helps small businesses define these goals based on metrics and reports. An organization can stage friendly internal competitions to see who can crack the most deals, carry on the most conversations or earn most dollars.
4. Never Lose Data
Using memo books, notepads, calendars, and other systems track data has high possibilities of losing all the data at once. Even storing everything on a laptop is not a good idea, it can be stolen or get corrupted sometimes. A web-based CRM System enables effective data protection from being lost. However, there are chances that the server can crash and hard drives fail, but with a proper web host and data backups, data can be secured forever. That’s just one of the advantages of the 9series’ CRM gives complete freedom to select the hosting provider. Data is completely of a business organization only. On top of that, cyber security measures are taken care at the programming and configuration level.
3. Predict the Future
Every business wants to forecast perfect future. If only, there was a way to know what to expect. 9series’ CRM helps with that. But obviously, a CRM software can’t predict the future, after all, it’s not a crystal ball, but a good CRM can provide a reliable data and expectation of the future depending on the past events and performances. If history (business data) is stored correctly in CRM system (see history is very important) then a good CRM can forecast that information to deliver a dependable result of what is to come.
2. Track Tasks and Events
To keep up with everything important calendars is essential, way more essential than emails with dates in them. A person won’t be able to keep track of each task need to do and events to attend without a reliable system. A CRM can help not only to stay on track with every task and event, but also to associate them with relevant leads.Our CRM renders a classy calendar system that comes with reminders for all team members’ tasks. With that, 9series’ CRM has a special feature on the dashboard that gives a swift overview of future events and tasks. Device sensitive design allows access on the go over multiple devices like phone, tablet, laptop, and desktop (we know it’s simply amazing).
1. Be Organized
A business may not be able to see the big picture if it is claiming that it is able to manage the business with a task, email, and calendar management features. Managing all the business information into a unified system gives that big picture. A CRM system integrates emails, tasks, events, calendars and so many things in a single easily managed and maintained the place. Access all important information from anywhere in the world from any internet enabled device. By being well-organized and putting the thing in a central location brings all the pieces together.
All organizations may not be perfect, but it’s ok, add right resources and technology to make it perfect. 9series provides easy to adopt, user friendly and cost effective, customized CRM solutions according to the nature of business and its requirement. Get started today, be well organized and let 9series help you to get there.