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6 signs you need a CRM system in your business

Updated: Nov 15, 2022

Are you a small business owner?

How much of your success is down to your client relationships? 100%!!

However, it can feel like a big leap to get a CRM system and how do you know if a CRM system really is a worthwhile investment for your business specifically?

The right customer relationship management (CRM) system can supercharge your small business like nothing else. By intelligently storing and managing customer and prospect information, it can help with your marketing and finding new clients faster by boosting your lead volume. It can win you more clients faster by boosting your ability to close deals.

Below are some signs that you need a CRM in your business:

1. You’re unable to keep up with lead flow

If you’re in the fortunate position of having a flood of new clients but are struggling to keep up with the admin related to them, you might need a CRM. It will help you quickly sort and prioritise your leads so that you can respond to them in a timely, efficient manner.

2. Your client files are a faff to locate

Spreadsheets, email, and sticky notes may have worked just fine when your business was in its infancy. But as it grows, those old tools limit you, as well as your ability to make informed decisions quickly. This is where a CRM system comes in: giving your entire business a single, central place of of easily accessible your clients folder containing all their information at the touch of a couple of buttons.

3. You can't work out what stage your clients are at

It’s essential to know what you are doing and where you are clients are at and what stage whilst working with you. A good CRM solution not only allows you to track what’s going on with your business; it helps you see where you should allocate extra resources, while helping you accurately forecast future sales.

4. Your customer service is coming up short

Getting clients is tough enough as it is. The last thing you want to do is to lose them due to subpar service. If you find that you spend more time reacting to client queries and chasing than proactively anticipating clients needs, it might be time to invest in a CRM system. Being able to effectively manage case flow while having a unified view of your customer creates the opportunity to wow your clients with spectacular service — and keeps them coming back.

5. Your reporting process takes too much time

If you are manually entering data to produce reports, you're spending less time doing what you should be doing: selling. CRM systems can keep all your data in one easy-to-access place, making up-to-the-minute reporting and accurate analysis a breeze.

6. You’re unsure about your path to growth

Do you know how your business will handle a potential rush of new clients?

Are you completely confident in your businesses ability to scale effectively? If you don’t think your processes and tools are up to the task, it’s probably time to research a CRM solution that fits your business needs. A good CRM system will help you find more client, win more deals, keep clients happier, and priming your small business for big-time growth.

Choosing the right CRM is critical favourite is Dubsado (no surprises there!). Check out my blog here called 'How I use Dubsado in my business' and see if you resonate!

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