Skip to content
CRM & Migration

Five Signs Your Company Needs A CRM

Automating work has become more than a trend; it's become a necessity. Not surprisingly, the CRM market has grown by double digits in recent years.

People are not machines, and as a result, are prone to making errors. The result? Potential loss of revenue and reputation. 

A CRM (customer relationship management) platform is like a smartwatch for any company. It enables accurate collection of data, detailed performance analysis, cohesion among departments, and comprehensive reports. But, how do you know when your company is ready for a new CRM?

Let’s consider a few of the key signs your business might be ready to make the switch. 

Group At Office in meeting

Sending emails to clients is still done by hand.

Manually inserting customer email addresses is both time-consuming and less cost-effective. Highly skilled employees can spend countless hours on a process that CRM software solves by creating customer databases based on defined criteria.

Writing an email to respond to, notify or attract a client also takes a significant amount of time. You can outsource this task to a professional, (like those featured on Best Websites or Top Writing Reviews), or create templates within the software to expedite the process.

The company is growing in headcount.

As businesses grow, so does their employee count. CRM software enables you to assign a task to a new team member, track whether they called all customers, send required documents, and complete all assigned tasks correctly.

Managers do not take a vacation.

If the head of a department feels unable to take a vacation, it might be time to consider the operations process. The addition of CRM software allows transparency into work, management of cases, tasks, and status remotely and accurately.

Customer service is an issue.

CRM software collects all of a client’s information and agreements, making all correspondence accessible to authorized employees. This organization allows for a more transparent history of the relationship and avoids inconvenient situations.

Use of paper reminders

Small multi-colored hand-written notes are standard in every office setting. But if your sales team is recording customer data on a post-it note, it’s easy to misplace essential details. 

Instead, consider creating a calendar managed by CRM software. Automate tasks and reminders and ensure crucial details are costing your business time and money. 

If your business checked off one or more of these critical signs, it might be time to dive into finding a CRM that works for you and your budget. 

Guest post submission, Frank Hamilton.

Jennifer Compton

Jennifer Compton

VP of Marketing

Elements Image

Subscribe to our newsletter

We like to provide insights on all things CRM.

Latest Articles

Advanced HubSpot workflows with examples and best practices

Advanced HubSpot workflows with examples and best practices

Start automating today! Learn how to use HubSpot’s latest workflow feature updates with examples and best practices to level up your automa...

How to optimize your sales pipeline in HubSpot

How to optimize your sales pipeline in HubSpot

Start today! Learn how to use HubSpot’s latest 2022 November feature releases and updates with examples to optimize your sales pipeline.

Do I Need A HubSpot Administrator? What to Consider to Make the Right Decision

Do I Need A HubSpot Administrator? What to Consider to Make the Right Decision

If you are still hesitating about whether you should hire a HubSpot admin and don't know how to choose the best among other HubSpot experts...