10 Warning Signs That You Need A CRM System

YOU STILL HAVE A ROLODEX ON YOUR DESK.

WHEN AN EMPLOYEE LEAVES, IT SEEMS LIKE THEIR REPLACEMENT STARTS THE RELATIONSHIP FROM SCRATCH - AND THE CUSTOMER FEELS THAT WAY TOO.

EACH DEPARTMENT (SALES, MARKETING, AND CUSTOMER SERVICE) HAS A SEPARATE FILE CABINET TO TRACK CLIENTS - AND EACH COMMUNICATES INDEPENDENTLY WITH THEM.

YOU CAN’T ACCESS YOUR CUSTOMER AND SALES INFORMATION FROM YOUR SMARTPHONE - AND YOUR FILE CABINET DOESN’T TRAVEL WELL.

IT TAKES YOU HOURS TO SEGMENT YOUR CUSTOMERS - BY HAND.

YOU FORGET PEOPLE’S NAMES - AND WORSE, CLIENTS FORGET YOUR NAME AND YOUR COMPANY’S TOO.

YOU FEEL LIKE YOU’VE ENTERED THE SAME CONTACT IN EIGHT DIFFERENT SPREADSHEETS - AND YOU HAVE.

IN ONE HOUR, YOU SPEAK TO 3 CUSTOMERS AND THEY ALL HAVE DIFFERENT INFORMATION ABOUT THE SAME PRODUCT.

ONE IS STILL WAITING FOR A CALL BACK FROM CUSTOMER SERVICE.

YOU CALL A LEAD - ONLY TO FIND OUT THAT ANOTHER EMPLOYEE FOLLOWED UP WITH THEM THE DAY BEFORE.

YOU CALL ANOTHER LEAD - ONLY TO FIND OUT THAT THEY’VE JUST SIGNED WITH YOUR COMPETITOR.

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