Business Consulting

Business Growth: How to know it’s time for a CRM

Do you think it’s time to transition away from Google Docs or an Excel spreadsheet in favor of customer relationship management (CRM) software?

When a small business grows to new heights, it’s time to start transferring data, contacts and information from spreadsheets into a more reliable CRM system.

Here’s how to know it’s time to transition to a CRM: 

You Have Outgrown Spreadsheets

Most small businesses start off with spreadsheets or free online software, like Google Docs, to collect crucial data, share information with staff and then analyze it in order to retain customers, improve relations and discover what’s working and what isn’t. The advancement in collaborative software and the growth in cloud computing has certainly been a cost-efficient boon for small businesses.

At first, a make-it-yourself spreadsheet CRM can appear to be attractive when it comes to cost, flexibility and customization. But what happens when your small business grows in terms of staff and clients? The spreadsheet doesn’t cut it anymore.

By the time you start to hire more employees, garner more clients and gather more data, you’ll begin considering other CRM solutions to help you reach your next business objectives. By then, it’s time to rely less on emails and spreadsheets and more on advanced CRM software.


How Can CRM Software Help My Business?

Dependable CRM software like Insightly can generate a number of advantages:

  1. Client Loyalty: A CRM helps you maintain customer contact through phone, email and social media as well as keep records of how the contact went. Also, it gives you an opportunity to track and monitor customer satisfaction from the first sale to the final delivery of the product or service. This adds a personalized touch with customers, which is something they appreciate.
  2. Higher Conversion Rates: CRM software establishes a customer profile that outlines their needs, viewpoints, economic situations, demographics and other important points of information.
  3. Suggestion Selling: Do you want higher add-on sales this quarter? CRM software assists the sales staff in getting the customer to purchase relatable products and creating greater cross-selling efforts.
  4. Office Collaboration & Relationships: As your team grows, a CRM system allows management to share important data, customer profiles, sales objectives, quarterly numbers and mission statements.



Use All the Tools Available to You

Incorporating CRM software can help you raise revenues and improve sales.

Integrations that share data between your CRM and bookkeeping software, online calendar, email program and more raise the value of your business software by saving even more time in communication and collaboration efforts.

For example, Insightly’s Google Apps Gmail gadget and connections with QuickBooks Online, Google Drive, and many other business applications make it easy to keep all your customer information up to date and in sync.

Don’t get stuck with customer service methods that can reverse the objectives you’ve achieved.

Your business has grown and your CRM system needs to keep up. You can try Insightly’s free account or check out the full-featured 14-day free trial of the premium plan.


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