This is the first post in a five part series answering the who, what, when, where and why of CRM Systems.
First we want to look at who should use a CRM system. Don’t worry if you aren’t exactly sure what a CRM system is. I will define that in the next post. Let’s first decide if you should use one.
In a recent survey we conducted, CRM users ranked the ways a CRM has helped their business. 67 percent said using a CRM system helped them follow up on opportunities and leads and 56 percent said it helped customer relationships because the interactions were accessible in one place.
Here are three questions to help determine if you’re ready for a CRM system:
1. Do you feel like you’re losing sales because you’re unable to follow up on open leads and opportunities?
2. Have you established a sales process and are ready to track your sales team’s pipeline?
3. Do you want your customer interactions (emails, phone calls, appointments) accessible in one place?
By answering, “yes,” to one or more of the questions above, then a CRM system can help you.
I often get asked, “Is Zoho CRM just for B2B?”
It’s an easy question to answer because CRM systems should be customizable to meet specific needs of your business. There’s not a one-size fits all CRM, just like there’s not a one-size fits all business model.
Since Zoho CRM is customizable, it can be customized for both B2B and B2C. We recommend the following tips to anyone implementing a CRM system.
The next post in this series will define CRM and what it means for your business.