Beginners Guide to CRM

Beginners Guide to CRMs

“Customer relationship management” can sound intimidating to small- and mid-sized businesses. After all, if your company only has a handful of customers, why do you need a dedicated process or system to keep track of them? A few spreadsheets and rules of thumb will do just fine, but what happens when business starts to boom?

 

At some point, the organization will need to implement a customer contact management system that’s more organized and streamlined than a mass of spreadsheets. And such a migration could be painful if the decision has been put off a few too many months, or even years.

 

At its core, a CRM is not just useful to large enterprise companies — it’s essential for businesses of all sizes.

 

But don’t just take our word for it. Did you know that 75% of sales managers say that using a CRM helps to drive and increase sales? Or that CRM systems improve customer retention by 27%?

 

It’s hard to argue with numbers like that.