As I was preparing to start my work day, I had one thought running through my mind over and over again:
If I had to summarise in an elevator pitch to a potential customer what the actual benefits of paying for a CRM were, how would I convince them?
Keeping in mind I’d likely be speaking to a small business owner, here’s what I’d tell them:
A CRM improves your client relationships.
This is a customer relationship manager tool’s primary purpose: to help you retain existing customers and win new customers.
By better organising your client data and communications, you can more effectively serve your customers.
A CRM drives cross-selling.
Having a CRM allows you to gain a deeper understanding of customer behaviour, which you can leverage to identify cross-selling opportunities.
A CRM consolidates and secures your key business data.
Keep your information safe with a CRM. Using a CRM ensures that data is stored securely and organised in a way that suits your business needs.
A CRM boosts salespeople’s productivity.
CRMs can be used to set-up workflows to automate tasks, leading to time and cost savings for businesses. A CRM can help prioritise tasks to better serve your customers.
A CRM improves customer satisfaction.
Customer feedback is streamlined into a single location, and stable customers are easily identified. Customer profile data also allows team members to track history and communications to contextualise buyers.
A CRM keeps you on top of communications and interactions.
With proper organisation of customer data, team members are better equipped to handle client communication knowing all the information is centralised.
A CRM can automate the “boring bits” of the sales process.
Save the mundane work for the CRM by automating repetitive tasks, so that you can focus on business development.
A CRM streamlines team processes.
Having a CRM ties your team together and gets them working in a unified direction and speaking with one voice. A CRM can aid in automating or setting up templates for repetitive tasks, ensuring continuity of communications.
A CRM provides sales forecasting.
As data is passed into the CRM and consolidated, it can produce more accurate forecasting with pipelines, KPIs, sales activity and pending deals.
A CRM helps your business scale and grow.
Perhaps the most important reason for implementing a CRM. It can help to meet customer needs more efficiently by centralising data and insights, which in turn allows your team to better respond to the needs of new customers.
Maybe I should go on Shark Tank Australia and whip through that list!
When you read it out it really does make a CRM solution seem like a no-brainer – and I think it is!
It’s amazing how a piece of software can pack such a punch. At the heart of your workflow a CRM offers a critical competitive edge – one that I’ve seen to be implemented in an afternoon – delivering the first benefits before the day is out.
If you’re looking for someone to show you how a CRM can deliver these outcomes for your business – a Maximizer Premium Partner like Results CRM serves as the ultimate guide.
It’s never too late to start your CRM journey. Reach out and we can show you how it can benefit you.
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