Implemented and used correctly, your CRM can hold the key to critical business challenges, including sales, marketing and customer service.
But if you don’t already have a CRM, do you need one?
Cloud Orca, award-winning Salesforce consultancy and bona fide CRM experts are now part of CP. So, we caught up with the team to find out the five most obvious signs that you need a new CRM, pronto.
If even one of them strikes a chord, we’d love to chat.
Are your new starters asking for specific client information?
For any number of reasons, staff turnover happens. And it calls for excellent customer service.
If you don’t have a CRM, vital client information will eventually fall through the cracks. The time and effort you’ve put into getting to know your clients will be chiselled away. And they’ll be left feeling like less than a priority.
Are your employees tied to a specific location, desk or workspace?
Instant access to vital information is crucial for any business and its employees. Storing your data on a cloud CRM system is the only way to consistently have access to that, laying the foundations for more successful sales processes and a more memorable customer experience.
Is your workforce divided or working remotely?
Every department has a role to play in creating an irresistible customer experience. Marketing captures leads, Sales close deals, Customer Service nurtures relationships, and so on.
Without clear communication and on-demand access to information between these teams, your clients will be repeating the same information to different individuals, leading to a poor experience.
Is your Sales team too dependent on their ‘gut feeling’?
Smart personalisation and nurturing leads make a world of difference to your sales results. But what if your Sales team has no way of seeing which leads are ripe and ready – and which ones need more time?
In short, you’ll be losing money. And an effective CRM can stop that.
Is your reporting process time-consuming?
When it comes to reporting, if your crucial data is split across numerous sources, difficult to access or impossible to translate, you need a CRM.
Streamlined reporting is the backbone of business success, giving you a clear picture of how well you’re doing, and the next logical step.
Need a CRM?
Cloud Orca offer comprehensive initiation, onboarding, and aftercare support for Salesforce, the undisputed global leader in CRM, helping you fine-tune your platform, boost user adoption, and maximise ROI.
Plus, if you’re already using Salesforce and are concerned about its suitability for your needs, the team’s ‘health checks’ offer a fresh pair of expert eyes.
