1. MAKE IMPROVEMENTS TO YOUR BOTTOM LINE.
Introducing a CRM platform has been shown to produce real results – including direct improvements to the bottom line. CRM applications have a proven track record of increasing:
Average Percentage Improvements Reported by Salesforce Customers
Source: Salesforce Relationship Survey conducted 2014–2016 among 10,500+ customers randomly selected. Response sizes per question vary.
2. IDENTIFY AND CATEGORIZE LEADS.
A CRM system can help you identify and add new leads easily and quickly, and categorize them accurately. By focusing on the right leads, sales can prioritize the opportunities that will close deals, and marketing can identify leads that need more nurturing and prime them to become quality leads.
With complete, accurate, centrally held information about clients and prospects, sales and marketing can focus their attention and energy on the right clients.
3. INCREASE REFERRALS FROM EXISTING CUSTOMERS.
By understanding your customers better, cross-selling and upselling opportunities become clear — giving you the chance to win new business from existing customers.
With better visibility, you’ll also be able to keep your customers happy with better service. Happy customers are likely to become repeat customers and repeat customers spend more — up to 33% more according to some studies.
4. OFFER BETTER CUSTOMER SUPPORT.
Today’s customers expect fast, personalized support, at any time of day or night. A CRM system can help you provide high-quality service that customers are looking for. Your agents can quickly see what products customers have ordered, and they can get a record of every interaction so they can give customers the answers they need, fast.
A CRM can improve your customer’s experience across customer service, marketing, and more.
5. IMPROVE PRODUCTS AND SERVICES.
A good CRM system will gather information from a huge variety of sources across your business and beyond. This gives you unprecedented insights into how your customers feel and what they are saying about your organization — so you can improve what you offer, spot problems early, and identify gaps.
6. Enhanced relationships with customers.
From prospect to lead to customer, their journey is captured in the CRM. These insights put you in a better position to recognize people, their needs, and how your business can work for them.
7. Lesser data entry.
CRM lets you automate mundane tasks like creating leads from signup forms and sending welcome emails to new leads. Spreadsheets demand data entry; CRM minimizes it.
8. Better communication.
The CRM system becomes a single source of truth for every member of your team. No information gaps, no back-and-forth—the customer hears a consistent voice from your business.
9. Healthier pipelines.
Being able to visualize your pipeline makes it easier for you to prioritize deals and pick them off diligently. As a result, your pipeline stays clog-free and you remain committed to the bottom line.
10. Higher revenue.
Because you have a well-rounded view of your customer at all times, you can cross-sell and up-sell at the right moments, with higher success rates. This also reduces the chances of attrition.
11. More collaboration = a strong business.
Information in the CRM is useful not just for your sales team, but for marketing and support too. They can plan campaigns and respond to tickets better using a sales context.