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3 Signs that Your Business Needs a CRM Solution

If you’re running a fledgling business, chances are you are still relying on emails and spreadsheets to track your customer information. But many aren’t aware that there is a better way. Using CRM software can help you gain better control over your sales process and customer relations. It could also help you when it comes to building better relationships with your clients and facilitate support. But there are many ways that your business could benefit from a CRM. Here are some of the tell-tale signs that it may time for your business to adopt a CRM solution.

You’re Disorganized

Trying to remember every single conversation you had with a client can be difficult, but it’s even worse when it’s done with sticky notes or a business card filled corkboard. If you’ve ever found yourself digging through your emails in order to find some important order information, then this is a sign that a CRM may help you. No more wasting time looking up details and contact information, and no more follow-ups or deadlines missed before you lose track of the date.

Your Spreadsheets are Becoming Hard to Read

In the beginning, spreadsheets may look nice and neat as you only have to keep track of a few things like your customers’ contact info, name, and where they are in the sales funnel. But as your business and relationship with your clients grow, so do the number of columns. Only a good CRM system will allow you to keep track of all of this and make sense of all this information, as well as facilitating future interactions.

This is why you should start looking for a CRM that will allow you to monitor touchpoints you may have had with contacts, such as voicemails, emails, or live chat in some cases. How your prospects and clients are being moved through your pipeline can also be automated and reported in real-time. If you want to know what to look for in a CRM and some of the pros and cons of some of the top CRMs in the business, here’s everything you need to know. PieSync took the time to examine which options you should have at the top of the list when looking at a solution, as well as their opinions on various CRMs as well as a run-down of some of their features.

You’re Leaking Leads

Sometimes, crucial information about clients gets lost. You forget when you were supposed to get back in touch with the client. Your employees have different and sometimes conflicting interactions with your customers. Your customer may have to repeat themselves to some of your employees because they’re missing something. All of this could affect their experience negatively and eventually result in lost leads. Only a CRM will make sure that all your people are on the same page and show that you care and that you’re truly on top of the situation.


No matter how big or small your business is, you might be able to benefit from going for a CRM. When implemented correctly, it could help you build a better relationship with your customer base, facilitate communications and aftercare service, and eventually boost sales.

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