Why do you need CRM if you have Excel?

Small business representatives often think that it’s easy to do any tasks without CRM. Therefore entrepreneurs are not familiar with the capabilities of CRM programs. Let’s explain immediately which problems the CRM system solves:

The 1-st advantage of CRM system – Lack of visual analytics and reports.

CRM displays report in the form of graphs and charts that help to track the number of transactions and their distribution in the sales funnel online. Also, it helps in counting the number of new customers, their sources, sales stages in which the most leads are eliminated.

The complexity of control over employees.

Even in a small company, it is difficult to keep tracking of employees. Whether they have completed all the orders, met the deadlines, called customers back, etc. CRM records all tasks, reminds you about deadlines, records phone calls and notifies you of overdue cases.

The complexity of transferring cases.

If the manager goes on vacation or quits, the question arises – how to transfer his clients and transactions to another employee? CRM automatically reassigns the person in charge and sets tasks for each client at each stage of the sale.

Chaotic accounting data.

When customer contacts and new applications are written on stickers, it is difficult to find out the history and quickly process the request. CRM stores the entire history of work with the clientin convenient cards. Their contacts, purchases, call records, letters, invoices, and payments.

Errors due to the human factor.

One employee forgot to process the request; another did not send the price in time. The third did not call the customer back. The fourth could not handle the objections – as a result, four customers were lost. CRM automates business processes, captures applications from the mail, from the website and social networks. It immediately sets tasks for them, gives scripts and reminds of deadlines.

Although small businesses are wary of additional costs – the cost of CRM pays off with interest. According to a study by one of the world’s largest software makers, IBM, the introduction of CRM leads to a severe increase in critical indicators.

Do you have any other questions