BEST CRM SOFTWARE
2016
Features
Dedicated Document
Library
Role-Based
User Access
Multi-Currency
Support
Workflow Automation
Integrates With
Email Providers
Capture Leads from
Websites
Available API
Custom Reports
Email Tracking
24-Hour Support
User Forums
Smart Sales Email
Inbox
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Features
Yardi Voyager: 21
Features
10
Reasons Why You Need a CRM
Before
reading I would caution you that this is not a comprehensive list of reasons.
There are many many reasons for a CRM - I simply listed out a few that I have
found helpful or that I have personal experience with in the past. You may
think of other reasons. My goal is not to provide an exhaustive list, but
merely to get you thinking about the value of a CRM and hopefully help you come
to the realization that if you have a business, then you need a CRM.
10. Your memory is not perfect
I know you may think you've
got it all stored in that steel trap but I can attest from personal experience;
it doesn't always work as expected. Sure, you might be able to keep up with 10,
or 20 or even 50 clients in your head but there comes a point when you just
can't track them all and their associated tasks and events. Do you really want
to limit your business by what information you can store in your head? If you
can only manage 20 clients successfully in your memory then you have stopped
your business from growing any larger. With a CRM you can store and manage
hundreds of clients and let a computer system handle the task of memory and
recall. Take advantage of technology and use it for your business success. Then
your business growth is never limited by the brain that can't remember where
you put the car keys.
9. Emails are decentralized
I spent many years
convinced that my inbox was the perfect solution. I mean, I could filter, I
could search, and I could read past emails - what more could I want. But I
started to realize something. I was having to sync my email on all my devices
and store all my past email on all of them. This was fine at first but my inbox
was quickly growing in size and storage space and becoming unmanageable.
Finding sent mail is also a problem and makes things difficult in tracking what
has been said to various clients. And then comes that great day when you hire
employees. You'll never remember to CC or BCC the team on every email sent.
Suddenly email is not a good solution. Your team may be spread completely apart
and communications will quickly get lost, and your clients suffer. A customer
relations management system put all the pertinent client information in one
central location that was easy to update and easy to see when other's updated.
All communication can be kept in one spot, nothing gets lost and you can now
see and share with the rest of your team.
8. You need metrics
Do you know how many
successful projects you've had in the past week, month, or year? Can you
quickly state your conversion ratio or explain the best method you reach your
customers with absolute certainty? Metrics are critical to your business growth
and success. You may deceive yourself into thinking you can figure out things
with common sense or with some Excel spreadsheet formula - but is that what you
want to spend your time doing? My guess is that your time is more valuable than
that, and the odds are high you'll make a mistake in your calculations anyway.
I know I do. A CRM will give you instant metrics on dozens of aspects of your
business, and you don't have to do anything. Plus with a CRM like CRMery you
can actually create custom reports to better track metrics and reports specific
to your needs. Create it once and use it forever. Once you have these reports I
guarantee you'll never look back. Who knows, maybe you'll find out it's really
not worth your time to do cold calls after all!
7.
Statuses are important
Do you know which clients
are ready for a quick callback? If you knew exactly which prospects and clients
were on hold and who was slightly interested in your services would that help
your business and your sales strategies. I think it would. A CRM at its most
basic level lets you see those statuses. Every time you make a call, send an
email, or contact that customer or prospect you can update your CRM with their
current status. Then, because your memory's not perfect (as stated earlier) you
will be able to review and see exactly where each client is in the sales
process. No more wondering, and no more following up on cold leads instead of
landing the hot ones.
6.
History is important
If you've ever wanted to
look back and see everything on a particular contact, the stream of
communication between you and them and other members of your business then you
need a CRM. Customer relations systems help keep all those conversations in one
place and make it easy for you to quickly look back in time and see how things
have progressed. Don't be confused about why a particular customer is upset -
see for yourself the progression of a client and their communication as well as
your company's notes and responses. You'll be able to save more customers from
leaving by catching something you would have otherwise missed. And you can
learn from your history.
5.
Competition helps business
It's never fun to feel like
you're going at it alone. It's good to have communication between your fellow
employees and compare notes on things. And competition helps a business. CRMery
has leader boards and goals to help with just such a thing. You can stage
friendly inter-office competitions to see who can close the most deals, sell
the most dollars, or carry on the most conversations. As those leader boards
and competitions grow so does your business. And everyone wins when that
happens.
4.
Never lose your data
If you use notepads, memo
books, calendars, and other systems for tracking your data then the odds are
high that you are going to lose it at some point. Store everything on your
laptop? They can be stolen. A web-based CRM lets you effectively protect your
data from being lost. Sure, servers can crash and hard drives fail but with the
proper web host and data backups you'll never lose your data. That's just one
of the benefits of CRMery, as an Open-Source CRM you have the complete freedom
to select the absolute best web host and service provider. And you own your
data. It's not stored on some company's server leaving you at their security
and their business infrastructure. CRMery lets you install, manage and maintain
your own data on the server of your choice.
3.
Predict your future
Everyone wants to know the
future. If only there was a way to know what to expect. CRMery helps you with
that. Now of course a CRM cannot predict the future with 100% accuracy (it's
not a crystal ball), but a good CRM can give you a reasonable expectation of the
future based on past performances and past events. If your history is stored
correctly in your CRM (see History is important) then a good CRM can
extrapolate that information to give you a good idea of what is to come. You
can see your pipeline of your prospective deals and have a pretty accurate feel
for how much business you can expect to see in the months to come. Once you
realize how much information you have access to you may start to feel like a
bit like a psychic.
2.
Track your tasks and events
Calendars are important,
way more important then emails with dates in them. You'll never be able to keep
track of every task you need to do and event you need to attend without a good
system. A CRM will help you not only keep track of every task and every event
but also relate them to the appropriate customer or lead. CRMery provides a
calendar system that allows you to see all of your tasks and events and also
your teammates tasks. Plus, with CRMery you have a dashboard that gives you a
quick overview of upcoming tasks and events across all your contacts. Need
access on the go? CRMery provides an amazing mobile interface to provide
instant access to your immediate tasks and events as well as allowing you to
create new tasks or events immediately. Sure there are dedicated calendar apps
and task management software you can use, but the goal is more than just
managing tasks. The goal is relationships. A CRM will relate those tasks and
events to the appropriate lead, contact, deal, or company. It all works
together to form a cohesive whole - and that leads perfectly into the final
reason.
1.
Be organized
You may claim that you can
manage your business using email, task management systems, and calendar systems
but you'll miss the big picture. Organizing all your information into one
system gives you that big picture. A CRM integrates emails and tasks and
calendars and so much more in one easily maintained and managed place. Access
your information from anywhere in the world and from any internet-accessible
device. You'll learn things about your business you never knew before. By being
organized and storing things in a central location you'll bring all the pieces
together. The key is business organization.
I'm obsessed with helping businesses grow and
succeed. CRMery provides an amazing platform to help businesses do just that.
By using a CRM your business will become organized and as your business becomes
organized you'll start to see success. I don't claim to have the perfect
solution, we're constantly improving things to make it better. I do claim that
having a well-organized business will never, ever be a detriment to your
success. Get organized and let CRMery help you get there.
