Future-Proof the Success of Your Business with CRM Software [Infographic]

Business is all about building relationships. The better we keep track of these relationships, the better we're keeping track of our business's ability to scale. 

If you don't have CRM (Customer Relationship Management) software at the forefront of your inbound sales and marketing enablement strategy, you're missing out on the most profitable and intuitive way to build and maintain relationships with customers and leads. If you're new to the idea of a CRM, I'd recommend you backtrack to one of our earlier blogs on the subject.

CRM tools allow you to collect, organize, synchronize, add notes to, and track your customers as they navigate your website and opt in to your free and purchasable offers. All of this so you can get a big picture view of your contact and get to know the exact way they like to be contacted, what content they find valuable and how they interact with your sales/marketing strategies so that you can create an impactful and profitable relationship.

CRMs have evolved from typewriters to AI in just a matter of decades and continue to grow and add impactful ROI to businesses that use them. The evidence is staggering; see for yourself. 

CRM Infographic

Convinced yet?

CRM Software has become the ultimate Swiss Army tool for marketing and sales strategy. Its ability to track, automate and schedule contact interface is effective beyond deniability and every year its importance strengthens. 

Yet, less than half of the 140 thousand respondents to the 2016 State of Inbound reported using CRM software.

That's what we're here for today. The most common blocker to CRM adoption among growing businesses is the technical know-how and the demand of resources (employees and time) for the initial setup - that's where your agency comes in. 

For many businesses, the need for an integrated CRM needs to be written on the wall. So, here's the writing:

6 signs you might need a CRM

CRM Clues

If your businesses doesn’t have a system to centralize data, you might need a CRM.

Time spent searching for your customer's information and pooling details from different databases is time you could be spending interacting with your customers and building relationships. 

CRM integrates all of your captured data into one accessible platform and protects it from getting deleted or slipping between filing cabinet drawers. 

If you can’t keep up with your leads and deals, you might need a CRM

As your business grows, so does your need to reach out to more and more leads and contacts. At a certain point, you're already behind before you start. When you miss opportunities to seal the deal with a lead, you're losing money. 

With an effectively implemented CRM, your sales pipeline is streamlined, automated and managed so that you don't miss any opportunities and you don't waste any time.

If you have no way of seeing what your sales team is doing, you might need a CRM.

If you don't have a way to monitor your sales teams, there's no telling if the workload is balanced or if they are on track and making meaningful connections with customers. 

With a CRM, you can set reminders, track alerts and manage tasks so that you can see get the inside scoop into how effective your sales team is operating and where there is room for improvement. 

If you don’t know where your leads are coming from, you might need a CRM.

You're managing social posts, web content, emails, paid search engine ads, network connection, the list goes on. But if you don't know where your most valuable leads are coming from, how the heck are you supposed to know where to double down on your efforts and investments. 

With CRM software, you can see in neatly organized data charts exactly where you're getting the most ROI and areas that you can drop from your strategy all together.

If you are generating great traffic to your website but not converting any leads, you might need a CRM

Your website is usually your first impression. You've spent countless hours and dollars into creating a space that represents the quality of your brand. But if it's not converting leads, there is a missing link in your website strategy. That's where your CRM comes in.

A CRM allows you to implement automated workflows and sales touch-points based on a users journey through your website. The process then places these leads into a pre-determined automated nurturing campaign designed by your marketing and sales strategists, simplifying and improving sales reach and approach.

If you feel that organizing marketing campaigns is too time consuming, you might need a CRM

Strong marketing campaigns take time to plan, build, implement and track for optimized impact. But they are the most critical component to building customer loyalty and lead generation.

CRMs cut through the complexity and allow you to deploy simple email marketing campaigns, smart content landing pages, newsletters, sales follow-ups and user surveys, thereby expanding your reach and bolstering your outreach efforts. 

Want to set up your own CRM? Picking the right one can be difficult, and although we use HubSpot, it's not for everyone. But it's worth a look. We have the time and money saving guide to installing HubSpot's free software to get you on your way to making better sales. Read all about it here. Or get your free download below.

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