Unlocking the Power of an Effective CRM


Whether you are a small business or a Fortune 500 company, you need a CRM. It doesn’t matter if you are a new business in the startup phase or a well-established firm, everyone can make use of a good CRM.

Small or big, an effective CRM is for you.

Let’s assess two broad categories.

“I’m too small to have a CRM”

Too often people think that they are “too small” to be enjoying the features that a CRM system can provide a business. They are too busy doing the work of their business to step back and analyze some of their business processes and systems. As these startups get busier, the prospect of implementing a CRM becomes even more daunting and overwhelming.

Being “too small” is a huge misconception!

First, what are some of the features that a CRM can bring a business? At a high level, it includes organization, monitoring of sales and marketing activity, strategic reporting, and best of all: allowing you to better serve the needs of your customers.

There are CRM platforms and solutions that can provide these benefits to any business, no matter how large or small. Small companies and start-ups deserve these benefits just as much as the “big guys” and the well-established brands. Frankly, this will give you an advantage over other new businesses that don’t implement such solutions.

You should start the journey of implementing a CRM system if you answer yes to any of these questions:

  • Do I want or need additional visibility into any of my sales/marketing/customer service activities?
  • Would my organization benefit from the automation of certain tasks that we don’t currently have?
  • Does my organization struggle with tracking and leveraging customer information for sales and marketing efforts?
  • Would organization of customer information help us serve our customers better by providing more efficient, informed, and timely follow-ups?

Again, if you answered yes to any of the above questions, you really owe it to yourself, your employees and your clients to start the process of implementing a CRM.

“We’re a Well-Established Business and Have Been Doing Just Fine, Thank You”

You may be at the other end of the spectrum and you are one of the “big guys.” You’ve been around a while and you almost certainly have a CRM in place. But as you use it day-to-day you feel like it is a constant struggle and you are constantly wishing it did more for you and your business. Again, you and your team don’t really have time to step back and fix it, so you resolve to keep marching forward.

Having a CRM is a great start, but what we often don’t realize is that putting in the right work on the front end, and then managing it along the way is a requirement for a truly effective system that provides maximum benefits. It is not a “set it and forget it” type situation. Furthermore, what you put in place 5, 10, 15 years ago may no longer be an effective solution. You’ve grown and yet your CRM hasn’t. It’s stuck and likely holding you back from even greater success.

Here are some questions we can ask ourselves to help us determine whether we are getting the most out of our CRM platforms:

  • Do we use and constantly find ways to take advantage of automation?
  • Do users feel like CRM is making their life easier, not more difficult or time consuming?
  • Does management have insight into activity of sales and/or service teams?
  • Are your customers reaping the benefits of you utilizing a CRM (more efficient follow-ups, knowledgeable about their business, etc.)?
  • Is there someone (either inside your organization or a third-party consultant) spending dedicated time managing your organizations CRM to ensure efficiency, do updates, make needed changes, and make sure processes are implemented properly?

If you answered no to any of the questions, you need to take some time to assess and make changes.
CRM can benefit all companies and should be benefiting all companies. Keep in mind that having a successful CRM system takes time and effort, but the return is so much greater than what you put in. It is part of the essential machinery of any successful business. You as an individual user as well as the entire organization benefit from not only using CRM but utilizing it to its full capacity.

If you have yet to implement a CRM, or are struggling with your current CRM, our team of experienced consultants would be happy to explore some options with you. We have seen many of our clients successfully surge forward with their business development because they also implemented or improved their CRM.

It’s time to do the same for you!