Chapter 2

Does my business need a CRM system?

Maybe you've heard about CRM systems but you're not sure if your business is really ready to make the jump. There are many business scenarios that highlight why CRM matters and is important for business. If one or more of these situations apply to you, the right CRM could make your job a whole lot easier.

1. You have no single source for customer information.

Does your company have customer and order information in more than one location? If the answer to that question is “yes”, then that's one glaring reason why a crm is required.

If you have customer details in spreadsheets (or sticky notes), then your sales team — and everyone else who interacts with your customers — is at a disadvantage. When information changes in one system, it isn't automatically updated in the others. There's no complete, single view of every customer’s contact info, orders, and interactions.