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It seems to be a common trait that small businesses believe that CRM (Customer Relationship Management) software is only for the big players and the enterprises. But you know what? Having a CRM is like having a secret sauce for small businesses – super important!

Unfortunately, around 50% of small businesses don’t make it past the first 12 months. Many of them fail due to organization blips and customer retention fails. That’s where small business CRM software can come in to save the day.

So, does your small business need a CRM? We’ve got some quickfire questions to determine the answer!

small business crm

How do you know if you need CRM?

Sadly, it’s often the not-so-great moments that signal a business is ready for CRM. Picture this: Your sales process starts becoming messy and overwhelming, meaning customers are often left in the dark with your service. Or, you’ve got a bunch of warm leads who were hot as pie 2 months ago, but you’ve failed to reach out to them.

And then there’s the heart-sinker when a potential customer you’ve been chatting with chooses to go with someone else. Your competition is one up – and more importantly, you’re one down.

But let’s put aside all the doom and gloom! A friendly, effective CRM could turn these frowns upside down and help you avoid such bumpy roads in the future! Meaning your business continues to grow. 😊

Here’s a list of 8 questions that will give you an indication of whether or not your business needs a CRM solution.

If you answer YES to any of these questions, then it’s time to get your business more organized.

  1. Is your customer’s information all over the place? From one spreadsheet to another. One may even be on a piece of paper on your desk?
  2. Have you failed to follow up on warm leads and let them go cold recently?
  3. Are you struggling to coordinate your marketing campaigns and don’t have clear statistics on their results?
  4. Are you currently able to generate accurate information on forecasts/ pipeline on a short notice?
  5. Is the process of viewing your sales and conversions tiresome?
  6. Do you struggle to access this data remotely?
  7. Would you struggle to state exactly how many sales you’ve made and lost in the last 6 months.
  8. Do you wish your daily schedule was more organized and structured?

If you answered “YES” to any of the above questions, then it’s probably a good idea to take a more in-depth look at small business CRM software and the benefits that it can bring to your business.

Now here’s the good news. We are here to help you! Our team of dedicated CRM experts will chat with you on your business, daily runnings and how a CRM can provide you with unique benefits.

And, with all of our packages, you’ll get a FREE Premium trial of the most popular CRM software out there; monday.com

So, let’s not wait any longer and run the risk of becoming one of those 50% of small businesses that don’t make it. Book a free consultation today!

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