Whether you’ve just launched your own business or have been in the industry for a while, you’ll know it’s time to adopt a CRM if:
- You have difficulty visualizing the relationship between the customer analytics data on your various platforms.
- You find it tedious to navigate between different platforms and spreadsheets to get a big-picture view of your customers.
- Your marketing and sales teams aren’t aligned in their targeting strategy and get slowed down by redundant tasks.
- You have a hard time retaining customers, or too many leads fail to convert.
While you may start out managing your clients with a simple spreadsheet or email marketing tool, it becomes challenging to keep this data organized and cohesive as you acquire new customers. By creating a systematic record of customer data that’s easy to work with using integrated digital tools, a CRM system helps brands resonate more strongly with their target market.