5 signs you may be ready for a CRM

Ionia Palmer Ionia Palmer

Ever wondered if your team might be ready for a CRM? CRM stands for customer relationship management which empowers you to get organized, build and engage your community in an authentic way, filter communication, strengthen your customer’s experience and much more.

Your current workflow may be manageable, however, as your business grows so does your contact list and after a while, sticky notes and Google Spreadsheets might not cut it.

Here are a few signs that you might be ready for a CRM.

Your Contact Lists Are Running Amok

When your company first started, it may have been easy to monitor your Google and Excel spreadsheets and update them with your contact’s new information. But now that your company has grown, you may have noticed that keeping these files up to date is becoming a chore!

The primary functionality of a CRM is its ability to store new and existing prospects on a single database. Contacts that are currently in spreadsheets, business cards, sticky notes, Rolodex, vCards, mobile devices and social accounts can be merged and imported into one location.


Nimble tip: Nimble stores all data for a contact in one place. This includes the contact’s job title, company, phone number, email address, location, profile picture, lead details, biography, notes, social profiles, websites and more.

Once your contacts are in Nimble, you can take further steps to organize them. Use Tags to label and group your contacts so they are easy to identify at a later time. You can also create segments which can be saved and accessed at your convenience.

You’re Using Numerous Programs To Communicate With Your Leads

If you are spending a good portion of your day constantly flipping through multiple inboxes and social channels for comments, invites, tweets, mentions, and likes, it may be time for a CRM.

Invest your time in a CRM that gives you the ability to unify your inboxes and social accounts.

Once all of your email and social accounts are connected, you can start replying to messages and monitoring social notifications from within the platform. Having the ability to map social signals and regularly surface engagement opportunities from your social channels will enable you to quickly see who’s mentioning your business which will strengthen your sales and marketing approach.

Nimble tip: Nimble allows you to connect multiple email clients to your account; this can be countless Gmail and IMAP accounts.

PandaDoc SugarCRM Integration


You Made The Initial Contact But You’re Failing To Follow Up

Every successful business owner understands the importance of following up with both leads and existing customers. If you’re struggling with your follow-ups, this is another indication you are ready to invest in a CRM.

Without a CRM, it’s difficult to measure when a proper engagement is necessary. An exceptional CRM enables you to create reminders for when it may be time to re-engage your audience.

Nimble tip: you can set reminders in many different ways. Our “Stay In Touch” feature allows you to set a time interval for often you’d like to keep in touch with a contact. When a contact is due for communication, Nimble will notify you by displaying their clock in red. Your “Today Page” will also reveal past due connections./span>

PandaDoc SugarCRM Integration


Your Business Team Keeps Growing And Growing

As your business grows, you may notice that keeping track of and exchanging information verbally or on paper with your employees is becoming a nuisance. A good CRM will allow you to connect all of your team members to your account so they can focus on their designated job rather than struggle to find a contact’s email address.

Once you’ve added your team members to the account, they’ll all have access to the same information in the same place. They can then begin sharing emails, contacts, activities, tasks, deals and more.

As a manager, you’ll be able to quickly monitor your team’s productivity and hold them accountable for their decisions. You should also set limitations for what each user can do within the system to keep them on track.

You Want To Deliver Better Customer Support

CRMs are not only for collecting contacts on a primary platform, unifying inboxes, calendars and tracking sales. The overall goal for using a CRM is to strengthen customer relationships.

The heart of every business is the customers and all of the above examples given in this article will contribute to the ease of your customer’s experience. When you’re using these tools and processes to engage your customers, they will see a clear change in your performance and they’ll be more likely to stick with your company.

Having a CRM empowers you to get organized, store necessary data, unify your inboxes and social accounts, keep in touch with important leads/contacts and much more.

Make use of the information in this blog to determine whether you and your team are ready for a CRM.

Ready to give one a try? Nimble starts you off with a 14-day free trial! Sign up here.

This post first appeared on Nimble's blog and has been reposted with permission. Read the original post here.

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