Signs you may need a new CRM

Here are some warning signs it may be time to trade in your old crm and start managing your company and customer relationships more effectively:

There's no single source of information.

Storing your customer info in more than one location, such as a spreadsheet, other system, or notes stuck on a computer, puts your company at a huge disadvantage. They lack a single view of every customer’s contact info, equipment lease and performance info, service calls and interactions.

There's little or no visibility.

Not only do you lack visibility into how your customers are connecting with employees, you also lack insight into what your salespeople are doing.

This makes it difficult to help them be successful — and keep them accountable.

Reports are tedious and painful.

Generating reports and analytics of your sales team’s monthly progress against their quota would be ideal. But creating reports manually is cumbersome, often resulting in no tracking at all.

You are losing data.

It’s hard for you to schedule follow-ups with customers and prospects. Great meetings happen on the road, but the sales teams don’t always transfer their notes and important details get lost, especially if an employee leaves the company.

It's hard to stay in touch on the go.

Your sales reps are out in the field, meeting prospects and discovering valuable info. When they have a questions, request for support with the rest of your team is slow, often flowing into the next day.

Every customer is treated the same.

You don’t target prospects based on their value to the business. Rather, you are sending the same types of offers and messages to customers and prospects in very different stages of the buying process, as well as in different industries or geographies.

You lack a plan to scale fast.

What if your business grew from 20 reps to 200 this year? Are you confident that your current processes will scale? If you know that you are going to grow, are you worried about keeping productivity up while scaling up?

Your system is software - not a platform.

You are unable to upgrade or further fine tune your current system with the newest technology and features available to arm your sales team with the tools they need to move faster and stay competitive.

Do any of these apply to your team?

Don't worry, these are exactly the issues  that AgentDealer can address.




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