5 Main challenges to solve with the use of a CRM system
If you still don’t have a CRM software system integrated into your
business processes, here is a list of challenges that it can help
solve. You should take a look even if you’ve already adopted a CRM
solution as you may need to extend it in the future.
Customer analysis and segmentation
Knowing your customers and their needs is a starting place of
getting more leads, increasing a conversion rate, and improving
customer satisfaction. A CRM software system will allow you to keep
customer data in one place, categorize it, manage it by changing
task/user status, and segment your audience.
This way, you will get the ability to easier identify their needs
and preferences, track purchasing and call histories, improve
targeting, find out rejection reasons, and more. You will also be
able to divide your customers into groups and define the life-time
value of each group.
Therefore, a CRM system can provide your employees with instant
access to customer information with its automatic updates. Besides,
with CRM they can create detailed customer profiles and thus find
the best approach to each person.
When your audience or audiences are defined and there is an
understanding of their needs, you can make them personalized offers.
This will enable you to either boost sales or increase customer
Data storage and organization
Companies often have problems with data kept in different places and
data access that can include both the time-consuming data search
process and lack of data access permissions.
CRM software is a great solution for storing various information in
one place and providing simple and quick data access. Thanks to
having different cards and task or user statuses, a CRM system
enables to easily organize and visualize your data.
However, what data are we talking about? This can be any types of
information as everything depends on your processes and business
specifics. Generally, here we mean such data as a user name,
contacts, date of the first reference, dates of purchases, their
name and cost, rejection reason, job position, level of wages,
credit history, contract reference number, etc.
Having all the necessary information at hand, your managers will get
the ability to pay more time and attention to more important tasks.
As a consequence, their productivity will significantly increase.
Reduced manual processes
Manual data input, keeping records in Google spreadsheets or
Microsoft Office, long data search, lack of instant notifications
and manual checking of task statuses… Sounds familiar? If so, you
should think about CRM system integration.
The use of a CRM solution will enable your employees to minimize
such manual processes. Instead, they will get the ability to focus
on other important tasks. Meanwhile, the level of control over data
and activities will be increased and the level of customer
service—improved thanks to automatic notifications and work
Lead tracking and management
Obviously, sales are lower when there is a lack of an efficient lead
generation system. A CRM software solution is irreplaceable for lead
tracking and management.
By using it, you will receive a 360-degree view of each customer,
from the moment of the first application to the end of service. You
can also use a lead scoring and tracking system to estimate the
potential of each lead as well as set up notifications on when to
call or email. This will let you generate more leads and increase
Activity tracking and management
How to make sure that your employees work well and your customer
service is quality? How to monitor processes within the departments?
Where to view the history of customer interactions? The integration
of a CRM system is the answer to all of these questions.
The plus is that you will get the ability to monitor the activities
of your specialists, view different schedules, track tasks and their
completion, as well as trace communications with customers. Thanks
to the monitoring system, your company will maintain high quality
much easier and will have more satisfied clients.