How to know if you need a CRM
Regardless of the state of your sales team, the question we address is if you should be using a CRM software or not.
You will also address the question of which of the CRM functionnalities you would find to be best fit for your business.
Topics covered by a CRM software: Will they help me?
We have created a questionnaire that will help you determine if the pains addressed by a CRM can help improve efficiency. By answering the questions, you will recognise the topics already managed in your company, those which could be enhanced and those that are not applicable to your business.
Main key benefits of a CRM
Companies that implemented a CRM and use it daily show the following improvements:
- A clearer vision of your sales forecast
- A better management of daily sales activities
- Increased conversion rate
- Automating marketing and sales process
It’s now your time to answer the questionnaire! Our few simple questions will help you find out if the pains covered by a CRM software meets your company’s objectives.
CRM Acquisition checklist
Challenge
Yes
No
Your Comments
Daily Operations
Do you have a single contact list shared across your company?
Yes
No
Can you track the history of all activities linked to your prospects and customers?
Yes
No
Do you regularly followup on opportunities and proposals?
Yes
No
Sales Forecast
Do you have a list of all open sales opportunities?
Yes
No
Can you obtain your upcoming sales figures for the upcoming months/ quarters?
Yes
No
Can you determine if your prospection and marketing activities are enough to meet your sales targets?
Yes
No
Key Performance Indicators
Do you track your conversion rates? (Number and value of opportunities won compared with previous period)
Yes
No
Do you know the number of opportunities to raise to be able to guarantee targeted revenue?
Yes
No
Do you know the marketing channel that brings you the most revenue? (Cold call, Social media, word of mouth, website, trade show, billboard)
Yes
No
Prospecting ang Negotiation
Do you swiftly get back to your online leads?
Yes
No
Does your sales team know and apply the right sales strategy and approach to your market?
Yes
No
Do you monitor reasons for your loss of opportunities?
Yes
No
If you answered no more than 3 times then you know a CRM software can bring a real benefit to your sales team!