The reasons why a CRM system is important and the benefits it offers are many. A well-maintained CRM system facilitates the daily work of your employees, allows you to build better customer loyalty, keep track of all leads and thus also increase the number of your customers.
DATA TRANSPARENCY
AND ORDER
How often has it happened to you that you were looking for customer data or information and couldn’t find it because the data was scattered among email inboxes, Excel lists and notepads?
This problem is solved by a well-maintained CRM system: you have a central place where all data, information and documentation is stored and thus accessible to the company. This reduces the amount of time lost searching for data and has the additional advantage that all employees have the same – current(!) – information.
Increase efficiency and productivity
Apart from the fact that you have more transparency and order in your data, there is also the fact that complete traceability (tracking) is created. This means that when employee X passes on to employee Y, it is clear what was communicated with customer Z beforehand. Why? On the one hand, because the documentation effort is reduced, it is easier for employees to create notes on customer relationships and thus a simpler handover is possible. Of course, this also applies to meetings within the team – they can be conducted more efficiently and quickly or, in some cases, can be omitted completely, as progress in customer relationships is clearly documented.
Another advantage of a CRM system is, for example, the automation of certain processes. They make everyday work easier and increase the productivity of your employees. This frees up more work time for customer inquiries and lead generation.
Use reporting to gain insights
What good is data if you don’t analyze it and draw the right conclusions? By working efficiently and seamlessly in a CRM system, many processes can be analyzed and thus also optimized. Many systems have their own reporting evaluations on board to provide the most important information at a glance (dashboards).
In HubSpot for example, there is a sales funnel report that shows at a glance in which phase you lose the most leads. This supports to show optimization potential or to fix obvious problems in the conversion. Another basic functionality is the possibility of a forecasting report based on all open deals in the different sales phases. This calculates future sales based on the sales probability per phase.
You also want to bring order and efficiency to your chaos? Then get in touch with us and we will work with you to find a
solution for your data and processes with HubSpot.
Until the next update – your Growth Ninjas,
Adrienne, David, Hermann, Johannes, Katharina B., Katharina T., Stefan K. & Stefan G.
