Customer Relationship Management (CRM) systems centralize customer data,  automate tasks, analyze data, and improve customer relationships, giving your business a competitive advantage.

So Who Are CRMs For?

Some small businesses can get away without having a CRM. However, even businesses who only serve local customers benefit from the data and insights a CRM provides.

In fact, whether or not you need a CRM has way more to do with your time and capacity than the scale of your business.

Here Are a Few Signs You Might Need a CRM

  • You need to nurture leads through a sales funnel, but your team doesn’t have time to answer every email or call that comes in.
  • You don’t have a sense of how long it takes for a customer to go from learning about you to making a purchase.
  • It’s difficult to keep track of even basic customer information like names, addresses, emails, etc.
  • You need some of your marketing to happen automatically so you have time to run or grow your business.
  • Your sales team wants to understand who is in their lead pipeline at all times.
  • Your sales team wants to know which leads to contact first.
  • Your customer service team needs to understand a customer’s history with your company.
  • You’re ready to send targetted messages to the right people at the right time.

What a CRM Can Do For You:

Centralize Customer Data

CRMs centralize customer data, including contact information, purchase history, preferences, and interactions. This centralized data repository allow you to have a comprehensive view of each customer, enabling personalized marketing efforts.

Add Targetting to Your Marketing Campaigns

By analyzing customer data in a CRM, marketers can segment audiences effectively. You can create targeted marketing campaigns tailored to specific customer segments based on demographics, behavior, or preferences, leading to higher engagement and conversion rates.

Increase Personalization

We know customers respond more to personalized communication. CRMs help your level up your marketing messages with dynamic content that’s unique to each of your audiences. Utilizing personalized messaging improves your customer engagement rates with offers and promotions.

Manage Your Contacts and Leads

CRMs help you manage leads better, faster. Marketing teams can track leads through the sales funnel, nurturing them with relevant content and communication until they are ready to make a purchase. This ensures that leads are not lost and are effectively converted into customers.

Automate Your Funnel

Many CRMs come with marketing automation features. Marketing automation allows marketers to automate repetitive tasks, such as sending follow-up emails, scheduling social media posts, and tracking customer interactions. This saves time and ensures timely and consistent communication with leads and customers.

Improve Communication

CRM systems facilitate seamless communication among team members. Marketing, sales, and customer support teams can collaborate more effectively, ensuring that everyone is on the same page regarding customer interactions and strategies.

Boost Customer Retention

With a CRM, you can easily nurture existing customer relationships. By understanding customer preferences and behavior, marketers can create loyalty programs, offer personalized discounts, and engage customers with relevant content, thus increasing customer retention rates.

Increase Scalability

As businesses grow, managing customer relationships becomes more complex. CRMs are scalable solutions that can handle a growing customer base. They provide a structured approach to managing customer interactions, ensuring consistency even as the customer base expands.

Provide a Competitive Advantage

Companies that effectively use CRM systems can gain a competitive advantage. By understanding customers better, delivering personalized experiences, and optimizing marketing strategies based on data, businesses can outperform competitors in the market.

So What CRM Should You Choose?

If you need a CRM, you do have options. One of the most popular out there is Hubspot, and for good reason. Hubspot utilizes a wealth of features that not all CRMs provide.

What we’ve found, however, is that most businesses avoid using a CRM because it’s either too costly (the way some people view Hubspot) or too complicated (which is often said of other competitors in the market).

Our team splits those extremes down the middle by using SharpSpring, Constant Contact’s CRM solution. 

We’ve found that SharpSpring has the critical core features and reasonable price point for businesses of most sizes.


See a CRM in Action

There’s no better way to determine whether you need a CRM than to see one at work. Contact us for a meeting where you can see what the lead gen, automation, and customizations of a CRM can do for you.