5 Signs You Just May Be Ready For A CRM

5 Signs You Just May Be Ready For A CRM

Ever wondered if your team might be ready for a CRM? CRM stands for customer relationship management which empowers you to get organized, build and engage your community in an authentic way, filter communication, strengthen your customer’s experience and much more.

Your current workflow may be manageable, however, as your business grows so does your contact list and after a while, sticky notes and Google Spreadsheets might not cut it.

Here are a few signs that you might be ready for a CRM.

Your Contact Lists Are Running Amok

When your company first started, it may have been easy to monitor your Google and Excel spreadsheets and update them with your contact’s new information. But now that your company has grown, you may have noticed that keeping these files up to date is becoming a chore!

The primary functionality of a CRM is its ability to store new and existing prospects on a single database. Contacts that are currently in spreadsheets, business cards, sticky notes, rolodex, vCards, mobile devices and social accounts can be merged and imported into one location.

Choose a CRM such as Nimble that gives you this ability.

Nimble CRM 1

Nimble stores all data for a contact in one place. This includes the contact’s job title, company, phone number, email address, location, profile picture, lead details, biography, notes, social profiles, websites and more.

As you accumulate new prospects, use the Nimble Smart App to gather insight on these potential leads. This app allows you to take Nimble with you everywhere you are on the web so you may continue working and importing contacts to your database without leaving the website you’re on.

Once your contacts are in Nimble, you can take further steps to organize them. Use Tags to label and group your contacts so they are easy to identify at a later time.  You can also create segments which can be saved and accessed at your convenience.

Nimble CRM 2

For example, say you are visiting Santa Monica and would like to locate all the contacts in your database that are in the area. You can perform a search that would pull every contact in your database that’s in Santa Monica and save this list to plan meetups with your clients.  

You Are Using Numerous Programs To Communicate With Your Leads

If you are spending a good portion of your day constantly flipping through multiple inboxes and social channels for comments, invites, tweets, mentions and likes, it may be time for a CRM.

Invest your time in a CRM that gives you the ability to unify your inboxes and social accounts.

Nimble allows you to connect multiple email clients to your account; this can be countless Gmail and IMAP accounts. Once all of your email and social accounts are connected, you can start replying to messages and monitoring social notifications from within the platform. Having the ability to map social signals and regularly surface engagement opportunities from your social channels will enable you to quickly see who’s mentioning your business which will strengthen your sales and marketing approach.

On an individual contact record, you can track your interactions with your customers, monitor when they were last contacted, who on your team reached out to them, what kind of interaction took place such as an email exchange, social encounter, phone conversation or meet up.

This information will display on the contact record in both the Pending & History and Social sub-tab.

Nimble CRM 3

You Made The Initial Contact But You’re Failing To Follow Up

Every successful business owner understands the importance of following up with both leads and existing customers. If you’re struggling with your follow-ups, this is another indication you are ready to invest in a CRM.

Without a CRM, it’s difficult to measure when a proper engagement is necessary. An exceptional CRM enables you to create reminders for when it may be time to re-engage your audience.

In Nimble, you can set reminders in many different ways. Our “Stay In Touch” feature allows you to set a time interval for often you’d like to keep in touch with a contact.  When a contact is past due for communication, Nimble will notify you by displaying their clock in red.  Your “Today Page” will also reveal past due connections.

Nimble CRM 4

When you reach out to the contact via email, their clock will automatically update. You may also manually “log touch” and this will update their clock as well. This is the best way to log information if you spoke over the phone or met up in person with the client.

Nimble offers alternative methods for keeping in touch with a contact. Another offered feature in Nimble is Tasks! Utilize tasks to remind yourself or a team member to follow-up with a potential lead. Delegate tasks, mark them as important and keep a history of your overdue, upcoming and completed tasks.

Download our mobile app to set alerts for events, tasks, and follow-ups.

Follow-up with your contact lists in a single group message. Say you want to send a group message to your saved segment for contacts in Santa Monica.

When you select this list, you’ll see the option to “Send Group Message.”

Nimble CRM 5

From here, you can compose an email or select a stored email template. After the message is sent, Nimble will track who opened/clicked the message and how many times.

Your Business Team Keeps Growing And Growing

As your business grows, you may notice that keeping track of and exchanging information verbally or on paper with your employees is becoming a nuisance. A good CRM will allow you to connect all of your team members to your account so they can focus on their designated job rather than struggling to find a contact’s email address.

Once you’ve added your team members to the account, they’ll all have access to the same information in the same place. They can then begin sharing emails, contacts, activities, tasks, deals and more.

As a manager, you’ll be able to quickly monitor your team’s productivity and hold them accountable for their decisions. You should also be able set limitation for what each user can do within the system.

Nimble allows you to quickly add all of your team members to the account by visiting the Settings >> Users page. On this very same page, you can set permissions which includes disabling the ability to bulk delete and export contacts.

Nimble CRM 6

Within the Settings Networks & Imports page, you can advise your team to connect their email accounts and start sharing messages with their fellow colleagues.

The Reporting Tab will display an overview of your team’s deal pipeline and you can view your team deal progress at a glance.

You Want To Deliver Better Customer Support

CRMs are not only for collecting contacts on a primary platform, unifying inboxes, calendars and tracking sales. The overall goal for using a CRM is to strengthen customer relationships.

The heart of every business is the customers and all of the above examples given in this article will contribute to the ease of your customer’s experience. When you’re using these tools and processes to engage your customers, they will see a clear change in your performance and they’ll be more likely to stick with your company.

Nimble is a simply insightful relationship manager created to help professionals build better relationships with their customers. Use it to identify, engage and nurture your contacts.

Having a CRM empowers you to get organized, store necessary data, unify your inboxes and social accounts, keep in touch with important leads/contacts and much more.

Make use of the information in this blog to determine whether you and your team are ready for a CRM. :)

2 Comments

  1. I’ve been surfing online more than 4 hours
    today, yet I never found any interesting article like
    yours. It’s pretty worth enough for me. In my view, if all website owners and
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  2. Hi Kiersten,

    Thanks so much for your comment. I truly appreciate it. It made my day! :)

    Let me know if I can be of some help with getting you started in Nimble.

    Cheers,

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