Do I really need a CRM for my business?


CRM: Customer Relationship Management, is one of the best tools you can implement in your business to accelerate your sales. At Leadsales, we know this like the back of our hand. However, do you really need a CRM for your business?

Most likely, yes. The purpose of this question is to understand what factors need to be considered in order to answer it. In addition to the information we will provide, it’s important to know how to determine if your business needs a CRM (hint: it probably does).

In this article, we will discuss 5 simple reasons why your business probably needs a CRM (like Leadsales). Join us!

First of all, it’s impossible to locate customer data. 

Have you experienced difficulties in finding customer data? While tools like Excel spreadsheets may work well for a business in its early days, they can limit visibility and hinder agile and informed decision-making as your business grows. This is where CRM technology can help. Remember that some advantages of a CRM include:

  • Clear and concise customer funnels
  • Location and tracking funnels
  • All team members can use the same platform simultaneously, ensuring traceability and agility.

Second, your company can’t control its sales flow.

Your business is growing and sales are thriving, but your salespeople struggle to keep up and follow up with each customer. This is another clear sign that you need a CRM. In this case, the system can help you:

  • Quickly classify and prioritize customers based on their potential to convert into buyers.
  • With this, your team can efficiently respond to each customer based on their profiles and needs.

Now, selling with a CRM can be a somewhat confusing task at first (but rewarding in the long run!) In our article How to Sell with a CRM we tell you everything you need to know.

Third, you don’t know what your sales team is doing. 

It’s essential for a leader to stay connected and know what their team is doing at all times. With the constant connectivity of today and a sales environment that operates around the clock, a CRM is the perfect tool for your team to access and edit information about potential customers from any Internet-connected device. 

All information is instantly available and can be consulted for practical purposes. This facilitates the flow of information, enables collaborative deal closures, and promotes agile and collaborative work.

Fourth, your customer service is poor. 

If you believe your service is perfect, it’s important to look at things objectively. How do your customers rate you? What do they say about you? If your service to them is poor, it’s likely unintentional, but you may not know what to do about it. If your team spends more time reacting to complaints than proactively addressing customer needs, a CRM is your solution. 

With a CRM, you can know exactly who your customer is, what they want, and when they need it, enabling you to offer personalized service with greater empathy and loyalty.

Fifth, you’re unsure about the direction of your company. 

Is your company capable of effectively and agilely scaling its business? If your future is uncertain, it’s time to invest in a CRM. When the volume of your customers increases over time, the CRM will be there for you. A CRM system is highly flexible and customizable to overcome any challenge.


What do you think? Are there any other difficulties in growing your business for which a CRM would be the best option? Let us know! We also recommend this video by Vilma Núñez, a great entrepreneur who can help you better manage your ventures: «How to Create Your Company from Scratch.»

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