Is a CRM system needed for a startup?

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A startup is ambitious plans, but also very modest resources, a large part of which is the enthusiasm of the founders. A startup team usually consists of just a few people, each of whom replaces an entire staff of specialists. There are also few customers, and the main efforts of the business are aimed at finding them. In this regard, the question arises: is CRM needed for a startup and if so, what kind?

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Should you implement a CRM system in a startup?
While the business is small, it may seem that tables will be enough to record customers and transactions. Of course, you can do without a table, but it will not remind you of a meeting, will not refresh your correspondence history and will not send a letter at the right time. We talked in detail about the shortcomings of tables in this article . Why can CRM be useful for a startup?

To organize a client base
The CRM system is designed to minimize your efforts to collect customer data. For example, NetHunt CRM will automatically store the history of calls and Gmail correspondence, the necessary bahrain phone number list contacts from LinkedIn, Google account, social networks, filled out applications from the site. CRM recognizes all open data, including phone, mail, website addresses, and independently stores them in the client card. This information is stored in a convenient form and is always available to all team members.

To improve customer service
For a startup, every client is important and the level of customer service comes to the fore . CRM records in detail the history of interaction with the client, his needs and comments, the results of previous negotiations. The built-in task manager will not let you forget about an important date, meeting, letter or call.

For sales management
The functionality of the CRM system allows not only to store all the necessary information, but also to track the success of the sales strategy, as well as to build forecasts for the future. In particular, a visualized sales funnel helps in this. The sales department can use it to track the path of each client, and the marketing department can use it to improve the overall strategy.

To optimize work
The CRM system makes it easy to assign, manage, and track tasks. Standard tasks can be assigned automatically, such as calling a lead after receiving a request. The CRM includes a reminder function and provides performance dashboards for managers and the team.

Communication within a startup is simplified because there is no longer a need to send files to each other - cloud CRM supports parallel access and real-time joint editing from anywhere in the world on any device.

What if the sole sales manager quits, gets sick, or goes on vacation? Unlike notebooks and spreadsheets that would disappear with them, a CRM system will preserve all of the employee's work.