I’m a fan of old school—don’t get me wrong… I like a good rolodex as much as the next girl, and often times I reach for a pen and paper instead of the electronic equivalent. When it comes to your business though, there’s a lot on the line—you need to have a solid process.
Chances are you already like the process you have in place—after all, it’s comfy and familiar. I get it. But if you're concerned things may be slipping through the cracks and you're losing opportunities as a result, it may be time to branch out.
3 signs it might be time to invest in a CRM
#1 Your client info is a wee bit scattered.
Some clients are in Google, others are on your phone, and spreadsheets are your best friend. You struggle remembering who you need to follow up with and key info you learn on the road gets scribbled on post-it notes, or worse, forgotten.
#2 You don't have intel.
There's little to no visibility into your customers. Where do your best leads come from? Are your clients and prospects looking at the material you send them? Are they ready to transact? How many times have you reached out this year?
#3 Your marketing message is the same for all prospects.
Past clients, new leads, first-time buyers, downsizers - they all care about different things. You want to provide content that's going to be of interest to your audience but you don't have a way to tailor messaging to each group.
Now close your eyes and imagine a world where your clients are in one central location… they’re tagged appropriately—you know just who they are and where they are in the buying/selling process.
Your follow-ups are handed to you on a silver platter, and you’re prompted to record key info immediately after talking with them.
You know who your biggest fans are, how often you’ve reached out to them in the last 6 months, and you’re sending meaningful and regular touches to your clients based on who they are. Life is good.
The bottom line is you want to plan for success. You want the confidence of knowing that when—not if—your business grows from 20 to 200 next year, your current processes will scale.
Convinced it's time to make the leap? Learn how Top Producer® CRM can help. Give us a call at 1.855.534.5534.