10 Reasons why you need a CRM

10 Reasons why you need a CRM

Yes, it’s another 10 reasons why you need a CRM.  This time I wanted to focus on pain points that you are probably experiencing in your business today.  As we grow our businesses we’ll find that we are constantly trying to plug the leaks as they spring left, right and center.  We’re big believers in CRM but why exactly what you need one?  Here are some key indicators that it’s time to implement a CRM in your business.

Before we start with 10 reasons why you need a CRM, If you have any other “reasons”, we would love to hear them.  Feel free to email us, tweet us or post a message below.

And here we go!

1. Your teams can’t remember everything, your CRM can

Are you finding that your marketing, sales and service teams just can’t keep track of everything?  I could imagine that you’ve seen some sales reps loaded with sticky notes across their workstations.  They may even have piles of paper lined up inside of their car as they go from appointment to appointment.  The CRM is designed to remember everything about the companies and individuals that you work with.  With your CRM you can track everything from notes, favorite baseball teams, favorite restaurants or the names of their kids.  The CRM is there to help you keep track of relevant information about your customers.

2. Your sales and service teams spend too much time searching for stuff

I’m sure we’ve all heard it.  You’ve asked your sales rep to let you know where things are at with ABC Company.  The sales rep quickly jumps over to Microsoft Outlook and starts searching for that last email he sent or maybe, the prospect sent to him.  He really doesn’t know without scouring his email.  This is the way many businesses do it without a proper CRM working for them.

What really should be happening is your sales rep should be opening up your CRM (hopefully SugarCRM!) and simply searching for ABC Company.  With the click of a button, your sales rep can be reading off the historical summary of all interactions with ABC Company.

Or better yet, you could simply look it up too.

3) You have no way to measure success

We live in a world of numbers and metrics.  Any successful business owner can tell you how important metrics are in their businesses.  Your CRM can become your hub of metrics and key performance indicators based on the data within your CRM.  Your CRM is your ultimate hub of information where you can tie in the data that your marketing, sales and services teams can input into.

4) You have no way to predict or forecast sales

Are you crossing your fingers that you will make enough revenue for the company in the coming quarter?  Your CRM can help you forecast out and project what your sales numbers could ultimately look like.  If you’re finding that things are a bit slow then maybe it’s time to run a campaign to boost numbers.

5) Your sales process is broken or non-existent

Do you have a sales process in your business?  What are you doing to track each stage of the sales cycle with your prospects?  Every customer goes through a detailed customer journey.
Developing these stages and identifying them as part of the sales cycle is critical to ensure that you get the right messaging and information to your prospects in a timely manner.

6) Your salespeople are using sticky notes

When we talk about data import, many of our customers like to tease us about all of the sticky notes that their people have accumulated over time.  Unfortunately, we don’t do data import for sticky notes.  You could hire someone to do the data entry and that can do the trick.  If you’re finding your sales staff using sticky notes to stay on top of things then this is an obvious reason for needing a CRM.

7) Your sales reps rely on their Contacts App instead of Mobile CRM

Your sales reps are using the contacts app instead of Sugar Mobile.  This is another one of the 10 reasons why you need a CRM is so critical.  Your sales reps should be using the mobile app of your CRM to capture information while taking phone calls.  It’s also likely that the CRM is more than up to date than the Contacts App simply because everyone in the organization is updating the CRM.

8) You have no way to find out how many and what type of customers you have

Your CRM is not only a collection of tasks and sales tracking.  Your CRM should allow you to develop a comprehensive profile of your customers so that you can categorize and organize them in a way that you run metrics and reports to find out who your customers are.

9) You have no way to organize customers by account manager (unless it’s just a spreadsheet or more sticky notes)

Your CRM allows you to organize your accounts by account managers.  This allows you to develop specific accountabilities for each person on your team.

10) There’s no single source of information

Last and but not least for 10 reasons why you need a CRM, there’s no single source of information.  With a CRM, you’re bringing everybody together to share information in one location.  Many of the organizations that we work with find that their greatest challenge before getting a CRM is that they have no way of keeping tabs on the multiple CRM’s that have sprung up between sales reps.

Eligeo CRM in the news: One big thing Corby did to improve its sales process

Eligeo CRM in the news: One big thing Corby did to improve its sales process

The Globe and Mail recently did an article on Corby who recently implemented Salesforce into their organization.  Eligeo CRM was contacted for their opinion on how CRM solutions can impact how businesses can operate.

“It won’t happen overnight,” says Derek Major, chief executive officer of Eligeo CRM Inc., a CRM software consulting company in Vancouver. “I tell companies it takes three to five years to really embrace CRM as part of their culture.”

Click here for the full article at Globe and Mail.

Establishing selection criteria for your CRM

Establishing selection criteria for your CRM

If you haven’t already downloaded it, make sure to download a free copy of the CRM Buyer’s Guide that I wrote.  It’s a great way to get insight on how to go about purchasing a CRM system for your organization or in some cases utilizing it to better evaluate what you already have.

In the CRM Buyer’s Guide I talk about establishing selection criteria for your CRM and the importance that it should weigh on your organization’s overall business strategy.  I like to compare the process of purchasing a home to that of finding the perfect CRM.  When you’re looking for a home you will typically sit down with a realtor.  The realtor is going to ask you a number of questions to help him/her to determine where to begin the search for homes.  Funny enough, if you’ve been looking for a CRM for awhile now you’ve probably noticed that there are a number of options out there that could probably rival the number of homes on the market at a given time in certain cities.  As a CRM consultant, we look to do the same process as a realtor would try to establish criteria for your home purchase.


The SugarCRM Customer Journey Solution

The SugarCRM Customer Journey Solution

Ever since SugarCon 2016, SugarCRM has been creating a buzz about the new Customer Journey Plugin.  The plugin developed by AddOptify combined with the Sugar Platform is now officially available as the SugarCRM Customer Journey Solution!

Customer Journey

The Customer Journey Solution turns the customer journey map into a visual tool that guides customers throughout their buying journey.  It provides you with relevant tasks along the way of your customer’s journey so you can provide a more personalized customer experience.

The two unique features of this plugin are the customer indicator chart, which displays the individual customer’s stages throughout the decision journey, and an advanced customer decision workflow panel, which describes every task or action the user must complete in order to help a customer advance to the next decision stage.  If you’re new to customer journey mapping, it also includes industry-specific templates you can use to define the journey that best fits your customer base.

The Customer Journey Plugin is available for all versions of SugarCRM and you can purchase it here for $15 a month.


Source:  Now Available: The SugarCRM Customer Journey Solution


Why it’s important to plan your CRM implementation

Why it’s important to plan your CRM implementation

Technology Business Assessment

Is a Technology Business Assessment important?  Do I really need one before planning and implementing my CRM?  The short answer is, YES.  You must plan your CRM implementation for success.  Performing a Technology Business Assessment and implementing a new CRM system go hand in hand.  But first….What is a Technology Business Assessment?  Let’s refer to it as a TBA…

What is a TBA?

A TBA is an in depth assessment of your business process and how it utilizes technology.  It’s really the first step to plan your CRM implementation  In order to build out a custom CRM solution, we first need to know details of your business inside and out.  A TBA is typically a full 2 day discovery process by one of our CRM consultants.  This includes interviewing stakeholders and key employees, job shadowing, documenting requirements and reviewing your current software systems.

What do I get out of it?

After we perform your TBA we will present you with a future state workflow diagram.  We compare your current and future workflow state and explain in depth how this new workflow fits inside of your CRM.  A complete Implementation Blue Print including cost and a project schedule.


Why is it important?

Everyone knows that not every two businesses are ran the same.  Of course we could set you up with a new CRM system, import your data, do a little bit of training and send you off.  But how successful would that be without knowing what is involved in every step of your business flow?  Understanding and defining your business from the inside out, which is achieved through a Technology Business Assessment, directly relates to how successful your CRM implementation will be.


Now, a TBA is not entirely necessary before every implementation.  It can be something situational depending on your business size and business model.  If you’re unsure if your business can benefit from a Technology Business Assessment, get in touch with us.

SugarCRM Tips and Tricks in 90 Seconds

SugarCRM Tips and Tricks in 90 Seconds

SugarCRM Tips

 Do you ever get stuck working in Sugar on a task you don’t know how to complete?  Make sure to subscribe to our Youtube channel for 90 Second SugarCRM Tips.

From creating a lead to building custom reports, we have you covered on all things Sugar.  Here are two of our most recent tips, how to create a lead and then how to convert that lead.






Do you have a question about SugarCRM that we haven’t covered yet?  Comment below or get in touch and we’ll be sure to address it.  Don’t forget to subscribe!