3 Signs It’s Time To Invest In A CRM

There are many reasons why organization wouldn’t invest in customer relationship management (CRM). Budget constraints, nice to have rather than a need to have and a reluctance to get locked into a long-term contract typically top the list. However, managing customer, vendor, donor or volunteer data effectively and efficiently can be difficult without a CRM. Here are 3 Signs It’s Time To Invest In A CRM:

1. Breakdown in Process

While it’s always good to head off any issues before they become a problem, a breakdown in process can be a good catalyst for finally investing in CRM software. For example, without fundraising software that can prevent certain issues or duplications of effort, you may end up allocating a donation incorrectly, sending direct mail to a deceased donor, or asking someone for a first-time donation who has been supporting your organization for years. A mishap can be a blessing in disguise when it comes to getting buy-in from decision-makers.

2. Turnover

Without a CRM, record keeping styles and idiosyncrasies will be unique to the person in charge of managing that data. If that person leaves your organization, someone else will have to figure out that system before they can start to move the ball down the court again. This can particularly maddening if the previous manager was using their own spreadsheets. Furthermore, when you have multiple people in the organization accessing this data regularly, CRM software makes collaboration a cinch.

3. Success

Along with success comes the need to scale. If you find yourself making a lot of sales or bringing in a lot of new contacts, it may be time for more sophisticated tracking and outreach. For example, you may want to individualize communications and offers to different segments on your lists, either by industry vertical, age/demographic or a similar parameter, or be alerted when a particular action is prudent. The robust features found in a CRM solution may become necessary in order to achieve a level of sophistication in your customer or donor acquisition efforts.

Finding the right CRM can be a daunting task for first-time buyers, but the dividends it will pay in saved time and energy more than justify the investment.

Speak with ProAptivity, ProAptivity specialize in the implementation of Maximizer CRM. Contact us today on 028 9073 5630 for your free consultation to understand how CRM can benefit your business.

Source: Formstack


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