What is the ultimate goal of this meeting?

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Are you convinced that adopting a CRM ( customer relationship management ) software is the next step in your scalability plans ? Then your first task is to figure out which one will work best for you and your team, and then evaluate the benefits of using a CRM .

There are hundreds of tools listed in Capterra's CRM software directory alone, not to mention the market as a whole. Available features range from simple real-time data management to complete sales process automation, and from free to hundreds of dollars per month.

The three steps outlined below will help point you in the right direction so you can evaluate the key benefits of a CRM and begin to develop a list of options. These will encourage you and your sales team instead of exhausting them.



1. Ask yourself if you really need a CRM tool
Before incurring another monthly expense, make sure investing in a CRM is the right step forward. For starters, make sure you don't purchase a customer management system before you have clients.

A popular initial tool for managing customer and prospect information is the humble spreadsheet, and there are many useful Excel dashboard templates to help you when you're in that early stage of business. However, there will come a time when they won't work as well anymore, and this is where a CRM comes in handy.

These are some of the possible reasons:

Your team has grown and too many people are editing the same spreadsheets.


The time it takes to keep information relevant has forex database increased substantially


Spreadsheets are no longer a secure way to store sensitive customer data.

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Once you reach the ceiling of Excel's main benefits and it becomes more of a burden and a waste of time on repetitive tasks, it's time to turn to something a little more advanced.

The benefits of a CRM for relationship and data management are numerous, including the fact that it requires less manual work and is a much more secure way to automatically manage valuable customer data.