Spreadsheets are a fine start. At some point, though, the cost of working around them exceeds the cost of a proper system. Here are signs you may have reached it.
Warning signs
- Leads or customers are followed up late, or forgotten.
- The same contact appears in several files with different details.
- Nobody is sure who owns a deal or what happened last.
- Reports are assembled by hand and rarely agree.
- Several people editing at once overwrite each other.
What a CRM adds
A CRM keeps one record per contact with history, ownership and stage, sends reminders and gives managers a live view of the pipeline. Connected to your website forms and email, it also removes re-typing.
Custom or off-the-shelf?
If your process is fairly standard, configuring an existing CRM is usually quickest. If your workflow is unusual, or you need tight integration with your own product, a custom or heavily customized CRM may fit better. Map your process first, then choose.
Plan the migration
Clean your data before moving it, decide which fields matter and run a test import. Train the team and agree who owns what.
Related service: CRM Development and Automation. Questions? Write to contact@growvixagency.com or send a message.