Why Your Startup Should Use a CRM

|

Share this post

Share on facebook
Share on linkedin
Share on twitter
Share on email

A startup without a Customer Relationship Management (CRM) solution is literally like playing hockey without skates and a hockey stick. CRM tools are a must have for most companies looking to organize and manage all the data streaming into their organization. For startups there are lots of balls to juggle, finances, product/service development, growing your team, etc. However, not to be overlooked are the tools and processes you need to put in place to make everything efficient and streamlined.

Efficiency is really the most important measurement when it comes to startups. In most cases, you will put in long hours, more than 40 hours a week, and lots of hard work. So, it’s not only important to work hard but to also work smart.  We’ve all heard it before, you will reap the rewards of the time and effort invested now. A CRM tool is no exception to this!

Many companies will argue that the cost to implement a CRM is not worth it as their company is still small. Just keep in mind that using a CRM, such as Salesforce, can cost as little as $25 per month, per user. Of course, there are set up costs associated with it, but these costs will be much less early on in the process. If you wait months or years, data usually stockpiles and becomes housed in different locations, making the aggregation and clean up of the data more time consuming.

Often the implementation of a CRM solution requires all key players in the company to regroup to answer important questions. It gets everyone back on the same page, aligned and ready to pursue the same goals. Topics of discussion can be varied, but may include ones such as:

  1. What information do we want to capture about our leads and customers?
  2. How are we capturing said information? manually entering it, lead capture forms, etc.
  3. Do we need a way to determine who are “hot leads”? if so, what criteria are we using
  4. After a lead is captured and in the system, what are our procedures for alerts, next steps and ownership?
  5. Do we want to use our database to conduct nurture marketing, post sales engagement and/or manage customer support?

I am not naive to the fact that your business will be adapting and changing, any successful business will. New products are developed, go to market plans adjusted and growth in the number of employees and locations are probably on your horizon. When selecting a CRM tool, think about where you envision your company to be and what aspects of a CRM you think you’ll use now and those you think you’ll need in a year from now. If you foresee using other software such as marketing automation, inventory management or shipping solutions you may want to look into CRM tools that have robust integration options or plugins, or maybe starting with an ERP (Enterprise Resource Planning) solution is best for you.  Either way, there are lots of options out there.

In the early stages of business development (and for some this never really stops), you’re on the road, you travel, you attend a lot of meetings, and you want to make sure your entire business is easily accessible to you on your preferred device, phone, tablet, laptop or even watch. In the startup world you are always ONE DEAL away. It’s important that you spend most of your time focusing on developing new business relationships or making product advancements.

So, if you’ve made the choice to start the investigation process into a CRM, where do you start?  Talking to other owners of start up and knowledgeable, experienced solution providers is a great place to start. Getting a feel for the solutions that are out there and asking the right questions will get you on the road to managing your new business with the right tools!

Other posts

Reach us

Discover the Big Bang unbiased consultative approach with expertly trained and well-versed cloud specialists.

map-world
FaviCon-breadcrumb
FaviCon-breadcrumb
FaviCon-breadcrumb

How does your organization stack up?

Take the Big Bang 360° Business Assessment to uncover opportunities concerning your people, processes, or technology.

Why are you contacting us today?

Strategy and planning

Cloud solutions and consulting

Staffing and training

Grow my career

Not sure? Get in touch with a expert

What do you need help with?

Technology planning and roadmap

Review your business processes

Change management or organizational consulting

Project management

Not sure? Get in touch with a expert

What do you need help with?

Financial solution - software and/or service

Production solution - software and/or service

Capital solution - software and/or service

Marketing solution - software and/or service

Communication solution - software and/or service

Not sure? Get in touch with a expert

What are you most interested in?

Choosing the right Financial technology for your business

Connecting your systems to your Financial solution

Help with your current Financial solution

Training to maximize the results of the Financial solution

Not sure? Get in touch with a expert

What are you most interested in?

Choosing the right Production technology for your business

Connecting your systems to your Production solution

Help with your current Production solution

Training to maximize the results of the Production solution

Not sure? Get in touch with a expert

What are you most interested in?

Choosing the right Capital technology for your business

Connecting your systems to your Capital solution

Help with your current Capital solution

Training to maximize the results of the Capital solution

Not sure? Get in touch with a expert

What are you most interested in?

Choosing the right Marketing technology for your business

Connecting your systems to your Marketing solution

Help with your current Marketing solution

Training to maximize the results of the Marketing solution

Not sure? Get in touch with a expert

What are you most interested in?

Choosing the right Communication technology for your business

Connecting your systems to your Communication solution

Help with your current Communication solution

Training to maximize the results of the Communication solution

Not sure? Get in touch with a expert

What do you need help with?

Staff augmentation or help with recruiting

Workplace training courses and materials

Cloud solution training courses and materials

Customized training or other needs

Not sure? Get in touch with a expert

What are you most interested in?

Applying for a job or internship

Exploring the life of a consultant

Not sure? Get in touch with a expert

Contact-us

CERTIFICATIONS