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5 challenges that CRM software helps you solve

You’ve probably heard about some of the key benefits of a CRM. But let’s take a look into the challenges it helps resolve.  

If you think your customers’ satisfaction could be higher, your sales pipeline could be clearer, or your data cleaner, it’s time to look at a CRM that can help you get back on track. 

Here’s a list of some of the key challenges that good CRM software helps you solve.  


  1. You’re getting negative customer feedback 

Whether you’re getting negative comments from customers about support, services or something else, it can be challenging to know how to rectify the problem. A CRM gives you the context you need through: 

Interaction history with customers: See information on an individual customer level 

Net Promoter Score (NPS): Get a clear idea of how happy your customers are 

Customer Effort Score (CES):  How easy it is for customers to get support 

Customer longevity: See how long customers stay with you 

The first step is using this information to get the bottom of your negative customer feedback. The second step is changing your strategy. If you’ve learned that customers aren’t happy with support waiting times – it could be time to review the process. If you have a product that isn’t meeting customer expectations – you may need to adjust. 


2. Your product or service isn’t selling but you don’t know why 

If you’ve released a product or service that isn’t performing as well as you expected – a CRM will help you get to the bottom of it. You’ll not only get clear data on which products are bestsellers vs the ones that aren’t performing as well, but you’ll also get access to lots of audience data. This can help you diagnose why it’s not selling.  

Marketing: Get clear information on customer preferences, what social media they’re using and which of your marketing materials they’re engaging with. This will help you work out if you need to segment your prospects differently or take a separate approach 

Sales: Track your sales pipeline every step of the way and monitor all communications with your prospects. This way you can easily see if there’s a consistent reason why your leads aren’t converting 

Once you’ve pinpointed the reason why it’s not working, you can adapt your strategy and test out a new approach. While a CRM gives you the insights to fuel that strategy, the best way to get it right is to continue to test and adapt your marketing and sales, based on the audience data within your CRM.  


3. You’re using different software, so your data is messy 

No one needs extra admin in their life. But many teams use different systems which may not link up with each other. That means entering the same information into multiple pieces of software. And using insights on small sections of your data. 

The perk of using a CRM is that you’ll get all your customer data in one place. Which means data only needs to be entered once. And you can have total peace of mind that the data you’re using to understand customers better, is up to date and accurate. 

Shared Success workshops are a great way to find out how to simplify your CRM strategy and reduce the number of systems you’re using.  


4. You don’t know how your sales teams are performing 

If you’re not tracking your sales team’s performance, viewing parts of your pipeline but not the full journey, or setting goals without visibility of performance – it’s time to adopt a CRM that can help. 

A CRM gives you insights into your sale team’s performance so that you can spot when the team need help, boost productivity and improve your sales process. Use it to: 

Set realistic goals: Based on the performance of your sales team, you can set up clear, achievable goals for the team and easily track performance against them  

Clearly view your sales pipeline: See deals won and lost, activities completed and set up customized dashboards of the sales teams’ progress against their targets over a chosen period 

Help your team improve: By tracking sales performance, it’s easier to understand each individual’s strengths and weaknesses. This means you can utilize skills sets for different tasks and easily set goals for team members to grow their skills 

If you’re looking for ways to improve sales performance, check out our suggestions. 

5 ways CRM can help improve your sales team’s performance | Workbooks 


5. You’re finding it hard to engage leads 

Not sure why your leads are turning cold? Lead scoring and qualification can help you nurture the leads with the highest potential and spend less time on the ones that are unlikely to convert. You can use lead scoring to apply a value to each lead and forecast its chance of success. 

In our blog Lead Scoring, Grading, Nurturing 101, we cover how lead scoring works and what to base it on.  

Now you’ve got an idea of the kind of challenges CRM solves, get your hands on some free consultancy sessions to get started.   


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