Thereâs no rule about when you should start using CRM SaaS. But there are a few key indicators that your business is ready. If any of the statements below describe your business, it might be a clear sign that you could benefit from using one.
Youâre bringing in leads, but too many are unqualified.
Your sales team is spending too much time on administrative tasks.
Your data is filled with errors or out-of-date customer information.
You need a faster way to interact with customers on their favorite channels.
Your data is disorganized, making it difficult to retrieve information quickly.
Your sales process is long and disjointed, creating a slow buyerâs journey.
You just want to make more of your data and resources, so you can create more opportunities for higher sales