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3 Signs It’s Time to Invest in a CRM

With the increasing efficiency of today’s technology, all companies should jump on board and take advantage of new opportunities that arise. But, how do you know the right time to make the leap?

Commonly, businesses expand by adding new employees but continue writing down customer notes on Post-Its and recording orders in Excel. The reality is, the more your business grows, the less effective that sort of record-keeping will be. Growing companies sometimes consider new technologies precisely because they notice a strain on their company. Investing in the right technologies enable you to do more with less… and that includes maximizing on your human investment by making employees increasingly efficient.

Here are a few signs that it’s time to change your old ways and begin managing your business by using a state-of-the-art CRM solution:

Low Customer Satisfaction

Today’s technologies enable businesses to focus on the customer journey. To stay competitive, companies must deliver a one-of-a-kind experience to their clients. If you are receiving customer complaints or are failing to measure the satisfaction of your clients, now is the time to adopt a CRM solution.

The right CRM will provide business intelligence to make better decisions based on experience, encouraging improvements guaranteed to embolden your brand and satisfy your customers. Whether you are tracking conversations to ensure customers receive appropriate support, viewing previous purchases to make helpful product recommendations, or knowing when a customer prefers to be contacted, CRM ensures better service overall. By exceeding customer expectations, you increase your chance of future business with existing clients and create brand ambassadors that will refer you to those they know.

Uncomfortable Growing Pains

Sales are on the rise, but operationally, things are falling through the cracks. You’re doing everything you can to make things work for the time being… but you know it’s not sustainable. As your business continues on this growth trajectory, you realize you aren’t creating permanent solutions, rather developing provisional fixes that only work today. Perhaps you’re spending more time managing your existing customer base and are feel like you can’t manage much more. If this is the case, lean into the growth and make an effective change before it’s too late. But don’t fall behind in building and maintaining a healthy pipeline.

It’s inevitable that a customer order will slip through the cracks from time to time. Businesses, like people, are never perfect. But if you’re seeing more than a few returns, orders that weren’t fulfilled correctly, or missed deadlines, it’s time for a CRM.

No Proven Sales Process

CRM identifies good and not-so-good prospects. Without data and a way to manage it, it is possible that you are wasting your time on prospects that may not be a good fit for your company. If you’re spending time and money preparing reports, doing analysis, forecasting, or are not sure where your company stands, you may be delighted to know that CRM can automate these processes for you and are available anytime.

As tech improves, your customers will expect more from you. Delivering a personalized customer experience is no longer nice to have, it’s a requirement. At SYNACT, we know that can be tough; that’s why we want to help. With a CRM like Microsoft Dynamics 365, you have the power to keep track of and engage with customers to ensure they receive the best experience. Don’t ignore the signs! Contact us today to see how we can help your organization adopt the solutions you need to ensure the quality of your customer’s journey.

The SYNACT team helps small- and medium-sized businesses implement CRM in a zero-conflict, all-inclusive service model. If you are interested in learning how SYNACT can help your organization adopt the solutions you need to ensure the quality of your customer’s journey, get in touch by emailing Jordyn Woods at or click here.


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