What's the financial benefit of CRM?

Discover the potential financial benefit of CRM by scoring your business (out of ten) against three criteria.

Our calculator will crunch the numbers and email you the results.

1
10

Negative Indicators

  • We can't track leads once they are passed to the sales team.
  • We can't track the return on our marketing investment.
  • We don't have enough deals in our pipeline.

Positive Indicators

  • We can quickly and easily build targeted marketing campaigns.
  • We're confident all leads are followed up by sales appropriately.
  • We know which campaigns generate the best leads.
1
10

Negative Indicators

  • We don't have a central database of all customer interaction.
  • When a new product is launched we don't know who to target.
  • We don't know if a customer is considering leaving and can't track satisfaction.

Positive Indicators

  • We can easily target customers based on previous purchases.
  • Marketing campaigns are based on customer size, interest & industry.
  • We know if a customer stops buying from us and moves to a competitor.
1
10

Negative Indicators

  • Our sales team is bogged down in admin and manual processes.
  • Getting data about specific deals is time consuming.
  • We miss our sales forecast and lose deals unexpectedly.

Positive Indicators

  • We can easily create sales forecasts that are accurate.
  • We have a proven sales methodology which everyone follows.
  • We know why we win deals and why we lose.

Financial benefit of CRM

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