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Is CRM necessary for a
business? YES...YES...YES
BIJENDER MISHRA (BTech,MBA,PMP ITIL SAP CISM )
Group Head – IT Security,Audit,Projects & Networks Group IT Head
You might be able to keep up with 10, or even 50 clients in your
head but there comes a point when can’t track them all and their
associated tasks and events. So who likes to limit her/his business by
what information he/she can store in head? It is just a way to stop
business from growing any larger.
With a CRM you can store and manage hundreds of clients and let a
computer system handle the task of memory and recall. Taking
advantage of technology and using it for business success then
business growth is never limited by the brain.
Many people thinks that inbox is the perfect solution. We can
filter, search and read past emails. But it is good to realize something.
This is fine at first but inbox will quickly growing in size and storage
space and becoming unmanageable. Finding sent mail is also a
problem and makes things difficult in tracking what has been said to
various clients. And then comes that great day when we hire
employees. We’ll never remember to CC or BCC the team on every

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email sent. Suddenly email is not a good solution. Our team may be
spread completely apart and communications will quickly get lost,
and our clients suffer. A customer relations management system put
all the pertinent client information in one central location that was
easy to update and easy to see when other's updated. All
communication can be kept in one spot, nothing gets lost and we can
now see and share with the rest of our team.
Knowing how many successful projects we’ve had in the past
week, month or year is important. A CRM will give us instant metrics
on dozens of aspects of our business, and we don’t have to do
anything. With some CRMs we can actually create custom reports to
better track metrics and reports specific to our needs. We create it
once and use if forever.
Actually you must know which clients are ready for a quick
callback? A CRM at its most basic level lets you see that. Then you
will be able to review and see exactly where each client is in the sales
process.
If you’ve ever wanted to look back and see everything on a
particular contact, the stream of communication between you and
them and other members of your business then you need a CRM.
Customer relations system help keep all those conversations in one
place and make it easy for you to quickly look back in time and see
how things have progressed.
It’s good to have communication between your fellow employees
and compare notes on things. And competition helps a business. CRM
has leader boards and goals to help with just such a thing.

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If you use memo books, calendars or similar systems for tracking
your data then the odds are high that you are going to lose it at some
point. Storing everything on laptop??? They can be stolen. A web
based CRM lets you effectively protect your data from being lost.
Everyone wants to know the future. CRM helps you with that. Of
course a CRM cannot predict the future with 100% accuracy, but a
good CRM can give you a reasonable expectation of the future based
on past performances and past events. If your history is stored
correctly in CRM then it can extrapolate that information to give you
a good idea of what is to come.
You’ll never be able to keep track of every task you need to do and
event you need to attend without a good system. A CRM will help
you not only keep track of every task and every event but also relate
them to the appropriate customer or lead. CRM provides a calendar
system that allows you to see all of your tasks and events and also
your teammates tasks. Plus, with CRM you have a dashboard that
gives you a quick overview of upcoming tasks and events across all
your contacts.
Organizing all your information into one system gives you a big
picture. A CRM integrates emails and tasks and calendars and so
much more in one easily maintained and managed place. Access your
information from anywhere in the world and from any internet
accessible device.
Regards, BIJENDER MISHRA (BTech,MBA,PMP ITIL SAP
CISM )
bijendermishra@gmail.com