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Should Your Small Business 
Use an Online CRM? 
Want to grow 
your business? 
Yes 
No 
Do you have an 
in-house CRM? 
Yes No 
Want better ROI 
for sales and 
marketing? 
Yes No 
Want to boost 
your bottom line? 
Yes 
No 
Want to up your 
game using 
social media? 
Yes No 
Intuitive customer service 
is often the deciding 
factor in customer sales. 
Is yours fast and friendly? 
Yes No 
Sources: 
[1] http://nucleusresearch.com/research/single/crm-pays-back-8-71-for-every-dollar-spent/ 
[2] http://www.slideshare.net/SathishMariappan/mobile-crm-6803102 
[3] http://www.mycustomer.com/blogs-post/customer-service-trends-2014-forrester/166570 
[4] http://customerthink.com/data_quality_number_one_concern_for_crm_adopters_survey_finds/ 
[5] http://www.trackvia.com/blog/infographics/crm-a-solution-for-success-infographic 
[6] “Understanding Customers” by Ruby Newell-Legner 
[7] http://hbr.org/ 
[8] http://about.americanexpress.com/news/docs/2012x/axp_2012gcsb_us.pdf 
[9] http://www.mediabistro.com/alltwitter/files/2014/05/social-media-CRM.png 
[10] http://www.mckinsey.com/insights/organization/the_moment_of_truth_in_customer_service 
[11] http://www.softwareadvice.com/crm/userview/report-2014/ 
- 
[12] http://www.forbes.com/sites/louiscolumbus/2013/06/18/gart 
ner-predicts-crm-will-be-a-36b-market-by-2017/ 
Are you sure? 65% of 
sales reps who work at 
companies that have 
adopted a mobile CRM 
have achieved their 
sales quotas [2] 
Great! CRM oers an 
average return of 
$8.71 for every 
$1 spent. [1] 
You're not alone. Up to 
23.8% of respondents in 
a survey by DiscoverOrg 
are not using any 
CRM system. [4] Only 
47% of all companies have 
CRM software. 
Moving to the cloud might be 
a wise decision. 40% of 
organizations have replaced 
all or most of their 
on-premise customer service 
applications with 
software-as-a-service 
solutions. [3] 
Now’s the time to go social! 25% 
of Facebook and Twitter users 
expect a reply to their 
complaints via social media in 
less than 1 hour.[9] 
CRM can integrate your social 
media to help target your marketing. 
52% of all marketers found a 
customer through Facebook in 
2013, while 43% found a customer 
through LinkedIn last year. [4] 
Are your sales and marketing 
teams really that efficient? 
Advanced CRM technolog 
can increase sales from 
10% to more than 30%. [7] 
Did you know CRM 
software drives down 
marketing and sales costs by 
23%? [5] It costs 6 times 
more to attract a new 
customer than it does to 
keep an old one. [6] 
You might want to reconsider! 
78% of consumers say they've 
bailed on a transaction or not 
made an intended purchase 
because of a poor customer 
service experience. [8] 
Sweet. 70% of buying 
experiences are based on 
how the customer feels they 
are being treated. [10] An 
online CRM helps you 
respond faster and 
smarter. 
YES 
An online small business CRM is 
definitely the right choice! An online 
CRM like Insightly allows you to get a 
clear picture of customer interaction 
at every point in the buy cycle, better 
integrate your sales and marketing 
teams, and bump up those profits. 
Go for it! 
NO 
You don’t seem interested in growing 
your business. Bummer. Forecasts 
from Gartner anticipate that the cus-tomer 
relationship management 
market will be worth $36.4 billion. 
worldwide by 2017. [12] That's billion. 
With a B. Without a CRM, you won't 
have a piece of that. Oh well. Maybe 
you’ll get lucky and win the lottery. 
Good luck! 
Wow. Seriously? Not 
interested in making 
more money? Few 
businesses have no room for 
improvement. 
Integration, extension 
and collaboration are 
the major areas where ROI 
improvement can occur. [4] 
67% of CRM users work in 
a company with 100 
employees or less. [11]

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Should your Small Business Use an Online CRM?

  • 1. Should Your Small Business Use an Online CRM? Want to grow your business? Yes No Do you have an in-house CRM? Yes No Want better ROI for sales and marketing? Yes No Want to boost your bottom line? Yes No Want to up your game using social media? Yes No Intuitive customer service is often the deciding factor in customer sales. Is yours fast and friendly? Yes No Sources: [1] http://nucleusresearch.com/research/single/crm-pays-back-8-71-for-every-dollar-spent/ [2] http://www.slideshare.net/SathishMariappan/mobile-crm-6803102 [3] http://www.mycustomer.com/blogs-post/customer-service-trends-2014-forrester/166570 [4] http://customerthink.com/data_quality_number_one_concern_for_crm_adopters_survey_finds/ [5] http://www.trackvia.com/blog/infographics/crm-a-solution-for-success-infographic [6] “Understanding Customers” by Ruby Newell-Legner [7] http://hbr.org/ [8] http://about.americanexpress.com/news/docs/2012x/axp_2012gcsb_us.pdf [9] http://www.mediabistro.com/alltwitter/files/2014/05/social-media-CRM.png [10] http://www.mckinsey.com/insights/organization/the_moment_of_truth_in_customer_service [11] http://www.softwareadvice.com/crm/userview/report-2014/ - [12] http://www.forbes.com/sites/louiscolumbus/2013/06/18/gart ner-predicts-crm-will-be-a-36b-market-by-2017/ Are you sure? 65% of sales reps who work at companies that have adopted a mobile CRM have achieved their sales quotas [2] Great! CRM oers an average return of $8.71 for every $1 spent. [1] You're not alone. Up to 23.8% of respondents in a survey by DiscoverOrg are not using any CRM system. [4] Only 47% of all companies have CRM software. Moving to the cloud might be a wise decision. 40% of organizations have replaced all or most of their on-premise customer service applications with software-as-a-service solutions. [3] Now’s the time to go social! 25% of Facebook and Twitter users expect a reply to their complaints via social media in less than 1 hour.[9] CRM can integrate your social media to help target your marketing. 52% of all marketers found a customer through Facebook in 2013, while 43% found a customer through LinkedIn last year. [4] Are your sales and marketing teams really that efficient? Advanced CRM technolog can increase sales from 10% to more than 30%. [7] Did you know CRM software drives down marketing and sales costs by 23%? [5] It costs 6 times more to attract a new customer than it does to keep an old one. [6] You might want to reconsider! 78% of consumers say they've bailed on a transaction or not made an intended purchase because of a poor customer service experience. [8] Sweet. 70% of buying experiences are based on how the customer feels they are being treated. [10] An online CRM helps you respond faster and smarter. YES An online small business CRM is definitely the right choice! An online CRM like Insightly allows you to get a clear picture of customer interaction at every point in the buy cycle, better integrate your sales and marketing teams, and bump up those profits. Go for it! NO You don’t seem interested in growing your business. Bummer. Forecasts from Gartner anticipate that the cus-tomer relationship management market will be worth $36.4 billion. worldwide by 2017. [12] That's billion. With a B. Without a CRM, you won't have a piece of that. Oh well. Maybe you’ll get lucky and win the lottery. Good luck! Wow. Seriously? Not interested in making more money? Few businesses have no room for improvement. Integration, extension and collaboration are the major areas where ROI improvement can occur. [4] 67% of CRM users work in a company with 100 employees or less. [11]