Why do you need a CRM system?

Customers are at the heart of your business. A good CRM (customer relationship management) system is essential for managing them well. The way businesses communicate with their customers is changing every day, and CRM systems are following suit, becoming more intelligent than ever.

Benefits of Implementing a CRM System for Your Business

Everything in one place

Without a CRM system, you might struggle to keep track of all your customers and opportunities. Perhaps your notes are disjointed, and you forget to follow up on your sales leads. It’s easy to lose critical information or forget to track it at all. CRM systems pull in data from your website, emails, social media, marketing efforts and more. You can rest assured that the system is managing all your customer and prospect information. It will help you improve customer relationships, aiding customer retention and sales growth.

What does a CRM system offer?

Dashboard analytics

View all your key data in dashboards—insight on your customers, prospects, sales, marketing and more at your fingertips.

Opportunity management

Manage your leads as they move through the sales pipeline. Add new deals and move them through stages. Always know your next step.

Contact management

Keep on top of all your contacts’ information in one place. Easily access and update information whenever and wherever you need to.

Marketing automation

Implement, track and measure your marketing campaigns. Use segmentation, personalisation and triggers to engage and dazzle your recipients.

What are the benefits of a CRM system?


A CRM system compiles data from your website, phone calls, emails, sales work, marketing efforts and social media. The system does it for you rather than manually attempting to combine your data and notes from different channels. A CRM system allows you to manage these areas of your business using a single platform, too.


Use the data your CRM system collects to give your customers what they want through personalised messages with targeted products, services and deals. In addition, multi-channel integrations enable you to communicate better with prospects and customers, providing better customer service.


Without a CRM system, those little bits of admin – critical to the sales pipeline – can be sporadic and disjointed. You lose not only your time but also potential customers. A CRM system lets you record notes, follow-up reminders, sales calls and more, keeping everything in one place. On top of this, you can automate many repetitive and mundane tasks.


With data on your customers’ spending habits, demographics and interactions with your business, a CRM system leaves you well-equipped to get more from your customers. Use data to target high-value customers and jump on opportunities for cross-sells and up-sells.


One of the best things you can do for your business is understanding your ideal customers and what they want. With detailed data and analytics on your prospects and customers from your CRM system, you can make sure your brand, communications and marketing efforts align with what your contacts want.


Many CRM systems are cloud-based, making it easy to share information between members of your team and collaborate. Remote working is made easier because you can access all the information you need on your customers, prospects, marketing efforts, sales pipeline and analytics from the cloud.

5 Reasons Why Your Sales People Won’t Use a CRM System

Download your free copy of 5 Reasons Why Your Sales People Won’t Use a CRM

Our free 12-page e-book will help you:

  • Understand the difference between a bulky CRM and workable one
  • Balance the C-suite and sales team reporting priorities
  • Recognise the importance of data capture on mobile devices
5 Reasons Why Your Sales People Won’t Use a CRM