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12 Questions when considering CRM software for your business

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Considering Customer Relationship Management (CRM) software for your business? Here's a list of questions to get your wheels spinning to see if it's time to have a conversation. 

  1. Are you and your team using spreadsheets and finding it difficult to manage for data collection, reporting and real-time updating?
  2. Do you have old emails and documents saved in multiple places, making it difficult to find what you need? And does this make it difficult to share information with your team?
  3. Is too much time spent on repetitive processes and tasks? Would workflows and/or automation be helpful?
  4. Is your sales process unclear to your team?
  5. Do you lack visibility to your team's performance and activities making it difficult to see progress, set goals and give recognition? 
  6. Do you lose site of your leads, prospects and customer interactions?
  7. Do you fall short of staying connected to your target audience and network?
  8. Do you find it difficult to track data and view reporting for your business? 
  9. Do you want to share information and collaborate with your team but want to control what team members have access and visibility to? 
  10. Are you bouncing back and forth between multiple platforms for information related to contact management, sales, marketing and reporting?
  11. Do you need software support to provide a better working experience for your team and connection to your customers? 
  12. Would you like a platform that can grow with your business as you grow rather than multiple platform add-ons down the road? 

If you answered yes to any of these questions, let's have a call. Click here for a free consultation. Keene Lane Co. is a certified partner of HubSpot, an all-in-one digital platform for your business to help you scale. Learn more about our services.


- Keene Lane Co.