What Service Businesses Lose Without A CRM System

2. Chaotic Deal-Making

If a company does not consider implementing a centralized CRM system, it leaves its employees without essential tools. Someone writes down all the data in a notebook, and it's available only to them. Some people rely on Excel spreadsheets. And someone saves the history of interaction with customers in their email inbox. In such a work environment, sales processes become a confusing and unpredictable journey through a maze. It's out of the question to make sales forecasts and create an effective strategy. No team member sees the full picture of what is happening with business.

3. No Way to Track Employee Performance

Without a CRM for the sales department, business owners do not know which of their managers are achieving their goals, how efficiently they convert leads, and how many deals they lose. But thanks to the visual data and analytics that CRM collects, it's easier to identify growth points or to reward hard-working employees.

4. Security Threats

Protecting and keeping data private is difficult if it is scattered across multiple sources. Not all employees need to access certain information, and using spreadsheets alone can expose data to unnecessary risks. No less dangerous is employee negligence when data is accidentally deleted, which can be difficult or impossible to recover. To eliminate human error risks, in the online CRM RemOnline, you can configure access rights by role and assign tasks and work orders to particular employees.