CRMs: Why they’re a must in 2017

By 3 min read February 10, 2017Social Media Advertising, Tips and tricks
3 min read

Do you have a fear of getting too many qualified leads and not being able to manage them all? We hope you aren’t still using old school methods like trying to keep track of your business leads with pen and paper.

Customer Relationship Management (CRM) systems are the best way for small and medium size businesses (SMB) to manage relationships with prospective customers. The easy to use platforms offer a plethora of services that were designed to help foster relationships and manage the process of people starting out as potential customers and then gradually making their way to being happy paying customers. CRM systems are very reasonably priced for SMB, especially if there is only one user account using it. There are a few major problems that are common for SMB owners to face that make life challenging, we’ve outlined them below and how the right CRM can save the day. Once we go over the basics we’ll get into what CRMs we use and which might be the best fit for you.

It’s hard for small businesses to track and organize incoming leads while staying organized.

CRMs allow users to create an actionable community that can many times be broken up into different sections based on what part of the sales funnel a lead is in. It can be as simple as sorting people into columns or groups of being interested, first phone call, reminder email, sales call and then happy customer – whatever makes sense for your business. It’s just a good way of identifying what stage of the sales process you’re on with a lead so you don’t end up missing anybody or accidentally harassing someone with three calls in a day. CRMs allow you to take actionable measures that push leads through the process of becoming paying customers. PipeDrive is a fantastic CRM when it comes to dividing leads up into columns based on where they are in the sales funnel, allowing easy transitions to each stage.

Teams larger than one person might experience communication issues on what stage a lead is on and what next steps need to be taken.

Offerings like smart emailing and response tracking makes it easy for teams to share a workload. By using a CRM, emails sent to people are visible by all other internal parties so that the communication is open and anyone can properly follow up. There’s nothing more embarrassing or annoying than calling a lead to see if they’re interested and then having a colleague reach out to the exact same person just hours later. The option to leave notes is another strong tool to utilize because they can be so precise – everyone dealing with the leads will have all the information needed to carry them onto the next steps, seamlessly.


Remembering to set appointments and when calls are scheduled for.

If you’re using old school methods like tediously updating excel or paper calendars you’re doing things wrong and working harder, not smarter. Sending automated emails as well as booking appointments through a CRM is the best way to make sure you never forget a call or miss a meeting again. It happens to the best of us, but why not take every precaution to avoid that. Being punctual and staying on a lead is critical for sales, especially at a small business. CRMs are kind of like a personal assistant and are a great way to automate the mundane.

As if they weren’t awesome enough on their own, CRMs step it up a notch when integrated with other platforms. For example, Base is a great CRM when it comes to sales, at needls we use it along with another software that tracks our customer support tickets called Zendesk. Whenever a ticket is assigned to our tech team it shows under the customer’s information in Base and we can follow its progress and make sure things are followed up with accordingly – it makes for better customer service. A cool company called Zapier is what connects Zendesk to Base and is another software you should look into as it can integrate many different platforms together. As they say, “the best apps, better together.”

Having too many qualified leads is a great problem to have, that’s where we come in. We’ll target ads based on people who are literally saying they’re in need of your product or service which creates a higher chance of people clicking on your ads, and our 24/7 optimization makes sure that no matter the time of day, quality traffic is being pushed to your landing page or website.

It can be stressful being a small business owner, trust us we know! Been there, and still doing that – but there are a ton of platforms out there designed to make your life easier and your wallet will be happy too.

needls team

needls team

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needls team

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