An integrated CRM system allows you to manage all your business processes in one place.

A CRM allows your teams to view customer history for a better customer experience.

An all-in-one CRM solution streamlines your business workflows and boosts efficiency.

WATCH VIDEO (90 sec)


Dwelling on possible pitfalls of CRM can be a strange way to think for businesses nowadays, but it’s still happening. To help businesses realize how much they stand to gain by using CRM take a look at the processes that can be improved by looking at using CRM versus not using CRM.


  • You don’t need multiple software systems to manage all of your customer facing activities. All you need is a single CRM solution and you can manage your entire customer and lead database, marketing, sales and customer service activities. Do you need multiple user access? No problem, most CRM solutions allow you to pay for any number of additional user licenses.
  • Customer satisfaction is increased as all customer contacts are accurately recorded and can be accessed by any other user when the customer next calls. This provides you with additional intelligence during each call, and you can even search similar or past cases to find resolutions for problems quicker.
  • Creating targeted marketing campaigns is a breeze. You can pull reports on opportunities by job title or industry and see what leads are generating the best opportunities in your pipeline. This enables you to create highly targeted marketing campaigns that will increase greater profits.
  • CRM project management allows for all documents relating to sales, customers, or anything else to be safely stored in one easy to access place. Quickly turn leads into projects from within the same system, so you can have better control over projects and customer activities.
  • Meetings and tasks can be planned using business project management software, enhancing efficiency and productivity. Planning tasks using CRM also means that the business owner can check on the progress of the task without having to interrupt those who are involved with it.
  • Do you have needs that don’t come with your CRM right out-of-the-box? Don’t fret because CRM software is fully customizable, making any changes you need for your business as simple as pie.

Not using CRM

  • Money and time is wasted using different software packages just to complete a single, simple task.
  • Customer contacts are often not noted, which can lead to a great deal of frustration on the part of the customer when they speak to a new sales representative who has no idea about previous conversations.
  • Marketing has no direction and campaigns can be a drain on valuable resources, which could be spent on other areas of the business.
  • Documents are stored on various different software applications, making them impossible to locate and wasting time.
  • Meetings and tasks can be put in diaries which can be overlooked and even forgotten, meaning the even more time is wasted as people don’t know what they are meant to be doing and when.
  • By using different software packages a business might need extra packages to complete extra tasks, once again this then leads to even more money being spent to provide basic software.

These are just a few of the ways you can benefit from using CRM software . Customer relationship management is vitally important and all businesses who want to grow, need to put their preconceptions of CRM pitfalls aside to realize the benefits of CRM software.

14 day free trial. Real Help from Real People

All-in-one business management from $78/month

Learn more about using CRM Software in your business:

Daily paper reports getting lost in the shuffle? This construction firm found the CRM software solution

Their old paper-based daily reports system was adversely affecting this Australian engineering company’s efficiency. Through WORK[etc]’s powerful project management tools and extensive app integration features, you can keep track of project progress in real time, whether on-site or sitting in the office. Click here to read more.

Outdated systems can hold your business back. That’s why this IT service provider is looking to make the switch

For an IT service provider, this Kentucky-based company had stuck with the same old and outdated project tracking database. The hopelessly outdated system is hampering continued growth, however, so they’re scrambling to find a new CRM software solution. Click here to read more.