Not sure whether your company would benefit from a CRM?
Here is a short checklist of questions. If you can answer yes to these, it speaks in favor of a CRM system.
- Do you already have customers for your start-up or are you just building up contact lists?
- Would you like to manage your customers/contacts in one central location?
- Is it important to you that you can continue to work with your contact/customer data?
A CRM, i.e. a customer database, helps you to set up and manage contact data centrally and thus maintain an overview.
- Centralize addresses and contacts set up
- Manage lead lists
- Set up initial lead channels and processes
