10 Key Questions to Ask Before You Try CRM

Choosing a CRM system can be tricky. Here are some pointers.

by Becky Livingston
Royal Apple Marketing

Becky Livingston

Becky Livingston

When Do You Need CRM? You know you need CRM when your list of contacts has outgrown your Rolodex. You remember what a Rolodex is right? Another indication is when you begin to forget important information about your clients, or you notice your communication with them has dwindled.

Click here to see more from Becky Livingston on CPA Trendlines.

Also consider CRM when you are looking to increase sales as well as relationships with clients, in the end positively affecting the bottom line.

Lastly, if you find yourself personalizing emails manually and/or do not have a clear idea of where you customer or lead is in the pipeline, you may need CRM.

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