Every Energy Small Business Team Needs A CRM Platform
A lot of smaller energy brokers out there think that a CRM platform is just for the big boys, but an Energy Broker CRM is one of the most important tools a smaller business can implement.
50% of small businesses fail within the first 12 months. An Energy Broker CRM platform helps you to manage contact information, making it easy to follow up on your customers and activities. This allows businesses to have all of their customer data In a central repository which gives the business the possibility to create the best possible relationships.
How Do You Know If You Need A CRM?
Unfortunately, determining whether you are ready for a CRM usually comes in the form of negativity
Just to give you an example, one of your top performing sales reps leaves the company and takes all of the contact information with him/her. Or, while your customer service team is handling a delicate situation or issue with the customer, your sales team reaches out to try and upsell them on new products. Or, one of your best customers decides to leave for a competitor and you then find out that the issues trace back for months and you didn’t know about it.
Maybe you're in one of these situations right now?
10 Insightful Questions That Can Make The Difference
Here is a list of 10 questions that will help you determine if you are ready for a CRM.
Are all your customer interactions and the information (in the form of letters, forms, documents, emails, etc.) stored in one convenient location and accessible to everyone in the organization?
Are you absolutely sure that all leads in the sales pipeline are being followed up on at the correct time?
Are you able to coordinate specific marketing campaigns and follow up activities along with your sales team and managers?
Are you able to produce accurate reporting on your prospects in the pipeline?
Are you currently able to view all sales activity and results at the click of a button?
Can you accurately define which area of your sales process leads to deals being lost? Or, do you even have a process you follow?
Are your sales agents able to access customer information outside of office hours if they need it to close a deal or answer a prospects questions?
Do you know how many customer service issues each customer has had and why?
Do you know how many deals you lost last quarter and why you lost them?
Are you or your sales reps happy with how much time they have to spend each month on administrative tasks?
If you can’t answer yes to every single one of these questions, then you need an Energy Broker CRM platform in your life immediately
Ready To Get Started?
As a small business in the energy industry the hardest part is figuring out how to get started. There are a countless number of articles online that talk about CRM Software and the benefits they can bring to your business but most of them are focused on larger businesses. More importantly, it’s important to work with an Energy Broker specific CRM to maximize your focus and success as other CRM’s won’t have all of the tools you need to run your energy brokerage. If you would like to learn more about how EDGE on Demand’s Edge360 Energy CRM platform can transform your business, please reach out for more information HERE!
by Mike Harrison 11/17/2022