The decision to take your CRM online or to continue to manage it in-house can be approached from a purely logical standpoint. In the end, whether you choose to use a service for online CRM is completely your decision as a small business owner. But make sure you look at all the aspects of the decision with a discerning eye.
In-house customer relationship management in marketing requires a full-time marketing person to seek out and acquire new customers. That person or department would need to simultaneously manage a multitude of social media sites, oversee a direct mail marketing campaign, track response rates and concoct a report mechanism so that you and your oversight board can try to determine if your marketing dollars are being spent in the right areas.
Marketing Via Online CRM
Marketing via an online CRM approach can be much simpler. You could literally give orders to the third-party company to manage your marketing concerns within your budget constraints and it would all get done behind the scenes. Social media posts, SMS messaging, online ads on relevant sites—all done in the blink of an eye. The best part is, you would receive real-time report via your dashboard as to how your marketing efforts are paying off.
Sales Team Management In-House
Managing your sales team in-house is a full-time job in itself. Sending leads, managing training and just tracking sales is complicated and requires a whole host of tools. If you’re relying on Excel spreadsheets to track sales, you’re missing out on a lot of useful data that can make the difference between profit and loss.
Sales Service Via Online CRM
The small investment required in online CRM is negligible compared to the amount of work that you won’t have to do. Imagine tracking sales performance automatically, having each sales team member log in daily to their own online portal from wherever they are, and giving them access to automatic access to local leads generated from the marketing “department.” Having an online CRM for your small business website is like having the tools of a conglomerate.