Not Just for Sales: CRM Uses You Didn't Know Existed / Marketing Solutions / Last Modified: February 22, 2017

You might not realize that customer relationship management (CRM) software can benefit almost every type of business. Learn how inside.

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Insightly is an affordable, web-based CRM system for small business that offers integrations with many leading apps, including Google Apps, Office 365, MailChimp, QuickbooksOnline, Xero, DropBox, and more.


Here is something you might not realize: customer relationship management (CRM) software can benefit almost every type of business.

Unfortunately, there are companies that shy away from a CRM system because they don’t fully understand its capabilities.

“I couldn’t find a CRM that works for my business.”

“There is no way a CRM can add value to my business.”

“What’s the point in using a CRM if it’s not going to provide all the functionality we need?”

These are just a few of the many reasons that a business decision maker might shy away form implementing and using a CRM.

The Primary Problem

Many small businesses believe they should only use a CRM if it provides 100 percent of the functionality they are looking for. While there is nothing wrong with wanting the best of the best, this is a problem that has stopped many companies from benefiting from such software.

Here is the truth: even if a CRM only offers 70 to 80 percent of what a business needs, it can still add tremendous value to the organization.
Any benefit that a CRM brings to the company is better than no benefit at all. Furthermore, the implementation of the right system could make life much easier on employees, such as those who work in the sales and marketing department.

Related Article: CRM Myth Busters: Think You're Too Small for CRM? Think Again.

Is Your Process Unique? Think Again

It’s common for a small business to believe that their process is 100 percent unique. They believe they are doing something that every other business has overlooked. But here is the reality: this is rarely a true statement.

While your product might be unique, there is a good chance that your processes are not 100 percent unique. In fact, you may soon find that 75 percent of what you do is the same as your competition.

Even if you have a unique way of doing things, you can still find a way to use this software to your advantage.

Why it Will Work for Your Business

Let’s focus on what CRM can do for your business. CRM solutions such as Insightly can help:

  • Reduce costs
  • Reduce paper usage
  • Manage your leads better
  • Improved understanding of your sales cycle
  • Increased visibility into daily responsibilities

Maybe a CRM isn’t the only way to manage leads. Maybe a CRM isn’t the only way to understand your sales cycle. But as noted above, even if it provides some of what you are looking for, it’s better than doing without.

Recent data points, collected through a GetApp survey, can help you answer the following question:

"What are the obstacles to you choosing and implementing a CRM in your organization?"

When you understand what’s holding other companies back, you may come to realize that you are in a similar position.

Do you believe that size matters when it comes to using a CRM? If so, you aren’t alone. Approximately 32 percent of respondents noted that the number one obstacle to using a CRM is size.

Size shouldn’t slow you down. It doesn’t matter if you are a team of one or 100, a CRM can provide a variety of benefits (see above).

Moving down the list, 13.7 percent of people said they are not using a CRM because they couldn’t find one that fits their business.

Following closely behind, 12.4 percent of people believe that a CRM won’t add any value to their company. This is flawed thinking, as any benefit, regardless of what it may be, will add value while helping your business perform at a higher level.

Other obstacles include:

  • I can’t convince my team or boss to try a CRM – 6%
  • CRMs are too hard to use – 4.8%
  • I don’t want to train my employees on how to use a CRM – 2.8%

Related Article: On the Horizon: The Social CRM Market Is Expanding—Are You Onboard?

Reassess Your Situation

Even if you have avoided a CRM in the past, it doesn’t mean you have to do this in the future. You may be doing just fine without this technology, but imagine how much better you could do with software meant to boost productivity and efficiency.

A CRM can impact a company by:

  • Saving employees valuable time
  • Providing more structure
  • Improving the training process
  • Helping employees create and understand detailed reports

Once you reassess your situation without a CRM, you may come to the conclusion that now is the time for a change.

Final Thoughts

If you believe that a CRM has no place in your business, you may never take the time to learn more.

Conversely, if you understand that this can provide some (hopefully all) of what you are looking for, it won’t be difficult to make the decision to get involved.

Don’t focus on the reasons why you have neglected a CRM in the past. Don’t listen to others who say this doesn’t have a place in your business. Insightly offers a free, 14-day trial to test out their powerful CRM solution – risk free.

By altering your mindset and focusing on the facts, you will soon find that a CRM can work for you.

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