5 Signs Your Sales Need a CRM


5 Signs You Need a CRM

Do you think you are on top of your sales? When was the last time you felt that you are in control of the sales operation? You may be managing a sales team of a start-up, small, growing business or a big corporate. Irrespective of the size of the company or the team, there are a few warning signs you should look out for. If ignored, you are most likely to lose track of the most important business function of your company.

If you feel any of the following is true for your team, then you should think about finding the right CRM to help you manage your sales effectively and efficiently.

1. Business is growing but you still use excel sheets to manage data

Using excel sheets could be a little better than running the business manually. Manual processes are repetitive, cumbersome and unproductive in the long run.


However, even with excel sheets you wouldn’t achieve much due to it’s generic and less collaborative nature. Imagine having your sales deals and data in multiple excel sheets while trying to conduct a sales meeting. What a mess you would be in!


It’s important to have a central place for all your data that can be easily collaborated by your team.

2. You are not sure how your team spent time yesterday

You always want to improve your sales. But, how can you do that if you do not know what your team’s latest engagements are, or what happened during the last important meeting related to a crucial deal.


If you knew what they were up to you could give them the right input and close deals quickly.

3. The updates you get from the team is inconsistent

How do you get your sales updates? Over a random call or an email or only during the Monday morning sales meeting? Do you feel that you are hearing the same story everyday but sales are not progressing?


Perhaps the information is so discrete that you couldn’t really figure out whether actual progress has been made from last time. This is a serious situation that you need to pay immediate attention to.

4. Team members are not on the same page

The whole idea of working as a team is to collaborate more and increase the output. Consider  a scenario where two people are talking to one customer regarding the same matter. This is a waste of your valuable sales time.


Also, imagine a situation where a salesperson is working on an important deal for which she requires some research carried out, but, your research team doesn’t understand the history or the gravity of the deal and instead they work on something else.


This type of  poor communication and misaligned priorities happen simply because your team members are not on the same page. Needless to say, the cost of this could be huge to your business.

5. Employees resign, resulting loss of crucial information

Take a scenario where an employee is working on a deal and she does all the communication with the prospect via email, take all the meeting notes in her notebook and store all the quotations, proposals sent to the customer in her computer.


Suddenly she decides to leave. It might wreck havoc in the company. You might not only lose the deal but most likely  the customer as well.


If this has happened at least once or bound to happen in your company, you should be working towards an immediate solution.

If you experience one or more of the above signs, you should immediately take a step back and start planning on digitizing your sales.


Years ago, the thought of a small business getting access to world-class sales software was practically impossible because of the cost and the effort.When it comes to a medium or a large scale business, it would still have been a time consuming costly affair.

Coming back to the present, Cloud Computing and Software available as a Service (SaaS)  has opened up new avenues  to help  easily manage sales using modern CRMs such as BuzzFlow.


As per Gartner, more than 47% of all CRM systems are now SaaS based. Because of cloud computing you now have access to quality online CRM software such as BuzzFlow which help you quickly transform your manual processes into a digitized sales process that encourages collaboration and close more deals in less time.

Next Steps

To find out more about how cloud-based CRM BuzzFlow could help you and your business in saving money and improving sales productivity with it’s 4Cs approach, visit,

See why many businesses around the globe rely on BuzzFlow.

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