What is a CRM and does your company need one?
A plain explanation of what a CRM does and how to choose one.
CRM in short
A CRM (customer relationship management) system collects every customer, conversation and deal in one place. Instead of living in spreadsheets, inboxes and people's heads, the information is shared and visible.
What a CRM does
A good CRM does four things: collects leads in one place, shows the pipeline by stage, reminds you of the next step and gives managers an overview. A modern CRM adds automation, email integration and AI suggestions.
When you need a CRM
If leads get lost, nobody knows where a quote stands, customers leave with a departing rep or managers cannot see a forecast, it is time for a CRM.
How to choose a CRM
Check whether reps will actually use it. The best CRM is the one used every day. Look at how easy switching is, email integration, price per user and whether data stays in the EU.
Why a goal driven CRM
A typical CRM counts deals. A goal driven CRM shows each rep what is missing and what to do today. That turns the CRM from a chore into a tool that helps people earn more.
Other CRMs count deals. Winly shows how much is missing from the goal and what to do today to close the gap.
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