{"id":24026,"date":"2022-06-22T13:49:47","date_gmt":"2022-06-22T13:49:47","guid":{"rendered":"https:\/\/www.engagebay.com\/blog\/?p=24026"},"modified":"2025-04-10T06:50:15","modified_gmt":"2025-04-10T06:50:15","slug":"what-are-crm-systems","status":"publish","type":"post","link":"https:\/\/www.engagebay.com\/blog\/what-are-crm-systems\/","title":{"rendered":"What are CRM Systems? A Definitive Guide (Benefits, Challenges)"},"content":{"rendered":"<p><span style=\"font-weight: 400;\">Let\u2019s start the blog with a quote, shall we?<\/span><\/p>\n<p><span style=\"font-weight: 400;\"><strong>\u201cThe purpose of a business is to create and keep a customer\u201d<\/strong> \u2013 <em>Peter Drucker.<\/em><\/span><\/p>\n<p><span style=\"font-weight: 400;\">When you\u2019re just starting out, it makes sense to have spreadsheets, manual registers, and separate free apps to get your business going.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">But as your business grows, it becomes cumbersome to manually do everything, making it hard to keep track and convert customers. As Peter Drucker said, businesses must focus on customer acquisition and <a href=\"https:\/\/www.engagebay.com\/blog\/customer-service-tools\/\">retention<\/a>.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">This is where a CRM system comes in.&nbsp;<\/span><\/p>\n<p><strong>After reading through the article, you\u2019ll have a good understanding of the following topics:&nbsp;<\/strong><\/p>\n<ul style=\"list-style-type: '\u2714 '; color: green;\">\n<li><span style=\"font-weight: 400; color: #333333;\">What is a CRM system<\/span><\/li>\n<li><span style=\"font-weight: 400; color: #333333;\">How do CRM systems work<\/span><\/li>\n<li><span style=\"color: #333333;\">The importance of CRM systems<\/span><\/li>\n<li><span style=\"font-weight: 400; color: #333333;\">The benefits of CRM systems<\/span><\/li>\n<li><span style=\"color: #333333;\">Challenges during CRM implementation<\/span><\/li>\n<li><span style=\"color: #333333;\">Choosing the right CRM<\/span><\/li>\n<\/ul>\n<p>Happy reading!<\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_74 ez-toc-wrap-left counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/www.engagebay.com\/blog\/what-are-crm-systems\/#What_is_a_CRM_System\" >What is a CRM System?<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/www.engagebay.com\/blog\/what-are-crm-systems\/#What_Does_a_CRM_System_Do\" >What Does a CRM System Do?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/www.engagebay.com\/blog\/what-are-crm-systems\/#Who_Uses_CRM_Systems\" >Who Uses CRM Systems?<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/www.engagebay.com\/blog\/what-are-crm-systems\/#How_Do_CRM_Systems_Work_Example\" >How Do CRM Systems Work? (+Example)<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/www.engagebay.com\/blog\/what-are-crm-systems\/#Why_Are_CRM_Systems_Important\" >Why Are CRM Systems Important?<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/www.engagebay.com\/blog\/what-are-crm-systems\/#In_Addition_to_Operational_Management_CRM_Can_Assist_With_Customer_Retention\" >In Addition to Operational Management, CRM Can Assist With Customer Retention<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/www.engagebay.com\/blog\/what-are-crm-systems\/#Customers_Will_Get_Better_Support_if_You_Use_a_CRM_System\" >Customers Will Get Better Support if You Use a CRM System<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/www.engagebay.com\/blog\/what-are-crm-systems\/#Data_From_Your_CRM_System_Can_Improve_Sales_and_Marketing_Efforts\" >Data From Your CRM System Can Improve Sales and Marketing Efforts<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/www.engagebay.com\/blog\/what-are-crm-systems\/#A_Good_CRM_System_Helps_Keep_Customers_Engaged\" >A Good CRM System Helps Keep Customers Engaged<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/www.engagebay.com\/blog\/what-are-crm-systems\/#Using_a_CRM_Improves_Workflows_and_Streamlines_Communication\" >Using a CRM Improves Workflows and Streamlines Communication<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/www.engagebay.com\/blog\/what-are-crm-systems\/#The_Benefits_of_Using_a_CRM_System\" >The Benefits of Using a CRM System<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-12\" href=\"https:\/\/www.engagebay.com\/blog\/what-are-crm-systems\/#The_Benefits_of_CRM_for_Business_Owners\" >The Benefits of CRM for Business Owners<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-13\" href=\"https:\/\/www.engagebay.com\/blog\/what-are-crm-systems\/#The_Benefits_of_CRM_for_Employees\" >The Benefits of CRM for Employees<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-14\" href=\"https:\/\/www.engagebay.com\/blog\/what-are-crm-systems\/#The_Benefits_of_CRM_for_Sales_Teams\" >The Benefits of CRM for Sales Teams<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-15\" href=\"https:\/\/www.engagebay.com\/blog\/what-are-crm-systems\/#The_Benefits_of_CRM_for_Marketing_Teams\" >The Benefits of CRM for Marketing Teams<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-16\" href=\"https:\/\/www.engagebay.com\/blog\/what-are-crm-systems\/#The_Benefits_of_CRM_for_Customer_Service_Teams\" >The Benefits of CRM for Customer Service Teams<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-17\" href=\"https:\/\/www.engagebay.com\/blog\/what-are-crm-systems\/#The_Benefits_of_CRM_for_the_Organization_as_a_Whole\" >The Benefits of CRM for the Organization as a Whole<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-18\" href=\"https:\/\/www.engagebay.com\/blog\/what-are-crm-systems\/#Challenges_That_Companies_Face_With_CRM_Implementation\" >Challenges That Companies Face With CRM Implementation<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-19\" href=\"https:\/\/www.engagebay.com\/blog\/what-are-crm-systems\/#Challenge_1_Convincing_Your_People_To_Change\" >Challenge #1: Convincing Your People To Change<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-20\" href=\"https:\/\/www.engagebay.com\/blog\/what-are-crm-systems\/#Challenge_2_Getting_Approval_From_Management\" >Challenge #2: Getting Approval From Management<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-21\" href=\"https:\/\/www.engagebay.com\/blog\/what-are-crm-systems\/#Challenge_3_Leaving_Favored_Software_Behind\" >Challenge #3: Leaving Favored Software Behind<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-22\" href=\"https:\/\/www.engagebay.com\/blog\/what-are-crm-systems\/#Challenge_4_Cost_and_Time_of_CRM_Implementation\" >Challenge #4: Cost and Time of CRM Implementation<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-23\" href=\"https:\/\/www.engagebay.com\/blog\/what-are-crm-systems\/#Challenge_5_Choosing_the_Right_CRM\" >Challenge #5: Choosing the Right CRM<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-24\" href=\"https:\/\/www.engagebay.com\/blog\/what-are-crm-systems\/#Wrapping_Up_Choosing_the_Right_CRM_for_Your_Business\" >Wrapping Up: Choosing the Right CRM for Your Business<\/a><\/li><\/ul><\/nav><\/div>\n\n\r\n            <script>\r\n                var EhAPI = EhAPI || {}; \r\n                EhAPI.after_load = function() {\r\n                    EhAPI.set_account('ktb76s1540fl2hnhbqnrtd2npb', 'our');\r\n                    EhAPI.execute('rules');\r\n                };\r\n                (function(d, s, f) {\r\n                    var sc = document.createElement(s);\r\n                    sc.type = 'text\/javascript';\r\n                    sc.async = true;\r\n                    sc.src = f;\r\n                    var m = document.getElementsByTagName(s)[0];\r\n                    m.parentNode.insertBefore(sc, m);   \r\n                })(document, 'script', '\/\/d2p078bqz5urf7.cloudfront.net\/jsapi\/ehform.js');\r\n            <\/script>\r\n            <script>\r\n                function waitForEhForms() {\r\n                    const interval = 100; \/\/ Check every 100ms\r\n                    const checkAndLoad = () => {\r\n                        const params = new URLSearchParams(window.location.search);\r\n                        const elementorPreviewParam = params.get('elementor-preview');\r\n                        if (elementorPreviewParam && typeof EhForms !== 'undefined' && typeof EhForms.loadForms === 'function') {\r\n                            EhForms.loadForms();\r\n                            console.log('EhForms.loadForms() called successfully.');\r\n                        } else {\r\n                            setTimeout(checkAndLoad, interval);\r\n                        }\r\n                    };\r\n                    checkAndLoad();\r\n                }\r\n                \/\/ Call the function\r\n                waitForEhForms();\r\n            <\/script>\r\n        <div class='engage-hub-form-embed' id='eh_form_5161654467690496' data-id='5161654467690496'><\/div>\n<h2><span class=\"ez-toc-section\" id=\"What_is_a_CRM_System\"><\/span><span style=\"color: #339966;\"><strong>What is a CRM System?<\/strong><\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">A CRM system is a fundamental requirement for any business \u2013 irrespective of size, location, and type.&nbsp;<\/span><\/p>\n<p>Let\u2019s take a deeper dive.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"What_Does_a_CRM_System_Do\"><\/span><span style=\"color: #993300;\">What Does a CRM System Do?<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">It helps businesses improve customer relationships by keeping track of interactions, updating customer information, and managing their accounts.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">And the end result?<\/span><\/p>\n<p><strong>You build a deeper understanding of your customers and improve loyalty, resulting in better customer lifetime value.<\/strong><\/p>\n<p><span style=\"font-weight: 400;\">There are <\/span><a href=\"https:\/\/www.engagebay.com\/blog\/types-of-crm-systems\/\"><span style=\"font-weight: 400;\">various types of CRM systems<\/span><\/a><span style=\"font-weight: 400;\">: operational CRM, analytical CRM, and collaborative CRM. We won\u2019t go into the details in this blog.&nbsp;<\/span><\/p>\n<p><strong>Here&#8217;s a short video to visualize how CRM works:&nbsp;<\/strong><\/p>\n<div class=\"ast-oembed-container \" style=\"height: 100%;\"><iframe title=\"What Does a CRM Do? | The 2-Minute Guide to Customer Relationship Management\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/CWYeggMHA1U?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe><\/div>\n<p>&nbsp;<\/p>\n<p class=\"entry-title\"><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium fasc-ico-before dashicons-arrow-right-alt\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/crm-process\/\">Read also: CRM Process &#8212; Everything You Need to Know<\/a><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Who_Uses_CRM_Systems\"><\/span><span style=\"color: #993300;\">Who Uses CRM Systems?<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">In general, there\u2019s no hard and fast rule: <strong>any company with customers needs a <a href=\"https:\/\/www.engagebay.com\/\">Customer Relationship Management<\/a> (CRM) system.&nbsp;<\/strong><\/span><\/p>\n<p><span style=\"font-weight: 400;\">In reality, though, it gets a little bit more complicated.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Firstly, any business with a sales team requires a CRM system to help identify trends and understand customer behavior. They can then use this information while selling products and services, cross-selling, and upselling.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Secondly, any business that uses marketing can benefit immensely from implementing a CRM system. <strong>That\u2019s because CRM systems offer <a href=\"https:\/\/www.engagebay.com\/blog\/email-sequence-personalization\/\">personalization<\/a>, segmentation, and targeting options to help you tailor marketing campaigns.&nbsp;<\/strong><\/span><\/p>\n<p><span style=\"font-weight: 400;\">Thirdly, businesses that need better efficiency and productivity should use a CRM system as it offers powerful automation capabilities.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Finally, businesses that want to prioritize their customers need a CRM system, as it offers tools to help you deliver exceptional support.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">But more on the benefits later.<\/span><\/p>\n<p><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium fasc-ico-before dashicons-arrow-right-alt\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/crm-best-practices\/\">Read also: 9 CRM Best Practices for Small to Large-scale Businesses<\/a><\/p>\n<h2><span class=\"ez-toc-section\" id=\"How_Do_CRM_Systems_Work_Example\"><\/span><strong><span style=\"color: #339966;\">How Do CRM Systems Work? (+Example)<\/span><\/strong><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">At its core, a CRM system collects customer data and parses it into valuable data using an integrated approach. It combines marketing, sales, and customer service to form a cohesive entity.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Enough with the jargon \ud83d\ude42 <strong>Let\u2019s take real-life examples to illustrate the point.&nbsp;<\/strong><\/span><\/p>\n<p><span style=\"font-weight: 400;\">Let\u2019s say you own a car dealership. To improve audience reach, your marketing team has decided to launch an on-site event.&nbsp;<\/span><\/p>\n<p><img decoding=\"async\" class=\" wp-image-24055 aligncenter\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/Car-Dealership-Event.png\" alt=\"Sample lead capture form \" width=\"473\" height=\"763\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/Car-Dealership-Event.png 830w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/Car-Dealership-Event-186x300.png 186w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/Car-Dealership-Event-635x1024.png 635w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/Car-Dealership-Event-768x1239.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/Car-Dealership-Event-595xh.png 595w\" sizes=\"(max-width: 473px) 100vw, 473px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">As a result, event-goers need to fill out a form with a couple of questions (preferred car, finance requirements, etc.) to get a ticket. This form is connected to the CRM, which stores the data and triggers various <a href=\"https:\/\/www.engagebay.com\/blog\/workflow-automation-explained\/\">automation<\/a> sequences based on responses.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">For example, leads that mentioned a shorter timeframe would be more receptive to your messages and hence can be tagged as \u2018hot leads.\u2019 <strong>These leads would enter a high-priority automation sequence.&nbsp;<\/strong><\/span><\/p>\n<p><span style=\"font-weight: 400;\">On the other hand, leads that mentioned a longer timeframe can be added to the \u2018nurturing\u2019 list and subject to drip campaigns with information and resources to help them move closer to making a purchase.&nbsp;<\/span><\/p>\n<p><img decoding=\"async\" class=\"size-full wp-image-24054 aligncenter\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/Flowchart-2.png\" alt=\"Sample CRM automation workflow\" width=\"1828\" height=\"1907\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/Flowchart-2.png 1828w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/Flowchart-2-288x300.png 288w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/Flowchart-2-982x1024.png 982w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/Flowchart-2-768x801.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/Flowchart-2-1472x1536.png 1472w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/Flowchart-2-595xh.png 595w\" sizes=\"(max-width: 1828px) 100vw, 1828px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">Granted, this is fairly simple automation. In reality, you need to take into account the preferred car type, financial situation, location, and more.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">But you get the idea, right?<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Here, the CRM not only collects important customer information \u2013 it lets you take useful actions through <a href=\"https:\/\/www.engagebay.com\/blog\/crm-metrics\/\">insights<\/a>, automation, and management.&nbsp;<\/span><\/p>\n<p><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium fasc-ico-before dashicons-arrow-right-alt\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/cloud-based-crm-benefits\/\">Read also: The 8 Biggest Benefits of Cloud-Based CRM<\/a><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Why_Are_CRM_Systems_Important\"><\/span><span style=\"color: #339966;\"><strong>Why Are CRM Systems Important?<\/strong><\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Let\u2019s now look at the importance of CRM systems.&nbsp;<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"In_Addition_to_Operational_Management_CRM_Can_Assist_With_Customer_Retention\"><\/span><span style=\"color: #993300;\">In Addition to Operational Management, CRM Can Assist With Customer Retention<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">A CRM system can help businesses manage orders, shipping, and invoicing through various tools. But more importantly, it helps in customer retention.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">How, you ask? Let\u2019s take a look.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Gone are the days when businesses had a monopoly over certain sectors, and customers had few choices.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">These days, businesses need to provide awesome customer support to make them stay. <strong>In fact, businesses lose <\/strong><\/span><strong><a href=\"https:\/\/neilpatel.com\/blog\/retaining-customers\/\">71% of customers<\/a> due to bad customer service.&nbsp;<\/strong><\/p>\n<figure id=\"attachment_24083\" aria-describedby=\"caption-attachment-24083\" style=\"width: 800px\" class=\"wp-caption aligncenter\"><img decoding=\"async\" class=\"wp-image-24083 size-full\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/retention-vs-acquisition-costs-title.jpg\" alt=\"Customer acquisition vs customer retention\" width=\"800\" height=\"680\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/retention-vs-acquisition-costs-title.jpg 800w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/retention-vs-acquisition-costs-title-300x255.jpg 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/retention-vs-acquisition-costs-title-768x653.jpg 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/retention-vs-acquisition-costs-title-595xh.jpg 595w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/><figcaption id=\"caption-attachment-24083\" class=\"wp-caption-text\"><em>Source: Struto.io<\/em><\/figcaption><\/figure>\n<p><span style=\"font-weight: 400;\">A CRM system can help you retain customers by helping you personalize your marketing campaign, and this shows that you care about your customers. In addition, CRM systems keep track of everything to help support reps follow up quickly (whoever likes repeating the same issue constantly?).&nbsp;<\/span><\/p>\n<p><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium ico-fa fasc-ico-before fa-arrow-circle-right\" style=\"background-color: #33809e; color: #ffffff;\" href=\"https:\/\/www.engagebay.com\/blog\/customer-relationship-management-examples\/\">Read also: 6 No-nonsense Examples of Customer Relationship Management<\/a><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Customers_Will_Get_Better_Support_if_You_Use_a_CRM_System\"><\/span><span style=\"color: #993300;\">Customers Will Get Better Support if You Use a CRM System<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">The secret to keeping your customers loyal to your business?<\/span><\/p>\n<p><span style=\"font-weight: 400;\"><strong>Customer service.<\/strong>&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">A study has shown that around <\/span><span style=\"font-weight: 400;\">64% of customers<\/span><span style=\"font-weight: 400;\"> feel having a positive customer experience with a brand is much more important than pricing when making a purchase.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">By streamlining and automating your customer service processes, <strong>a CRM system can help reduce response times and improve FCR<\/strong> (<\/span><span style=\"font-weight: 400;\">First Contact Resolution<\/span><span style=\"font-weight: 400;\">).&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Also, a CRM system offers omnichannel communication, meaning your customers can initiate their conversation through phone and follow up with email \u2013 without having to start from the beginning.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">This feature of CRM is revolutionary and has paved the way for a <a href=\"https:\/\/www.engagebay.com\/blog\/customer-centric-model\/\">customer-centric<\/a> business approach.&nbsp;<\/span><\/p>\n<p><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium fasc-ico-before dashicons-arrow-right-alt\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/customer-service-skills\/\">Read also: The Ultimate Guide To Developing Customer Service Skills<\/a><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Data_From_Your_CRM_System_Can_Improve_Sales_and_Marketing_Efforts\"><\/span><span style=\"color: #993300;\">Data From Your CRM System Can Improve Sales and Marketing Efforts<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Personalization is the new black.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">That\u2019s what a CRM system does for marketing \u2013 it personalizes and tailors campaigns for each customer.&nbsp;<\/span><\/p>\n<p><strong>Consequently, this helps you identify your target audience.<\/strong><\/p>\n<p><span style=\"font-weight: 400;\">CRM systems use the data collected to <a href=\"https:\/\/www.engagebay.com\/blog\/what-is-audience-segmentation\/\">segment your audience<\/a>&nbsp;and figure out hot leads to roll our marketing content to. <\/span><span style=\"font-weight: 400;\">In addition, CRM systems use historical data to extrapolate and forecast trends, which can be used by the marketing team to target and attract new customers.&nbsp;<\/span><\/p>\n<figure id=\"attachment_10713\" aria-describedby=\"caption-attachment-10713\" style=\"width: 1341px\" class=\"wp-caption aligncenter\"><img decoding=\"async\" class=\"size-full wp-image-10713\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2019\/07\/Segmented-List.png\" alt=\"CRM functionality -- contact segmentation\" width=\"1341\" height=\"498\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2019\/07\/Segmented-List.png 1341w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2019\/07\/Segmented-List-300x111.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2019\/07\/Segmented-List-1024x380.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2019\/07\/Segmented-List-768x285.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2019\/07\/Segmented-List-595xh.png 595w\" sizes=\"(max-width: 1341px) 100vw, 1341px\" \/><figcaption id=\"caption-attachment-10713\" class=\"wp-caption-text\"><em>A segmented list example from EngageBay<\/em><\/figcaption><\/figure>\n<p><span style=\"font-weight: 400;\">Along the same lines, CRM systems can help the team manage their<a href=\"https:\/\/www.engagebay.com\/blog\/what-is-a-sales-pipeline\/\"> sales pipeline<\/a>, push leads down the funnel \u2013 <strong>and, most importantly, help close deals.<\/strong><\/span><\/p>\n<p><span style=\"font-weight: 400;\">Closing deals, after all, is the only way businesses can make profits.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Plus, sales teams can use CRM systems to find opportunities for cross-selling and upselling.&nbsp;<\/span><\/p>\n<p><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium ico-fa fasc-ico-before fa-arrow-circle-right\" style=\"background-color: #33809e; color: #ffffff;\" href=\"https:\/\/www.engagebay.com\/blog\/customer-relationship-management-examples\/\">Read also: 6 No-nonsense Examples of Customer Relationship Management<\/a><\/p>\n<h3><span class=\"ez-toc-section\" id=\"A_Good_CRM_System_Helps_Keep_Customers_Engaged\"><\/span><span style=\"color: #993300;\">A Good CRM System Helps Keep Customers Engaged<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">With so much competition out there, your business needs to keep customers engaged if you want them to stay loyal to your brand.<\/span><\/p>\n<figure id=\"attachment_17029\" aria-describedby=\"caption-attachment-17029\" style=\"width: 1366px\" class=\"wp-caption aligncenter\"><img decoding=\"async\" class=\"wp-image-17029 size-full\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/10\/EB-crm-bg-2.gif\" alt=\"EngageBay sales dashboard\" width=\"1366\" height=\"656\"><figcaption id=\"caption-attachment-17029\" class=\"wp-caption-text\"><em>EngageBay metrics dashboard<\/em><\/figcaption><\/figure>\n<p><span style=\"font-weight: 400;\">Here\u2019s how a CRM system helps keep existing customers engaged:&nbsp;<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Personalize emails<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Launch drip campaigns to nurture leads<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Manage customer loyalty programs<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><a href=\"https:\/\/www.engagebay.com\/blog\/best-times-send-emails\/\"><span style=\"font-weight: 400;\">Timezone-based email delivery<\/span><\/a><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Omnichannel customer support<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Automate follow-ups<\/span><\/li>\n<\/ul>\n<p><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium ico-fa fasc-ico-before fa-arrow-circle-right\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/marketing-automation-vs-crm\/\">Read also: Marketing Automation vs CRM: Decoding the Difference<\/a><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Using_a_CRM_Improves_Workflows_and_Streamlines_Communication\"><\/span><span style=\"color: #993300;\">Using a CRM Improves Workflows and Streamlines Communication<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">CRM systems also help improve workflows and streamline communications within the company.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\"><a href=\"https:\/\/www.engagebay.com\/crm\/task-manager-crm\">Task management<\/a> can help prioritize tasks, add deadlines, assign and reassign tasks to various members, and so much more.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">It also offers dashboards with performance charts of each member so you can have a bird\u2019s eye view.&nbsp;&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Role management streamlines information and tool access, streamlining CRM data flow and improving security.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Moreover, CRM systems like EngageBay go one step further: <strong>they offer gamification and <a href=\"https:\/\/www.engagebay.com\/crm\/employee-engagement\">leaderboards<\/a> for sales teams to motivate them to perform better.&nbsp;<\/strong><\/span><\/p>\n<p><em><img decoding=\"async\" class=\"emoji\" role=\"img\" draggable=\"false\" src=\"https:\/\/s.w.org\/images\/core\/emoji\/14.0.0\/svg\/1f449.svg\" alt=\"\ud83d\udc49\">Wait, what is a CRM database? Learn everythning you need to know in <a href=\"https:\/\/www.engagebay.com\/blog\/what-is-a-crm-database\/\" data-wpel-link=\"internal\">our expert guide<\/a>! <img decoding=\"async\" class=\"emoji\" role=\"img\" draggable=\"false\" src=\"https:\/\/s.w.org\/images\/core\/emoji\/14.0.0\/svg\/1f4aa.svg\" alt=\"\ud83d\udcaa\"><\/em><\/p>\n<h2><span class=\"ez-toc-section\" id=\"The_Benefits_of_Using_a_CRM_System\"><\/span><span style=\"color: #339966;\"><strong>The Benefits of Using a CRM System<\/strong><\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Relationships act as the \u2018glue\u2019 that holds the link between customers and your business. Here\u2019s a list of the key features of a CRM system and its benefits.&nbsp;<\/span><\/p>\n<table>\n<tbody>\n<tr>\n<td>\n<p style=\"text-align: center;\"><b>CRM Feature<\/b><\/p>\n<\/td>\n<td style=\"text-align: center;\"><b>Benefit<\/b><\/td>\n<td>\n<p style=\"text-align: center;\"><b>EngageBay<\/b><\/p>\n<\/td>\n<\/tr>\n<tr>\n<td><strong>Contact management<\/strong><\/td>\n<td><span style=\"font-weight: 400;\">Collects, stores, and tracks customer information. Both marketing and sales teams can then use this data to launch personalized marketing, push prospects down the funnel, and close deals.&nbsp;<\/span><\/td>\n<td>\n<p style=\"text-align: center;\"><b>\u2714<\/b><\/p>\n<\/td>\n<\/tr>\n<tr>\n<td><strong>Omnichannel marketing<\/strong><\/td>\n<td><span style=\"font-weight: 400;\">An omnichannel strategy connects all channels seamlessly \u2013 this improves customer lifetime value (CLV) and increases sales.&nbsp;<\/span><\/p>\n<p><a href=\"https:\/\/www.salesforce.com\/eu\/blog\/2020\/12\/omnichannel-strategy-benefits.html\"><span style=\"font-weight: 400;\">67% of customers<\/span><\/a><span style=\"font-weight: 400;\"> use multiple channels to complete a single transaction \u2013 and businesses that don\u2019t adopt this strategy are \u201cdriving in the slow lane.\u201d<\/span><\/td>\n<td>\n<p style=\"text-align: center;\"><b>\u2714<\/b><\/p>\n<\/td>\n<\/tr>\n<tr>\n<td><strong>Automation<\/strong><\/td>\n<td><span style=\"font-weight: 400;\">CRM automation streamlines complex workflows, improves productivity, enhances customer satisfaction, and above all, lets you focus on the bigger picture.&nbsp;<\/span><\/td>\n<td>\n<p style=\"text-align: center;\"><b>\u2714<\/b><\/p>\n<\/td>\n<\/tr>\n<tr>\n<td><strong>Analytics<\/strong><\/td>\n<td><span style=\"font-weight: 400;\">Analytics quantify sales and marketing data to help you figure out what it takes to convert prospects into paying customers \u2013 they, after all, are the lifeline of your business.&nbsp;<\/span><\/td>\n<td>\n<p style=\"text-align: center;\"><b>\u2714<\/b><\/p>\n<\/td>\n<\/tr>\n<tr>\n<td><strong>Lead management<\/strong><\/td>\n<td><span style=\"font-weight: 400;\">Businesses must bring in leads before they can even consider closing deals.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Lead management ensures that no leads fall through the cracks \u2013 it can even filter out hot leads so your sales team can focus on them.&nbsp;<\/span><\/td>\n<td>\n<p style=\"text-align: center;\"><b>\u2714<\/b><\/p>\n<\/td>\n<\/tr>\n<tr>\n<td><strong>Segmentation<\/strong><\/td>\n<td><span style=\"font-weight: 400;\">Segment your audience into different lists based on various factors \u2013 this lets you launch campaigns that reflect customers\u2019 preferences, values, and interests.&nbsp;<\/span><\/td>\n<td>\n<p style=\"text-align: center;\"><b>\u2714<\/b><\/p>\n<\/td>\n<\/tr>\n<tr>\n<td><strong>Personalization<\/strong><\/td>\n<td><a href=\"https:\/\/digitalmarketinginstitute.com\/blog\/how-to-inject-personalization-into-your-marketing-strategy\"><span style=\"font-weight: 400;\">74% of online<\/span><\/a><span style=\"font-weight: 400;\"> customers get annoyed when businesses send offers or ads that have nothing to do with them.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Personalization keeps customers engaged and reduces churn rate.&nbsp;<\/span><\/td>\n<td>\n<p style=\"text-align: center;\"><b>\u2714<\/b><\/p>\n<\/td>\n<\/tr>\n<tr>\n<td><strong>360-degree customer view<\/strong><\/td>\n<td><span style=\"font-weight: 400;\">A 360-degree view of your customers lets you capture each micro-moment and establish an individual\u2019s entire path to purchase. <\/span><span style=\"font-weight: 400;\">You can then use the information to create buyer personas, deliver personalized content, and more.<\/span><\/td>\n<td>\n<p style=\"text-align: center;\"><b>\u2714<\/b><\/p>\n<\/td>\n<\/tr>\n<tr>\n<td><strong>Ticketing and helpdesk<\/strong><\/td>\n<td><a href=\"http:\/\/info.microsoft.com\/rs\/157-GQE-382\/images\/EN-CNTNT-Report-DynService-2017-global-state-customer-service-en-au.pdf\"><span style=\"font-weight: 400;\">68% of customers<\/span><\/a><span style=\"font-weight: 400;\"> believe businesses exert a positive brand perception when they offer proactive customer service. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">A dedicated customer support platform helps your support team deliver exceptional support through proactive and reactive means.&nbsp;<\/span><\/td>\n<td>\n<p style=\"text-align: center;\"><b>\u2714<\/b><\/p>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><span style=\"font-weight: 400;\">A great CRM system benefits everyone \u2013 let\u2019s see how.&nbsp;<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"The_Benefits_of_CRM_for_Business_Owners\"><\/span><span style=\"color: #993300;\">The Benefits of CRM for Business Owners<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Business owners tend to benefit the most from implementing a CRM system:&nbsp;<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Better organization<\/b><span style=\"font-weight: 400;\">: A CRM system brings together <a href=\"https:\/\/www.engagebay.com\/blog\/what-is-a-crm-database\/\">customer data<\/a>, multiple teams, powerful tools, and integrations \u2013 all in one place.&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Streamlined communication<\/b><span style=\"font-weight: 400;\">: A good CRM system offers 2-way email, internal communication, and conversational inboxes to help you communicate with your team and customers with ease.&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Team collaboration<\/b><span style=\"font-weight: 400;\">: The centralized database of a CRM system unifies marketing, sales, and support teams \u2013 improving <a href=\"https:\/\/www.engagebay.com\/blog\/8-business-tools\/\">productivity<\/a> and efficiency.&nbsp;<\/span><\/li>\n<\/ul>\n<h3><span class=\"ez-toc-section\" id=\"The_Benefits_of_CRM_for_Employees\"><\/span><span style=\"color: #993300;\">The Benefits of CRM for Employees<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">In addition to helping small business owners manage their internal processes and customer interactions, CRM systems also play a major role in improving the lives of your employees.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Your employees don\u2019t need to have spreadsheets, communicate through email, contact your customers manually, or use dozens of software for various uses. <strong>An all-in-one Customer Relationship Management software like <a href=\"https:\/\/www.engagebay.com\/\">EngageBay<\/a> does it all.&nbsp;<\/strong><\/span><\/p>\n<figure id=\"attachment_24120\" aria-describedby=\"caption-attachment-24120\" style=\"width: 816px\" class=\"wp-caption aligncenter\"><img decoding=\"async\" class=\"size-full wp-image-24120\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/Why-you-need-an-All-In-One-CRM-Software.png\" alt=\"Benefits of all-in-one CRM software\" width=\"816\" height=\"1056\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/Why-you-need-an-All-In-One-CRM-Software.png 816w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/Why-you-need-an-All-In-One-CRM-Software-232x300.png 232w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/Why-you-need-an-All-In-One-CRM-Software-791x1024.png 791w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/Why-you-need-an-All-In-One-CRM-Software-768x994.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/Why-you-need-an-All-In-One-CRM-Software-595xh.png 595w\" sizes=\"(max-width: 816px) 100vw, 816px\" \/><figcaption id=\"caption-attachment-24120\" class=\"wp-caption-text\"><em>Source: <a href=\"https:\/\/www.predictiveanalyticstoday.com\/top-all-in-one-crm-software\/\">Predictive analytics<\/a><\/em><\/figcaption><\/figure>\n<p><span style=\"font-weight: 400;\">This breaks down communication barriers and mitigates data inconsistencies.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Most importantly, all your employees can be on the same page.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Let\u2019s now take a look at how CRM systems help individual teams.&nbsp;<\/span><\/p>\n<p><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium fasc-ico-before dashicons-arrow-right-alt\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/crm-for-marketing\/\">Read also: CRM for Marketing Success: What Tools to Use and How<\/a><\/p>\n<h3><span class=\"ez-toc-section\" id=\"The_Benefits_of_CRM_for_Sales_Teams\"><\/span><span style=\"color: #993300;\">The Benefits of CRM for Sales Teams<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">We\u2019ve mentioned it before, and we\u2019ll mention it now.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Sales teams have one of the most important (and admittedly arduous) tasks in any organization: closing deals to bring in revenue.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Without a good small business CRM system in place, chaos ensues. <strong>That\u2019s why CRM systems are so helpful:&nbsp;<\/strong><\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Pipeline management helps you convert prospects into customers.&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">End-to-end customer interaction management, right from inquiry all the way through deal closure.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\"><a href=\"https:\/\/www.engagebay.com\/crm\/360-degree-customer-view\">Complete view<\/a> of your customers to help sales reps understand customers better.&nbsp;<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Monitoring sales activity to keep track of progress and forecast future sales.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Offers resources to help each sales rep move prospects towards the end of the <a href=\"https:\/\/www.engagebay.com\/blog\/sales-pipeline-vs-sales-funnel\/\">sales funnel<\/a>.&nbsp;<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Here\u2019s a cool infographic to help you understand the benefits of CRM systems for sales teams:<\/span><\/p>\n<figure id=\"attachment_24056\" aria-describedby=\"caption-attachment-24056\" style=\"width: 1000px\" class=\"wp-caption aligncenter\"><img decoding=\"async\" class=\"wp-image-24056 size-full\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/top-10-sales-in-crm.jpg\" alt=\"Importance of CRM system in sales\" width=\"1000\" height=\"1833\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/top-10-sales-in-crm.jpg 1000w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/top-10-sales-in-crm-164x300.jpg 164w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/top-10-sales-in-crm-559x1024.jpg 559w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/top-10-sales-in-crm-768x1408.jpg 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/top-10-sales-in-crm-838x1536.jpg 838w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/top-10-sales-in-crm-595xh.jpg 595w\" sizes=\"(max-width: 1000px) 100vw, 1000px\" \/><figcaption id=\"caption-attachment-24056\" class=\"wp-caption-text\"><em>Source: <a href=\"https:\/\/serp.co\/#clode\">SERP.co<\/a><\/em><\/figcaption><\/figure>\n<h3><span class=\"ez-toc-section\" id=\"The_Benefits_of_CRM_for_Marketing_Teams\"><\/span><span style=\"color: #993300;\">The Benefits of CRM for Marketing Teams<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Before a sales team can work its magic, a business\u2019s marketing team has to bring leads into the funnel.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Marketers must promote their products and services as much as possible without being pushy. <strong>Plus, mass non-personalized emails are a massive turn-off for customers.&nbsp;<\/strong><\/span><\/p>\n<p><span style=\"font-weight: 400;\">This is where a CRM system shines through.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">A marketing CRM system helps capture leads, analyze user behavior, <a href=\"https:\/\/www.engagebay.com\/blog\/lead-generation-guide\/\">nurture them<\/a> through various means, and ultimately hand them over to sales when the time is right.&nbsp;<\/span><\/p>\n<p><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium fasc-ico-before dashicons-arrow-right-alt\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/crm-strategy\/\">Read also: 6 Steps to Create Your CRM Strategy (+How to Track It)<\/a><\/p>\n<h3><span class=\"ez-toc-section\" id=\"The_Benefits_of_CRM_for_Customer_Service_Teams\"><\/span><span style=\"color: #993300;\">The Benefits of CRM for Customer Service Teams<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Another fundamental part of any business, and one that is often overlooked, is customer support.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Most companies offer good support during a customer\u2019s purchase but fail to do the same post-purchase. <strong>This is why many businesses have high attrition rates.&nbsp;<\/strong><\/span><\/p>\n<figure id=\"attachment_18726\" aria-describedby=\"caption-attachment-18726\" style=\"width: 1366px\" class=\"wp-caption aligncenter\"><img decoding=\"async\" class=\"wp-image-18726 size-full\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/12\/hero-custom-ticket-views.png\" alt=\"EngageBay ticket automation\" width=\"1366\" height=\"768\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/12\/hero-custom-ticket-views.png 1366w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/12\/hero-custom-ticket-views-300x169.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/12\/hero-custom-ticket-views-1024x576.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/12\/hero-custom-ticket-views-768x432.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2021\/12\/hero-custom-ticket-views-595xh.png 595w\" sizes=\"(max-width: 1366px) 100vw, 1366px\" \/><figcaption id=\"caption-attachment-18726\" class=\"wp-caption-text\"><em>EngageBay ticket automation<\/em><\/figcaption><\/figure>\n<p><span style=\"font-weight: 400;\">A CRM system offers a plethora of tools, from <a href=\"https:\/\/www.engagebay.com\/service\/help-desk-software\">ticketing<\/a>, prioritization, helpdesk, live chat, and more. Tools like ticket routing and reassignment ensure that the ticket reaches the right team.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">In addition, automatic logging saves all the interactions so that the new rep can pick up without starting from scratch.&nbsp;<\/span><\/p>\n<p><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium ico-fa fasc-ico-before fa-arrow-circle-right\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/crm-roi\/\">Read also: What Nobody Tells You About CRM ROI: A Thought-Provoking Guide<\/a><\/p>\n<h3><span class=\"ez-toc-section\" id=\"The_Benefits_of_CRM_for_the_Organization_as_a_Whole\"><\/span><span style=\"color: #993300;\">The Benefits of CRM for the Organization as a Whole<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Now that we\u2019ve seen how a CRM system helps each entity individually, let\u2019s find out how it impacts the organization as a whole.<\/span><\/p>\n<p><strong>It brings together all the teams and unifies them through a single viewpoint of the customers.&nbsp;<\/strong><\/p>\n<p><span style=\"font-weight: 400;\">Another excellent benefit of CRM systems for organizations is that it eliminates the need for multiple platforms:&nbsp;<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">This reduces costs<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Removes multiple onboarding<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\"><a href=\"https:\/\/www.engagebay.com\/crm\/unified-crm\">Consolidates data<\/a> into one place<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Improves productivity<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Reduces the need for technical resources \u2013 you don\u2019t need multiple technicians taking care of various platforms<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Most CRM software are SaaS, meaning you don\u2019t have to manage anything in-house<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Even so, there are challenges that you (most definitely will) come across while implementing a CRM system. The following section is a mini-guide to help you avoid common pitfalls.<\/span><\/p>\n<p><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium fasc-ico-before dashicons-arrow-right-alt\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/crm-experience\/\">Read also: CRM Experience &#8212; How Customer Satisfaction Tools Get Business Success<\/a><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Challenges_That_Companies_Face_With_CRM_Implementation\"><\/span><span style=\"color: #339966;\"><strong>Challenges That Companies Face With CRM Implementation<\/strong><\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Here are five key challenges you (and your employees) may face during CRM implementation, and the solutions to overcome them.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Let\u2019s get started.<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Challenge_1_Convincing_Your_People_To_Change\"><\/span><span style=\"color: #993300;\">Challenge #1: Convincing Your People To Change<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\"><strong>The issue:<\/strong> If you are a startup with a relatively young workforce, transitioning to a CRM system will be easy. Convincing older employees, on the other hand, is a whole new game. Implementing a CRM system means you need to overhaul everything, which may lead to resistance.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\"><strong>The solution<\/strong>: You need to encourage your employees to learn as a team and help each other understand the new system \u2013 in no time, even reluctant team members will understand the immense benefits of having a digital CRM system.&nbsp;<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Challenge_2_Getting_Approval_From_Management\"><\/span><span style=\"color: #993300;\">Challenge #2: Getting Approval From Management<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\"><strong>The issue:<\/strong> Another significant hurdle of CRM implementation is getting management to approve \u2013 mainly due to concerns about the technology, disruption to existing business processes, and pricing.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\"><strong>The solution:<\/strong> You need to address their concerns and convey how CRM systems can add value to the company by showing how competitors have successfully made the transition.&nbsp;<\/span><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Challenge_3_Leaving_Favored_Software_Behind\"><\/span><span style=\"color: #993300;\">Challenge #3: Leaving Favored Software Behind<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\"><strong>The issue:<\/strong> Even if you managed to convince your people to migrate, there still exists a looming challenge \u2013 getting what they left behind in the new system.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\"><strong>The solution:<\/strong> Implementing a CRM solution does not mean discarding existing platforms. An integrated all-in-one software like EngageBay brings all teams together through dozens of native integrations and over 1,000 CRM integrations through Zapier.&nbsp;<\/span><\/p>\n<p><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium fasc-ico-before dashicons-arrow-right-alt\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/integrations\/\">Check Out EngageBay\u2019s Integration Library<\/a><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Challenge_4_Cost_and_Time_of_CRM_Implementation\"><\/span><span style=\"color: #993300;\">Challenge #4: Cost and Time of CRM Implementation<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\"><strong>The issue:<\/strong> CRM implementation does not happen overnight. Depending on the size of your company, the amount of information, and the depth of implementation, it takes anywhere from days to months to complete the transition. You also need to invest in training, maintenance, and more. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">According to a <\/span><a href=\"https:\/\/hbr.org\/2019\/03\/digital-transformation-is-not-about-technology\"><span style=\"font-weight: 400;\">review<\/span><\/a><span style=\"font-weight: 400;\"> by Harvard, although $1.3 trillion was spent on digital migration in 2018 alone, around a whopping $900 billion of it was wasted!&nbsp;<\/span><\/p>\n<p><img decoding=\"async\" class=\"size-full wp-image-24123 aligncenter\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/sales-meme.jpg\" alt=\"Sales meme\" width=\"404\" height=\"289\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/sales-meme.jpg 404w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/sales-meme-300x215.jpg 300w\" sizes=\"(max-width: 404px) 100vw, 404px\" \/><\/p>\n<p><span style=\"font-weight: 400;\"><strong>The solution:<\/strong> According to <\/span><a href=\"https:\/\/www.oracle.com\/in\/cx\/what-is-crm\/roi-of-crm\/\"><span style=\"font-weight: 400;\">studies<\/span><\/a><span style=\"font-weight: 400;\">, the ROI of implementing CRM is quite high, with a yield of around $9 for every $1 spent. You need to keep short- and long-term goals in mind when <a href=\"https:\/\/www.founderjar.com\/which-crm-system-to-implement-long-term\/\" target=\"_blank\" rel=\"noopener\" data-saferedirecturl=\"https:\/\/www.google.com\/url?q=https:\/\/www.founderjar.com\/which-crm-system-to-implement-long-term\/&amp;source=gmail&amp;ust=1660790457030000&amp;usg=AOvVaw3PDZip4O8VsptqlKN9yw6h\">choosing the right CRM system for the long-term<\/a>, and then devise a strategy that maximizes productivity and minimizes expenses. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">EngageBay is one of the best CRM software for small businesses as we don\u2019t charge anything for migration and onboarding \u2013 making it easier for businesses to implement.&nbsp;<\/span><\/p>\n<p><em><img decoding=\"async\" class=\"emoji\" role=\"img\" draggable=\"false\" src=\"https:\/\/s.w.org\/images\/core\/emoji\/14.0.0\/svg\/1f449.svg\" alt=\"\ud83d\udc49\">Navigate the world of CRM automation software with ease. Our <a href=\"https:\/\/www.engagebay.com\/blog\/best-crm-automation-software\/\" data-wpel-link=\"internal\">detailed guide<\/a> gives you an overview of the best options available.<\/em><\/p>\n<h3><span class=\"ez-toc-section\" id=\"Challenge_5_Choosing_the_Right_CRM\"><\/span><span style=\"color: #993300;\">Challenge #5: Choosing the Right CRM<\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><span style=\"font-weight: 400;\"><strong>The issue:<\/strong> Choosing the right CRM is not easy: it is difficult to keep changing (as we\u2019ve seen through the challenges above). We\u2019ve encountered businesses that splurged tens of thousands of dollars on the wrong CRM.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\"><strong>The solution:<\/strong> Take a diligent approach, decide what functionalities your teams need, predict how fast your business scales, and define your workflows. <strong>Above all, never rush the implementation.<\/strong>&nbsp;<\/span><\/p>\n<p><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium fasc-ico-before dashicons-arrow-right-alt\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/challenges-of-crm-implementation\/\">Read also: 9 Challenges of CRM Implementation &amp; How to Dust Them Off<\/a><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Wrapping_Up_Choosing_the_Right_CRM_for_Your_Business\"><\/span><span style=\"color: #339966;\"><strong>Wrapping Up: Choosing the Right CRM for Your Business<\/strong><\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">We\u2019ve seen the importance, benefits, and challenges of using a CRM system. Let\u2019s now address \u2018the elephant in the room:\u2019 how do you implement the same for your business?<\/span><\/p>\n<p><span style=\"font-weight: 400;\">There was a time when CRM systems were exclusive to MNCs and corporations with deep pockets.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Nowadays, any business can implement CRM and reap the benefits.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">But there\u2019s a caveat: y<\/span><span style=\"font-weight: 400;\">ou need to choose the right CRM.&nbsp;<\/span><\/p>\n<p><span style=\"font-weight: 400;\">There are dozens of excellent CRM software in the market today, all promising the best.&nbsp;<\/span><strong>For small businesses, <a href=\"https:\/\/www.engagebay.com\/\">EngageBay<\/a> is the way to go.<\/strong><\/p>\n<p><span style=\"font-weight: 400;\">W<\/span><span style=\"font-weight: 400;\">hy?<\/span><\/p>\n<p><span style=\"font-weight: 400;\">It offers an integrated all-in-one marketing, sales, and customer support software with a highly intuitive UI.&nbsp;<\/span><\/p>\n<figure id=\"attachment_19405\" aria-describedby=\"caption-attachment-19405\" style=\"width: 1202px\" class=\"wp-caption aligncenter\"><img decoding=\"async\" class=\"size-full wp-image-19405\" src=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/01\/Customer-Service-Software-Try-EngageBay-for-Free.png\" alt=\"EngageBay features\" width=\"1202\" height=\"789\" srcset=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/01\/Customer-Service-Software-Try-EngageBay-for-Free.png 1202w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/01\/Customer-Service-Software-Try-EngageBay-for-Free-300x197.png 300w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/01\/Customer-Service-Software-Try-EngageBay-for-Free-1024x672.png 1024w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/01\/Customer-Service-Software-Try-EngageBay-for-Free-768x504.png 768w, https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/01\/Customer-Service-Software-Try-EngageBay-for-Free-595xh.png 595w\" sizes=\"(max-width: 1202px) 100vw, 1202px\" \/><figcaption id=\"caption-attachment-19405\" class=\"wp-caption-text\"><em>EngageBay features<\/em><\/figcaption><\/figure>\n<p><span style=\"font-weight: 400;\">It\u2019s quite affordable too. EngageBay also offers free migration and onboarding services, meaning you can quickly onboard your employees without lengthy and costly implementation. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">The CRM platform remains affordable even after you scale your business: <a href=\"https:\/\/www.engagebay.com\/pricing\/all-in-one\">EngageBay\u2019s Pro plan<\/a> with unlimited contacts, mobile CRM, and a suite of enterprise-level features costs just $99!<\/span><\/p>\n<p><strong>This is what Tommy D, a professional trainer and coach, had to say about EngageBay:<\/strong><\/p>\n<blockquote><p><span style=\"color: #339966;\">&#8220;Everything and more than I need. I did extensive research before picking Engagebay and they haven&#8217;t disappointed me.&#8221;<\/span><\/p><\/blockquote>\n<p><span style=\"font-weight: 400;\"><a href=\"https:\/\/app.engagebay.com\/signup\">Sign up<\/a> for the free version, or book a <a href=\"https:\/\/meetings.engagebay.com\/book-demo-free\">30-minute demo<\/a> with our experts today.&nbsp;<\/span><\/p>\n<p><em><span style=\"font-weight: 400;\">Ciao!<\/span><\/em><\/p>\n<p><a class=\"fasc-button fasc-size-medium fasc-type-flat fasc-rounded-medium fasc-ico-before dashicons-arrow-right-alt\" style=\"background-color: #33809e; color: #ffffff;\" target=\"_blank\" rel=\"noopener\" href=\"https:\/\/www.engagebay.com\/blog\/how-much-does-crm-cost\/\">Read also:&nbsp;How Much Does CRM Cost?<\/a><\/p>\n\r\n            <script>\r\n                var EhAPI = EhAPI || {}; \r\n                EhAPI.after_load = function() {\r\n                    EhAPI.set_account('ktb76s1540fl2hnhbqnrtd2npb', 'our');\r\n                    EhAPI.execute('rules');\r\n                };\r\n                (function(d, s, f) {\r\n                    var sc = document.createElement(s);\r\n                    sc.type = 'text\/javascript';\r\n                    sc.async = true;\r\n                    sc.src = f;\r\n                    var m = document.getElementsByTagName(s)[0];\r\n                    m.parentNode.insertBefore(sc, m);   \r\n                })(document, 'script', '\/\/d2p078bqz5urf7.cloudfront.net\/jsapi\/ehform.js');\r\n            <\/script>\r\n            <script>\r\n                function waitForEhForms() {\r\n                    const interval = 100; \/\/ Check every 100ms\r\n                    const checkAndLoad = () => {\r\n                        const params = new URLSearchParams(window.location.search);\r\n                        const elementorPreviewParam = params.get('elementor-preview');\r\n                        if (elementorPreviewParam && typeof EhForms !== 'undefined' && typeof EhForms.loadForms === 'function') {\r\n                            EhForms.loadForms();\r\n                            console.log('EhForms.loadForms() called successfully.');\r\n                        } else {\r\n                            setTimeout(checkAndLoad, interval);\r\n                        }\r\n                    };\r\n                    checkAndLoad();\r\n                }\r\n                \/\/ Call the function\r\n                waitForEhForms();\r\n            <\/script>\r\n        <div class='engage-hub-form-embed' id='eh_form_5161654467690496' data-id='5161654467690496'><\/div>\n","protected":false},"excerpt":{"rendered":"<p>Let\u2019s start the blog with a quote, shall we? \u201cThe purpose of a business is to create and keep a [&hellip;]<\/p>\n","protected":false},"author":29,"featured_media":24171,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"site-sidebar-layout":"default","site-content-layout":"default","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"default","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"categories":[120],"tags":[153,6175,6748,6747,6749],"class_list":["post-24026","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-crm","tag-benefits-of-crm","tag-crm-implementation-challenges","tag-crm-system-importance","tag-crm-systems","tag-engagebay-crm-system"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v21.3 (Yoast SEO v25.3.1) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>What are CRM Systems? (Benefits and Challenges)<\/title>\n<meta name=\"description\" content=\"All businesses that deal with customers need CRM systems. Learn the benefits, importance, and challenges of using CRM systems for your business.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.engagebay.com\/blog\/what-are-crm-systems\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"What are CRM Systems? A Definitive Guide (Benefits, Challenges)\" \/>\n<meta property=\"og:description\" content=\"All businesses that deal with customers need CRM systems. Learn the benefits, importance, and challenges of using CRM systems for your business.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.engagebay.com\/blog\/what-are-crm-systems\/\" \/>\n<meta property=\"og:site_name\" content=\"EngageBay - All-in-one marketing, sales, and service\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/engagebay\" \/>\n<meta property=\"article:published_time\" content=\"2022-06-22T13:49:47+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-04-10T06:50:15+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/what-are-crm-system.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1000\" \/>\n\t<meta property=\"og:image:height\" content=\"600\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Abdul Bashid\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@engagebay\" \/>\n<meta name=\"twitter:site\" content=\"@engagebay\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Abdul Bashid\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"16 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/www.engagebay.com\/blog\/what-are-crm-systems\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/www.engagebay.com\/blog\/what-are-crm-systems\/\"},\"author\":{\"name\":\"Abdul Bashid\",\"@id\":\"https:\/\/www.engagebay.com\/blog\/#\/schema\/person\/3df0354cfe9459f56796e9a2a047742c\"},\"headline\":\"What are CRM Systems? A Definitive Guide (Benefits, Challenges)\",\"datePublished\":\"2022-06-22T13:49:47+00:00\",\"dateModified\":\"2025-04-10T06:50:15+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/www.engagebay.com\/blog\/what-are-crm-systems\/\"},\"wordCount\":3210,\"commentCount\":1,\"publisher\":{\"@id\":\"https:\/\/www.engagebay.com\/blog\/#organization\"},\"image\":{\"@id\":\"https:\/\/www.engagebay.com\/blog\/what-are-crm-systems\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/what-are-crm-system.png\",\"keywords\":[\"benefits of crm\",\"CRM implementation challenges\",\"CRM system importance\",\"CRM systems\",\"EngageBay CRM system\"],\"articleSection\":[\"CRM\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\/\/www.engagebay.com\/blog\/what-are-crm-systems\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.engagebay.com\/blog\/what-are-crm-systems\/\",\"url\":\"https:\/\/www.engagebay.com\/blog\/what-are-crm-systems\/\",\"name\":\"What are CRM Systems? (Benefits and Challenges)\",\"isPartOf\":{\"@id\":\"https:\/\/www.engagebay.com\/blog\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.engagebay.com\/blog\/what-are-crm-systems\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.engagebay.com\/blog\/what-are-crm-systems\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/what-are-crm-system.png\",\"datePublished\":\"2022-06-22T13:49:47+00:00\",\"dateModified\":\"2025-04-10T06:50:15+00:00\",\"description\":\"All businesses that deal with customers need CRM systems. Learn the benefits, importance, and challenges of using CRM systems for your business.\",\"breadcrumb\":{\"@id\":\"https:\/\/www.engagebay.com\/blog\/what-are-crm-systems\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.engagebay.com\/blog\/what-are-crm-systems\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.engagebay.com\/blog\/what-are-crm-systems\/#primaryimage\",\"url\":\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/what-are-crm-system.png\",\"contentUrl\":\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/what-are-crm-system.png\",\"width\":1000,\"height\":600,\"caption\":\"what-are-crm-system\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.engagebay.com\/blog\/what-are-crm-systems\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.engagebay.com\/blog\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"CRM\",\"item\":\"https:\/\/www.engagebay.com\/blog\/category\/crm\/\"},{\"@type\":\"ListItem\",\"position\":3,\"name\":\"What are CRM Systems? A Definitive Guide (Benefits, Challenges)\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.engagebay.com\/blog\/#website\",\"url\":\"https:\/\/www.engagebay.com\/blog\/\",\"name\":\"EngageBay - All-in-one marketing, sales, and service\",\"description\":\"EngageBay is a simple, powerful all-in-one marketing, sales and service software for growing businesses\",\"publisher\":{\"@id\":\"https:\/\/www.engagebay.com\/blog\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/www.engagebay.com\/blog\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\/\/www.engagebay.com\/blog\/#organization\",\"name\":\"EngageBay\",\"url\":\"https:\/\/www.engagebay.com\/blog\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.engagebay.com\/blog\/#\/schema\/logo\/image\/\",\"url\":\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2018\/08\/engagebay-logo.png\",\"contentUrl\":\"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2018\/08\/engagebay-logo.png\",\"width\":256,\"height\":256,\"caption\":\"EngageBay\"},\"image\":{\"@id\":\"https:\/\/www.engagebay.com\/blog\/#\/schema\/logo\/image\/\"},\"sameAs\":[\"https:\/\/www.facebook.com\/engagebay\",\"https:\/\/x.com\/engagebay\",\"https:\/\/www.instagram.com\/engagebay\",\"https:\/\/www.linkedin.com\/company\/engagebay\",\"https:\/\/www.youtube.com\/channel\/UCJhHSPeKnXs0O6T4Vl7tDug\"]},{\"@type\":\"Person\",\"@id\":\"https:\/\/www.engagebay.com\/blog\/#\/schema\/person\/3df0354cfe9459f56796e9a2a047742c\",\"name\":\"Abdul Bashid\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.engagebay.com\/blog\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/2ab8b01fe38f1939ee754a084cdaf9840f9c246f4f233b7a1274c3a9035b533a?s=96&d=identicon&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/2ab8b01fe38f1939ee754a084cdaf9840f9c246f4f233b7a1274c3a9035b533a?s=96&d=identicon&r=g\",\"caption\":\"Abdul Bashid\"},\"description\":\"Abdul is a seasoned B2B SaaS content marketer with 6+ years of experience creating high-impact content on SaaS, CRM, marketing automation, and SMB software. He combines industry knowledge with sharp storytelling to make complex topics simple and actionable. Outside of work, he keeps up with tech trends and unwinds with a good Netflix binge.\",\"sameAs\":[\"https:\/\/www.linkedin.com\/in\/bashidabdul\"],\"url\":\"https:\/\/www.engagebay.com\/blog\/author\/abdul-bashid\/\"}]}<\/script>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"What are CRM Systems? (Benefits and Challenges)","description":"All businesses that deal with customers need CRM systems. Learn the benefits, importance, and challenges of using CRM systems for your business.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.engagebay.com\/blog\/what-are-crm-systems\/","og_locale":"en_US","og_type":"article","og_title":"What are CRM Systems? A Definitive Guide (Benefits, Challenges)","og_description":"All businesses that deal with customers need CRM systems. Learn the benefits, importance, and challenges of using CRM systems for your business.","og_url":"https:\/\/www.engagebay.com\/blog\/what-are-crm-systems\/","og_site_name":"EngageBay - All-in-one marketing, sales, and service","article_publisher":"https:\/\/www.facebook.com\/engagebay","article_published_time":"2022-06-22T13:49:47+00:00","article_modified_time":"2025-04-10T06:50:15+00:00","og_image":[{"width":1000,"height":600,"url":"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/what-are-crm-system.png","type":"image\/png"}],"author":"Abdul Bashid","twitter_card":"summary_large_image","twitter_creator":"@engagebay","twitter_site":"@engagebay","twitter_misc":{"Written by":"Abdul Bashid","Est. reading time":"16 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/www.engagebay.com\/blog\/what-are-crm-systems\/#article","isPartOf":{"@id":"https:\/\/www.engagebay.com\/blog\/what-are-crm-systems\/"},"author":{"name":"Abdul Bashid","@id":"https:\/\/www.engagebay.com\/blog\/#\/schema\/person\/3df0354cfe9459f56796e9a2a047742c"},"headline":"What are CRM Systems? A Definitive Guide (Benefits, Challenges)","datePublished":"2022-06-22T13:49:47+00:00","dateModified":"2025-04-10T06:50:15+00:00","mainEntityOfPage":{"@id":"https:\/\/www.engagebay.com\/blog\/what-are-crm-systems\/"},"wordCount":3210,"commentCount":1,"publisher":{"@id":"https:\/\/www.engagebay.com\/blog\/#organization"},"image":{"@id":"https:\/\/www.engagebay.com\/blog\/what-are-crm-systems\/#primaryimage"},"thumbnailUrl":"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/what-are-crm-system.png","keywords":["benefits of crm","CRM implementation challenges","CRM system importance","CRM systems","EngageBay CRM system"],"articleSection":["CRM"],"inLanguage":"en-US","potentialAction":[{"@type":"CommentAction","name":"Comment","target":["https:\/\/www.engagebay.com\/blog\/what-are-crm-systems\/#respond"]}]},{"@type":"WebPage","@id":"https:\/\/www.engagebay.com\/blog\/what-are-crm-systems\/","url":"https:\/\/www.engagebay.com\/blog\/what-are-crm-systems\/","name":"What are CRM Systems? (Benefits and Challenges)","isPartOf":{"@id":"https:\/\/www.engagebay.com\/blog\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.engagebay.com\/blog\/what-are-crm-systems\/#primaryimage"},"image":{"@id":"https:\/\/www.engagebay.com\/blog\/what-are-crm-systems\/#primaryimage"},"thumbnailUrl":"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/what-are-crm-system.png","datePublished":"2022-06-22T13:49:47+00:00","dateModified":"2025-04-10T06:50:15+00:00","description":"All businesses that deal with customers need CRM systems. Learn the benefits, importance, and challenges of using CRM systems for your business.","breadcrumb":{"@id":"https:\/\/www.engagebay.com\/blog\/what-are-crm-systems\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.engagebay.com\/blog\/what-are-crm-systems\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.engagebay.com\/blog\/what-are-crm-systems\/#primaryimage","url":"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/what-are-crm-system.png","contentUrl":"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2022\/06\/what-are-crm-system.png","width":1000,"height":600,"caption":"what-are-crm-system"},{"@type":"BreadcrumbList","@id":"https:\/\/www.engagebay.com\/blog\/what-are-crm-systems\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.engagebay.com\/blog\/"},{"@type":"ListItem","position":2,"name":"CRM","item":"https:\/\/www.engagebay.com\/blog\/category\/crm\/"},{"@type":"ListItem","position":3,"name":"What are CRM Systems? A Definitive Guide (Benefits, Challenges)"}]},{"@type":"WebSite","@id":"https:\/\/www.engagebay.com\/blog\/#website","url":"https:\/\/www.engagebay.com\/blog\/","name":"EngageBay - All-in-one marketing, sales, and service","description":"EngageBay is a simple, powerful all-in-one marketing, sales and service software for growing businesses","publisher":{"@id":"https:\/\/www.engagebay.com\/blog\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.engagebay.com\/blog\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/www.engagebay.com\/blog\/#organization","name":"EngageBay","url":"https:\/\/www.engagebay.com\/blog\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.engagebay.com\/blog\/#\/schema\/logo\/image\/","url":"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2018\/08\/engagebay-logo.png","contentUrl":"https:\/\/www.engagebay.com\/blog\/wp-content\/uploads\/2018\/08\/engagebay-logo.png","width":256,"height":256,"caption":"EngageBay"},"image":{"@id":"https:\/\/www.engagebay.com\/blog\/#\/schema\/logo\/image\/"},"sameAs":["https:\/\/www.facebook.com\/engagebay","https:\/\/x.com\/engagebay","https:\/\/www.instagram.com\/engagebay","https:\/\/www.linkedin.com\/company\/engagebay","https:\/\/www.youtube.com\/channel\/UCJhHSPeKnXs0O6T4Vl7tDug"]},{"@type":"Person","@id":"https:\/\/www.engagebay.com\/blog\/#\/schema\/person\/3df0354cfe9459f56796e9a2a047742c","name":"Abdul Bashid","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.engagebay.com\/blog\/#\/schema\/person\/image\/","url":"https:\/\/secure.gravatar.com\/avatar\/2ab8b01fe38f1939ee754a084cdaf9840f9c246f4f233b7a1274c3a9035b533a?s=96&d=identicon&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/2ab8b01fe38f1939ee754a084cdaf9840f9c246f4f233b7a1274c3a9035b533a?s=96&d=identicon&r=g","caption":"Abdul Bashid"},"description":"Abdul is a seasoned B2B SaaS content marketer with 6+ years of experience creating high-impact content on SaaS, CRM, marketing automation, and SMB software. He combines industry knowledge with sharp storytelling to make complex topics simple and actionable. Outside of work, he keeps up with tech trends and unwinds with a good Netflix binge.","sameAs":["https:\/\/www.linkedin.com\/in\/bashidabdul"],"url":"https:\/\/www.engagebay.com\/blog\/author\/abdul-bashid\/"}]}},"_links":{"self":[{"href":"https:\/\/www.engagebay.com\/blog\/wp-json\/wp\/v2\/posts\/24026","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.engagebay.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.engagebay.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.engagebay.com\/blog\/wp-json\/wp\/v2\/users\/29"}],"replies":[{"embeddable":true,"href":"https:\/\/www.engagebay.com\/blog\/wp-json\/wp\/v2\/comments?post=24026"}],"version-history":[{"count":9,"href":"https:\/\/www.engagebay.com\/blog\/wp-json\/wp\/v2\/posts\/24026\/revisions"}],"predecessor-version":[{"id":72511,"href":"https:\/\/www.engagebay.com\/blog\/wp-json\/wp\/v2\/posts\/24026\/revisions\/72511"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.engagebay.com\/blog\/wp-json\/wp\/v2\/media\/24171"}],"wp:attachment":[{"href":"https:\/\/www.engagebay.com\/blog\/wp-json\/wp\/v2\/media?parent=24026"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.engagebay.com\/blog\/wp-json\/wp\/v2\/categories?post=24026"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.engagebay.com\/blog\/wp-json\/wp\/v2\/tags?post=24026"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}