CRM Blog Series : Who Needs CRM and Why

Are you a business owner or manager today?   Have you heard of CRM tools but don’t know much about them or why someone might need them?

The following series is designed for you!

Do I Need CRM?

Dynamics CRM

Do you have customers or are you going to have customers? As I pointed out in my recent webinar in partnership with the US Small Business Administration and Microsoft if you have customers or are going to have them, then why wouldn’t you have a tool to help you manage your relationship with those folks??

Dynamics CRM

Why else do you need a CRM tool? Well, let’s ask ourselves, who really owns your customer information?   If you don’t have a centralized place to track and manage that data who’s really owns it?  If a team member can walk out your door with any of that data, can they take it down the street to your competition and use it there?  If so, don’t they really own it?     If you’ve got customer info sitting on post-it notes, business cards or notebooks how secure is it and what value is it adding to your organization?

Dynamics CRM

By putting that information in a CRM solution we can bring our clients to the heart of our business!   We can manage the contacts that are taking place.   We can know our data is secure and backed up with only authorized users having the ability to extract any or all of it.

Now that we’ve got the data all in one place, how can we quickly start to improve our Sales and drive value from it?

Dynamics CRM

Let’s start by “cloning” your best salesperson! We can do this by looking at the process they use to be successful and replicating it for the other people on your team.

Dynamics CRM


It’s important to think about how to make your sales process repeatable. That said, it can be a simple as 3 steps…something like “Lead-Prospect-Close” or something much more complicated that leverages the internal workflow capabilities of CRM

Dynamics CRM

The first step is just get going!

Dynamics CRM

You can get started today!  At Tridea Partners we can help you setup a free 30-day trial!

In our next article we’ll focus on how Customer Service can benefit from having a CRM tool.

This post was written by Eric Klauss, Sales Executive at Tridea Partners. Tridea Partners is a leading provider of Microsoft Dynamics. For more information, contact


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