<img height="1" width="1" src="https://www.facebook.com/tr?id=241894266379435&amp;ev=PageView &amp;noscript=1">

Productivity Tips, Appreciating Asset, Building Stronger Relationships, CRM benefits,

7 Min Read

7 Essential 'Red Flag' Questions for Selecting the Right CRM

Is a contact and customer management solution right for you? 

The following seven questions address the typical "red flag" scenarios that signify a need for contact and customer management.

If you answer Yes to one or more of these questions, you are a strong candidate for contact and customer management software.  To assess your current situation with the greatest accuracy, be sure your business might improve in each of these areas described as you answer each question.

Note that from this point forward, Creatio CRM will be used as the representative contact and customer management solution. 

Question 1:  Have you ever wanted to organize all of your business data about a contact, customer, or company, but couldn't figure out how to neatly compile it from multiple places and applications? 


Question 2: Have you ever wasted time searching for a key piece of customer information or needed to retrieve exactly what you sent to a customer/prospect? 


Question 3: Have you ever wished you had a personal assistant who kept you informed of every upcoming appointment, important date and task?


Question 4: Have you ever wanted an automated way to create and deliver customer communications, instead of spending hours or days creating them individually?


Question 5: Have you ever wanted to make an application work the way you want it to work, or wished multiple applications would work together?


Question 6: Have you ever wished you could gain clear insight into the exact status of all current opportunities - whether for yourself or for your team?


Question 7:  Have you ever wished for a "bird's eye view" into key areas of your business?

How many of these questions did you answer "Yes" to?  If you need more information, please continue..... 

What is a Contact & Customer Manager?

A contact and customer manager allows you to manage all tasks and information related to developing and maintaining relationships with people, groups, and companies with whom you do business.

Built on the foundation of a contact-centered, relational database, contact and customer management software provides comprehensive tracking and instant access to all contact-related information. It's intuitively designed for the day-to-day management of contact information by an individual, workgroup, or corporate team.


A personal information manager (PIM) will contain isolated (as opposed to integrated) components.  It's harder to find related information and obtain a holistic view of a contact.

Contact and customer management provides a 360-degree view of your contact information so you don't have to jump from one application to another to complete a task, plan your day, or execute your sales strategies.


Contact and customer management software is a tool to improve the way you build your professional image. It empowers you to focus on profitable endeavors, such as outshining your competition, by minimizing the time you spend on routine tasks. It's an essential tool for consistently transforming contacts into customers and first-time customer into loyal relationships.

Next Steps:

CRM-Assessment-FreeRead about other results gained and Success with CRM.

Find other red flags that point to a need for contact and customer management.

Interested in taking the next step?  Let's start a conversation....

Schedule a Call with Dick


Topics:   Productivity Tips Appreciating Asset Building Stronger Relationships CRM benefits

Help so relationships don't go stale and performance suffers

The importance of having a digital memory system easily accessible We help you and your team remember - what you have forgotten or only partially remember- so that relationships don't go stale. There ...
Picture of Dick Wooden Dick Wooden 7 Min Read

Get Real About Relationships

If ever it was important it would this disruptive year to get real about relationships. Soft skills and CRM for human interaction. Let’s talk about relationship. After all, it’s the second word in ...
Picture of Dick Wooden Dick Wooden 7 Min Read

The 5 W’s of Customer Relationships, Part 2: Where and When

Accelerate business relationship development - Where and When Business success requires high quality customer relationships. We believe in this truth so strongly that we’ve focused our services ...
Picture of Dick Wooden Dick Wooden 7 Min Read