Chapter 1

Do You Need a CRM Yet?

What a CRM really does, how to tell you've outgrown spreadsheets, when you haven't, what software can't fix, and a simple sum to work out what one is worth to you.

5 lessons · about 31 minutes of reading

Lessons

1. 1What a CRM Actually DoesA CRM is a shared memory for your customer relationships. Here is what it does, in plain words, and what the jargon means.6 min read
2. 2Signs You've Outgrown Spreadsheets and Your InboxThe warning signs are specific and you can check them this week. Here are the ones that matter and how to test for each.6 min read
3. 3When a Spreadsheet Is Still the Right CallA CRM company telling you not to buy a CRM yet. Here is when a spreadsheet wins, and how to build one that holds up.6 min read
4. 4What a CRM Won't FixSoftware can hold information and send reminders. It can't create demand, fix a weak offer, or make people use it. Know the difference before you spend.6 min read
5. 5What a CRM Is Worth to You: A Simple SumA back-of-the-envelope calculation using your own numbers. It takes 20 minutes and tells you whether a CRM is worth paying for, and how much.7 min read