Why you need a CRM

by Shaun Whynacht  - December 15, 2015

Why do you need a CRM?  In reality a CRM is an essential part of running a successful business.  It’s a central location where you keep track of all your clients, customer, prospects and suppliers.  A CRM allows you to stay organized and have a reliable source for the information that is important to you.

Many small business owners don’t have a CRM in place in their business because they haven’t really considered the key benefits to investing in one.  Here are a few key reasons your small business needs a CRM


It’s a fantastic way to stay organized when it comes to client records, notes on file for those clients as well as upcoming important information pertaining to a future sale.  If you have a CRM like Infusionsoft, you will be able to do a whole lot more on the front end (prospect nurturing).

Compliance / Accountability

How many times have you gone looking for a piece of information because you needed it to prove something.  Whether it’s if something was sent, an email was opened or a phone call was made.  Having a proper CRM for your business will ensure you have a tool in place to make you accountable and compliant for all regulations.

Marketing Automation

This is a big one.  You can’t be everywhere all the time.  You’re not there to answer the phone 24/7, send emails to inquiries as they come in.  You have work to do.  Using a CRM like Infusionsoft will engage your prospects with the power of marketing automation.  Imagine if someone wanted inquire about a quote for a product or service and you would need valuable information in order to do that quote.  Using a CRM for that initial collection can happen automatically online while you’re essentially sleeping.  So that when you get to your desk in the morning, you have all the information needed and the prospect has been educated about your process via email at the time of submitting that key information to you.  We call it Lifecycle Marketing (Click to watch this video).

CRM’s coming in all shapes and sized.  Most of which have the ability to store information.  Infusionsoft on the other hand has a toolbox of other features and resources that will help you get organized, save time and grow your sales.

Let’s sit down and have a conversation either in person or over the phone about how I can help you achieve your small business goals with Infusionsoft.  Email me at shaun@bluecowmarketing.ca

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Shaun Whynacht

Shaun, our Founder and CEO has been bitten by the entrepreneurial bug at a young age. He knows firsthand how much love and determination gets poured into running a business after spending more than 10 years touring all over Canada learning from different industries. Not only is Shaun passionate about marketing he also developed some very unique abilities to stay current with changing technology in this ever-progressive world

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