We have gone many years without a CRM System, why do we need one now?

Jessica Compton,

January 8th, 2021

3 min read

Some businesses have gone many years without a CRM System so question why they may need one now. If you are noticing inefficiencies within your businesses and the way in which you are storing data, managing relationships and working on a day-to-day basis could be improved, then investing in a CRM system could help.

Additionally, over the years, technology has advanced at such a rate that business software today is very different from what it was 10 years ago. If you are lagging behind with internal systems, your competitors are most likely ahead of you and gaining an advantage.

When starting a business, many people resort to Excel spreadsheets to manage their information (finances, customer data, leads, notes, etc). Whilst this approach may work initially, as your business grows, Excel and other manual processes become cumbersome, difficult to manage and inefficient. On top of this, you could be using multiple disparate systems to handle various departments job loads; sales, marketing, customer services, order fulfilment, etc. As a business grows and the demands of customers increase, there will come a point where your technology and processes will need to change to meet these.

A bespoke, centralised CRM system can help you to:

  • Improve lead management
  • Enhance employee productivity
  • Improve collaboration
  • Integrate with other business systems
  • Improve data security
  • Enhance reporting
  • Work anywhere, anytime

Client Success Story: MacIntyre

MacIntyre is a national charity, providing learning, support, and care for children, young people, and adults with learning disabilities. The charity’s services range from employment, supported living, registered care, and more. Established in 1966, MacIntyre has grown to support people across the country and we implemented a Bespoke CRM solution to aid their growth.

“We commissioned Pragmatiq to provide us with a bespoke Customer Relationship Management (CRM) system using Microsoft Dynamics. The team at Pragmatiq very quickly gained a thorough understanding of our complex delivery model and created a solution that has had a positive impact and really added value to our work. Pragmatiq were focused in their approach and delivered to tight timescales, as well as being a pleasure to work with.”

Natalie MacPherson – Development Director at MacIntyre

Get in Touch

If you would like more information about how Pragmatiq could support your business, please get in touch by emailing us at info@pragmatiq.co.uk or calling us on 01908 038110. Alternatively, fill out the form below and a member of our team will be in touch shortly.


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