4 Reasons Why You Need a CRM System

Why a Customer Relationship Management System is important for Business

Article by Mathew Riddle - Swift DM Apprentice

At Swift Digital Marketing we use a CRM to track who we are working with, the conversations we’ve had with these companies/individuals, and the outcome of those conversations.

Without our CRM we’d be working completely blind. Customer Relationship Management systems are integral to any business on any level, here are our four primary reasons your company should use a CRM:

Re-targeting with your CRM

Your CRM, such as HubSpot, can integrate very well with mail systems such as Mailchimp. If you keep track of client emails and have a system where your clients submit their emails for future updates, you can export your CRM data and import it into Mailchimp, from there Mailchimp’s free service allows you to send emails to up to 2,000 contacts! Mailchimp does offer higher numbers than this but at a cost.


It’s important to consider re-targeting as one of your primary marketing strategies. If you sell a service It serves as a polite way to remind your clients that you exist, and could sell them your service again. If you provide a service, it serves the purpose of letting them know you value their participation and that your company hasn’t forgotten about them. Which brings us to our next point.

Improving Customer Relationships with your CRM

We’ve already mentioned re-targeting and its benefits, but CRM’s can improve your client relationships too. On HubSpot in particular, you can track client interactions such as phone-calls, important information and varying contact information, so when it comes to interacting again, you have all the information required to develop the rapport needed for a successful conversion. 

Feeling valued by a company is a primary motivator for conversions, so when you remember the small details (by jotting them down in your CRM!), you’re exhibiting care.

Improving colleague relationships with your CRM:

A successful team is one that can collaborate effectively. By storing client information in a CRM and operating your business around a CRM, you create a network between your employees.

Systems such as HubSpot allow multiple contributors to work around a database, and can even log interactions with clients, as well as calls, contact information and other important links like LinkedIn pages and websites!

HubSpot has a free plan, with upgraded systems coming with paid plans.


Organising your Data with a CRM

Last but not least, and probably the most obvious reason to use a CRM with your business, is the ability to organise your data in a structured, concise manner. 

What helps a business is organisation, streamlining a process to the point of maximum efficiency not only improves work rate and work output, but aids the productivity and happiness of your workforce.

A lack of organisation for client data, interactions and conversions creates a recipe for a stressful work environment, work is more rewarding when the path to success is clear, concise and comprehensive for the employees.

Because of this, we consider CRMs a crucial tool for any business workplace.

If these 4 tips helped you, consider visiting our other articles here!

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21st February

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