I work for a small B2B SaaS company providing project management solutions. We’re just starting out, and we’re wondering if we should get a CRM.
I've had discussions with the team on whether we should use HubSpot or Salesforce. Our team already uses SendGrid for marketing campaigns, and we have Asana to keep everyone on the same page. Since e-commerce isn't our thing, features like email reminders for abandoned shopping carts aren't relevant to us.
We currently manage our sales pipeline in spreadsheets, which seems to work okay for now. But as we're scaling up, I'm wondering if we're missing out on something important.
Should our small B2B SaaS company invest in a CRM right away?
byu/vendetta041990 inEntrepreneur
Posted by vendetta041990
1 Comment
From my experience – use the CRM from early beginning. You will thanks when you will have a little bit more in the pipeline and you will be super busy (potentially too busy to organise a migration to the new system) – and you will able to deal with large pipeline because the CRM.
BTW, I am a great fan of HubSpot – it’s not only CRM it is a powerful marketing automatization platform.