A CRM is probably one of the most important system that any small business can implement making it one of the main reason why a small business needs a CRM today. Unlike before, customer relationship management software was once a hefty investment within reach of only big enterprises with deep pockets. It is as important as the people that are hired and will have a more significant effect long term than any one employee.
Maintaining a small business means facing an ongoing series of ever-evolving challenges. We’re lucky that business people have more tools at their disposal than ever before to meet such challenges efficiently and effectively. One particularly powerful tool is CRM software, which adds value by improving sales, marketing and customer service efforts that can help small businesses.
Why a Small Business needs a CRM?
Flexibility of the Cloud: Today, small businesses can leverage the great perks CRM offers through a cloud or “hosted” software deployment. This slick solution eliminates the necessity of having an extensive, in-house IT department. Small business owners with cloud deployment also won’t have to worry about software maintenance issues including backup, updates and other expenses commonly associated with an on-premise deployment. Most often, CRM solutions are even available on a month-to-month basis without a long-term commitment. Clearly it shows why a small business needs a CRM.
Keep You Organized – Staying organized while trying to grow your business is a never-ending effort. You might even be relying on a low-tech system, such as Excel spreadsheets. If I am right, it’s time for you to reconsider. Excel spreadsheets don’t offer the foolproof safety and flexibility that a customer relationship management software provides. You can’t take them with you everywhere on a mobile device or tablet, and keeping data updated and de-duplicated is a feat in and of itself. CRM software does all of that for you and more. And you get mobility, which is pretty awesome, too.
CRM Features – Conduct some research and you’ll likely identify a CRM software vendor with the ideal unique solution for your business. There’s a strong likelihood that it will come with all the features your business could ever want because modern CRM solutions are packed with diverse and incredibly useful productivity tools. Some specific features to look for include a centralized database, email designer tools, email integrations, accounting and finance functionality and integrations, call center software, and workflow automation.
CRM Tools You Can Leverage
Sales Automation: It provides small businesses with the visibility they need to visualize their pipeline, create influential forecasts for future sales and grow their business for the long term. It can also track business leads and new prospects that arrive through your company’s website.
Email Marketing Functionality: If it’s available, it’s often wise to invest in a CRM solution that’s fully integrated with a marketing automation tool. This gives you email marketing functionality, which can be a formidable resource for small businesses.
Landing Page Integration: As prospects land on your website, you can track their actions and see which pages they linger on the longest. If they submit a form through your website, you’ll capture all of their relevant customer information, which is then automatically stored in your CRM database. This data will be accessible to your entire team, from sales to marketing. Your lead generation efforts just got way more refined, benefitting your business’ bottom line.
How do you get everyone in the company to use it and provide real time data?
Recent studies show that companies with a fully utilized CRM system can increase sales by 29%. Well this is one of the big reasons why a small business needs a CRM. But, any system is only as valuable as the information that goes into it.
Staff turnover is less of an issue when you have an integrated CRM system. Why? Customer contacts and information are no longer tied to your sales team but stored centrally. A CRM application can be easily accessible to everyone. And if you have staff that are frequently on the road, a CRM can be extremely useful. It allows them to easily access any information they need about a client on the fly. They can also update details via their laptop or smartphone and the changes are reflected instantly back at your office.
Make it understandable and simple – The greatest mistake most companies make is they attempt to implement a CRM system that is too complicated for employee to utilize. They track too many pieces of information. Any CRM system only needs: Prospect information, when and what was talked about last, follow up date/reminder and action, who it is assigned to, and what is the dollar value of the opportunity.
Ensure it integrates with other company systems – Is it complementary to what is as of now being utilized? Would data be able to be effectively imported and sent out from the CRM? If a CRM is an island, it will be less effective.
Train them again and again – Make it simple to use so they can complete their job done. Tell them the best way to use it from their advanced mobile phones or tablets. Recognize individuals that are “super users” and can be advocates for the CRM system. Give rewards for employees that use it most effectively.
If the activity isn’t in the CRM system, it never happened. Each company needs to regard their CRM as the main archive for history. No one gets credit for anything if it is not written about here. Every executive in the company needs to use it too (or nobody will)!
A web based CRM software is the right choice since you will get to enjoy unparalleled flexibility that too at unbeatable rates. In addition, your online CRM software can be tailored to match your specific needs and requirements to ensure that you get the most out of your investment. No matter how unique your needs are, the web based CRM would be a much better and cost effective option for you.