In the starting days of your business, it’s easy to manage information about your contacts and customers. So you didn’t really require a tool to manage information. However, as the business grows, your customer database increases, managing customer information isn’t going to be easy.
You need a system to organize, manage, and maintain all your customer data in one centralized place. That’s when you need a CRM- Customer Relationship Management software.
A CRM is a software which centralized all your customer data in one place. That you can easily access it and improve customer relations.
It helps to build strong customer relationships and manage all relevant customer information data.
CRM gather, process and analyze data coming from various channels such as website visits, social media, phone call, and others.
CRM software enables businesses to know everything about their customers and prospects.
However, there are hundreds of free as well as paid CRM options available. To help you choose the right one, we have created a list with all the details, go through it a make a right decision. We have mentioned features, pros & cons, plans and pricing of each to help you in the evaluation.
When your small business need CRM?
How do you know if your business needs a CRM? An indication usually comes during a negative situation like good sales reps leave your company, the current team unable to provide satisfactory support, and so on, there can be numerous situations.
To help to determine whether your business needs a CRM or not, here are some questions you need to ask yourself.
- Is your customer data easily accessible by sales team?
- Is your data stored in one centralized place?
- Are your sales team follow-up prospects and client on time?
- Do you have a one-click view of all sales activities and its result?
- Are you able to track how many leads you lost each month and why?
- Do you know your customer sales cycle?
- Are you able to measure the KPIs of your salesperson?
- Can you identify the stage where most deals are lost?
- Can you find out the region that brings the most and least sales?
- Are your sales team spend most of their time in other work apart from core selling?
If any of your answers are ‘no’ then it’s an indication to implement CRM in your business.
What should SMB look for in a CRM solution?
There is a couple of things a small business should look out for when evaluating and selecting CRM software.
- Low price
- Ease of use
- Integrate well with other tools
- Right functionality
- Contact management
- Good support service
Now that you got an insight on when your business need CRM and what as an small business you look for in CRM software, it’s time to start assessing.