Having trouble keeping track of customers, clients or projects? CRM software for small businesses can do the work for you to help maintain and grow your business. Let’s take a look at what you can expect from CRM software and how it can benefit your business.
What is CRM software?
Small business owners use customer relationship management or CRM software for many things. These include:
- Managing customer interactions at different stages of the relationship
- Managing customer data
- Tracking clients, employees and other contacts
- Tracking sales leads or client wins
- Managing customer support
- Automating sales
- Project management
- Tracking marketing campaigns
- Managing vendors or partners
Why use CRM software?
CRM software helps you better manage your customers and provide insights into customer needs.
Imagine you have only a handful of customers. It’s easy to manually track your customer relationships, contacts and wins at every stage. You may even be able to do this in your head.
But what happens when you get 10, 50 or 100 customers? Manually tracking them becomes a pain and a waste of your time.
CRM software for small businesses provides analytics and insight into your customers. You can rely on these insights to help keep existing customers satisfied, drive new business leads and increase business profitability. These insights may not be readily apparent if you were to track customer data manually.
Who benefits from CRM software?
The tasks you can perform with CRM software are relevant to businesses of all sizes and in all industries. This means that a small business owner can derive as much value from CRM software as a large corporation. In fact, for a small business with no other business intelligence tools or personnel at hand, CRM software can prove invaluable today.
It’s important to note that quality CRM software for small businesses usually comes with a price. So, it’s wise to wait until your business has the budget before to invest in CRM software. How much you will spend on CRM software for your small business will depend on the CRM provider you choose.
CRM options for small business owners
Here are a few of the most well-known CRM software providers for small businesses.
Microsoft Dynamics 365 is ideal for full-spectrum customer relationship management. The advantage of Dynamics when compared with other full-service CRMs is that you don’t have to pay for functions you don’t plan to use. You can buy the apps individually and add more as your business grows. Prices range from $8–$210 per month.
SalesforceIQ CRM is best known for its ability to integrate with a wide variety of popular software applications. These include Microsoft Outlook, Gmail, DocuSign, and a few thousand others. The SalesforceIQ mobile app gives you access to customer data even when you’re on the go. Prices range from $25-$300 per month.
Insightly is popular for its simplified and intuitive sales and project management platform. This makes a great choice for fledgling businesses who don’t have much time to spend learning a CRM tool. The platform offers integration with fewer apps than SalesforceIQ CRM. But Gmail, Outlook and MailChimp can all be integrated. Prices range from $12 to 99 per month. There is also a free version that provides limited functions for one- or two-person businesses.
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