CRM for Small Businesses

CRM for small businesses

Best CRM for Small Businesses and Why They Are Important

Customer Relationship Management (CRM) is important to businesses. It can help a business increase sales, improve customer journeys, drive conversions, and offer the best customer experience.

There are a wide range of CRM software and platforms out there, each with unique features that can help drive growth for small businesses. In this guide, we will discuss why CRM is essential for businesses and which software offers the best CRM for small businesses.

What Is Small Business CRM Software?

CRM for small businesses is a feature-rich system that can help a business drive customer relationships and revenue. A comprehensively built system, it can help small businesses keep track of customer data, customer interactions, buyer’s journey, conversion rates, and much more.

Why Do Companies Need CRM?

While CRM comes with several benefits for small businesses and organizations, here are the most important ones:

  • Identifies sales opportunities accurately
  • Stores all customer and prospects data in one place securely
  • Generates data-based sales forecasts
  • Builds better customer relationships
  • Drives business and increases revenue
  • Monitors all relevant customer trends
  • Provides valuable insights about customer journeys and experience

Benefits of Using a CRM

  • Connected Teams

Using a CRM can centralize all the customer information, and make it accessible to all the departments in your company. This means that teams can seamlessly collaborate and stay connected through everything. Tracking sales, facilitating cross-departmental collaborations, organizing analytical customer data, and so on is possible with a CRM.

  • Better Customer Relationships

Driving teams from different departments to collaborate helps team members consistently deliver better customer experience. No matter who the customer is interacting with, team members can share customer data seamlessly and ensure faster resolutions to customer queries, thereby enhancing customer relationships.

  • Centralized Databases

Small businesses that use a good CRM software can store all their existing and prospective customer data in a centralized place. This helps small businesses organized their data better rather than accessing information from fragmented and scattered systems. CRMs can make it very convenient for businesses to access all the relevant details from a single place.

  • Better Understanding of Business

CRMs can help small businesses better understand how their own business functions. Concrete data that provides insights about the performance of a business can prove to be significantly helpful in improving customer service and driving revenue. Using various metrics, CRMs can provide valuable information like sales forecasts, customer engagement data, detailed analytics, and more.

  • Enhanced Customer Segmentation

CRMs can help businesses sort and segment their customer base. Data like average purchase size, customer behavior, click-through-rates (CTRs), and so on can help businesses gain much more insightful information about each customer segment and how to appeal to them.

  • Streamlined Use of Time and Money

CRMs can automate a lot of tasks for different aspects of your business. Direct messaging with customers to resolve frequently asked questions (FAQs), administrative tasks, and so on are just a few examples of how CRMs can save a lot of time and resources for businesses. Small businesses can use CRMs to efficiently use their employees’ time, which in turn leads to more profits.

Best CRM Tools for Small Businesses

  • HubSpot

Hubspot is one of the best CRMs for businesses. The free version offers small businesses a host of features like contact management, email marketing, and much more. Any small business looking for direct communication with clients and leads, as well as customer communication, can use this CRM for great results.

  • Freshsales

Freshsales is a free CRM platform under Freshworks. This app can help small businesses boost sales and also personalize their engagement with customers. It analyzes and understands customer intent, quickly captures relevant customer information, and has an AI-powered chatbot which you can supply with personalized responses. Doing this can help a small business focus on the leads with more chances of conversion.

  • Insightly

If you are looking for business intelligence (BI)-powered features, Insightly is one of the best CRM tools for small businesses in the market. The BI features integrated into this tool can provide businesses with smart insights about their sales cycle, performance, customer behavior, and much more. It also comes with an extension on Chrome which makes it very convenient to use.

  • Zoho

This CRM tool can help businesses power up their sales cycles and improve customer engagement to increase revenue. Zoho CRM is one of the most used CRMs in the market and offers features that combine powerful integrations and artificial intelligence (AI) to drive sales and marketing.

  • EngageBay

EngageBay, one of the most comprehensive CRM platforms, is also suitable for small businesses because of its affordable pricing structure. It is loaded with marketing tools like lead generation forms, landing page builders, and so on. Small businesses looking for a centralized interface for their sales and marketing endeavors can choose this CRM for its amazing capabilities.

  • Pipedrive

The biggest plus point of this CRM tool is the intuitive user experience it offers. It can help businesses automate daily tasks, carry out regular correspondences across multiple devices, and much more. A sleek and intuitive CRM, Pipedrive can help businesses visualize their sales and marketing processes from top to bottom.

  • Copper

Copper is a suitable option for small businesses looking to centralize their sales reporting, report tracking, pipelines, sales members, and so on. It is a perfect fit for businesses that heavily use the Google suite, as it is built to integrate with Google products seamlessly.

  • Keap

Businesses that want to automate their email and marketing processes should go for Keap. While it is an all-in-one solution for businesses, it is particularly suited for marketing. With hundreds of in-built templates and workflow automations that are customizable, it can help your business save a lot of time and resources.

  • Salesforce

One of the top CRMs in the world, Salesforce can be of great value to small businesses. It comes in with a network of capabilities, features, and platforms that can help you in monitoring and analyzing every aspect of a customer journey.

  • Agile

Agile CRM markets itself as an all-in-one small business platform equipped with Fortune 500 functionalities. This includes features such as sales gamification and even a built-in wireframe tool for prototyping digital assets and products. Their one-click plugins and integrations also make it easy to sync the CRM software with all the third-party apps and services you currently use to conduct business.

Selecting the Best CRM Software for Small Businesses

1. Understand your business requirement

Understand your core business needs and how a CRM can help you achieve them. Here are a few questions you need to ask before you select a CRM for your business:

  • What are your expectations from the CRM?
  • What is your designated budget for a CRM?
  • How many people in your company will use the CRM?
  • Are you looking to centralize all the different tools you are currently using?

2. Conduct a thorough analysis

As you have seen from the list of questions, there are many CRM tools small businesses can choose from. Conduct a thorough analysis of the best CRM tools, the features they offer, the pricing, and so on to zero in on the best fit for your use case.

3. Test the tool

Once you have shortlisted the best CRMs for your use case, try out the free trial versions of each for a while and see which one you like the best. It will give you a deep insight into its UX, features, and how well it works for your business.

4. Make the final decision

After testing out your chosen CRMs, you will have all the relevant data points to make the final decision. Dive into the customer reviews of the chosen CRM, and go through the reviews of organizations that have already used, or are using that CRM. That should enable you to make the final decision;

Choose the best CRM for your small business

Now that you know about all the best CRM platforms and software for small businesses and how to choose the right one, it is time to make that call. Remember to explore all the business requirements you have, and run the testing of the shortlisted CRMs closely with the sales and marketing departments.

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CRM for small businesses

CRM for Small Businesses