The ideal CRM software for small business

Why do small businesses need a CRM Solution?

Spreadsheets and free versions of most CRMs offer very basic capabilities to manage a sales pipeline and processes. People often turn to one of these as the go to solution to build out their first contact database for leads and clients. But as you scale, things start to become more complicated. Several team members now get involved in managing a relationship at various stages of the sales funnel and all of them need to be on the same page to drive customer delight. You need a Customer Relationship Management (CRM) system to be effective. 

Investing in a small business CRM can give your growing business visibility and deliver a better customer experience. Startups and growing business firms can build a loyal customer base by providing personalized service. CRM software is a must-have tool for small businesses as it will increase sales figures, enhance team collaboration, and get crucial tasks done on time.

Read 9 Reasons why you need to move from spreadsheets to Vtiger CRM v9

Advantages of a comprehensive CRM for small business

CRM software is not just useful for large organizations. Having a disorganized and fragmented sales tracking system can hurt small businesses badly. Implementing a CRM system gives your deeper insights into your pipeline, and helps small businesses to focus on their customer relationship strategy. When set up properly a CRM can be a valuable tool that enables you to automate time-consuming tasks, develop new customer acquisition tactics and provide valuable intelligence on sales trends. 

Some of the core advantages of a CRM solution are as follows:

• Unified Customer View: Get the complete picture of contacts in one platform with centralized information such as demographic details, purchase history, and preferences.
• Workflow Automation: Reduce the time spent on repetitive tasks by automating work processes such as follow-ups, emails, and lead nurturing.
• Better Mobility: Get complete access to customer information any time, anywhere with mobile cloud-based CRM applications that automatically sync with desktop versions.
• Real-time Reports: Make informed and smarter decisions with real-time analytics that reveal all performance indicators, forecasts, and future trends.
• Smarter Contact Management: Track customer interactions across multiple channels such as calls, email, chat, and social media to maintain a unified data repository.
• Complete Visibility: Gain visibility into each stage of the sales process by viewing the deal/opportunity pipeline and targeting higher conversions.