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Small Business CRM Software: What's in it for me?

The most important feature to look for in small business CRM Software is that it was designed with small businesses in mind.

This means having built-in features that support multiple aspects of contact management. This means little or no upfront training needed to use it. It also means not wasting time and money on desktop software that requires a geek to install, customize, maintain and periodically upgrade.

Small Business CRM Learning Topics:

CRM Software: The good, the bad and the ugly - & the just right

One of the main advantages of being a small business is acting quickly and decisively. Today, thanks to ongoing technology advancements, there are many cloud-based applications ideally suited to helping small businesses operate efficiently, productively and profitably. This is particularly applicable to Customer Relationship Management (CRM).

When CRM is Good | A good small business CRM Software application must be easy to use, low cost and measurably improve performance in business relationships outcomes. This must apply not only to customer relationships, but also relationships with suppliers, vendors, contractors, investors, advisors and other individuals who are important to supporting business progress and success over time.

The Software should also offer features that specifically correlate to small business needs, as well as be routinely enhanced to productively address changing demands. This includes benefits that support managing business relationships on-the-go such as robust applications for Android and iOS devices and integration with productivity applications like Google Apps, to further facilitate real-time linking, managing, and sharing of contacts, notes, tasks, opportunities, organizations, and projects.

When CRM is Bad| A not-so-good small business CRM Software application is one that is difficult to set-up, contains multiple features that aren't needed, and requires a level of technical support that mandates having a geek on call 24/7. All of this might be well and good for a large business that manages relationships across numerous locations for many different products and services where the quantity, type and nature of the CRM system user and storage demands require it.

When CRM is Ugly | For small businesses who make the mistake of adopting an enterprise-level management system instead of a small business CRM system, the wasted time and expense can be staggering. While enterprise-level CRM solutions are powerful, they are also extremely complex requiring continual investment of both time and money in software set-up, customization, user training, ongoing technical support and maintenance. With access to a plug-and-play CRM system designed specifically for small business and used by over 250,000 of them worldwide, there is no need to suffer this pitfall.

Small Business CRM is Just Right | While small businesses do not require CRM at the scale of large businesses, they do require CRM features that support efficiency across, throughout and beyond organizational walls. This means having access a CRM System that offers a range of features and benefits such as:

  1. Online Access: Leverage CRM data from anywhere, anytime
  2. Contact Management: Manage different types of business relationships
  3. Project Management: Connect who is doing what, when, how and why to manage business relationships at every stage
  4. Information Sharing: Share documents, spreadsheets, PowerPoint, video and more securely
  5. User Management: Assign permissions to who views what to maintain data integrity and control
  6. Gmail Integration: Optimize email management by indexing, searching and aligning communications with projects and opportunities
  7. Calendar & Event Management: Schedule what needs to be done and when to stay on top of business
  8. Data Management: Sort data by criteria that is relevant to you and your business
  9. Alert Notifications: Know that what needs to be done is getting done
  10. Comprehensive Search: Access the data you require from multiple sources in real time
  11. Social Media Integration: Capture Linkedin data and leverage Twitter feeds for further relationship management efficiency
  12. Go Mobile: Use your tablet, Smartphone and other mobile devices to stay connected
  13. Reporting: Use built-in reporting features to improve decision making
  14. Security: Rely on built-in encryption, back-up and storage

In summary, quality small business CRM Software makes it easy for you to develop quality small business relationships.

Did you know?

Insightly "...that Insightly supports small business CRM on multiple platforms and mobile devices? You can integrate CRM with Google Apps & Gmail, access data on iOS and Android devices, manage activities before, during and beyond the initial contact, and generate reports to know precisely how every business relationship is tracking against small business goals."

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Other CRM Learning Topics:
Sales #101 | CRM & Project Management | CRM Features & Benefits | Free CRM | CRM Training

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Note: This information has been compiled by the Knowledge Institute for Small Business Development (KISBD) for educational purposes only in order to convey a general overview of the options and related services available to small businesses in the subject areas introduced. Content is provided on an "as is" basis and is not intended to be an exhaustive representation, nor does it provide advice or create a customer relationship between KISBD and its sponsors,, its affiliates and any other organization named herein, and any reader.

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