So, how does a CRM help you? What features will get you the best results? How would a CRM fit into your current sales process ?
If you're thinking about joining the ranks of small businesses using CRM, this guide will answer these and other questions.
What is CRM
The benefits that small businesses perceive when using CRM
The challenges that a CRM presents for small businesses
How to Find the Right CRM for Small Business
How to adopt your new small business CRM
Other great sales software for your small business
How Pipedrive can help you
What is CRM
CRM (Customer Relationship Management) is the management of customer relationships. It can be defined from two key angles: the concept and the tools.
First of all, customer relationship overseas chinese in uk data management is a method of creating, recording and maintaining business relationships. It is based on, but not limited to, your relationships with your customers. It also covers contacts with your leads, email newsletter subscribers, collaborators and employees.
The CRM process records all interactions between your small business and other people or companies. This includes calls, emails, negotiations, sales, and more, forming an integral part of a small business financial system that optimizes relationship and resource management. It helps you cultivate and improve all your business relationships as well as processes.
Which brings us to the other key point: CRM tools.
With CRM software, you can track all of those relationships in one place. For example, if your salespeople make 100 calls a week, they can store all of the relevant data about those contacts in CRM software .
They can see where each prospect is in the sales funnel , what they've talked about, when to follow up, and much more. All thanks to this central platform.
A good CRM also gives managers and executives an overview of their sales, leads, and forecasts for the month or quarter. It does so in an accurate and visual way so as not to overwhelm them with too much detail.
In short, everyone in the company has access to the information they need, when and how they need it. This means they can implement their sales strategies and techniques more successfully.
The benefits that small businesses perceive when using CRM
Maybe you want to expand and hire new employees. Or maybe you want to increase your productivity and profitability with the resources you have. In both cases, a CRM helps you achieve your goals.
If you follow the model of other small businesses that use CRM, you will have more advantage in the market because:
You will know what to focus on every day
You will be able to customize each interaction
You will be able to make better business decisions
You will take advantage of the best business opportunities
Let's look at these benefits in detail:
You will know what to focus on every day
Do your salespeople know what they need to do when they sit down to work each morning?
As a small business, you may be setting ambitious goals for your sales team. But if your reps don’t know how to identify their next sales opportunity (or how to attack their next conversation with a prospect), they’re going to jump from lead to lead based on intuition.
With a CRM, you and your salespeople will know how promising a lead is and can focus on the ones most likely to buy. Each morning, you’ll know exactly who to follow up with and have key data at hand. You’ll approach each opportunity with a clear plan.
