5 Expert Tips on Selecting a CRM for Small Business
Customer Relationship Management (CRM) has come a long way in recent years. Learn how the right CRM for small business needs can revolutionize your brand and learn how to find it.
Managing a sales team is hard work. And if you run a small business and manage a sales team, you have even more on your plate. You know that your sales and marketing teams are the heart and blood of your brand, but it’s not always easy to give them the attention they deserve. That’s why it’s crucial that small to medium-size business (SMB) owners take advantage of all the help they can get. Many a times that help comes in the form of an app.
Managing a sales team is hard work. And if you run a small business and manage a sales team, you have even more on your plate. You know that your sales and marketing teams are the heart and blood of your brand, but it’s not always easy to give them the attention they deserve. That’s why it’s crucial that small to medium-size business (SMB) owners take advantage of all the help they can get. Oftentimes that help comes in the form of an app.
Brief History of CRM for Small Business
Customer Relationship Management (CRM) has come a long way in recent years, and the idea of a stand-alone customer relationship management software is relatively new in the business world.
CRM hasn’t always been the robust, stand-alone software that so many businesses rely on today. Over the past four decades, it has evolved out of a variety of other business programs. During that time, the CRM industry has undergone sea changes and shakeups (sic) that could have derailed the entire concept. (CRM Switch)
In the ‘80s, marketing pioneers Bob and Kate Kestnbaum established a process called database marketing, whereby customer data was collected and analyzed to help companies personalize communications with existing and prospective customers or clients.
By the ‘90s, companies like Brock Control systems had led the charge to bring contact management software (the original ”CMS”) to full sales force automation (SFA). This giant leap for sales and marketing technology combined features from database marketing, task automation, and contact management, to lay the framework for what would become the template for today’s CRM, though that acronym had yet to be coined.
CRM for Small Business Use
From humble beginnings, CRM solutions have tunneled their way into all walks of business. CRM brands understand that they must be unique in order to stand out from the crowd. The resulting variety of crm tool available on the market can be overwhelming for SMB owners.
Despite this, CRMs are integral to successful strategies. Sales and marketing teams depend on the automation they provide and the analysis they facilitate, though the process of finding the perfect CRM for your brand’s unique needs and challenges can be daunting.
And so, our experts at CRM.io have put together a list of critical steps you can take when selecting a small business crm, as well as steps to help you ensure a smooth transition to your new software.
Tips on Selecting a CRM for Small Businesses
1. Choose a Flexible CRM
Oftentimes, business owners will only consider their current situation when preparing for an investment of this nature. But unless you’re against growth in the future, you’ll want to select a crm that’s capable of growing with your brand.
”What new sales channels might you add? How much do you expect your business to grow, and what does that mean for the size of your sales team and your customer base? Make sure you choose CRM software which is scalable and can adapt to your changing needs over time.” (Small Business CRM Coach)*
2. Select a SaaS Based CRM Software
CRMs come in two formats. On one hand, you have CRMs that are sold as Software-as-a-Service (SaaS). On the other, you have CRM solutions that you purchase, download, and install outright. For SMB owners, there’s almost no reason to choose anything other than a SaaS solution.
SaaS solutions offer a host of benefits all their own. Some of those benefits include:
For small and medium-sized businesses, the more flexible SaaS model is almost always the best choice.
3. Consider Your Budget
Among SaaS-based CRMs, there’s a wide variety of sizes and price points to consider. You know your brand better than anyone else. When selecting a crm system, take your time to find one with the features you need. Avoid bells-and-whistles you’ll never use but that drives up the cost.
Talk to your team member to find out what features they need most to boost results and productivity. After all, they’ll be using the software more than anyone else.
Above all else, make sound decisions based on what you can safely afford to invest. Though crm for small businesses can return a huge profit, only when they’re used correctly, and only when the cost doesn’t outweigh the benefits.
4. Take Advantage of Free Trials
It’s never a good idea to commit to the first app you see on Google. Even though a company has prime real estate on Google results pages, they might not be the best fit for your needs.
Most reputable brands offer free trials for their services. If the solution you’re considering doesn’t, move on to the next. While we’re on the subject, CRM.io is free for first 10 users and is perfect for small to medium-size businesses.
5. Know the Requirements of Your Team
It’s important to include your team in a decision that so heavily impacts their day-to-day. CRMs can provide automation, data collection, analysis, optimization, customization, and much more. But you and your team should decide the importance of each feature as a unit.
No matter what industry or vertical you’re in, there’s a good chance that competition is more fierce than it's ever been. Your brand depends on members of your sales and marketing teams working together, and working productively, to grow through good times and bad. CRM for small businesses can facilitate that growth and mitigate the daily obstacles that slow you down.
But competition is not exclusive to your industry. New crm brands launch all the time, adding to the endless list of potential selections for your business. These tips will help you navigate the waters and find the perfect fit for you and your team.
If you’re in the market for a new crm software for small businesses, we’d like to encourage you to give CRM.io a try. It’s part of a family of productivity-boosting apps from 500apps.com, and you can try it for free.
What Makes the Best CRM Software?
Create a high converting sales funnel and close them with the world's first all-in-one CRM
Generate more leads using built-in Leadsly (715 million business records) and Finder.io (450 million business emails)
Maximize your conversions with built-in SDR software, call center dialer, and more options
Use 360° contact management capabilities to view all conversations, call recordings, and more in one place
Automate workflows using visual drag-and-drop builder
Customize your sales funnel using custom fields for deals, contacts, leads and tasks
Set automated alerts and reminders using built-in task management and calendar tools
Integrate with third-party apps to boost sales productivity
Unbelievable pricing - the lowest you will ever find
Everything your business needs - 50 apps, 24/5 support and 99.95% uptime
Join the SaaS Revolution
All-in-One Suite of 50 apps
Unbelievable pricing - â¹999/user
24/5 Chat, Phone and Email Support
Email Finder Author Finder Email Validator Email List Email Hunter Email Checker Email Lookup Email Extractor Email Address Finder Email Scraper Find Emails CRM Software CRM Sales CRM CRM Software Enterprise CRM Software Cloud CRM Software Sales Enablement Workflow Automation Retail CRM Call Center CRM Real Estate CRM Sales Tool SDR Software Sales Engagement Platform Sales Qualified Leads Lead Management Tool Sales Tracking Sales Automation Outbound Sales Sales Prospecting Follow Up Leads Lead Management Call Center Software Call Center Software Outbound Call Center Auto Dialer Software Dialer Call Monitoring Automatic Call Distributor Answering Machine Detection Cloud Contact Center Software Virtual Call Center Call Management Time Tracking Time Tracking Employee Monitoring Time Tracker Time Tracking Software Timesheet Employee Time Clock Employee Tracking App Timekeeping Tracking App Time Clock App Applicant Tracking System ATS Applicant Tracking System Application Tracking System Applicant Software Recruiting Software ATS System Applicant Tracking Applicant Tracker Recruitment Software Candidate Relationship Management Systems Video Interviews Assessment Management Recruitment Software Video Interview Virtual Interview Coding Interview Interview Tool Online Assessment Employment Assessment Test Position Management Hiring App HRMS Software Human Resource Management HRMS Software HR Software Payroll Software Human Resource Software Employee Onboarding HRMS HR System Employee Management Document Management AI Writer Lead Enrichment AI Email Writer Sales Pitch Writer AI LinkedIn Outreach SEO Email writer Backlink Email Writer LinkedIn Chrome Extension Opening Line Writer Lead Generation Linkedin Search Prospect Lead Generation Sales Generation Data Enrichment CRM Integrations Technology Search Search with Email Integrations Website Search OKR Tool KPI OKR Task Management Performance Review Employee Performance Evaluation Employee Review Performance Management System OKR Goals MBO Email Notifications Learning Management System LMS Elearning Enterprise Learning Management Professional Development Employee Training Learning Management System Learning Platform Asynchronous Learning Training Management Knowledge Management Chatbot Chatbot AI Chatbot Customer Service Chatbot Online Chatbot Create Chatbot Messenger Chatbot Chatbot Software Website Chatbot Software Survey Bot Bot Builder Help Desk Software Ticketing Tool User Experience Help Desk Software Ticketing System Helpdesk Ticketing System Feedback Management Service Desk Software Support Ticketing Software Helpdesk Support Software Customer Service Ticketing System Live Chat Customer Service Software Live Chat Software Live Chat App Live Chat System Website Live Chat Live Chat Tool Web Chat Software Live Chat Support Software Customer Service Tool Live Chat Service Customer Feedback Customer Feedback Survey Customer Feedback Management Software Feedback Management Tool Customer Satisfaction Survey Software Customer Feedback Management System Client Feedback Software Survey Analysis Feedback Survey Software Feedback Management System User Feedback Software Customer Onboarding Customer Success Management Onboarding Process Workflows Customer Retention Customer Journey Onboarding Checklist User Segmentation Personalization Customized Templates Popup Builder API Platform End To End API Management Unified API Control REST API Management Web API Gateway API Documentation API Management API Integration API Development Unlimited Projects API Gateway Single Sign on Authentication Software Application Management Password Management SSO Configuration SSO Single Sign-On Access Management Easy Set-Up Single Login Secure Login App Builder App Builder Platform Low Code Application Platforms Low Code Development Build Your Own App Low Code App Software Drag And Drop Builder Custom Application Low Code Platform Low Code No Code Bespoke Software App Widgets Custom Widget File Picker Playground OAuth Keys File Manager Website Monitoring Reporting Web Application Monitoring Website Monitoring App Monitoring Performance Monitor App Baseline Analysis Location Insights Alerting System Reporting Wireframe Tool Design UI UX Project Management Mock Designer Wireframe Designer Website Mockup UI Prototyping Image Library Project Management Real-Time Updates Design UI UX Website Builder Website Builder Webpage Builder Website Creator Landing Page Creator Website Maker Blog Builder Ecommerce Website Builder Website Analytics Website Development Landing Page Builder Email Marketing Email Marketing Software Bulk Email Sender Automated Email Email Campaign Systems Email Automation Software Autoresponders Email Blast Service Email Marketing Email Marketing Automation Drip Campaigns Social Media Management Instagram Post Scheduler Social Media Analytics Social Media Management Social Media Planner Social Media Calendar Social Media Scheduling Social Media Listening Social Media Monitoring Social Listening SEO Tool Keyword Tool Link Building SEO Optimizer Website Audit On-Page SEO Broken Link Checker Rank Tracker Website Grader SEO Competitor Analysis Website Recording Website Analytics Click Tracking Usability Testing Website Monitoring Mouse Tracking Visitor Recording Session Replay Conversion Funnels Website Recording Website Visitor Tracker Website Personalization Lead Generation Tool Popup Maker Lead Generation Software Popup Builder Website Personalization Software Lead Capture Software Popup Builder Lead Capture Tool Lead Generation App Website Personalization App Content Planner Content Planner AI Writer Social Media Content Planner Ai Content Writer Social Media Content Calendar Content Generator AI Blog Writer Content Marketing Software Social Media Calendar Social Media Planner Push Notification Push Notification Push Messages Push Notification Service Push Service Push Notification App Custom Notifications Mobile Push Notifications Push Notification For Website Push Notification Tool Push Notification Providers Image Personalization Email Marketing Template Countdown Clock Personalization Software Personalized Software Countdown Clock Countdown Timer In Email Personalization Tool Personalized Images Personalized Videos Conversational Chatbot PPC Management Keyword Research PPC Management PPC Marketing Keyword Finder Keyword Generator Shopping Ads Adwords Reports Keyword Research Tool Keyword Suggestion Tool Team Chat Team Chat Software Collaboration Software Team Collaboration Team Communication Online Collaboration Collaboration Tool Teamwork Collaboration Virtual Communication Team Collaboration Software Business Phone System Virtual Phone Numbers Virtual PBX Toll Free Numbers Business Phone System IVR PBX Small Business Phone System PBX System VoIP Phone Cloud Phone Video Conferencing Video Conferencing Video Call Recording Virtual Conferencing Software Virtual Meetings Virtual Meeting Platforms Virtual Conference Platforms Online Conference Platforms Video Calling Software Cloud Meetings Video Conferencing Software Email Provider Email Software Software For Emails Hosted Emails Email With Domain Custom Email Address Email Hosting Business Email Address Email Encrypted Custom Domain Email Project Management Software Project Management Task Management Project Planner Project Management Tool Task Management Software Project Planning Software Project Management App Task Management App Project Management System Project Management Software Form Builder Form Builder Survey Builder Order Forms Web Forms Form Maker Form Creator Form Designer Survey Maker Survey Creator Custom Form Appointment Scheduling Appointment Scheduling Software Appointment Scheduling System Meetings Scheduler Appointment Scheduling App Online Appointment Scheduling Online Scheduling App Appointment Scheduler Appointment Booking App Calendar Scheduler Online Scheduler Robotic Process Automation RPA Tools RPA RPA Automation Robotic Automation Software Data Scraper Web Scraper Robotic Automation Website Scraper Business Process Automation Robotic Process Automation Business Process Management Workflow Management Business Process Modelling Business Process Automation BPMN BPM Software BPM Tool Business Process Management Workflow Software Workflow Automation Business Process Mapping App Integration Workflow Software Workflow App Workflow Automation Process Automation Application Integration Data Integration Tool Workflow Management Software Data Integration Software Workflow Tool Marketing Automation Electronic Signature Signature Maker Digital Signature Software Digital Signature Pdf Signer Esign Online Signature Signature Creator Sign Documents Online Electronic Sign E Signature