Small Business CRM: 5 Tips to Make the Right Choice

Small Business CRM

Small Business CRM


  1. A Small Business CRM Needs to Be Used: Does Your Team Understand It?
  2. How to Choose Small Business CRM
    • 1. Choose a modern, easy-to-use sales CRM
    • 2. Don’t ignore costs, consider all
    • 3 – Will the contracted sales CRM support you for the next few years?
    • 4 – You need integrations with your CRM
    • 5 – Know where you want to go

Asserting choosing a small business CRM can be a very difficult and, depending on the situation, even daunting task.

Maybe you’re reading this text and you’re not even sure what a sales CRM is or what its features are. But calm down!

We’ve prepared an article to explain to you how to correctly choose a small business CRM in a more peaceful and secure way. More than that, how to get it used correctly by your team.

We’ll talk about how this choice will impact your revenue growth and lower spending. Therefore, reading carefully is essential and can be right when you make a decision.

Come on?

Good reading! Does your team know what small business CRM is? It is important that she knows how to use it.

A Small Business CRM Needs to Be Used: Does Your Team Understand It?

Sometimes, many initiatives to implement a CRM (and then no matter the size of the company, be it large, medium or small) bump into a simple question: is your sales team willing to use it? Or better. Do you and she know exactly what CRM is?

At first the “yes” seems the obvious answer. But the reality is not always this.

Okay, you can force your team to use the system, after all, you made the investment. However, this obligation passed on to your employees will result in the low quality of the data entered into your system.

And if that happens, you won’t get the insights you need to lower your operating costs, and as a result, you won’t be able to increase your profit. So what to do?

How to Choose Small Business CRM

Below are 5 factors you should consider in order for a small business CRM to achieve the success you want, with your team using it because you believe and trust it, not out of obligation.

1. Choose a modern, easy-to-use sales CRM

Design and user experience are really essential. If the sales CRM chosen is not, for example, easy to use, intuitive and simple, it will not be adopted by your team.

Also because, for better or worse, she already has a way of working, and she won’t change it in favor of something that doesn’t facilitate, in the way it should, the daily work.

You should opt for a CRM that automatically captures a lot of data and shows it later quickly and didactically.

This, by the way, is very important: don’t leave to your team the burden of having to manually fill in the data within your sales CRM. After all, that wouldn’t make any sense, would it?

You and your company need to gain time to be able to produce and serve more and better, enhancing your customer relationship management. That’s what a good sales CRM provides.

Discover 5 tips that can be useful for you to increase productivity in your company’s sales work.

2. Don’t ignore costs, consider all

Some of the biggest costs of purchasing and later implementing CRM software for small businesses are not immediately apparent. Then consider two preponderant elements:

Purchase cost

Setting up the system requires an initial effort. Ideally, the vendor you’re choosing might offer an implementation package that’s affordable.

Thus, your task of starting to use your sales CRM, in theory, will be facilitated. His administration will be even more simplified.

What does that mean? In theory, you will not need to configure the system and it will be ready to use.

Maintenance and support cost

Ongoing maintenance and support are critical to keeping your system up-to-date and in good shape. If the administration of your chosen sales CRM is too complicated, it may be necessary to hire a tool administrator (perhaps working full time), which will, of course, greatly increase the cost of annual CRM licenses. Reducing costs is an important factor when choosing your CRM.

3 – Will the contracted sales CRM support you for the next few years?

There are CRMs that work very well for, for example, 2 or 3 users, but if used for around 10 people, it ends up giving a problem. You, of course, when choosing a CRM for small businesses, want to make a sure and definitive investment that gives peace of mind and security in the next 3 to 5 years.

What you don’t want is having to deal with some unexpected project that will force you to change your sales CRM while you increase your team and/or grow your business.

In order for you to have an operational CRM that meets these needs, consider a few factors:

  • It is necessary for team members to be able to access specific data within the system;
  • Be able to extract advanced reports;
  • Ability to define automated workflows;
  • Have an API that’s open, so as you grow your business, you can integrate your sales CRM with other systems;

The fact is, as you are in the process of looking for a small business CRM, you need to create a list of requirements that you deem important for running your business.

Do this exercise. Write down on a piece of paper, or on a document inside your computer, what you need a sales CRM to give you. Thus, and only then, will you be able to maximize your chances of choosing the right software that will help your business grow.

List your needs. Search which CRM fulfills (almost) all mandatory requirements. Compare options. See if the price fits your budget. This is all part of the choice process. You more than anyone understands what your team needs.

Your CRM must enable integrations with other systems.

4 – You need integrations with your CRM

Small businesses need to sell. Always and increasingly so that they can grow. Will your CRM help or limit you?

If it has the API tightens, as we mentioned above, it will help you. After all, it will be possible to integrate with marketing automation systems, ERP, among others, the generation of leads, the capture of customers will occur in a much better way.

The customer’s success will be your success and, therefore, your system needs to ensure a good relationship with them. Having more than one sales funnel available, you qualify the lead, sell generating value for it.

And if that happens, you will have a brand evangelist in the customer. His experience will have been so positive that he will recommend your company to others. So, what happens? You will be able to sell more for less.

5 – Know where you want to go

Where do you want to go with your chosen CRM deployment? What are you looking for with this?

Improving customer relationship management is, without a doubt, a clear objective. But more than that, it’s vital to set clear goals for where you want to go. And then you will be ready to have the sales CRM as an ally, an enhancer.

The more concrete and precise your goals are, the easier will be the decisions to be made and, consequently, the easier will be the use of the chosen CRM.

So, how can we help you?

If you still have questions about choosing a small business CRM, feel free and…: TALK TO A CONSULTANT.

Be sure to read our article on team management and understand why managing a team goes beyond paying commissions.

Ah! Did you not understand any terms we use in the text? No problem! Access our glossary of sales terms and stay on top of everything.

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