It is important to make the right choice when choosing CRM software. Although most software has affordable beginner plans, you’ll need to pay more for the full features. These are usually best paid annually. A mistake is a commitment to using bad software for long periods of time. Let’s now discuss how to select the best CRM for small businesses.
Make sure that you have all the core features that you require
When choosing the right CRM solution for small businesses, you must ensure that it offers all the essential features you require. These are the key features that you should insist on:
- It is possible to organize, store and manage contacts information.
- Capability to manage leads throughout the buyer’s entire lifecycle.
- Ability to manage marketing campaigns and evaluate their effectiveness.
- Automated workflows, lead generation and sales tasks.
- Analyzing and tracking email campaigns.
- Analyzing customer trends and tracking them.
- Social media management and audience interaction.
A CRM solution may also have other useful features. Some CRM software includes dedicated IT support. This saves you from having to search for IT support by yourself. A CRM solution is acceptable as long as it covers the basics.
Use CRM software that is easy to use
Although there are many amazing CRM software programs out there, one thing is certain: professional training is required to make it work. There are many considerations when purchasing software for a small business. One of the most important considerations is the ease with which the software can be integrated into your business operations. Small businesses don’t have the luxury of having extra employees that they can use for days, or even weeks while learning new software. Complex software can be more trouble than it helps. Mistakes are more common if you don’t have the right training. These can be anything from a simple misunderstanding about how to export files to something more serious like accidentally deleting tons of customer data.
A mobile-friendly CRM solution is required.
Although it may seem absurd to insist that the best CRM system for small businesses must be compatible with mobile phones, it is essential. This feature will greatly increase your access to data. You will be able to access all data sources from your phone easily, without having to use multiple tabs or monitors. This one feature is so useful that you can’t overlook it. You can interact with customers more efficiently to encourage them to leave Google reviews. Even though you may not have the time to interact with customers while you are working, it is possible to squeeze in some customer interaction if you use your smartphone.
Make sure that your CRM software integrates
MoversTech CRM experts point out that the best CRM solution to small businesses does not have to be perfect on its own. It must seamlessly integrate with the rest of your software. If the software supports integration with:
- Your website.
- Your preferred word processing software.
- You choose the billing and ecommerce platforms.
- Your ERP (or accounting software).
- You choose the HRM software that you use.
- Your social media accounts.
It makes it easy to collect and track customer data by combining all these features. This allows you to create customer profiles that include all data from customers. This allows you to make more use of your data, and tailor your marketing strategies to your needs.
Small business CRM solutions
Insightly
Insightly CRM software is the right choice if you are looking for a CRM program that will help you manage projects in addition to regular CRM tasks. Insightly offers a 14-day trial that allows you to test the software out until you commit. Outbound emails are not available on the lower plans. Paid plans start at $29 per month and can go up to $99 per month.
Zoho CRM
Zoho CRM is compatible with smartphones and allows you to manage customer relations and sales. You can also download a free trial version to try it out and see if you like it. However, the free version doesn’t support third-party integration. The cost of the paid plans starts at $20 per month, and can go up as high as $65 per month.
Zendesk Sell
Zandesk sell is our top recommendation for software. It integrates ticket generation and help desk functions. This software is better for experienced users as the interface isn’t as intuitive as other programs. There is a 14-day free trial of the software. The paid plans start at $25-$249 per month.
Salesforce
Salesforce is our most comprehensive CRM software. Although it can do some things well, Salesforce is not a great choice for all fields. Prices start at $25 per month for an annual subscription. The staggering $1,250 per month option includes all the features and a huge file limit. A fourteen-day trial version of the software is also available.
Freshsales
Because it is easy to use and simple to learn about business tech, Freshsales is a great tool for anyone looking to learn more. You can create capture forms to gather customer information online. There is a trial period of twenty-one days and a free version. The highest priced paid plan costs $83 per month. The free version does not have a limit on file storage.
Final Word
Now you should be able to select the right CRM solution for your small business. You can make the most of what we’ve shared and get a high-quality CRM solution for your company.
