We use cookie technology. Cookies
allow us to provide you with up-to-date information about your preferences and ensure that the site operates correctly. You can block cookies in your browser settings, but then you won't be able to interact with our site properly.

CRM for small businesses. How to choose

CRM is a system for managing customers and their information. With CRM, you can capture, remember and track every contact, creating your own database. Until recently, it was thought that small businesses didn't need expensive and cumbersome software solutions, including CRM. Yes, that used to be the case.

Small businesses, small business owners need a working tool that is really useful, saves time, is easy to use and reliable for data storage. It allows them to do more with less. Modern CRM solutions for small businesses meet these needs, are easy to set up and affordable.
Choosing a CRM
Startups and dropshippers often don't have the ability to track the full impact of their marketing efforts. A customer who has written an email may not receive a response, and contacts may be lost or inaccurately recorded. Leads are often lost or overlooked, and their information is out of date.

A connected CRM automatically populates information and synchronises data with: email, calendar, phone, social media, creating lead contacts.

When choosing a CRM from the many offerings on the market, look closely at
  • ease of use and accessibility
  • functionality for data storage and protection
  • user feedback on the software
  • pricing and terms
  • sales forecasting functionality
  • Compatibility with other software and ability to share
Ease of use
It can be difficult to understand and analyse CRM data without the necessary knowledge and experience. This is the biggest challenge. If users are not able to evaluate the data correctly, then the platform and its integration will prove to be a wasted step. A CRM system for small businesses should be easy to use and manage. A complex interface and unfamiliar software solution can lead to mistakes when working with customers. The process of adapting employees to the new software should take into account their individual characteristics.

In order to understand what is happening with the business, to evaluate indicators immediately, to carry out quick monitoring of processes, to evaluate success indicators, the CRM should generate simple and clear sales reports and have clear dashboards.
CRM Integration
CRM integration allows you to centralise all data in a single information system. CRM should be compatible with all the tools the company already uses. This allows data to be synchronised in real time.

CRM integrates with: email, social media, intercom software, customer service tools, call/video chat software, shopping carts, analytics tools.

Customer service should always be available by phone, email. Some CRMs look up the domain in an email, look at publicly available databases and populate as much information as possible.

A CRM should collect customer information wherever it comes from - conversations, text messages, chat, social media, etc. If it can only connect to the limited number of channels you use, the information will be incomplete and the customer experience will be fragmented.
Users need to see each contact's history, past interactions (on any channel), and recent activity on the contact's social channels.

The cost of the platform should be in line with the company's budget. It can vary depending on the number of users, contacts, email addresses, etc. Allow for this to avoid annoying limitations or having to switch CRMs. It is very common for small businesses to start with a free version of a CRM and then upgrade to a paid version.

What do you want to improve?
Connecting CRM helps with sales, marketing, IT and customer service. Which do you want to improve? Most CRMs come with a basic set of standard features.
  • Zoho CRM : the best solution for start-ups
  • Monday.com : the best solution for analysing sales performance
  • Pipedrive: the easiest CRM to use (+automation)
  • HubSpot: best for scaling quickly
  • Salesflare: best automated customer information collection
  • Less Annoying CRM: most affordable solution for sales and marketing
  • Nutshell: best for B2B sales teams
  • Nimble: best for social media integration

CRM is a vital tool that helps you understand your customers' needs and provides valuable information about what they really want. This approach drives revenue growth. TONOP software helps to synchronise data for CRM collaboration with other systems. Automated lead scoring reduces the processing time of unpromising leads and increases the number of leads converted into sales. The TON OP doo ltd solution improves the coordination of customer service tasks (order, contact, account and transaction management).
Our Contacts
Do you have any questions? Send us an request via this form!
Mail: info@tonop.bg
© 2023 - 2024 "TON OP DOO LTD".
All Rights Reserved.
Privacy Policy
Public offer