Small businesses depend on the growth of their client base like no other. More customers mean more employees and greater revenues. However, if the workflows and organizational processes are not in order within the business, it’s doomed to failure. To frame and streamline this growth, CRM software might be of great use.
However, choosing a CRM is a bit difficult. It is, usually, a substantial investment. So, you need to approach it seriously. A great CRM provides you with an opportunity to study your customer from different perspectives so that you can focus on reasonable resource allocation.
Given the diversity of CRMs existing today, the Develux team has prepared a brief review of the best software for small businesses. Take your time to read to avoid a costly mistake.
What benefits should you expect from small business CRM?
To understand how you should select your CRM, you need to find out what you can get from using this system. First of all, your business gets proper contact organization. You no longer need to spend hours collecting, grouping and saving client contact information manually. The system does it almost immediately with no effort on your end.
Secondly, a good CRM for small business analyzes its sales performance in the background. It creates various metrics designed to help you understand how to manage your pipeline better. Of course, all this is done having your clients in mind. Remember that all the steps you undertake as a small business are targeted towards growing your client base.
Finally, CRMs let you group customers based on certain characteristics. For example, you can segment your clients according to their location, preferences, age, or gender. This gives your sales team an opportunity to focus on each customer.
What CRM should you consider?
There are several CRMs that truly deserve the title of the best ones for small business.:
HubSpot is a free CRM for small business, which makes it quite popular among emerging businesses. It has all of the most basic features a good CRM should have. Thus, if you have just launched your business, you can use it to understand why you’ll need a more advanced CRM sooner or later.
Despite the fact that HubSpot’s functionality is pretty limited, you’ve got all you need for a perfect start. This CRM collects contacts, keeps track of your company’s activities, manages data and even tracks orders and deals. It is also easily integrated with SalesForce, Shopify, and Microsoft Dynamics.
The goal of this CRM is to automate as many processes as it can to speed up your sales and provide customers with a personalized experience. It helps in managing contacts, organizing workflows, keeping track of all related sales activities and mailing campaigns.
Your small business will appreciate this smart, automation-oriented platform that exists to help sales teams. SalesMate, however, requires a small payment in contrast to HubSpot. At the same time, it is more advanced compared to free CRMs.
SalesForce is one of the most well-known CRMs in the world. It’s also one of the most widely spread ones, which covers small, medium, and large businesses. This software is available in several editions. Lightning Essentials is the basic one, hence, the best choice for small businesses.
This package is great for its follow-up opportunities, email integration, and contact organization. Also, SalesForce has lots of options for integration and customization. You can easily select those that meet your business needs the most.
Bigin by Zoho
Zoho is another well-known customer relationship management software that powers medium and big businesses. It has different versions developed based on the needs of certain businesses. Of course, there is a free version if you want to try the basic features of this CRM.
However, if you are a small business, you might be interested in Bigin, which is a simple CRM. It was created specifically for small businesses by Zoho CRM. In other words, this software provides all the features emerging companies need. You can find all the important tools there, from customer segmentation to sales analytics.
FreshSales is great for small businesses. It can automatically capture your website visitors and group them according to their engagement. This helps to convert them into sales leads if you assign them to the right sales team members.
This CRM helps in growing your customer conversion rates by reaching out to the people interested in your products. Also, the software offers profound analytics on your website and customer engagement and suggests the ways to improve personalization.
If you need a simplified CRM platform to start up your business, Method is the right choice. It is easy-to-use and customizable software with activity tracking and accurate estimating tools on board.
Method indeed stands out from the rest of CRMs for small businesses because it also has a robust QuickBooks integration. You can run your venture more effectively if all platforms are synchronized.
Also, the goal of this software is to make sales management easier. It does everything to find the right method to meet all your needs.
For those who are new to business and customer relationship management, Streak is a great plugin to start. It is great for Gmail users who can enable CRM right from their email box. Even though it offers a very basic set of functions, for a business that has only recently emerged, it’s more than enough.
With Streak as a plugin, you can schedule mailing campaigns, track views, and separate email threads. You can even segment emails pertaining to different workflows. It has an amazing set of functions for a tool that is technically just a plugin.
The selection of the best CRM for small business is wide; hence, the choice is hard to make. However, it becomes easier when you clearly understand what functions should be automated at the stage your business is right now.
No need to pay extra for the things that you won’t even use. Analyze what you can really take advantage of and use a CRM tool that meets your unique needs. The supply is more than enough, so you can find the perfect match without much effort.