5 Small Business CRM Tips and Tricks

Written By: Cliff on September 25, 2012 No Comment

Five Tips and Tricks for CRM in Small Business

When it comes to customer relationship management there are many things that the big companies know and the little guy might not. Relax, because it is going to be easy to get your company up to speed quickly. When you start to use CRM in your small business there are some things that you will want to know when it comes to this innovative software.

1. Storing Information in your CRM

With the use of CRM, information can be stored and used quickly. You can do sales forecasts or just have a look at the data and see your company strength or weakness.

2. Using CRM for Marketing, Not just sales

You will see an increase in your sales and marketing efforts. This happens because the CRM software helps you to organize your marketing more clearly and this will result in higher sales.

3. Target Marketing in CRM

You are able to do target marketing with ease. CRM allows you to find out who your clients are and what they want. CRM also lets you fill their needs quickly and keep in touch with them. All of this results in higher sales.

4. Find a Simple and Flexible CRM

CRM software is easy to work with and can be flexible. You or your CRM software provider is able to add and change things that are important to your business.

5. Upselling and Cross-Selling

CRM can help your company increase sales by up selling and cross selling. By simply adding or recommending other products your company can increase their profits and add to the bottom line.

Best Practices for using a CRM for Small Business

The Value of SugarCRM for a Small Business

Free Excel Matrix to Compare CRM Providers

With this matrix, you will be able to view the chief similarities between 7 of the top CRM systems, including Sage ACT!, Sage SalesLogix, Goldmine, Pivotal, Microsoft Dynamics CRM and more. Comparison Features include:

Key CRM Functions
Subscription
Available Entities (e.g. SFA, Marketing, Service, etc)
Remote options
Call Center options
Quotes options
Lead Management
Permissions
Workflow options
Hardware support for Mac
Industry Codes

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About the author

Author: Cliff Ford. CRM Solution Comparison has provided CRM cloud software reviews and evaluations for several years. Our staff of CRM certified partners implements, tests and uses the various systems discussed within this blog. We have created a number of excellent CRM comparison and evaluation tools that we provide our readers. Google