Growth is the primary goal of virtually every small business today. But, as a business grows, using spreadsheets to organize and keep track of customer data becomes an increasingly complex task. Small businesses finding success require a more efficient system. The most effective way to manage customer data is to use CRM software, also known as Customer Relationship Management.

What is Customer Relationship Management (CRM) Software?

Customer Relationship Management – CRM software – is a specialized system designed to gather data pertaining to past interactions with customers and prospects in one place. CRM software can significantly improve business processes and caters to businesses of every size and budget.

Why Your Small Business Needs CRM Software

Customers are the core of every business. Without them, your business would not exist. Without an accurate view of your customers and prospects, your sales team will have difficulty following up on leads and staying on top of customers.

A CRM system provides businesses with an accurate view of all customer data. By using this data, businesses can better understand their customers needs and wants, and provide better customer service. CRM software can also help businesses manage and improve existing customer relationships, and enhance the customer experience, resulting in satisfied and loyal customers.

Basic Features of CRM Software

  • Contact Management
  • Lead Management
  • Campaign Management
  • Social Media Management
  • Email Tracking
  • Tasks and Deals
  • Reports and Dashboard
  • Mobile Application
  • Third-Party Integrations

Major Benefits of Using CRM Software For Your Small Business

  • Centralized location for all customer data.
  • Track history and status of all interactions with existing and potential customers.
  • Enhance customer relationships and retain existing customers.
  • Increase sales and marketing efforts.
  • Help your sales team close more deals which boosts revenue.
  • Segment customers so messages can be tailored to suit different groups.
  • Cross-sell products more effectively.
  • Increase productivity and improve team collaboration.
  • Make smarter data-driven decisions.

Benefits of Integrating Your ERP, CRM & Business Software

In today’s business environment, competition for customers has become increasingly fierce. Integrating your ERP system with your CRM software provides you with a holistic view of your customers, and will keep you one step ahead of your competition.

Having one system with all your customer data, sales history, inventory, terms, bill to and ship to addresses, etc., can eliminate the need for employees to manually share data. This will greatly benefit your sales and marketing efforts.

In addition, Commercient SYNC, the number one integration platform for sales, can connect your ERP data to your CRM software data, making valuable customer information from both sales and accounting systems available to the right people at the right time, all through a single interface. And from your CRM software, new orders, customers and invoices can be SYNC’d to your ERP. This will give you a 360-degree view of sales.

Top 4 CRM Software For Small Businesses in 2019

There are hundreds of CRM solutions out there, but not all are designed with the small business in mind. The best CRM software for your small business is one that has the capabilities and features that meet your specific business needs.

To help you make an informed decision, we’ve put together a list of the top 4 CRM software for small businesses in 2019.

  1. Salesforce Essentials
    A CRM is better than spreasheets. This out-of-the-box CRM software was designed to match the needs, budget, and resources of a small business. Salesforce Essentials comes with a setup assistant and in-app tutorials to help you navigate around the software with ease. With the help of Salesforce Einstein (built-in artificial intelligence), your teams will work smarter and be more productive. Salesforce Essentials is highly scalable, so you won’t have to transfer your data to another platform when your business grows. Salesforce Essentials is priced at $25/user/month.
  2. HubSpot CRM
    HubSpot CRM is an easy-to-use, cloud-hosted CRM software that is ideal for small businesses. With its customizable interface and mobile application, this software comes with all the basic features of a CRM. This solution is highly flexible and configurable, imposing no restrictions on the number of users or contacts you can have. HubSpot CRM caters to businesses operating in any industry, and best of all, it is absolutely free.
  3. Freshsales CRM
    This CRM software provides small businesses with the essential tools to help streamline key aspects of the sales process. This flexible and affordable software has all the essential features of a CRM, including an easy-to-navigate interface and superior analytics and reporting. Freshsales CRM is free to use for small teams, and allows you to migrate to a paid plan ranging from $12/user/month to $79/user/month, as your business grows.
  4. Pipedrive CRM
    Pipedrive CRM is a customizable software designed to help you gain control of your sales activities. This CRM software is easy to use and flexible across industries. It gives you a complete view of your sales pipeline and enables you to manage and track your deals. This solution makes it easy to plan events and schedule meetings allowing you to plan ahead and focus on what matters. Pipedrive CRM pricing ranges from $12/user/month to $59/user/month.

Keeping track of your customer data doesn’t have to be tedious and frustrating. CRM software can help you grow your small business, and set the stage for long-term success.

If you’d like to know more about how Commercient SYNC and IoT Pulse can help your small business with ERP and CRM, and ERP and business software integration, please contact us today.

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