CRM software is needed for every business, that’s an axiom. Don’t believe the statement that only large enterprises can afford CRM systems – SMBs are implementing them more and more, and today’s reality is that without CRM systems you can’t provide the customer experience buyers want. In small companies, where employees often work on a few positions at the same time, CRM software can become the best solution possible.
Small business CRM software
For small business CRM systems, the main requirements are easy setup, affordable price, user-friendly interface, and powerful features. How can small businesses use CRM software? You can manage customer interactions, for instance, in the beauty industry, you can manage customer visits, remind customers about important activities, manage your tasks, congratulate clients on their birthdays, and so on. You can select customers who have visited you and send them special offer in a few clicks. You can also manage sales by automating sales funnels, lead management, and so on.
CRM system for an individual entrepreneur
Self-employed professionals are forced to combine several positions at once. These include marketing, sales, and administration. And even if you have few clients, there is no need to keep all the information in your head or spend time filling out a diary. Why should an individual entrepreneur implement a CRM system? It will present the progress of work on each client in a convenient form, remind you of the meeting, simplify the creation of the same type of documents and minimize all manual work. CRM is especially relevant for lawyers, realtors, and similar professions.
CRM system for large companies
When the number of employees in a company exceeds several hundred people, the need for a CRM system in the enterprise is beyond doubt. To quickly evaluate the effectiveness of a large team and distribute workloads, manage sales and marketing strategies, Excel spreadsheets will not be enough. Powerful CRMs for large businesses help coordinate the work of different departments, significantly automate sales, and facilitate the management of large-scale business processes.
Who needs a CRM system in a company?
There is an opinion that a CRM system is useful software exclusively for the sales department. However, this assumption has nothing to do with reality, because CRM is an indispensable tool for all employees of a company. Let’s take a look at how different departments and functional units within an organization can use CRM to fulfill their responsibilities.
CRM for the sales department
Sales professionals use CRM to manage sales channels, qualify leads, analyze past sales and predict future ones, create reports, develop better offers, and convert leads into customers faster.
CRM for the marketing team
With CRM, marketers can segment their audience and create successful personalized marketing campaigns. Moreover, CRM data allows marketers to define an ideal customer (ICP), find out the optimal number of contact points, and maximize the impact at each of them. As a result, the company will be able to increase the number of potential customers and turn them into regular ones.
CRM for the customer support team
Customer support specialists can use CRM to improve the onboarding process of new customers, establish and develop business relationships with them. This is made possible by the fact that CRM allows you to store and organize every detail of interaction with a person so that it can be quickly found on request.
CRM for senior executives
Senior executives (CEO, CFO, COO, etc.) rely on data from a CRM system to make informed decisions about business strategy, product development, and their promotion to new markets.
CRM for department heads
CRM data can be useful for team management, as you can see what each of your subordinates is doing. CRM allows department heads to get a detailed overview of the tasks performed over a certain period and see which actions lead to success and which slow down the processes within the company. Subsequently, this information can be used to evaluate performance, calculate commissions, mentor the team, and set goals for the future.
You can benefit from implementing a CRM solution regardless of the industry in which your business operates. Real estate, construction, consulting services, SaaS business, digital marketing agencies. Everyone benefits from having their database organized and business processes structured.