Choosing a CRM solution for your business is crucial to the success of your business. Keeping track of all your client’s information, making sure your processes are running effortlessly, can prove cumbersome for even the most organized companies. CRMs keep track of all your client’s information and streamline sales processes.
In this article, we will outline why choosing a CRM solution is crucial for your business, what are the relevant features you should be aware of and the best solutions and their advantages.
Benefits Of Implementing a CRM
Nowadays, we are surrounded by too many tools. This contributes to a reduction in productivity for employees. They have to spend time on multiple applications to achieve simple daily tasks. In the long term, this is going to mean:
Loss of new leads
Loss of sales opportunities
Loss of time
For you to succeed, you need the right tools and processes in place. This process does not happen overnight. Spending hours updating Excel spreadsheets or sorting information manually, might not be the right solution.
Here is where a CRM comes into play. The right CRM is going to help you reach your goals sustainably and effectively. Additionally is going to help your scale your business and contribute to your growth.
Some benefits of implementing a CRM are:
- Reach more people
- Retain more customers
- Increase your business impact
- Sell more products
- Make more money
How to choose a CRM solution for your business
Before choosing a CRM for your small business, identify the reason for implementing it. While the general purpose of a CRM is consistent, different solutions offer different tools. Being aware of your needs will allow you to select the right CRM for your business without increasing your budget.
When considering what CRM software you should choose, some questions you can consider are:
What are the goals for implementing a CRM? Determine what business needs your CRM will have to cover. Are you going to use it for marketing, sales, customer service or a combination of multiple departments? In this scenario you want to determine what needs each area of your business are you trying to cover by using a CRM.
How many people in your company will have access to it. Most CRMs are going to charge per user. Determine how many employees will need access to the CRM and what are the most effective cost options.
Are there multiple departments with different needs involved? Many CRMs include features that cover the needs of your sales, marketing and customer service team. All these departments can benefit from a CRM but some of these CRMs are more prepared to handle all the features or very specific needs of a particular department. Take into consideration your team and business structure before making a decision.
Does it integrate with other technologies you already using? You might have already a different software solution using to manage your sales or marketing activities. You want to make sure that is easy to integrate your information between multiple systems.
It is scalable. When your business grows you want to make sure that your CRM supports that growth. Some CRMs are great for small businesses but do not offer features at an enterprise level. Make sure this is not inconvenient down the road.
Does it offer training for your employees? Many CRMs offer training opportunities from free courses and academies to paid consultants that support the implementation of the CRM. It makes a big difference to be able to access immediately training and support features to consult questions and remove roadblocks to the implementation.
Investment necessary. Take into account the cost of the subscription but also additional fees for third-party apps, extra customisations, training costs, or upgrades. Make sure the billing structure before committing to an important change.
Best 9 CRM’s software solution for small businesses and entrepreneurs
At PiXEL, we have thoroughly reviewed some of the best CRM solutions in the market. Our goal is to objectively support your decisions and present you with the solutions we have reviewed and consider as the best fit for the budget and needs of a small business.
With its mission to make the world more productive by removing friction, ClickUp offers a fully customizable task management CRM. ClickUp offers docs, reminders, goals, calendars, and even an inbox. You can organize your company’s information in one place. ClickUp is able to handle simple to more complex projects that make it easy to replace tools such as Trello or TodoIst.
ClickUp has a wide range of tutorials and support activities to help you easily implement the CRM.
Cost: Starts with a free subscription
Freshworks is an end to end solution that helps break internal silos and helps deliver customized experiences across marketing and sales activities. Some of the features we can highlight are lead management and contact and account management. Freshworks CRM is simple to handle and flexible to adjust both sales and business processes. You can customize the CRM to control the most important aspects of your business.
Freshworks CRM is an easy to use tool where all your team members can share information, collaborate and centralize all your sales and marketing activities in one place.
Cost: Starts from 29$/month
Agile CRM is a fully integrated CRM that has sales tracking, contact management, marketing automation, web analytics, helpdesk as main features. With this tool, you can automate your marketing, sales and customer retention needs while you track your website visitors. You can easily enable multi-channel communication. Agile CRM is one of the most effective and powerful platforms for sales, marketing and service. it has a great ability to handle data and order actions automatically and eliminates information gaps to a great extent.
Cost: Starts with a free subscription.
Daylite is an all-in-one CRM designed for professional services, boutique firms and agencies operating on Mac and iOS devices. Daylite helps teams keep track of communication and details with clients, manage follow-ups, prioritize and track deals, and manage projects and tasks – all in one place.
Daylite is an excellent, highly customizable CRM program that allows you to organize and monitor your business operations in real-time.
Cost: From 24$/month
Capsule CRM is an easy-to-use CRM that empowers its users to build stronger customer relationships, make more sales and save time. Its simple functionality enables users to share contacts, reminders and tasks. You can use Capsule CRM to track the companies you do business with, communications and sales opportunities in the pipeline. We can highlight from this CRM the ease of use and easy configuration with third-party applications.
Cost: Starts at 12$/month
Nethunt has a slightly different concept. Their ideas are to add CRM functionality to every service app you use daily and make the CRM follow you, not the other way around. Nethunt offers a full-featured CRM next to work emails, chat messages, social media profiles or calendar events. This is a powerful tool that is used for marketing teams who rely on Gmail and other Google Workspaces.
Cost: From 30$/month
EngageBay is a simple all-in-one marketing software solution meant to make every part of your marketing more effective. This CRM helps businesses to acquire, engage, nurture web visitors and convert them into happy customers. You can run your business from one CRM combining CRM, marketing and service applications under one umbrella. You can take your business to the next level by having everything organized in one place.
Cost: Starts with a free subscription
Revamp is a CRM software for small businesses and etailers. This software is perfect for automating repetitive tasks, segmenting your leads and automating your email campaigns. Automate from reminders to email task creating and follow-ups. Never miss a sales opportunity. You can track your customers with an intuitive and easy implementation of a solution.
Cost: From 19$/month
Outseta is a unique CRM that includes subscription billing features next to customer communication tools. If you have a start-up, you will be able to launch quickly and centralize your operations. This CRM enables your business to scale efficiently while providing you with all the tools that you need to grow your monthly recurring revenue.
Cost: From 19$/month