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5 Tips on Choosing CRM Software for Small Businesses

The global CRM software market is set to bring in over $120 billion by 2028. And it’s no wonder. These programs help business owners or sales and marketing teams track their customer base and optimize leads and opportunities. Which in turn increases profitability.

5 Tips on Choosing CRM Software for Small Businesses

Are you having trouble choosing CRM software for your business? Read on to learn what to look for in today’s smart customer management options.

1. Built to Size

Not all CRM systems are made the same. What works for a large business would be overkill for the needs of a new or small business.

With so many options out there today, it literally pays to look for a CRM software provider that caters to your business size.

CRM programs for small businesses are typically cheaper, while large-business systems have more bells and whistles to help manage hefty customer bases.

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2. Ease of Use

If you’re working with a team that’s never worked with integrated CRM services before, there’s going to be a steep learning curve.

In this case, you need to look for a program with responsive online support and training and a help-line staffed by actual humans. The quicker you can implement your new system, the more money you’ll save in the long run.

3. Limitations

When it comes to CRM software options, don’t expect any platform you choose to be perfect. However, you still need to be aware of each system’s limitations before you invest in that year (or more) of access.

Take advantage of those free trials and do a deep dive into the program. Ask others in your industry which software they use and what they like and dislike about it. Make sure the system can be customized to your unique needs where it matters most.

4. Reporting Features

One of the best free CRM software features is the ability to generate customer and sales reports at the click of a mouse. The data these systems generate helps you better understand the needs and wants of your customer base.

It tells you where your marketing efforts are working… or falling flat.

Any software you choose should have reporting capabilities, but it should also make extracting the data you need a quick, simple task.

5. Security

Whether you’re leaning toward mobile-friendly software or want a system that works better on PC, you need to be concerned about security if it’s online.

You’re dealing with potentially hundreds or thousands of customer details–in some cases, data provided to you confidentially. You also need to secure your client database against your competitors.

What backup options does the CRM system offer? How is the data secured against hacking? And what recourse does the provider offer in the case of a breach?

Choosing CRM Software to Fit Your Business

Choosing CRM software that suits your specific needs isn’t easy. The programs can be expensive, so you need to do your research, take advantage of free trials, spend time comparing software costs, and listen to feedback from your sales staff.

Lean towards systems with lots of customization and excellent service support if you’re new to CRM.


Are you looking for more advice to make your business better? Browse the other articles on our blog.


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