{"id":2482,"date":"2020-10-31T07:42:03","date_gmt":"2020-10-31T07:42:03","guid":{"rendered":"https:\/\/www.helloleads.io\/blog\/?p=2482"},"modified":"2022-11-23T09:59:34","modified_gmt":"2022-11-23T09:59:34","slug":"choosing-best-crm-for-your-small-business-a-beginners-guide","status":"publish","type":"post","link":"https:\/\/www.helloleads.io\/blog\/all\/marketing-and-sales\/choosing-best-crm-for-your-small-business-a-beginners-guide\/","title":{"rendered":"Choosing Best CRM For Your Small Business – A Beginners Guide"},"content":{"rendered":"\n
\"Choosing<\/figure>\n\n\n\n

When does your small business need a CRM and why?<\/strong><\/h2>\n\n\n\n

If you are a small business owner, you would have realized a small business environment is ever-changing, dynamic and challenging.  <\/p>\n\n\n\n

You would have also realized understanding the needs\nof customers and improving sales is crucial for your small business not only to\ngrow but even to sustain where you are now. <\/p>\n\n\n\n

Cutting vegetables require a knife and similarly tracking customers and slicing and dicing your potential leads require a tool. This tool is called customer relationship management<\/a><\/strong> software or simply a CRM. <\/p>\n\n\n\n

What is CRM, by the way?<\/strong><\/h2>\n\n\n\n

If you have just started-up, launched your first product, or busy onboarding your first customer, probably you will not need a CRM right away. In the very early stages of your \u2018small business\u2019 journey, you would not have a large amount of customer data and hence you can do with other methods to manage them, say using spreadsheets, phone contacts, and so on. <\/p>\n\n\n\n

However, when you have crossed the first goal\nof having a sizable number of initial wins, and ready to welcome many more new customers\nand prospects, it is the perfect time for your small business to embrace a good\nCRM. <\/p>\n\n\n\n

Scaling up sales needs a lot of enthusiasm,\nenergy, and efforts. It needs a good tool as well. Having a good CRM can be a\nboon and can free up time for you to continue to focus on customers and sales.<\/p>\n\n\n\n

During the early stages of growth and traction,\ntime is the most valuable resource that you can gift yourself. Any investment in\ntools and processes that saves time will contribute to your top line and bottom\nline. CRM at this stage can be of great help.<\/p>\n\n\n\n

What should you look for in a CRM?<\/strong><\/h2>\n\n\n\n

Now that you understand why your small business needs CRM<\/strong><\/a>, let us see what a best small business CRM would look like.<\/p>\n\n\n\n

\"HelloLeads<\/figure><\/a><\/div>\n\n\n\n

With a wide range of CRMs available in the market, choosing the best CRM<\/strong><\/a> for your small business can be a tricky decision and hence we are glad to share this exclusive guide with you. <\/p>\n\n\n\n

You could find many pricier and costly CRM\noptions with a huge list of offerings promising to provide the moon. But\nremember, a CRM is truly valuable if you actually use it. Many businesses\ninvest good amount of money and resources on a CRM deployment, only to see\nsparse or no use of the tool later. <\/p>\n\n\n\n

We have seen, over time, we all buy something,\nbut never end up using it \u2013 at home and at office. CRM should not fall into this\ncategory.<\/p>\n\n\n\n

Before choosing a CRM<\/strong><\/a>, it is important to have a deep look at your sales process and sales cycle and understand the needs of your business. Write down the challenges that you wish to solve using a CRM and determine the features that are most important to you, to your sales process, and your business goals before clicking the \u2018buy now\u2019 button.<\/p>\n\n\n\n

Below are the top 5 key aspects that you need\nto review  when choosing a CRM for your\nsmall business:<\/p>\n\n\n\n

  1. Ease of use<\/li>
  2. Easy to learn<\/li>
  3. Can scale quickly<\/li>
  4. Fairly Priced<\/li>
  5. Great Customer support<\/li><\/ol>\n\n\n\n

    1. Ease of use:<\/strong><\/h3>\n\n\n\n
    \"Ease<\/figure>\n\n\n\n

    By picking up an easy-to-use CRM, you make sure\nto get buy-in from your sales team. When a CRM is easy to use, your sales team is\ncomfortable using the tool and they will use it in their everyday sales\nactivities. When they use it in their everyday sales activities their productivity\ngoes up and hence sales.<\/p>\n\n\n\n

    An easy-to-use CRM will help you get over the\ninitial trouble of convincing your sales team that they need to adopt a new\nsystem or a tool for their work.<\/p>\n\n\n\n

    Any productivity tool, including a CRM, that\nyou and your team use, should make the job easier and not the other way. If\nlearning a tool itself takes time, then it poses a barrier for quick adoption\nand use. An easy-to-learn and intuitive CRM, on the other hand, make smooth\nsailing for your sales team and paves way for increasing sales.<\/p>\n\n\n\n

    2. Easy to learn:<\/strong><\/h3>\n\n\n\n

    As a small business, you and your team do not\nhave the necessary time or required motivation to get trained and use newly purchased\nCRM. <\/p>\n\n\n\n

    You and your team need time to generate new leads, win more deals, and will not have the luxury of investing time in long training sessions. <\/p>\n\n\n\n

    Learning and onboarding a new CRM should be an enabler and not a barrier for your sales team. <\/p>\n\n\n\n

    So, pick a CRM which has an intuitive user interface, which you and your sales team can easily learn and start using for everyday sales activities, right away, without spending days and weeks for onboarding and training.<\/p>\n\n\n\n

    3. Can scale quickly:<\/strong><\/h3>\n\n\n\n

    Many small businesses grow quickly in offerings,\nsales volume, and customers, The CRM you have chosen should also be capable of\nadapting and continue to fit your business as it grows.<\/p>\n\n\n\n

    Two aspects you need to keep in mind are: <\/strong><\/p>\n\n\n\n

    (a) the CRM should be able to scale in terms of the number of users, and number of transactions and provide a good response even at an elevated number of transactions <\/p>\n\n\n\n

    (b) the CRM should be able to give you features that you do not need now but will need when the business grows in the near future.<\/p>\n\n\n\n

    Your business scales with its own challenges and\na well-chosen CRM facilitates this growth and allows seamless collaboration\namong the sales, customer support, and marketing teams.<\/p>\n\n\n\n

    4. Fairly Priced:<\/strong><\/h3>\n\n\n\n

    Cost is really an important element in the\nearly stages of your business. <\/p>\n\n\n\n

    Start-ups and small businesses need to be careful with their expenses in order to ensure sufficient funds are available for marketing and to grow the customer base and scale their business. <\/p>\n\n\n\n

    A CRM is not just a business expenditure but a\nlong-term investment. <\/p>\n\n\n\n

    \"HelloLeads<\/figure><\/a><\/div>\n\n\n\n

    Being a small business, you will not utilize 60% of the top-end features provided by a CRM<\/strong><\/a>. As a result of it, you will be paying for features that your sales team may not be effectively using or using at all. <\/p>\n\n\n\n

    The best thing you can do is to have a detailed\ndiscussion with your sales team, understand and streamline the sales process, identify\nthe problems you are trying to solve, note down what features you absolutely\nneed, and then take an informed decision.<\/p>\n\n\n\n

    As most of the CRMs in the market today are available\nwith a free trial period, go ahead and run a trial or a pilot with a few suitable\nCRMs, along with your sales team. <\/p>\n\n\n\n

    At the end of the day, you should do a thorough cost-benefit analysis before deciding which CRM suits your needs best. Work out costs and benefits for a 3 to 5-year period and then make an informed decision. Invest in a CRM which you believe is fairly priced.<\/p>\n\n\n\n

    5. Great Customer support:<\/strong><\/h3>\n\n\n\n

    Great customer support is another big-ticket\nitem that you should look for in a CRM. <\/p>\n\n\n\n

    Since your small business has few and\n\u2018always-busy\u2019 team members, it is quite helpful if the tool you use offers\nsufficient support and guidance for you to get up and running whenever any issue\nor problem is faced.<\/p>\n\n\n\n

    Along the way, you could run into some issues\nin the product and the support team should be able to guide you and provide you\nwith required technical support instead of leaving you to google your own way of\ntroubleshooting.<\/p>\n\n\n\n

    What are the must-have features in a CRM?<\/strong><\/h2>\n\n\n\n

    Apart from the basic things that you look for\nin a CRM, there are a few features that your CRM must have to help you and your\nsmall business to grow and reach new heights.<\/p>\n\n\n\n

    Based on the size of your business and the industry you are in,\nthe features you need may vary. However, below are the top 10 sought-after and\nfundamental features in a CRM, that  small businesses such as yours would need<\/p>\n\n\n\n

    1. WhatsApp Connectivity<\/li>
    2. Auto Texting and SMS<\/li>
    3. Facebook lead integration<\/li>
    4. Team management and performance tracking<\/li>
    5. Comprehensive dashboard and analytics  <\/li>
    6. Email integration<\/li>
    7. Easy to configure features<\/li>
    8. Quotes and Invoices <\/li>
    9. File Attachments<\/li>
    10. Multiple methods to capture leads and customers<\/li><\/ol>\n\n\n\n

      1. WhatsApp Connectivity:<\/strong><\/h3>\n\n\n\n
      \"WhatsApp<\/figure>\n\n\n\n

      In this changing world, it is important that\nyou connect with your prospects and customers using a medium in which they are\nactive. <\/p>\n\n\n\n

      Currently, for any business, including small businesses,\nWhatsApp has become the most preferred communication medium.<\/p>\n\n\n\n

      Hence, the CRM, you choose, should have the\ncapability to let you connect with your prospects and customers using WhatsApp.<\/p>\n\n\n\n

      Setting up WhatsApp message templates and\nletting you choose them while connecting via WhatsApp will be a breeze for your\ndaily sales activities. <\/p>\n\n\n\n

      Also, many businesses get their sales enquiries\nthrough WhatsApp. A CRM which has the power to capture those WhatsApp enquiries\nas leads and connect with them quickly will add more value to your everyday\nsales process and improve sales for your business<\/p>\n\n\n\n

      2. Rapid lead response by Auto Texting and SMS:<\/strong><\/h3>\n\n\n\n

      It is very important that you respond to your\nprospects and customers at the speed of light. Responding to them quickly\nimproves the trust and reputation of your business.<\/p>\n\n\n\n

      As,  it\nis not possible every time that you have enough time and resources to respond\nto your customer enquiries and requests, a CRM which powers you with capabilities\nto auto-respond to your customer via email and text messages will solve this\ncritical need and will be of great help.  <\/p>\n\n\n\n

      3.Facebook lead integration: <\/strong><\/h3>\n\n\n\n

      The CRM you choose\nfor your small business should have the capacity to capture the leads generated\nfrom your Facebook lead ads. A system that could automatically capture each and\nevery enquiry from Facebook and distribute it to your sales team for further\nfollow-ups, will be a perfect time-saver and productivity enhancer.<\/p>\n\n\n\n

      Auto response to\nFacebook lead enquires will also help in quick connect and better sales\nconversions.
      \n<\/strong><\/p>\n\n\n\n

      4. Team management:<\/strong><\/h3>\n\n\n\n

      Sales, like other business functions, is a team\nsport. <\/p>\n\n\n\n

      A CRM that you choose need to accommodate all\nyour sales team members and provide perfect team integration. <\/p>\n\n\n\n

      A business can effectively be run if every\nstakeholder can get access to high-level sales overview  and also ground-level insights. A CRM you plan\nto purchase should provide both of these, <\/p>\n\n\n\n

      In a small business, bringing all your team\nmembers to a single platform and making everyone to get immediate access to\nlead data, customer data and analytics is a key factor for sales success. The\nCRM, you are thinking of, should do this, Additionally the CRM should provide\noverview of sales team performance and this can help while monitoring every\nteam member\u2019s activity and measuring their performance.<\/p>\n\n\n\n

      5. Comprehensive dashboard and analytics:<\/strong><\/h3>\n\n\n\n
      \"Comprehensive<\/figure>\n\n\n\n

      A key capability of a CRM is to show you the\nresults of your team\u2019s effort and to let you visualize the progress of your\nbusiness. <\/p>\n\n\n\n

      Based on the business or industry you are part\nof, the metrics and analytics may vary, but few of the measuring sticks are\nglobal and common across businesses. Below are a few examples of these\nmeasuring sticks.<\/p>\n\n\n\n

      How many prospects have been contacted? Which\nproduct or service of my business is gaining more interest from prospects? How\nmany customers did we win and lose? What is the result of the follow-up calls\ndone by my team? How much time did each team member invest in speaking to\nprospects and customers? How many deals have been closed by my team, in last 30\ndays?<\/p>\n\n\n\n

      6. Email integration:<\/strong><\/h3>\n\n\n\n

      If you have hundreds or thousands of prospects\nand customer data, it is not practically possible for you and your team to call\nand connect with them individually. <\/p>\n\n\n\n

      And of course, frequent calls will also make\nyour prospects feel uncomfortable and that is where email communication helps.\nSo, make sure your CRM is capable of providing you a emailing solution and email\nintegration capabilities as it can greatly help you to nurture, convert, and win\nnew prospects.<\/p>\n\n\n\n

      7. Easy to configure:<\/strong><\/h3>\n\n\n\n

      Even if your small business does not need a\nvery customized CRM, a CRM which can be configured to suit your sales process\nwill be helpful. <\/p>\n\n\n\n

      Also, these customization options or configuration\noptions should be easy to do with lesser training or support.<\/p>\n\n\n\n

      Few basic configuration options include listing\nyour products, services and customer groups. It will also include configuring\nlead or customer stages. <\/p>\n\n\n\n

      8.Quotes and Invoices<\/strong><\/h3>\n\n\n\n

      The hard effort carried out to convert a\nprospect to a customer finally ends in sharing them a price quote or price\nestimate  and later an invoice for them\nto make payment.<\/p>\n\n\n\n

      The CRM which you are planning to subscribe, if it is enabled with features to generate price quotes, estimates and invoices it will make the sales process<\/strong><\/a> easy and quick. It can save time and improve productivity.<\/p>\n\n\n\n

      9. File Attachments<\/strong><\/h3>\n\n\n\n
      \"File<\/figure>\n\n\n\n

      We always have mfew ay things to asscoaite with\na prospect or customer. It can be a document, or image of customer\u2019s office or\ntheir products or even recording of a conversation that you had recently.<\/p>\n\n\n\n

      A CRM should provide way to add, espailly from\nmobile, pictures, images, audio recording and documents. <\/p>\n\n\n\n

      Instead of managing\nthe files separately and tracking them, it would be a breeze if your CRM\nempowers you to store and manage all the files and track the history of which\nfiles were shared with whom and when.<\/p>\n\n\n\n

      10. Multiple ways  to capture leads, prospects and customers<\/strong><\/h3>\n\n\n\n

      The world is changing\nand the ways we generate leads are also changing rapidly. <\/p>\n\n\n\n

      Earlier, tradeshows used to be the biggest source of lead generation and now it is social media \u2013 Facebook, Instagram, Google to name a few  – where many small businesses are generating leads. So make sure, the CRM<\/strong><\/a> you choose for your business is capable of capturing and managing leads and customers from a wide range of sources inlcuding  Website Enquiries, Phone calls, WhatsApp, Third-Party listing platforms, Expos and tradeshows, business cards, phone calls and other sources. <\/p>\n","protected":false},"excerpt":{"rendered":"

      When does your small business need a CRM and why? If you are a small business owner, you would have realized a small business environment is ever-changing, dynamic and challenging.  You would have also realized understanding the needs of customers and improving sales is crucial for your small business not […]<\/p>\n","protected":false},"author":10,"featured_media":9384,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[8],"tags":[566,567,213,364],"class_list":["post-2482","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-marketing-and-sales","tag-beginnerguide","tag-choosingbestcrm","tag-crm","tag-smallbusiness"],"aioseo_notices":[],"yoast_head":"\nChoosing Best CRM For Your Small Business - A Beginners Guide - HelloLeads Blog<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.helloleads.io\/blog\/all\/marketing-and-sales\/choosing-best-crm-for-your-small-business-a-beginners-guide\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Choosing Best CRM For Your Small Business - A Beginners Guide - HelloLeads Blog\" \/>\n<meta property=\"og:description\" content=\"When does your small business need a CRM and why? 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