CRM for Small Businesses: Should I Use One?

[mouakter13]

You already know that using a CRM could be a great help to your business. But, as a small business, you don't want to waste time and money on a poor tool.

So, how does a CRM help you? Which features will give you the best results? How would a CRM fit into your current sales process ?

If you're thinking about joining the small business community using CRM, this guide will answer these and other questions.

What is CRM
The benefits that small businesses realize when using CRM
The challenges of a CRM for small businesses
How to Find the Right CRM for Small Businesses
How to Adopt Your New Small Business CRM
Other great sales software for your small business
How Pipedrive can help you

What is CRM
CRM (Customer Relationship Management) is the management of customer relationships. It can be defined from two key angles: the concept and the tools.

First and foremost, customer relationship management is a method for creating, recording, and maintaining business relationships. It's based on, but not limited to, relationships with your customers. It architect database also encompasses contacts with your leads, email newsletter subscribers, collaborators, and employees.

The CRM process records all interactions between your small business and other people or companies. This includes calls, emails, negotiations, sales, and more, forming an integral part of a small business financial system that optimizes relationship and resource management. It helps you cultivate and improve all your business relationships and processes.

Which brings us to the other key point: CRM tools.

With CRM software, you can track all of these relationships in one place. For example, if your salespeople make 100 calls a week, they can store all the relevant data about those contacts in CRM software .

They can see where each prospect is in the sales funnel , what they've talked about, when to follow up, and much more. All thanks to this central platform.