CRM for Small Business

crmA customer relationship management (CRM) system is essential for today’s business to succeed. With a great system in place you can manage accounts and contacts, leads and opportunities, forecasting, analytics, contact management, notifications, and workflow all in one place from anywhere you happen to be.

Nucleus Research conducted a study in June 2014 with the following results:

Companies continue to make new investments in CRM to take advantage of new analytics, social collaboration, mobile, and other capabilities – and with good reason. In analyzing Nucleus ROI case studies on CRM, we found the average returns from CRM have increased since 2011, from $5.60 to $8.71 for every dollar spent.

Today it is easy to employ a CRM for small business because there is no hardware or software to purchase or install. Online customer relationship management services make it easy and affordable for any business to unleash the power of lifecycle marketing to maximize the customer experience, increase sales and build customer loyalty.

A good CRM will allow you to track:

  • Client history
  • Customer contact information
  • Current client preferences
  • Past interactions with a client
  • Past sales interactions
  • When a customer is ready to buy
  • Provide a task management system

Implementing a CRM for small business will not only increase productivity, provide transparency, improve your organization and your customer retention; it will help your business grow.

Infusionsoft is the CRM I recommend to all small businesses because it is the one I chose to use for my own business.

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