CRM for SMB Marketing

The Ultimate Guide

With nearly 10,000 tools in the Marketing Technology landscape and several hundred CRMs to choose from, finding the right CRM for your small business can seem like a daunting task.

Customer Relationship Management is more than just a tool. It is an ethos, a philosophy and is the sum total of all the processes, techniques and technology your company uses to build better relationships with your customers.

For small businesses, with limited resources and bandwidth - navigating the complexities of the right technology to support their existing business and future scale is a distraction at the very least and a total time and money sink at the worst.

Read this guide to understand what CRM really means, how good CRMs help break down data silos between teams and how a single view of your customers can radically transform the way you grow and build deep connections with your customers at every single stage of their journey with you.

Table of Contents

  • What is CRM?
  • What is CRM software?
  • How does a CRM system help business?
  • What is Customer One-View?
  • Do small businesses need a CRM?
  • How does a CRM help marketers?
  • What are the essential CRM features for small business marketers?
  • Working with Data and Leads in your CRM.
  • How to choose the right CRM for your small business?
  • How Vtiger CRM can help with your marketing needs?

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Who is this eBook for

Small Business Owners

For small businesses, optimizing the sales funnel to provide outstanding customer experiences at all stages of the customer lifecycle is critical. Unlike large enterprises, you do not have the budget, the resources or the bandwidth to manage complex technology setups or even the need. CRM is easy. You don't need to spend tens of thousands of dollars to get Marketing and Sales aligned and delivering growth the way you want it.

Whether you are getting started on your CRM journey or have a manual tracking process, or even already using a traditional (possibly expensive) CRM without seeing great results, this is the guide you should read.

Marketers in Small and Medium Businesses

Increasingly marketers are tasked with architecting and delivering amazing customer experiences. Marketing is no longer limited to building awareness and acquiring top of the funnel leads. In companies that are thriving in the marketplace, marketing teams are monitoring, optimizing and delivering personalized experiences at all touch points across time.

Having the right CRM tool is critical to being able to deliver all of this, at scale as your company grows. This guide will help you build strong connections and have relevant conversations whether you are starting off building your customer base or expanding on an existing database of thousands.