Choose a CRM that enables you to focus on customers and frees you up from the overhead of setting up and managing the tool. Vtiger CRM is incredibly easy to set up, administer and use which makes it the ideal choice for small businesses.
Spreadsheets and free versions of most CRMs offer very basic capabilities to manage a sales pipeline and processes. People often turn to one of these as the go to solution to build out their first contact database for leads and clients. But as you scale, things start to become more complicated. Several team members now get involved in managing a relationship at various stages of the sales funnel and all of them need to be on the same page to drive customer delight. You need a CRM to be effective.
Investing in CRM software can give your growing business visibility and deliver a better customer experience. Startups and growing business firms can build a loyal customer base by providing personalized service. CRM software is a must-have tool for small businesses as it will increase sales figures, enhance team collaboration, and get crucial tasks done on time.
When companies rely on spreadsheets and email to maintain the contact and customer information things can be pretty chaotic. Sales teams end up spending a disproportionate amount of time keeping the spreadsheets updated.
It is very difficult to collaborate with other teams using spreadsheets. Multiple copies are created, important information gets edited inadvertently and sometimes the entire sheet gets deleted. All of these just become unnecessary distractions from focussing on the customer.
A CRM helps small businesses be on top of their sales pipeline and associated operational challenges. The data is tracked in one place and it is secure. Your teams are able to collaborate well and businesses are able to generate more leads, close deals faster and support customers better to reach their business goals.
The CRM also helps to integrate data across multiple systems that a business uses - like your business emails, calendar, social media channels, and billing and invoicing system. Having a unified customer view puts all teams on the same page and empowers them to drive customer delight.
CRM software is not just useful for large organizations. Having a disorganized and fragmented sales tracking system can hurt small businesses badly. Implementing a CRM system gives your deeper insights into your pipeline, and helps small businesses to focus on their customer relationship strategy. When set up properly a CRM can be a valuable tool that enables you to automate time-consuming tasks, develop new customer acquisition tactics and provide valuable intelligence on sales trends.
Some of the core advantages of a CRM are as follows:
Does the CRM let you easily import and manage your business contacts? Tracking contacts across all stages of the lifecycle is critical to success.
Can you track leads and opportunities easily as they transition through various stages of the buying process?
Email marketing is the mainstay of most small businesses. Does the CRM make it convenient to configure and execute campaigns?
Opt-in SMS marketing campaigns can be a great way to get your business noticed and to stay connected with customers. Does your CRM offer integrations to support these?
Does the CRM support an integrated no-hardware telephony solution? This is critical for sales teams to stay connected with their customers.
Does the CRM make it easy for you to get insights into your customers and sales pipeline? A good CRM will have robust reporting capabilities with insightful analytics dashboards.
How easy is it to automate repetitive tasks in the CRM? Automation capabilities free you up from time consuming tasks and let you focus on customers.
As your business grows and processes become more complex, it is essential for multiple teams to collaborate around customer requirements. Does the CRM should make this seamless?
Customers and prospects need to reach you round the clock. Does your CRM have a comprehensive mobile app that your teams can use to be on top of their tasks?
You need to focus on things that matter to your business. Learning a complex tool isn’t one among them. Vtiger CRM is designed to have you up and running in a matter of hours. The intuitive interface is easy to use and administer without requiring an IT expert.
Every business is different and you have unique workflows. Vtiger CRM makes it incredibly easy to setup custom pipelines and workflows that meet your requirements. You can automate and streamline your processes easily so all teams are working efficiently from a single view of the customer.
Vtiger’s award winning customer support and client success teams are available at every step to help you get the most out of your CRM investment. From migrating your data from spreadsheets or legacy systems to architecting a custom solution to meet your very specific business needs, we will be your support system all along the way when you need us.
Vtiger CRM gives your team the power of built-in webforms, social media & telephony integrations to capture leads from a variety of sources - website, social media, emails, and phone calls. With effective lead scoring and workflows, your sales team can focus on leads that matter the most to your business without wasting resources.
Connect with and nurture leads with personalized campaigns across a variety of touch points. From email, telephony, SMS to social media channels - Vtiger CRM provides a breadth of integrations and capabilities for you to reach out to and engage with your prospects.
With integrated telephony, you can connect with your contacts from right within Vtiger CRM. You can record the conversations and even have the Calculus AI engine analyze the effectiveness of those conversations.
Visualize, organize, & manage deals with customized views & filters. Kanban, List, Calendar and more views available at the click of a button.
Smart alerts keep you updated on deal activity and progress - proactively notifying you when a deal has stalled, so that you can swoop in and save the day.
Resolve customer issues instantly, improve support efficiency, and maximize customer satisfaction.
Automate repetitive tasks across your organisation from collecting leads, winning deals, providing support, and more.
Leverage Vtiger built-in project management capabilities to collaborate with your teammates on winning deals, solving customer problems, and ultimately providing the best experience.
Gain deeper insights into your marketing, sales, customer support activities with insight and reports. Schedule reports to get them delivered right into your email inbox.
Vtiger captures all customer data and interactions in a single place, giving everyone on your team a complete, 360 degree view of the customer.
Vtiger’s mobile app brings the CRM into your palms - enabling you to perform at your best even on the go.
"We realized much more value from Vtiger for less than half the price we were paying Zendesk."
"Vtiger has played a substantial role in our business growth."
"With Vtiger our sales manager, sales representatives, customers service and CEO have accurate and up to date information regardless of their location."
"Our entire sales process from lead nurturing to closure has become completely paperless."
"Since Vtiger helps us keep our sales pipelines accurate and healthy, we are able to estimate monthly targets and forecast our quarterly sales better without any guess work."
"We now have a better handle on the business and are poised for easier continued growth through further exploitation of the rich feature set. I can always trust that when we need it there's great support on hand."
"With Vtiger in place, we are an entirely cloud-based operation. I have a lot more peace of mind with regard to my data."