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 Customer Relationship Management (CRM) system to be effective.
Investing in a small business CRM 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 small 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 solution 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.
"With Vtiger our sales manager, sales representatives, customers service and CEO have accurate and up to date information regardless of their location."
"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."
"We are using Workflows to handle a lot of our post-sales activities. This saves reps valuable time, allowing them to focus on the more important tasks."