There are many answers to the question of which CRM is right for your business.

The only way to answer the question is to also answer the question of what you need. To succeed with CRM you need to consider not just what your business needs now, but what it will need in five years.

Fortunately answering these questions and breaking down what your company needs makes it easier to choose a CRM. Let’s take a look at where to start when choosing a CRM for small businesses.

CRM for Small Businesses

When your company is young and new you’ll want to keep an eye on your expenses. You should also introduce systems that work together without the need for you to branch out beyond your workflow.

Here’s a checklist for choosing a CRM for a small company:

  • Is it Free or Freemium?
  • Does it work well with your existing applications?
  • Does it fit with your current workflow?
  • Does it fill a need?

What are you using?

It’s a good idea to start by looking at what you already use. A good place to begin is your email client and provider, because they can be integrated into many systems.

Perhaps you use Google Apps Mail, or maybe you’re using a different solution. Where are you reading your emails? If you read them in a browser then you can use an extension or a plugin. There are also some choices if you use a dedicated email client.

You also need to look at marketing. Do you use to keep in touch with current and prospective customers by using a marketing automation platform? Ensure that the CRM system you decide to use works with this platform.

If you send out things like newsletters and product announcements with a separate service, then you also need to consider this service. Some companies will keep these separate from marketing automation and, if yours is one of them, you also need to ensure that it will work with your chosen CRM.

What do you need?

After looking at what you have it’s time to consider what you need.

Do you have problems with your funnel, or are there problems with closing and retaining?

A funnel solution will come with a heavy focus on outreach rather than closing deals, while a CRM designed to help you close will help you retain customers and close deals with them.

Closing and Retaining

If you’re focusing on closing and retaining then a simple system like Streak, which is compatible with Gmail, is a good choice.

As well as working perfectly with Gmail, Streak allows everyone in the company to share information about how they have communicated and interacted with customers to aid collaboration.

Yesware is another good choice that works similarly to Streak.

Yesware focuses on working within your inbox which will make it a hit with many business owners.

From creating email templates to tracking and putting together analysis, Yesware offers plenty of functionality and features. As the company continues to grow, Yesware can be perfectly integrated with Salesforce if you would like.

Benefits of CRM Helpdesk in Customer Service

CRM Helpdesk is an individual customer support cases and if you are in the business of customer support to clients then you know how important the ticketing system is.

It keeps your client satisfied after providing them with a satisfactory result and it can also keep your client base stronger and have faith in your business. Therefore, it is highly important that you imply a quality CRM software system to keep things right in order.

Here are some of the top benefits of a CRM help desk to manage customer complaints.  

Faster Complaint Ticket Resolutions

Helpdesk CRM automated ticketing system and keeps cases under a routine administration so that you get ample time to focus on closing the tickets.

Reduces Complaint Backlog

If you resolve more cases in less time, it will reduce ticket backlog.

The strong customer support team is important for two reasons. First, if you take a lot of time to resolve the complaint cases then it will create dissatisfaction among customers. That means customers look for a solution as quickly as possible.

Second, if there are a large number of pending cases, it will create an environment of stress and keep your employees under pressure.

That’s where a CRM system applies. It keeps things right in order.

Offers Personalized Support

When things are in order, you get enough time to give one to one attention to your clients on their issues with one-to-one attention. You know how important it is when you give a personalized support to your clients.

CRM Software Offers Quality Support

CRM help desk from BPM online provides quality service that is beyond the capacity of manpower. CRM just segment the tickets into groups based on their complaint types and understanding the potential customer.

High Performance at All Cost

A system that never takes rest and CRM help desk stands for it. It gives reliable service and performs well at all costs.

Set Expected Goals

CRM system not only keeps things in order but also sets a goal and attentively works to accomplish the set goal. It can achieve high customer satisfaction, solving a number of tickets and much more.

High Customer Satisfaction

Customer satisfaction matters the most for any business. Your satisfied customer may return time and time again and they may be your potential advertiser, but one dissatisfied customer will bring lots of harm to your business.

CRM help desk will work on it and keep your clients satisfied.

Increases Revenue

The first and the last goal of every business is to increase revenue and it can be accomplished through the overall performances. CRM helps you do that.

In short, with the help of a CRM help desk, you get more satisfied customers. It automates things and that becomes amazingly well for any company or organization.

Improving the Sales Funnel

The other side of the CRM coin is the social CRMs that will improve your sales funnel.

There are several great choices here but the three best ones are Insightly, Contactually, NetHunt CRM and Nimble. These are only some of the choices that should be able to fit your needs.

In the end, the question of which CRM is right for your business depends on your business. There is no single answer. But taking the time to ask yourself the right questions can make it much easier to choose.

The big names such as Salesforce, Oracle and Microsoft Dynamics are good fits for small businesses, but that doesn’t make them the best choice.

When you start a business, you start small and you need to be running lean. As such, you need to use a CRM that works in the same way you do.