Why small businesses need CRM

Limo Sadalla, CEO Blue Consulting.

“Only large companies use CRM.”
“CRM is too complicated to use.”
“I don’t need CRM in order to grow my business.”

These are some of the most common assumptions we hear when we talk with small business owners. They believe that you need to be a large company to truly take advantage of CRM, or that CRM is out of their reach due to cost or complexity. Yet, small businesses that have implemented a CRM solution have seen major improvements in sales productivity, customer satisfaction and most importantly, big gains in sales!

CRM is a game-changer for small businesses. It enables your sales team to reach higher levels of productivity and gives you a bird’s-eye view of your company’s performance through comprehensive reporting

A CRM is probably one of the most valuable systems that any small business can implement. It is as important as the people that are hired and will have a more significant effect long term than any one employee.

CRM helps your team move through the process of winning deals with greater efficiency and rigor. It helps your reps get a 360-degree view of the customer, which helps them close deals and build the relationship.


1. Simplify lead management

Closing deals has gotten tougher as busy sales teams have seen an increase in competition.

Without a well-defined workflow to manage incoming sales opportunities, time is wasted. CRM was designed to help businesses overcome this challenge and make closing a deal as easy and quick as possible. Leads are routed as they come in, complete with contact information, account activity, and relevant company information.

2. Keep your teams connected

A cloud-based CRM app helps your teams stay productive whether they’re at their desk or in the field. Sales teams can access all files and update customer records while on the go using mobile apps such as the Salesforce1 Mobile App, allowing teams to be ultra-responsive. Running your business from your smartphone will soon be as commonplace as ordering food using an app.

3. Improve sales productivity and speeding up the sales process

CRM helps speed up and streamline all phases of sales from lead management to analytics and forecasting.

4. Keep your customers happy

Integrate your CRM with smart customer service tools so your support teams can respond quickly on all channels, automate repetitive tasks, and set up self-service sites for customers to help themselves.

5. Grow your Business

A flexible CRM can help you through the growing pains right out of the box. No hardware to upgrade and no months spent implementing it. Flexibility also allows businesses to add different functionalities and features as needed.

 Can You Afford it?

Every dollar counts when you’re a small business. Priority-wise, CRM often falls on the “nice-to-have” list instead of the “need-to-have” side. For small businesses, CRM brings together all of the information about your customers and your business in one place to make your team more productive. The right CRM can connect your sales, marketing, customer service, inventory management, and internal reporting all in a single place. That sounds great, but does the cost of CRM still make this a “nice-to-have”? Well, not if you pick the right solution that has simple pricing and a low risk to implement.

For example, a monthly subscription model means that you only pay for what you need as you need it.

For every $1 spent, CRM offers an average return of $8.71

Nucleus Research

Even the best sales people need the right tools to close the deal. Salesforce is the industry leader in customer relationship management and was designed with top sales performers in mind. From the world’s most loved CRM features, to cutting edge new functionality that is redefining the industry.

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