Running a successful small business is like having hundreds (or thousands!) of friends you need to keep track of somehow. Don’t rely on handwritten client notes that you can’t even read. Instead, check out some of the best CRM software that’ll help you stay on top of your client list.
A CRM (customer relationship management) software will help you manage customers and potential customers, freeing up your time and energy to focus on growing your business.
But, what is a CRM, what can you expect of a CRM software, and how do you pick the right one?
Lucky for you, we’re here to help you out. Keep reading for everything you need to know about how CRM systems can help and how you can choose the right CRM for you.
Plus, we share details on the 10 best CRM software for small business, so you can get started off right.
What to Look for in the Best CRM Software
There are tons of CRM software companies, so knowing what to look for in the best CRM software is super important. Here are a few things to keep in mind:
Ease of Use
You’re going to be using your CRM software a lot, every single day. You’ll be living in it. If it isn’t easy to use, you won’t use it. And that won’t help you reach your goals.
Want to know how important usability it? A recent survey found that 67% of businesses think that ease of use is the most important feature of their CRM software.
Cloud-Based Client Management Systems
Having a cloud-based CRM is important for your team. They’ll be able to access client details from anywhere, in real-time, increasing productivity. Nucleus Research found that 65% of companies using mobile-friendly CRMs exceeded their sales targets.
Plus, cloud-based software is more secure, faster, and makes it easier to integrate with the other apps you use to keep your business thriving.
If you have a sales team, this one’s vital. You must be able to track your contacts all the way from “just browsing” to “brand evangelist” without missing a beat.
This means that your CRM software has to be able to send emails automatically based on behavior, make follow-up phone calls, and more.
Features and Integrations
What features do you need your CRM software to have? You might be shouting at your screen right now, “I don’t know, OptinMonster, I only just found out that I even need a CRM!”
That’s okay. Let’s talk it out.
First, your CRM is more than just a contact list. It needs to integrate lead generation with marketing and sales.
So, how do you need to be able to get in contact with people? Your CRM should store name, email address, phone number, and maybe even social media links. Some CRM software even scans through social media profiles to show you if the contact fits your buyer persona.
The best CRM software will help you stay on top of the entire customer journey. That means you’ll need to make sure you can integrate the CRM software you’re considering with your existing business and sales activities.
If you use WordPress, an email marketing service, social media, and lead generation software, your CRM software must support those integrations.