What you need to know about choosing a CRM for your small business

Speak to one of our consultants to find out how we can support you.

As a small business owner, you know that managing customer relationships is key to your success. A Customer Relationship Management (CRM) system can help you keep track of customer interactions and data, streamline your sales and marketing efforts, and grow your business. But with so many CRM options out there, how do you choose the right one?

Key factors to consider when choosing the best CRM for your small business

Cost: Your budget is likely a top concern when it comes to choosing a CRM. Look for a system that fits your budget, but also keep in mind that there may be better options than the most expensive option. Consider the long-term value of the CRM and how it will impact your business’s bottom line.

Features: Make sure the CRM you choose has the parts you need to manage your customer relationships effectively. This might include contact management, sales forecasting, and marketing automation. In addition, look for a CRM that can grow with your business and has the potential to expand as your needs evolve.

Ease of use: Choose a CRM that is easy to use and set up so that you and your team will be more likely to use it consistently. A user-friendly interface can help improve adoption and ensure that the CRM is actually helping your business rather than causing more work.

Integration: Consider whether the CRM you choose integrates with other tools and software you use, such as your email marketing platform or accounting software. This can streamline your workflows and save you time.

Customer support: Choose the best CRM software for a small business that offers good customer support in case you have any questions or run into any issues. Look for a company with a track record of responding to customer inquiries and solving problems quickly.

Scalability: As your business grows, you’ll want a CRM that can scale with you. Look for a system that has the capacity to handle an increasing number of customers and a growing sales team.

Customisation: Choose a CRM that allows you to customise it to fit your business’s specific needs and processes. This will ensure that the system is a good fit for your team and that it improves your workflows rather than adding unnecessary complexity.

Mobile accessibility: If you or your team are frequently on the go, it’s important to choose a CRM that has a mobile app or is mobile-responsive so that you can access it from anywhere.

Data security: Make sure the CRM you choose has robust data security measures in place to protect your customers’ personal information. With data breaches on the rise, this is more important than ever.

Consider long-term goals: Think about your long-term business goals and choose a CRM that will support those goals. For example, if you plan to expand internationally, you’ll want a CRM that is equipped to handle multiple languages and currencies.

By taking these factors into account, you can choose a CRM that will help you effectively manage customer relationships, streamline your sales and marketing efforts, and support the growth of your small business.

The best tool for startups

When choosing the best CRM tool for your startup or small business, consider hiring a Virtual Assistant (VA). Did you know that our VAs at Outsourcery are familiar with most CRM systems and can research, implement and manage the right system to suit your business’s needs? There’s no time like the present to get your CRM and begin your journey toward success.

Work with the best of the best, for less

Many businesses struggle to find high-quality support at affordable rates, slowing their growth.

Since 2015, we’ve empowered thousands of businesses to scale efficiently and optimise their operations with seamless access to a pool of quality remote talent through a flexible subscription model.

Download our free guide to find out more.

Download our Guide

By submitting this form, I consent to contact via phone and email, as per Outsourcery's Privacy Policy.

Want to join the team? Click here
This field is for validation purposes and should be left unchanged.

Get virtual support

Join our team

Don't leave without exploring all your options!

Let's have a no-strings-attached chat
about what you need.

"*" indicates required fields

Address
By submitting this form, I consent to contact via phone and email, as per Outsourcery's Privacy Policy.
This field is for validation purposes and should be left unchanged.

Get 5 free hours with your Virtual Employee in your first month - match guarantee!