Do You Even CRM? Why CRM Software is a Must-Have for Your Small Business

If you own a small business, then you know–every dollar counts, and as the saying goes, time is money. You budget, you stretch resources, and...

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If you own a small business, then you know–every dollar counts, and as the saying goes, time is money. You budget, you stretch resources, and you wear many hats. Luckily, CRM software exists to shoulder some of your burdens. Maybe you don’t know what CRM is, or if you have a CRM system, maybe you’re not sure why, or what to do with it. Read on to learn why CRM software is a must-have for your small business. 

CRM: Explained

A Customer Relationship Management system is a technology that manages all your company’s relationships and interactions with customers and potential customers. Today, CRM is all about automation at each step of the customer journey, assisting you with marketing, contact management, sales management, customer service, digital commerce, and more. A few of the many benefits of CRM include:

  • Efficiency enhanced by automation
  • Improved messaging with automation
  • Simplified collaboration
  • Customizable dashboards that visually showcase data
  • Polished, trustworthy reporting
  • Proactive service 

How to Utilize CRM in Your Small Business

Want to hang up a few of those hats you wear as an owner? A CRM system will help you focus on the most important tasks by automating others. It keeps companies connected to customers, streamlines and/or automates processes, and increases profitability. Data, notes, documents, metrics, contact information, and records are all stored in one place. This data is collated and organized, making it useful

Both internally and externally, knowledge and communication are greatly enhanced, helping to improve and personalize the customer experience, convert leads, win new customers, and build lasting customer loyalty. 

Companies spending on CRM software see an average ROI of $5.60 for every dollar spent, proving that this customer-centric approach to doing business is beneficial for your bottom line. The benefits you’ll see from a CRM system include: 

  • Efficiency enhanced by automation
  • Improved messaging with automation
  • Simplified collaboration
  • Dashboards that visually showcase data
  • Polished, trustworthy reporting
  • Proactive service 

Improve the Customer Experience

Think for a moment–have you ever known a great employee or salesperson at a business you frequent? Someone who remembers you, knows your name (or even better–your kid’s or dog’s name), recalls your prior purchases or services, and gives you the attention, service, and respect you deserve as a loyal customer? 

Customers like to feel known and appreciated, and boy is it rare these days! The right CRM system allows you to give customers the same type of familiar, seamless experience once only offered by knowledgeable star employees, by supplying you with the right customer info–essentially, a cheat sheet of your company’s history with each customer. When this data is accessible to workers across your organization, every employee is empowered to deliver stellar, personalized customer experiences. 

CRM with Field Service Management

If you’re in the business of field service management or FSM, not just any CRM system will suit your needs. Most CRM platforms lack several special features that the FSM industry relies on. So where do you turn from here? To reach your business goals, look to Cloud-based FSM software with an integrated CRM system, which will give you the ability to link customer data to automated field service operations, improve efficiency, and provide visibility into the day-to-day processes. This is exactly what we offer at RazorSync–software solutions that make your life easier as a small business owner. 

If you’d like to learn exactly how RazorSync software with integrated CRM features will help your small business, you’ll want to check out this blog post too: How to Simplify Your CRM System with RazorSync

Ready to start using the industry’s #1-rated scheduling app? Try RazorSync free for 14-days to get started! For more information, contact one of our pros today.

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